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Financial Consultant and Tutor Profile

The document contains a resume or CV for an individual. It includes personal details, education history, work experience including roles at Tetrad Financial Group and Premier Service Medical Investments, skills and hobbies.

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annie
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0% found this document useful (0 votes)
14 views5 pages

Financial Consultant and Tutor Profile

The document contains a resume or CV for an individual. It includes personal details, education history, work experience including roles at Tetrad Financial Group and Premier Service Medical Investments, skills and hobbies.

Uploaded by

annie
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Number 6 Gifford Avenue, Northend, Bulawayo, Zimbabwe; Cell: 0772113145;

0716 166 630; Email Address; tawandam67@[Link]

Gender Male

Marital Status Single

Date of Birth 30/01/1988

Religion Christianity

Nationality Zimbabwean

An adaptable, enthusiastic, conscientious, and self-motivated individual with


broad-ranging experience and skills in financial services, financial modeling, data
analysis, entrepreneurship, and financial consultancy. I possess excellent
communication skills and relate well to people at all levels and ensure that jobs
are seen through from conception to successful completion.

My experience as an entrepreneur and financial consultancy has equipped me


with excellent administrative skills and the ability to multi-task and complete
assignments timeously with minimal supervision. My near-term personal
objective is to gain experience by working in an organization that offers me the
opportunity to develop my skills and build a base for further studies.
- Financial modeling using MS Excel

Statistical packages used SPSS, STATA

Software used

Research experience (Data collection analysis and report writing

PowerPoint presentations skills

Good personal organization skills in planning and prioritization of work

Experience working in the financial services sector and government entities

Overall Degree Class - 2.1

Economics, Geography, and Mathematics.

8 ‘O’ Level subjects including English Language, and Mathematics.

MAY 2011
 Vice Chancellor’s Prize

 Dean’s Prize
Self-Employed
From 2018-01 to 2022-11
The job involves assisting high school, polytechnic, and university students with
private tutorials in areas such as financial analysis, investment and fund
management, corporate finance, economics, international trade and finance, Real
Estate Investment and Finance, Corporate Governance and Ethics, Risk
Management, Tax Law and Practice, Money and Capital Markets, Mathematics,
Statistics, Quantitative Modelling among others. The job requires a wide array of
skills such as teaching aptitude, patience, and paying attention to detail. The
duties include providing tutoring services, assistance with assignments and
research projects as well as other write-ups. The job has enabled me to develop
skills to set up instructions and explain concepts in a way that is understandable
and concise. It also requires flexibility since there is a need to alter the teaching
methods based on the student's learning style. I have managed to facilitate
average students to obtain passes in their respective courses or subjects.

Premier Service Medical Investments


From 2014-02 to 2017-10
Reporting to the Group’s Marketing Department, the job involved soliciting the
views and opinions of clients on the service delivery of various PSMI service
centres. The key duties and responsibilities are. Preparation of interview
questions and summarization of results. Conducting research and summarizing
the findings. Preparing reports and capturing data. The requisite skills include
excellent administrative skills, knowledge of research methods, the ability to
multi-task and work under pressure, and excellent time management skills. The
research team managed to gather invaluable information to improve on service
delivery.

Tetrad Financial Group


From 2011-08 to 2013-09
Reporting to the Group’s Chief Dealer, the main duties and Responsibilities
include: Managing the bank’s cash and liquidity needs. Preparing the bank’s
liquidity reports, monitoring daily the bank’s liquidity ratios and trends against
market conditions as well as identifying any gaps taking appropriate Treasury
interventions to enhance operational efficiency and profitability. Preparing
management reports such as Asset and Liability Committee (ALCO) reports.
Mobilizing deposits and investing in various treasury products. Pricing and
costing of treasury and bank products and services in line with market conditions.
Setting foreign exchange rates daily. Managing tenders and trading treasury
financial instruments such as treasury bills and treasury bonds. Monitoring and
managing all risks emanating from treasury activities such as interest and all
foreign exchange risks and advising on the levels of the bank’s foreign exchange
exposures. Maintaining good relationships with all interbank counterparties and
stakeholders such as customers, regulators, institutional investors, and internal
staff. Providing market intelligence and indicators for treasury and the bank
strategy formulation process. The key skills required for the job include the
following: Verbal and written communication skills, Leadership skills, Analytical
skills, Critical thinking skills, Decision-making skills, Attention to detail,
Interpersonal skills, and Computer skills, including proficiency in the Microsoft
Office Suite and financial analysis software.
 Reading newspapers and financial publications

 Travelling, networking, and meeting people from different walk of lives and
cultures

 Watching movies and soccer

 Hanging out with friends

Mrs. A Chivore Mr. C. Runyowa

Chairperson Human Resources Officer

Department of Finance Premier Service Medical Investments


NUST Cnr 2nd Ave and Robert Mugabe Ave
Box AC 939, Ascot, Bulawayo Bulawayo.

Zimbabwe Tel: 09- 68484

Tel: (09) 282 842/285 917

Email: achivore@[Link]

Mr. C. Makoni

Assistant Manager

Homelink Financial Services

74 Samora Machel Avenue

Harare

Cell Number: 0774 013 805

Common questions

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Tawanda M.'s career trajectory shows growth from roles of increasing responsibility and skill application. Beginning as a Trainee Treasury Dealer at Tetrad Financial Group, he managed cash and liquidity needs, gathered market intelligence, and advised on foreign exchange risks, demonstrating an ability to handle complex financial operations . This role utilized his analytical and critical thinking skills, necessary for managing treasury activities effectively. Transitioning to a Research Assistant at Premier Service Medical Investments, he expanded his expertise to include research methods, soliciting client opinions, and improving service delivery, emphasizing adaptability in learning and applying new skills . His self-employment as a Private Tutor further highlights his growth, applying financial analysis, corporate governance, and risk management knowledge to assist students, showcasing his adaptability and ability to develop diverse teaching methods .

Interpersonal communication has been fundamental in Tawanda M.'s professional experience across multiple roles. As a Trainee Treasury Dealer at Tetrad Financial Group, he maintained relationships with interbank counterparties, investors, and regulators, requiring clear and effective communication to foster trust and collaboration . Additionally, as a Research Assistant, he had to solicit client opinions and work within a team to improve service delivery, demonstrating how vital communication skills are in gathering insights and effectively collaborating with stakeholders . His subsequent experience as a Private Tutor also relies heavily on interpersonal skills to explain complex concepts clearly and adapt teaching methods to suit different learners, emphasizing the role of communication in educational success .

Tawanda M.'s role as a Research Assistant at Premier Service Medical Investments required him to conduct research, prepare reports, and capture data while working under the supervision of the marketing department, indicating his ability to handle multiple tasks simultaneously . Similarly, his experience as a Trainee Treasury Dealer involved managing daily liquidity ratios, monitoring market conditions, and preparing various management reports, tasks demanding efficient multi-tasking under the pressure of fluctuating market conditions . His ability to conduct private tutoring sessions across several advanced topics such as financial analysis and risk management further underscores his capacity to handle multiple responsibilities and pivot efficiently based on situational demands .

Tawanda M.'s academic background in finance and his diverse work experiences align effectively with his near-term goal of gaining further experience and advancing his studies by providing a comprehensive skill set that bridges theory and practice. His Bachelor of Commerce Honours Degree in Finance lays a strong academic foundation in core financial principles necessary for advanced study opportunities . His role as a Trainee Treasury Dealer developed his expertise in financial markets, currency exchange, and liquidity management—knowledge areas essential for advanced studies focusing on financial markets and instruments . Working as a Research Assistant honed his research and analytical skills, crucial for success in higher academic research settings . Furthermore, his experience as a Private Tutor allowed him to refine his understanding of financial topics, bolstering his capability to pursue further education with a strong predictive and analytical insight . Together, these experiences equip him with the practical knowledge and academic discipline necessary to excel in advanced studies and further his career.

Tawanda M. has demonstrated leadership skills in several capacities throughout his career. As a Trainee Treasury Dealer, he led activities involving market intelligence gathering and strategic recommendations, which required guiding peers and making decisions beneficial to the organization . His role as a Private Tutor involves educational leadership, where he guides and mentors learners across various financial and mathematical disciplines, necessitating the ability to inspire and motivate students . His involvement in preparing detailed reports and conducting research for Premier Service Medical Investments demonstrates his leadership in investigations and strategic analysis, directing research efforts towards actionable insights for improved service delivery .

Tawanda M.'s professional interests and hobbies indicate a broad curiosity and engagement with the world, which can enhance his career prospects in financial services by fostering a well-rounded personal development. His interest in reading financial publications aligns with staying updated on market trends, crucial for roles demanding economic and financial market awareness . Networking and meeting people from diverse cultures connect him with potential clients and industry influencers, broadening his professional network and improving cross-cultural communication skills. His hobby of traveling can enrich his global economic perspectives, invaluable for understanding international markets—a critical factor in financial consultancy and treasury management .

Tawanda M.'s tutoring experience contributes significantly to his proficiency in financial consultancy by honing his ability to explain complex concepts clearly and flexibly. Teaching subjects like financial analysis, corporate finance, and risk management requires an in-depth understanding and the aptitude to simplify these topics for diverse learners, which translates directly into effectively communicating financial strategies and insights to clients . Additionally, tutoring demands adaptability in adopting various teaching methods to suit different learning styles, mirroring the need in financial consultancy to tailor advice to meet the specific goals and comprehension levels of each client . This experience also enhances his problem-solving skills, vital for addressing unique financial challenges in consultancy roles.

Tawanda M.'s skills in financial modeling and data analysis are crucial for making informed financial decisions and strategic planning, enabling him to create detailed financial forecasts and models that inform business strategies . His proficiency in MS Excel and statistical packages like SPSS and STATA allows him to effectively analyze financial data, identify trends, and provide data-driven insights, essential for successful financial consultancy . These skills also enhance his ability to prepare comprehensive reports and presentations, which are vital for communicating complex financial concepts to clients and stakeholders efficiently, further boosting his effectiveness as a financial consultant .

Tawanda M.'s role as a Research Assistant at Premier Service Medical Investments significantly enhanced his skills in data collection and analysis by involving him in the systematic gathering of client opinions on service delivery and summarizing findings . This required designing interview questions, preparing reports, and processing captured data, honing his ability to extract and interpret relevant data efficiently. The necessity to manage research tasks and collaborate within the marketing department further refined his analytical abilities, enabling him to translate raw data into actionable insights for organizational improvement . These skills are instrumental in his current role as a financial consultant, where data analysis forms a core element of providing strategic advice .

Tawanda M.'s academic achievements have significantly influenced his career in financial services by providing a solid foundation of financial knowledge and analytical skills. His Bachelor of Commerce Honours Degree in Finance, with a 2.1 degree class, indicates his grasp of core financial principles crucial for his roles as a Treasury Dealer and financial consultant . Academic awards such as the Vice Chancellor’s Prize and Dean’s Prize suggest recognition of his academic excellence, which likely bolstered his confidence and reputation in professional environments, opening opportunities in roles requiring high-level financial analysis and strategic thinking .

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