HELLEN MONGA
Dallas,TX
Summary
Dynamic and results-driven finance professional with extensive experience in branch management, financial reporting, and regulatory compliance. Proven track record of training and leading teams to ensure operational efficiency and compliance with banking regulations. Adept at preparing detailed financial reports, managing branch operations, and conducting regulatory reporting. Known for strong leadership, excellent communication skills, and proven track record in collaborating with cross-functional teams, including retail business analysts and compliance departments, to enhance operational efficiency and reporting accuracy. Expertise in financial modeling, forecasting, and delivering actionable insights for business growth. Experienced in aligning business operations with regulatory frameworks and executing post-merger integration initiatives.
Overview
8
8
years of professional experience
Work History
Retail Business Partner
Access Bank Zambia
07.2024 - 09.2024
- Provided profitability insights post-merger, guiding strategic business planning
- Led preparation and submission of monthly reports to senior management
- Developed business plans focused on budget optimization and resource allocation
- Implemented cost-saving initiatives, resulting in significant reduction in operational expenses.
- Increased client satisfaction by streamlining business processes and implementing innovative solutions.
Financial and Regulatory Reporting
Access Bank Zambia
08.2021 - 07.2024
- Prepared financial statements and regulatory reports aligned with international standards
- Led month-end close processes and managed adjustments to ensure data accuracy
- Conducted financial analysis to support strategic decision-making by senior management
- Ensured data integrity within financial applications, coordinating with IT and operations teams
Branch Manager
Access Bank Zambia
08.2019 - 08.2021
- Directed branch operations, cash management, and compliance initiatives
- Implemented staff training programs to enhance financial reporting and processes
- Improved branch audit results through strengthened controls and compliance
- Supervised customer service teams to deliver exceptional service and resolve issues
Assistant Branch Manager
Access Bank Zambia
01.2017 - 07.2019
- Managed teller operations and ensured compliance with internal controls
- Prepared reconciliations and supported month-end reporting activities
- Resolved customer complaints and managed service teams to maintain high satisfaction
Education
Master of Business Administration - Finance
The Copperbelt University
01.2020
Bachelor of Science - Banking and Finance
The Copperbelt University
01.2015
Skills
- Strategic Planning & Execution
- Financial Reporting & Regulatory Compliance
- Mergers & Profitability Analysis
- Data-Driven Decision Making
- Financial Modeling & Forecasting
- Cross-Functional Team Collaboration
- Process Improvement & Operational Controls
- Administrative Management
- Operations Management
- Strategic Planning
- Organizational Development
Professional Development
- Ongoing, Financial Modeling and Valuation Analyst (FMVA), Corporate Finance Institute
- Completed, Investments Foundations Program, Chartered Financial Analyst Institute
- Certificate in Banking, Banking School of Excellence, Lagos, Nigeria
Timeline
Retail Business Partner
Access Bank Zambia
07.2024 - 09.2024
Financial and Regulatory Reporting
Access Bank Zambia
08.2021 - 07.2024
Branch Manager
Access Bank Zambia
08.2019 - 08.2021
Assistant Branch Manager
Access Bank Zambia
01.2017 - 07.2019
Bachelor of Science - Banking and Finance
The Copperbelt University
Master of Business Administration - Finance
The Copperbelt University
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