Ofori Mensah
Midlothian,VA
Summary
Licensed Financial Representative with skills in enhancing client wealth and satisfaction, orchestrating a financial planning initiative that surged client investment portfolios and retirement funds. Adept at building relationships and expanding client bases. Knowledgeable for delivering exceptional financial advice, and leading educational programs that significantly improve client financial literacy. I am in search of a challenging career opportunity in financial services where my knowledge will be useful.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Mathematics Teacher
Dogwood Middle School.
Richmond, VA
03.2024 - Current
- Teach 6th Grade Mathematics five days per week in an academic year at Dogwood Middle School
Financial Services Representative
Primerica Financial Services Inc.
Richmond, VA
06.2023 - Current
- Work as an agent for PFSI and partner organizations - investment banks, insurance companies, or other financial institutions
- Provide financial services to businesses and individuals - buy and sell securities or insurance for and on behalf of clients.
Math Teacher - Long-Term Substitute
Richmond Public Schools.
Richmond, VA
01.2022 - 03.2024
- Teach 6th Grade Mathematics five days per week in an academic year at Dogwood Middle School
- Teach 8th Grade Algebra and Geometry five days per week in a school year at Dogwood Middle School.
- Teach 6th -8th Grade Math Intervention five days per week in a school year at Henderson Middle School.
- Teach 8th Grade Mathematics five days per week in an academic year at River City Middle School.
- I have also substituted in different subject areas such as Business and Information Technology in different schools
Accounting Associate & Tax Preparer
Empire Consulting LP.
Henrico, VA
09.2019 - 04.2020
- Prepared and filed tax returns for clients
- Used Quick books to perform accurate bookkeeping and prepare financial statements for clients
- Prepared payroll and 1099 for employees of our clients
- Reconciled bank statements and general ledger accounts for accurate financial reporting.
Tax Preparer
Jackson Hewitt Tax Service.
Richmond, VA
01.2018 - 01.2019
- Prepared and filed tax returns for clients.
- Provided tax advice to clients.
Senior Accounting Officer & Pension Fund Administrator
Electricity Company of Ghana.
Accra, Ghana
01.2013 - 01.2018
- Used my advanced knowledge in financial modeling design Excel reporting format.
- Reconciled and resolved discrepancies in monthly bank account balances
- Educated employees on new pension scheme.
- Managed financial transactions and reconciliations to ensure accuracy in monthly reporting.
Chief Accountant & Principal Accounts Officer
Intercity STC Coaches Ltd.
Accra, Ghana
08.2006 - 01.2012
- Performed bank reconciliations, payroll, and other duties as Principal Accounts Officer.
- Got promoted to Chief Accountant to supervise the Accounts staff at the Head Office and the regions.
- Led financial statement preparation and ensured compliance with regulatory requirements.
Accountant
Allship (Logistics) Ltd.
Tema, Ghana
01.2004 - 01.2006
- Prepared the company's Annual Financial Reports and Budget.
- Maintained Fixed Assets Register and analyzed fixed assets additions and disposals.
Audit Assistant
Pannell Kerr Forster (PKF International)
Accra, Ghana
01.2001 - 01.2004
- Audited client's balance sheet, income statements, and ledgers
- Conducted preliminary audits to assess compliance with financial regulations and internal policies.
- Assisted in preparing detailed audit reports highlighting findings and recommendations for improvement.
Education
No Degree - Education
University of Virginia's College At Wise
Richmond, VA09-2025
No Degree - Education
University of Phoenix
Phoenix, AZ09-2023
Medical Records Coding Certificate - undefined
Reynolds Community College
Richmond, VA01-2022
MBA - Accounting & Finance
Sikkim Manipal University
India 04-2014
Bachelor of Science - Business Administration (Banking & Finance)
University of Ghana
Accra, Ghana05-2006
Skills
- Teaching diverse learners
Account Management
Advisory
Customer and Client Focus
Oral and Written Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Client Management
Risk Management
- Expert problem solving
- Mathematical concepts
Certification
- FINRA, CRD Number: 7051564, SIE, Series 6, Series 63
- Insurance, NPN: 19000839, Virginia Life, Health & Annuity
- Institute of Chartered Accountant - Ghana, Chartered Accountant, Membership number: 103875
- US IRS, Tax Preparer, Identification number: P02077304
- Postgraduate Professional Teacher License (Mathematics) PGP-0712396 - 2025 - 2035
Timeline
Mathematics Teacher
Dogwood Middle School.
03.2024 - Current
Financial Services Representative
Primerica Financial Services Inc.
06.2023 - Current
Math Teacher - Long-Term Substitute
Richmond Public Schools.
01.2022 - 03.2024
Accounting Associate & Tax Preparer
Empire Consulting LP.
09.2019 - 04.2020
Tax Preparer
Jackson Hewitt Tax Service.
01.2018 - 01.2019
Senior Accounting Officer & Pension Fund Administrator
Electricity Company of Ghana.
01.2013 - 01.2018
Chief Accountant & Principal Accounts Officer
Intercity STC Coaches Ltd.
08.2006 - 01.2012
Accountant
Allship (Logistics) Ltd.
01.2004 - 01.2006
Audit Assistant
Pannell Kerr Forster (PKF International)
01.2001 - 01.2004
Medical Records Coding Certificate - undefined
Reynolds Community College
No Degree - Education
University of Virginia's College At Wise
No Degree - Education
University of Phoenix
MBA - Accounting & Finance
Sikkim Manipal University
Bachelor of Science - Business Administration (Banking & Finance)
University of Ghana
Computer Experience
Accounting software such as Sun, Tally, Accpac, and QuickBooks. Microsoft applications - Excel, Word, PowerPoint, and Internet applications
Professional Development
- Crown Agent Training Center, Managing Pensions in a Developing Economy, 09/01/14, Sutton, UK
- Jackson Hewitt, Preparing Individual Income Tax, 9/01/17 to 04/30/18, 9/01/18 to 11/04/19, Richmond, VA
Activities
- The Institute of Chartered Accountants, Examiner - Management Accounting, 01/01/14, 12/31/17, Accra, Ghana
- Valley View University, Adjunct Professor - Advanced Financial Management, 01/01/16, 12/31/16, Techiman, Ghana