Summary
Overview
Work History
Education
Skills
Education Credentials
Awards
Community Service
References
Extracurricular Activities
Languages
Summary Of Experience
Personal Information
Timeline
AdministrativeAssistant

ANNIE MARVELOUS DOE MENSAH

Accountant
Accra

Summary

Finance and Strategic Planning Professional with a proven track record in enhancing fund management processes at UMB Investment Holdings Limited. Expertise in Sage and a collaborative approach resulted in securing over Two Million Cedis in customer assets, demonstrating strong results-driven capabilities and exceptional client relationship management.

Overview

8
8
years of professional experience

Work History

Accounts Officer

UMB INVESTMENT HOLDINGS LIMITED
Accra
01.2023 - Current
  • Validated and balanced all transactions across Provident Fund-related bank accounts.
  • Developed and maintained PF Account Position reports for streamlined financial tracking.
  • Reconciled discrepancies in Provident Fund records.
  • Reconciled private wealth accounts with accuracy.
  • Performed reconciliations of ledgers and account payables using Sage software.
  • Filed monthly tax returns promptly.
  • Managed withholding tax processes for UMB IHL, UMBS, SDSL & UMB Capital.
  • Administered VAT and levies across UMB IHL, UMBS, SDSL & UMB Capital.
  • Accurately entered and updated data in company database.
  • Generated payment vouchers, filed and reconciled ledgers with Sage software.
  • Handled tracking and balancing of petty cash funds.
  • Contributed to annual budget development for subsidiary department.

Fund Analyst

UMB INVESTMENT HOLDINGS LIMITED
Accra
09.2019 - 12.2022
  • Acquired Bank of Ghana Bills and Treasury Bills for clients.
  • Managed bill trading activities in secondary market for varied clientele, ensuring effective service.
  • Generated advice documents for institutions with successful Bank of Ghana auctions.
  • Administered pension schemes and contributions.
  • Conducted valuations on institutional funds to evaluate investment status.
  • As a proactive team member with the Treasury Department, I have contributed to the bottom line of the business through the following:
  • Acquired a clientele of thirty individuals, generating income exceeding two million Cedis in under one year.
  • Conducted profitable secondary market transactions resulting in earnings over $100k within a two-month span amid the pandemic lockdown.

Customer Service/Teller

UMB INVESTMENT HOLDINGS LIMITED
Accra
10.2016 - 12.2018
  • Handled correspondence for UMB-IHL office through both physical and phone channels.
  • Maximized opportunities by effectively marketing UMB-IHL offerings.
  • Oversaw service quality to strengthen client relationships.
  • Managed account opening procedures and confirmed adherence to KYC standards.
  • Captured and scanned photos and signatures of new accounts into UMB-IHL live for processing.
  • Authenticated and validated signatures in withdrawal requests.
  • Provided strategic advice on enhancing client's financial portfolio.
  • Resolved client requests and complaints promptly.

Customer Service Officer

CONSUL GHANA LIMITED
Accra
01.2012 - 12.2015
  • Managed correspondence flow to ensure timely dispatch and receipt.
  • Handled petty cash management adeptly.
  • Conducted preliminary candidate screenings.
  • Assisted incoming clients.
  • Organized and maintained accurate filing systems.

Typist

ASSOCIATION FOR CHANGES
Accra
01.2010 - 12.2012
  • Produced accurate documentation of all research project findings.

Education

MBA -

School of Business, University of Ghana
01.2019

GSE Securities Course -

Ghana Stock Exchange
Accra
01.2019

BSc. - Accounting & Information Systems

Regent University College
Ghana
01.2016

Stenographer Grade 1, 11 -

Sackey Addo Secretarial Institute
Accra
01.2010

West African Senior Secondary School Certificate -

Prestige Academy
Accra
01.2009

Chartered Accountant - Level 1 Exempted: Level 2 in Progress

Professional Institute of Chartered Accountant
Accra-Ghana

Skills

  • Good knowledge of finance and accounting
  • Knowledge of fund management
  • Foreign Currency Expertise
  • Thorough understanding of investment procedures
  • Thorough Understanding of Regulatory Compliance
  • Results-Driven Teamwork
  • Strategic planning
  • Decision-making
  • Business administration
  • Report writing
  • Monitoring and Evaluation
  • Sage Accounting software
  • Advanced Microsoft Office Skills
  • Software Trainings (CSD Platform, Teksol FundPlus)
  • Computer software (Tally, Spreadsheets)

Education Credentials

  • Institute of Chartered Accountant, Part 1 Exempted, Completed
  • Institute of Chartered Accountant, Part 2, In Progress
  • School of Business, University of Ghana, Master of Business Administration (MBA), 08/2017, 05/2019
  • Ghana Stock Exchange, GSE Securities Course, 2019
  • Regent University College, Ghana, BSc. in Accounting & Information Systems, 08/2012, 05/2016
  • Sackey Addo Secretarial Institute, Stenographer Grade 1, 11, 08/2008, 05/2010
  • Prestige Academy, West African Senior Secondary School Certificate, 2009

Awards

First Class and Best Student of Accounting and information system (2016)

Community Service

  • Engaging in Voluntary Service to Communities through an NGO- (GrayNetwork), 01/2017, Present
  • Donations of Reading Materials to Adaklu Primary and JHS Community and Dental Outreach For the community members, 2017
  • Fundraiser for Rotaract Club of Osu - RE (as the project director), 2010
  • Volunteer in clean up exercise at Mamprobi Polyclinic (Regent University), 2014

References

  • Mr. Francis Nyoagbe, Executive Director- UMB Investment Holdings Ltd, fnyoagbe@umbcapital.com, 0549 778 871
  • Mr. Mensah Godsway, GRAYNETWORK, 0249-535364
  • Dr. Arshiley Mensah Ebenezer, Regent University of Science and Technology, MacCarthy Hills, Accra, Greater Accra, 0507213648

Extracurricular Activities

CEO of Gender and Reproductive Advocacy Health Youth Network Vice President, Rotaract Club of Osu-Re (2013-2014) Class Representative, Regent University (2011-2016) Project Director, Rotaract Club of Osu-RE (2010) Chapel Representative (2004) Member, Rotary Club

Languages

Native (Mother tongue), Fluent in speaking, Bilingual, Fluent in speaking, Academic & Professional communication, Basic communication skills

Summary Of Experience

Good knowledge of finance and accounting, Knowledge of fund management, Knowledge in foreign currency and markets, Thorough understanding of investment procedures, Comprehensive understanding of industry and regulatory laws and regulations, Ability to work diligently and in a team to achieve utmost results, Strategic planning, Decision-making and Business administration, Report writing, Monitoring and Evaluation, Sage Accounting software, Microsoft Office (Word, Excel, Power point), Software Trainings (CSD Platform, Teksol FundPlus), Computer software (Tally, Spreadsheets)

Personal Information

  • Hobbies: Reading, Sporting
  • Nationality: GHANAIAN

Timeline

Accounts Officer

UMB INVESTMENT HOLDINGS LIMITED
01.2023 - Current

Fund Analyst

UMB INVESTMENT HOLDINGS LIMITED
09.2019 - 12.2022

Customer Service/Teller

UMB INVESTMENT HOLDINGS LIMITED
10.2016 - 12.2018

Customer Service Officer

CONSUL GHANA LIMITED
01.2012 - 12.2015

Typist

ASSOCIATION FOR CHANGES
01.2010 - 12.2012

MBA -

School of Business, University of Ghana

GSE Securities Course -

Ghana Stock Exchange

BSc. - Accounting & Information Systems

Regent University College

Stenographer Grade 1, 11 -

Sackey Addo Secretarial Institute

West African Senior Secondary School Certificate -

Prestige Academy

Chartered Accountant - Level 1 Exempted: Level 2 in Progress

Professional Institute of Chartered Accountant
ANNIE MARVELOUS DOE MENSAHAccountant