Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

EBEN-EZER WILBON

Summary

Client service professional with a strong background in building and maintaining client relationships, ensuring high satisfaction. Skilled in communication, problem-solving, and time management. Adaptable team player focused on achieving results and meeting changing needs. Knowledgeable in financial analysis and reconciliation, with a proven track record of streamlining processes and enhancing reporting accuracy. Operations professional committed to high standards and impactful results, known for improving efficiency and supporting business goals through data-driven decisions. Highly collaborative team player who adapts to changing needs and delivers reliable outcomes, skilled in data analysis and process optimization.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Client Associate Representative

Vanguard
04.2024 - Current
  • Managed client relationships, ensuring effective communication and high satisfaction levels.
  • Coordinated onboarding processes for new clients, streamlining documentation and setup procedures.
  • Analyzed client needs, providing tailored solutions to enhance service delivery and retention.
  • Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Oversaw project timelines and deliverables, ensuring alignment with client expectations and goals.
  • Leveraged knowledge on Mutual Funds and Retirement Accounts
  • Assist and coach clients in submitting trade requests

Bookkeeper (Part-time)

Scripture Union
11.2023 - 02.2024
  • Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
  • Reconciled bank statements with financial records to maintain accuracy and integrity of data.
  • Prepared monthly financial reports, providing insights for budget planning and resource allocation.
  • Implemented best practices for record-keeping, enhancing efficiency in document retrieval and storage.
  • Conducted regular audits of financial transactions to ensure compliance with organizational policies and standards.
  • Developed and maintained efficient bookkeeping systems using QuickBooks for improved financial tracking and reporting.
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Reconciled and corrected issues with financial records.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Implemented a more efficient filing system for financial documents, improving accessibility and organization.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Inspected account books and recorded transactions.

Accounting Analyst

First National Bank
04.2018 - 12.2022


  • Managed accounts payable and receivable processes to ensure timely financial transactions.
  • Conducted monthly reconciliations for general ledger accounts, enhancing accuracy in financial reporting.
  • Assisted in preparation of financial statements, providing key insights for management decision-making.
  • Streamlined invoice processing procedures, reducing turnaround time for vendor payments.
  • Collaborated with cross-functional teams to resolve discrepancies in billing and payment records.
  • Led initiatives to automate manual accounting tasks, improving overall operational efficiency.
  • Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
  • Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
  • Reviewed general ledger entries and assessed accuracy.
  • Improved financial accuracy by conducting thorough account reconciliations and adjusting journal entries.
  • Assisted with timely month-end closing procedures, resulting in accurate financial reporting.
  • Assisted in budget preparation, enabling better financial planning and resource allocation.
  • Enhanced accuracy of financial forecasts by meticulously analyzing past and current financial data.
  • Assisted in developing more accurate financial models, aiding in future business planning and strategy.
  • Supported senior accountants in complex financial analysis, contributing to strategic decision-making.
  • Analyze and organise financial data from Power BI to create reports in support of IT Senior Managers,
  • Tracked funds, prepared deposits and reconciled accounts.
  • Collected and reported monthly expense variances and explanations.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Reconciled quarterly transactions to prepare for Corporate Quarterly Tax Filing.
  • Reduced errors in tax filings by conducting thorough reviews and reconciliations of accounts.

Executive Assistant to the Director - Fiduciary

Barclays Bank Africa Now ABSA Bank
04.2017 - 03.2018
  • Facilitated training and onboarding for incoming office staff;
  • Update spreadsheets and databases to track, analyze, and report on departmental progress.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Prepare EXCO and Board Packs prior to Committee meetings.
  • Managed complex calendars, scheduling meetings and coordinating travel arrangements for executive leadership.
  • Facilitated communication between director and stakeholders, ensuring timely information flow and project updates.
  • Developed and maintained filing systems, enhancing document retrieval efficiency and supporting organizational needs.
  • Prepared comprehensive reports and presentations, streamlining data analysis for strategic decision-making processes.
  • Coordinated special projects, collaborating with cross-functional teams to achieve objectives within deadlines.
  • Oversaw budget management for department expenses, ensuring alignment with financial guidelines and optimizing resource allocation.
  • Coordinated travel arrangements to ensure timely arrivals and seamless experiences for the director during business trips.
  • Streamlined office operations for increased efficiency through the implementation of new filing systems and procedures.
  • Facilitated smooth project management by coordinating tasks among team members and monitoring progress towards deadlines.


Business Operations Analyst

Momentum Investments
08.2013 - 03.2017
  • Engagement with Stakeholders who are responsible for forwarding all the proxy documents for our perusal;
  • Ensure that corporate governance research data is reconciled for proxy voting documents to be completed;
  • Finalise all votings and documentation to be sent back to the client’s stakeholders;
  • Developed monthly Corporate Governance reports and presentation for clients for CEO’s review.
  • Collaborated with cross-functional teams to streamline budgeting processes and improve efficiency.
  • Managed relationships with external vendors, negotiating favorable terms for contracts while maintaining high levels of service quality.
  • Streamlined monthly financial close processes, reducing time spent on reconciliations and report generation.
  • Provided training and guidance to junior analysts, enhancing their understanding of complex financial concepts and tools used in daily operations.
  • Reduced operational costs for the department through effective budget management and expense tracking.
  • Promoted a culture of continuous improvement within the financial operations team, actively seeking out ways to optimize processes and enhance overall productivity.

Education

Bachelor of Arts - Business Accountancy

Temple University
Philadelphia, PA
06-2028

Bachelor of Science - Accounting Science

University of South Africa
South Africa

Associate Degree - Operations Management

University Of Johannesburg
12.2007

High School Diploma - undefined

Myngenoegen English Private School
12.2003

Skills

  • Microsoft office
  • Analytical thinking
  • Power BI
  • MS Excel
  • Team collaboration and leadership
  • Attention to detail
  • Documentation and reporting
  • Project management
  • Strategic planning
  • Finance

Certification

Finra SIE, Series 7, Series 63

Interests

  • Cooking
  • Enjoy hobbies that combine physical activity with outdoor exploration
  • Reading
  • Fundraising Events
  • Volunteering

Timeline

Client Associate Representative

Vanguard
04.2024 - Current

Bookkeeper (Part-time)

Scripture Union
11.2023 - 02.2024

Accounting Analyst

First National Bank
04.2018 - 12.2022

Executive Assistant to the Director - Fiduciary

Barclays Bank Africa Now ABSA Bank
04.2017 - 03.2018

Business Operations Analyst

Momentum Investments
08.2013 - 03.2017

Associate Degree - Operations Management

University Of Johannesburg

High School Diploma - undefined

Myngenoegen English Private School

Bachelor of Arts - Business Accountancy

Temple University

Bachelor of Science - Accounting Science

University of South Africa

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