Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Board Membership
Timeline
Generic

Isaac Ewuah

Charlottetown

Summary

A Fellow of the Chartered Institute of Financial and Investment Analyst, Ghana (CIFIAG) and currently, a student of Ghana Investment and Securities Institute Limited (GISI) specializing in Wealth and Portfolio Management. I bring to the table close to nineteen (19) years' experience in Forex Payables, Treasury Operations, Financial and Investment Analysis, Planning and Budgeting and Pensions Management. Passionate and highly skilled in Wealth Management with a particular interest in Pensions and Superannuation Management as well as Financial and Business Analysis. Charismatic leader and team player with strong analytical, communication, writing, presentation, negotiation, interpersonal and leadership skills. Culturally adaptive with good cultural skills, open-minded person, empathetic, adaptable with strong communication, networking, and problem-solving skills. Friendly Team leader , experienced in leading teams with exceptional skill as trainer, team builder and achiever. Experienced fund management professional , team-oriented capability to manage assets, promote investor relations and assess fund performance.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Head, Pensions, Provident Fund and Superannuation

Volta River Authority
05.2022 - Current
  • Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
  • Assessed financial data and determined suitable actions for investments.
  • Devised and implemented hedging strategies to decrease investment risks.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Organized periodic Board of Trustees and Sub-committees' meetings.
  • Prepared monthly, quarterly and annual cash flow statement for Fund.
  • Prepare and circulate individual statements of contributions for the Provident Fund & Pension Scheme on annual basis
  • Prepared financial accounts of two schemes and coordinate annual internal and external audit of schemes
  • Designed and implemented Pension Scheme for permanent employees of Volta River Authority
  • Performed any duties that may be assigned by Director, Finance and Investment or Secretary of Fund or Chairman of Board of Trustees within scope of job.
  • Resolved escalated disputes and threat of legal action with timeous action plan
  • Organized Board of Trustees and sub-committees quarterly meetings

Principal Business Planning Analyst

Volta River Authority
03.2015 - 04.2022
  • Collated and/or forecast key operating and assumptions (exchange rate, Inflation, crude oil price, natural gas price, etc) for preparation of financial budget and plans for Executive review.
  • Liaised with other officers in other departments in preparation of Corporate Budget for review
  • Put together Corporate Budget Document
  • Liaised with other officers in preparation of Long-Term Financial Forecast
  • Prepared Medium/Long-Term Financial Forecast for review for information of Government Agencies, Lending Agencies, others upon request.
  • Assisted in preparation of financial budget for Executive review and approval for subsequent presentation to VRA Board
  • Prepared quarterly operating and financial review report for presentation to board of directors.
  • Monitored actual performance to budget and assisted with information for quarterly budgetary review for Executive action/Board information
  • Assisted in review and validation of load forecast, energy production, and energy allocation to various customers, as well as customer tariffs for corporate revenue projections
  • Delivered successful training programs/courses at VRA Academy upon request

Treasury Operations Officer

Volta River Authority
06.2011 - 03.2015
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Developed strategic plans for day-to-day financial operations.
  • Complied with established internal controls and policies.
  • Led treasury team in implementation of Oracle E-Business suite Treasury module
  • Undertook International Trade Finance Transactions by managing Letters of Credits for fuel purchases
  • Evaluated Term sheets submitted by Local and Foreign Financial Institutions for Board approval.
  • Managed and administered all corporate liquid investments, short- and medium-term loans.
  • Recovered over US$500,000 from two of our bankers, result of my meticulous scrutiny and reconciliation of our corporate accounts
  • Evaluated and reviewed banking facilities and negotiated with Banks on staff scheme loans
  • Liaised with Bank Relation's Officers/Managers on operations of Corporate Accounts/investments.
  • Processed and reconciled fuel supply invoices before payment
  • Monitored and reconciled corporate currency suspense account on monthly basis.

Oracle Implementation Project Member (Treasury)

Volta River Authority
01.2012 - 04.2013
  • Provided Project Management with Treasury Management and Operations requirement document to be incorporated in design and Implementation of Oracle Financials module of EBS, Treasury management.
  • Provided End-User training to Finance staff and Treasury Team Members across various VRA Locations prior to ‘go-live'
  • Developed templates and forms for exchange rate input
  • Worked with project team of professionals focused on meeting Oracle implementation project needs

Assistant Finance Officer (Superannuation)

Volta River Authority
05.2006 - 05.2011
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Supervised, managed, and administered staff Social Security and Provident Fund Contributions
  • Prepared quarterly and annual cash flow statements of Provident Fund account.
  • Liaised with Bank Relation's Officers/Managers on operations of Corporate Accounts/investments
  • Invested, monitored, reconciled and ensured prudent investment for Provident Fund by Funds Manager
  • Prepared annual accounts for Provident Fund and coordinated annual external Audit.
  • Generated monthly Provident Fund and Social Security reports on HRMS- Oracle Application
  • Processed Retirees and Separators documents for payment of their benefits
  • Amended and updated members contribution records

Education

Investment Analyst - Finance And Investment

Ghana Investment And Securities Institute (GISI)
Accra
Current

Fellow - Finance And Investment

Chartered Inst of Financial & Investment Analyst
Accra
07-2017

MBA - Finance

University of Ghana Business School, Legon
Accra
05-2013

Part 1 - Accounting

ACCA
Glasgow
12-2006

Bachelor of Science - Accounting

University of Ghana Business School, Legon
Accra
05-2005

Skills

  • Communication Skills: Excellent listener with excellent writing and verbal skills Very efficient at public speaking and superb at communicating with people via electronic media
  • Presentation & Facilitation Skills: Good facilitator with excellent delivery and teaching skills in the running training programs ;pre-retirement seminars, personal financial management seminars, planning & budgeting and others
  • Customer Servicing skills: Firm advocate for customer satisfaction and a strong belief in having positive and friendly customer interaction
  • Leadership & Teamwork: Charismatic and proven dedication to team building and environment dynamics with the ability to build and lead by example and participation
  • Time Management Skills: Ability to plan, dynamic, time-conscious, work effectively and efficiently in a fast-paced environment, and prioritize workloads to meet deadlines
  • Culturally adaptive with good cultural skills: Open-minded person, empathetic, adaptable with strong communication, networking and problem-solving skills
  • Empathetic, compassionate, good listener and have good interpersonal relations, versatile and easily adaptable to new environment

Accomplishments

  • Supervised a seven member Team to win a National Award for Volta River Authority for Exemplary Performance in Compliance with Social Security Contribution Obligation, 2023
  • 2023 : Member of Eight (8) Member Committee that was tasked by VRA Management to put together a Corporate Code of Ethics document for the company
  • Managed a fund size of over four thousand staff members with Asset Under Management valued at over seventy million United States Dollars (US$70million)
  • Successfully initiated, facilitated, and led a Team to develop an in-house application for VRA pensions
  • Successfully led the transformation and modification of the VRA social security application in 2009 in compliance towards the implementation of the New Pensions Scheme of 2008, Act 766.
  • 2021: Appointed ,Head, Research and Publication Committee, CIFIA,G.
  • 2021 : Member of Eight (8) Member Committee tasked by VRA Management to develop an Enhanced Retirement Benefit package document in 2022.
  • 2012: Treasury Team Lead in the implementation of Oracle E-Business Suite Project.
  • Served on several committees of enquiries put together by management


Affiliations

Fellow of Chartered Institute of Financial and Investment Analyst, Ghana, CIFIA,G


Currently a student of Ghana Investment and Securities Institute (GISI)


A licensed Trustee of the National Pensions Regulatory Authority, NPRA


Certification

  • Licensed Pensions Administration Trustee
  • Chartered Financial & Investment Analyst

Board Membership

Serving as a member of the Board of Trustees on three different Funds/Schemes with Asset under management valued over USD$80 million.

Timeline

Head, Pensions, Provident Fund and Superannuation

Volta River Authority
05.2022 - Current

Principal Business Planning Analyst

Volta River Authority
03.2015 - 04.2022

Oracle Implementation Project Member (Treasury)

Volta River Authority
01.2012 - 04.2013

Treasury Operations Officer

Volta River Authority
06.2011 - 03.2015

Assistant Finance Officer (Superannuation)

Volta River Authority
05.2006 - 05.2011

Investment Analyst - Finance And Investment

Ghana Investment And Securities Institute (GISI)

Fellow - Finance And Investment

Chartered Inst of Financial & Investment Analyst

MBA - Finance

University of Ghana Business School, Legon

Part 1 - Accounting

ACCA

Bachelor of Science - Accounting

University of Ghana Business School, Legon

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Isaac Ewuah