Summary
Overview
Work History
Education
Skills
Accomplishments
References
Leadership Experience
Timeline
Generic
Shamla Naidoo

Shamla Naidoo

Garland,TX

Summary

Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.

Overview

46
46
years of professional experience

Work History

Executor/Trustee

Virginia Clark Estate
01.2015 - Current

Director/Founder

Simon Foundation
01.2015 - Current

Chief Financial Officer

Alum Cloud
01.2013 - 12.2020

Financial Advisor

Independent Contractor
01.2006 - 12.2012

District Manager - Cash Management/Treasury & Banking Hall

NedPerm Bank
Cape Town, South Africa
01.2006 - 12.2012

Service Manager

Bank One
01.1996 - 12.2005

Bank Operations Officer

Bank of America
01.1995 - 12.1996

Bank Auditing/Bank Security/Policy and Procedure Control

NedPerm Bank
Cape Town, South Africa
01.1989 - 12.1994

Auditing • Security • Cash Management Investment Advising • Branch Auditing

Allied Bank
Johannesburg, South Africa
01.1984 - 12.1989

Credit Controller

John Orr Co.
Sandton, South Africa
01.1981 - 12.1984

Teller • Clerk • Switchboard Operator

Allied Bank
Pietermaritzburg, South Africa
01.1979 - 12.1981

Education

Certification for Starting Your Own Business -

Southern Methodist University
01.2002

Certification in counseling - dealing with people in crisis

01.2001

Bachelors in Business Management - Bank Management Certification

Standard Charter University
Johannesburg, South Africa
01.1991

Senior Certificate - graduated high school

Woodlands High School
Pietermaritzburg, South Africa
01.1979

Skills

  • Operate PABX 10 x 20 lines
  • Operate PABX 20 x 100 lines
  • Telephone sales
  • Advertising
  • Cash handling and control
  • Auditing and Accounting
  • Credit controlling
  • Monitoring of banking equipment maintenance and utilization
  • Budgeting and cash management
  • Liaising with credit clients & setting limits
  • Personnel hiring and training
  • Supervising of staff
  • Counseling and disciplining of staff
  • Evaluating branch operation and management

Accomplishments

  • Trustee - Portfolio Management: Accounting, Banking, Taxes, Planning, Client Projects - Homes, Medical & Insurances.
  • Managed 5 Billion Rand (South African Currency) outgoing and incoming cash flow per day for an extended period.
  • Instituted inter-plant & inter-departmental lines of communication via interfacing computer network with overall operating costs of 1 Million Rand.
  • Increased bank interest income significantly by excellent cash management.
  • One of first women of color to become Bank Branch Manager (in South Africa).
  • Acquired certification to do counseling with people in crisis, 2001.
  • In 1988: Made proposal to NedPerm Bank regarding homeless children. Managed and facilitated the project for Bank with Bruce Duncan Children Home in Cape Town.

References

Available upon request.

Leadership Experience

  • Champion - ENFP: Creative, Enthusiastic, Friendly and Approachable, Adaptable and a Fast Learner, Diversity, Equity, Inclusion, and Belonging, Philanthropy
  • Director/Founder, Simon Foundation, 8, Chief Financial Officer, Alum Cloud, 5, Financial Advisor, Independent Contractor, Client based work - leadership, coaching and development, Customer Service Manager, Bank One, 30+ FTE's and Per Diem, Bank Operations Officer, Bank of America, 28 FTEs - Personal Bankers, Drive Thru Tellers, Banking Hall Tellers, and Staff, District Manager, NedPerm Bank, 5 Branches - Individually - Cash Management & Treasury

Timeline

Executor/Trustee

Virginia Clark Estate
01.2015 - Current

Director/Founder

Simon Foundation
01.2015 - Current

Chief Financial Officer

Alum Cloud
01.2013 - 12.2020

Financial Advisor

Independent Contractor
01.2006 - 12.2012

District Manager - Cash Management/Treasury & Banking Hall

NedPerm Bank
01.2006 - 12.2012

Service Manager

Bank One
01.1996 - 12.2005

Bank Operations Officer

Bank of America
01.1995 - 12.1996

Bank Auditing/Bank Security/Policy and Procedure Control

NedPerm Bank
01.1989 - 12.1994

Auditing • Security • Cash Management Investment Advising • Branch Auditing

Allied Bank
01.1984 - 12.1989

Credit Controller

John Orr Co.
01.1981 - 12.1984

Teller • Clerk • Switchboard Operator

Allied Bank
01.1979 - 12.1981

Certification for Starting Your Own Business -

Southern Methodist University

Certification in counseling - dealing with people in crisis

Bachelors in Business Management - Bank Management Certification

Standard Charter University

Senior Certificate - graduated high school

Woodlands High School
Shamla Naidoo