Summary
Overview
Work History
Education
Skills
Awards And Affiliations
Core Competencies
Timeline
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Clinton O. Apaokueze

Dallas,Texas

Summary

Detail-oriented professional with a strong background in accounting and data analytics. Brings experience in accurate data entry, financial reporting, and Microsoft Excel proficiency to streamline audit processes. Demonstrates exceptional problem-solving skills and the ability to maintain clear communication with clients and stakeholders, ensuring quality and timely completion of audit documentation and premium calculations.

Overview

7
7
years of professional experience

Work History

Business Intelligence/Reporting Analyst

Monday Financial Group Inc.
, Nigeria
06.2024 - 06.2025
  • Analyzed large datasets to extract meaningful insights and trends, contributing to strategic business decisions and demonstrating strong math aptitude.
  • Conducted market risk assessments for high-net-worth clients managing portfolios over $50,000, showcasing analytical skills relevant to premium audit duties.
  • Designed and developed automated reports using SQL, advanced Microsoft Excel, and Power BI, highlighting precise data entry and reporting accuracy.
  • Collaborated cross-functionally to capture detailed reporting requirements and ensure compliance with established standards, similar to processing audit documents.
  • Presented clear findings and actionable recommendations to stakeholders, underscoring excellent verbal and written communication skills.

Underground Worker

FedEx
Arlington, USA
05.2024 - 07.2024
  • Managed the movement and organization of packages in a high-paced, time-sensitive environment, emphasizing accurate data entry and operational efficiency.
  • Operated machinery to ensure efficient processing while strictly adhering to safety protocols.
  • Maintained compliance with all safety standards, reflecting strong organizational skills and attention to detail akin to alpha filing and audit document management.
  • Collaborated with team members to meet daily productivity targets and optimize workflow, demonstrating solid problem-solving and customer service capabilities.

Asset and Wealth Management - Operations Analyst

Goldman Sachs
Dallas, USA
05.2022 - 05.2023
  • Supported settlement functions across trading/sales, settlement execution, and daily reporting while ensuring accurate maintenance of firm records.
  • Investigated and resolved transaction discrepancies, demonstrating strong critical thinking and risk-mitigation skills.
  • Conducted due diligence by evaluating inbound and outbound client payments globally, safeguarding accuracy of dividend and wire distributions.
  • Reviewed and processed client legal documents, ensuring compliance with regulatory and operational standards.
  • Displayed teamwork and adaptability in a fast-paced environment, collaborating with stakeholders across Business Groups, Middle Office, Legal, Tax, Controllers, and Technology.
  • Partnered with global teams in New York, London, Bengaluru, and Asia to streamline operations and support market initiatives.
  • Created Excel checklists and operational reports to track private wealth client accounts ($750K–$1.5M net worth) and improve workflow efficiency.

Internal control/Marketer

Mainland Microfinance Bank
Agbor, Nigeria
12.2021 - 03.2022
  • Preparation of account statements consistent with CBN standard
  • Creation of revenue budget to monitor and control resources
  • Conducting internal audit through call-over of daily transactions to help eliminate fraudulent actions and meet compliance of regulatory body e.g., CBN, NDIC and board members
  • Conducted quality assurance reviews to identify control weaknesses and recommended process improvements.
  • Reviewed loan portfolios and credit policies to ensure alignment with regulatory requirements.
  • The role also prompted my ability to lead the team in effective collaboration, clear communication, and accountability.
  • Evaluated credit risks and loan portfolios, ensuring adherence to regulatory policies.
  • Led team in identifying fraud risks and strengthening internal control frameworks.

Research Assistant

Texas Woman's University
Denton, USA
09.2020 - 05.2021
  • Delegated projects to different groups within accounting department
  • Conducted extensive research with large company's data and gained in-depth knowledge
  • Presented research findings to faculty and colleagues

Internal control (Internship)

Mainland Microfinance Bank
Agbor, Nigeria
12.2018 - 04.2019
  • Assisted in preparing reports on enterprise control functions and regulatory compliance findings for Mainland Microfinance Bank.
  • Gained hands-on experience in loan operations, policy reviews, and risk control frameworks.
  • Conducted enterprise risk assessments and collaborated with senior management to strengthen internal controls

Account Representative (Intern)

Trust Group Inc.
Dallas, USA
05.2018 - 08.2018
  • Facilitated strong relationships by providing exceptional customer service
  • Documentation of client's information and conducting question and answer survey to understand client utmost needs

Education

Ph.D. -

Westcliff University
Irvine, CA
06.2024

Master of Business Administration - Accounting

Texas Woman's University
Denton, Texas
05.2021

Bachelor of Arts - Economics

University of North Texas
Denton, TX
08.2019

Skills

  • Financial Reporting & Budgeting
  • Data Analysis & Visualization
  • Bookkeeping & Reconciliations
  • IT Support & Systems Administration
  • ERP Systems (SAP, Oracle)
  • QuickBooks
  • Xero
  • Sage
  • Power BI
  • Microsoft Excel (Advanced)
  • Cloud Applications (Google Workspace, O365)
  • Cybersecurity Fundamentals
  • Data Entry Skills
  • Microsoft Word
  • Math Aptitude
  • SQL development
  • Data visualization
  • Market risk assessment
  • Report automation
  • Regulatory compliance
  • Operations support

Awards And Affiliations

  • National Association of Black Accountants (NABA), 01/01/20, Current
  • The Society for Collegiate Leadership & Achievement, 12/01/20, Current
  • University of North Texas (Alumni Association), 08/01/19, Current
  • Paul Harris Fellow - Rotary Club International, 06/01/14, Current

Core Competencies

Financial Reporting & Budgeting, Data Analysis & Visualization, Bookkeeping & Reconciliations, IT Support & Systems Administration, ERP Systems (SAP, Oracle), QuickBooks, Xero, Sage, SQL, Power BI, Microsoft Excel (Advanced), Cloud Applications (Google Workspace, O365), Cybersecurity Fundamentals, Data Entry Skills, Microsoft Word, Math Aptitude

Timeline

Business Intelligence/Reporting Analyst

Monday Financial Group Inc.
06.2024 - 06.2025

Underground Worker

FedEx
05.2024 - 07.2024

Asset and Wealth Management - Operations Analyst

Goldman Sachs
05.2022 - 05.2023

Internal control/Marketer

Mainland Microfinance Bank
12.2021 - 03.2022

Research Assistant

Texas Woman's University
09.2020 - 05.2021

Internal control (Internship)

Mainland Microfinance Bank
12.2018 - 04.2019

Account Representative (Intern)

Trust Group Inc.
05.2018 - 08.2018

Ph.D. -

Westcliff University

Master of Business Administration - Accounting

Texas Woman's University

Bachelor of Arts - Economics

University of North Texas
Clinton O. Apaokueze