Summary
Overview
Work History
Education
Skills
Highlights Of Expertise And Skills
Education And Professional Development
Professional Development
Accomplishments
Certification
Timeline
Generic

HELLEN BWALYA

ACCOUNTING PROFESSIONAL
Lusaka

Summary

Results-driven accounting professional with 8+ years of experience in auditing, budget forecasting, financial reporting, and analysis. Adapts seamlessly to evolving accounting processes and technology, excels in issue resolution and continuous process improvement. Known for fostering collaboration and delivering results in dynamic environments, possesses keen analytical skills and a proactive approach to problem-solving.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Accountant- Supervisor Finance

KPMG Zambia Limited
01.2022 - 03.2023
  • Financial statements -Prepare Books of Accounts in accordance with internationally accepted standards and other statutory provisions and preparation of monthly management accounts to facilitate decision making on a timely basis.
  • Fixed assets - Maintenance of Fixed Assets register
  • Monthly journals - Revaluation of foreign payables and receivables on a monthly basis
  • Bad debt - Bad debt provisioning and accruals
  • Reports - Monthly and quarterly IHQ and management reports
  • Prepayments - Posting transactions to the Prepayment account
  • Inter-firm creditors - KPMG Zambia recharges - Invoices to other firms
  • Local creditors - Posting of creditor invoices and reconciliations
  • Working in progress - Preparation of working in progress reports
  • Debt management - Intercompany debt management
  • Prepare for statutory audits - Prepare year end accounts schedules in readiness for the statutory audits.
  • Maintain Ledgers - Maintain general ledgers to reflect an accurate picture of company's assets

Accountant

Minet Consulting Zambia Limited
Lusaka, Lusaka
04.2018 - 12.2021
  • Financial statements -Prepare Books of Accounts for the Pension Schemes in accordance with internationally accepted standards and other statutory provisions and preparation of quarterly management accounts to facilitate decision making on a timely basis.
  • Financial analysis - Analyze financial performance of pension schemes and advise Boards of Trustees accordingly.
  • Investment analysis - Analyze investment performance of investment Managers and report to Trustees.
  • Prepare for statutory audits - Prepare year end accounts schedules in readiness for the statutory audits.
  • Reconcile Accounts - Reconcile all pension schemes/funds including bank accounts to maintain up-to-date reconciliation accounts.
  • Maintain Ledgers - Maintain general ledgers to reflect an accurate picture of pension schemes' assets.
  • Prepare Statutory Returns - Prepare returns to the Pensions and Insurance Authority in accordance with the Pension Scheme Regulation Act.
  • ZRA returns - Submit ZRA PAYE and WHT on the 10th and 14th as per regulatory requirement.
  • Monitor Contributions - Ensure that Pension contributions are received on a timely Basis from employers and these are appropriately invested and accounted for.
  • Board Meetings - Arrange and attend Board of Trustees meetings or any other such meetings as may be directed by superiors to present reports, give technical guidance and provide secretarial services to such companies.

Audit Associate

Deloitte and Touché Zambia
Lusaka, Lusaka
02.2015 - 12.2017
  • Conducted pre-audit reviews to analyze key risk areas of the audit.
  • Reviewed client business and identified business risks facing the company considering the macro/micro environment and identify key audit risks.
  • Conducted review of internal control system and pinpointed weaknesses for reporting to management.
  • Planned the audit, which identified the critical cycles in the client's business, explaining why the cycles are critical and formulated audit strategies to mitigate the risks identified.
  • Prepared audit programs to carry out comprehensive plans.
  • Prepared a detailed task plan and budget to ensure that audits are carried out efficiently and effectively.
  • Prepared reports to management highlighting any internal control weaknesses and significant errors identified during the audit and proposed recommendations.
  • Coordinated audit team activities to meet objectives within time constraints on various jobs.
  • Arranged, coordinated and attended meetings between client senior management and the engagement leader and engagement manager.
  • Carry out detailed tests on: Cash and bank balances; Fixed assets; Trade payables; Trade receivables; Prepaid expenses; Revenue; Cost of sales; Inventory; Investments; Equity; Related party account balances; Payroll; Operating expenses; Commission (insurance); Claims(insurance); Grant income; fee and commission income; interest income; customer deposits; Loans; Long term debt; deferred income; exploration costs and accruals.

Education

Accountancy

Copperbelt University
Copperbelt
04.2010 - 01.2015

MBA - Accounting And Finance

University of Lusaka
Lusaka
04.2001 -

Investment Advisory And Stock Broking

Zambia College of Pensions And Insurance Trust
Lusaka
09-2018

Skills

  • Effective interpersonal communication

  • Report development

  • Financial forecasting

  • Budget preparation

  • Accounting procedures

  • Management accounting

  • Ability to work under tight deadlines

  • Investigative skills

  • Analytical skills

  • Problem-solving ability

  • Self-motivated

  • Proficient in Pastel and oracle

  • Financial statement preparation

  • Accounts payable management

Highlights Of Expertise And Skills

  • Excellent communication and interpersonal skills.
  • Remarkably skilled in developing reports for the top management, summarizing the company's financial status in various business aspects and coordinating the preparation of tactical plans, financial forecasts, and budgets.
  • Outstanding talent and ability to develop and update accounting, finance, and management procedures and policies.
  • Ability to work under tight deadlines and be adaptable to changing assignments.
  • Excellent reasoning, investigative, analytical, and problem-solving ability.
  • Utilizes a highly organized, self-motivated, and proactive approach to work.
  • Proficient in using Pastel, Web-time, Great assets and Innova.
  • Familiar with the latest audit techniques and methodologies.
  • Up to date with a majority of International Financial Reporting Standards.
  • Up to date with current Zambian tax laws and regulation.
  • Familiar and competent with Caseware audit Program and AS2 Audit programs.
  • Bargaining and negotiation skills.
  • Proficient in using Microsoft office programs (Excel, PowerPoint and Word).
  • Able to establish and maintain effective working relationships in a team environment.

Education And Professional Development

  • Master of Business Administration in Finance, Currently Pursuing, Final stage
  • Bachelor's Degree in Accountancy (BAC), Copperbelt University, Kitwe, Zambia, 2015

Professional Development

2018, Investment advisory and Stockbrokers Certificate

Accomplishments

  • Reconciled and resolved long outstanding payables which led to a reduction in payables and better supplier relations.
  • Used Microsoft Excel to develop inventory tracking spreadsheets and helped to minimize wastage .
  • Collaborated with team at KPMG South Africa in the successful implementation of the oracle system for KPMG Zambia. Key player in insuring that data was successfully and accurately transferred to the new system.
  • Achieved time efficiency in the preparation of management accounts by streamlining the monthly templates.

Certification

Certificate in Investment advisory and stock broking

Timeline

Accountant- Supervisor Finance

KPMG Zambia Limited
01.2022 - 03.2023

Certificate in Investment advisory and stock broking

09-2018

Accountant

Minet Consulting Zambia Limited
04.2018 - 12.2021

Audit Associate

Deloitte and Touché Zambia
02.2015 - 12.2017

Accountancy

Copperbelt University
04.2010 - 01.2015

MBA - Accounting And Finance

University of Lusaka
04.2001 -

Investment Advisory And Stock Broking

Zambia College of Pensions And Insurance Trust

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HELLEN BWALYAACCOUNTING PROFESSIONAL