Adepeju Adepoju
Winnipeg,Canada
Summary
Detail-oriented and analytical professional with a strong background in internal controls, financial reporting, and data-driven process improvement. Experienced in identifying business gaps, reconciling complex accounts, and implementing effective mitigation strategies across cross-functional teams. Demonstrates expertise in preparing attestation reports, auditing trade and fee errors, and maintaining high standards of data accuracy and compliance. Skilled at collaborating with data teams to streamline operations, enhance reporting efficiency, and support informed decision-making. Recognized for maintaining precision under pressure, fostering teamwork, and contributing to continuous improvement within fast-paced financial environments.
Experienced with data analysis, statistical modeling, and business intelligence tools. Utilizes analytical skills to identify trends and provide actionable insights that support business decisions. Knowledge of data visualization techniques and effective communication ensures clear presentation of complex information to stakeholders.
Overview
18
18
years of professional experience
Work History
Analyst, Internal Control
Wellington-Altus Private Wealth
10.2024 - 06.2025
- Identified business gaps, reported on firmwide errors, and articulated mitigation strategies with various cross-functional teams.
- Completed monthly reporting and reconciliation of House Accounts, IA Error Accounts, Average Price Accounts, Capital Market Accounts, and Finance Accounts.
- Partnered with the data team to map transfer fee reversals for transitioning IA teams.
- Collaborated with NBIN for manual checks, reversals, and escalations on incorrect charges.
- Ensured that firm and IA error accounts were charged according to the criteria set by relationship managers for smooth integration with Wellington.
- Prepared attestation reports for the firm, processed GIC fee reversal requests, audited trade and fee errors, and followed a strict approval process.
- Centralized documentation related to process improvements and trend analysis to report findings to cross-functional groups.
- Conducted quality checks on various control-related items such as preferred margin rates.
Operation Assistant
Wellington-Altus Private Wealth
05.2022 - 10.2024
- Opened client investment accounts.
- Reviewed and verified the accuracy of entered data to prevent errors.
- Demonstrated proficiency in typing with a balance of speed and accuracy.
- Managed time efficiently to meet service delivery agreements.
- Collaborated with other financial professionals and teams to ensure accurate data entry.
- Kept client accounts updated according to client instructions.
- Assisted in the establishment, implementation, and ongoing review of departmental procedures, striving to create efficiencies.
- Provided timely and accurate responses to inquiries.
- Worked with other teams as required to support account opening within the organization.
- Managed returned mail and hold mail requests.
- Maintained electronic copies of all submitted documentation.
- Provided clients with copies of signed documentation and welcome packages.
- Performed other duties as assigned.
Banking Operations Officer
Polaris Bank
01.2010 - 10.2016
- Managed preparation of monthly all internal and general ledgers accounts proof for audit and regulatory reviews.
- Managed monthly and quarterly audit and risk assessment reports for the unit.
- Managed daily transaction and ticket call over to ensure all entries were accurately posted and investigated any discrepancies for corrective entries.
- Monitored various internal accounts and client accounts to analyze trends and proactively identify potential issues for audit and compliance escalations.
- Participated in meetings with other stakeholders on audit, internal control and compliance concerns.
- Provided monthly reports to management detailing summarized transaction and service activity reports.
- Monthly review of banks internal and general ledger accounts to ensure all entries were accurately posted
- Periodic and ad hoc financial auditing, reconciliation, and reporting of bank’s internal accounts to ensure compliance with operating policies and regulatory standards.
Funds Transfer Officer
United Bank for Africa Plc
01.2007 - 10.2009
- Managed internal funds transfers, outward clearing and tax remittances transactions on banking software.
- Managed the Initiation, tracking, verification and reconciliation of daily wire requests.
- Transferred funds for customers as per customers instructions ensuring data integrity and accuracy of systems inputs against source documents.
- Ensure customers' instructions are properly reviewed before processing.
- Involved in the receipt and disbursement of cash to customers.
- Ensured compliance with operational procedures in daily processes through maintenance of adequate record keeping of documents for audit purposes.
- Ensured all remittances for customers and regulatory agencies were posted timely.
Customer Service Officer
United Bank for Africa Plc
01.2007 - 10.2009
- Managed data gathering and analysis for design and implementation of business plans and strategies for customer retention.
- Handled customer inquiries, complaints and requests through multiple customer engagement channels and customer needs assessment to offer targeted solutions
- Customer account opening and onboarding process management
- Calmed angry customers either via phone or one on one engagements listening attentively with an empathetic, friendly and positive willing to help attitude in complaint resolution.
- Resolved or refer to the appropriate unit and track-referred complaints for follow-up, escalation, resolution and final closure within stipulated service level agreement.
- Maintained customer complaint log for in-depth analysis of customer pain points and process improvement.
- Cross-sold banking products to walk-ins and prospects with suitable offerings based on their requirements.
Education
Diploma - Data Analyst
Robertson College
06-2024
National Diploma - Public Administration
The Polytechnic
07-2006
Skills
- Microsoft office
- Analytical thinking
- MS Excel
- Time management
- Excel proficiency
- Information gathering
- Critical thinking
- Data processing
- SQL and databases
- Team collaboration and leadership
- Attention to detail
- Report preparation
- Strategic planning
- Documentation and reporting
Languages
English
Full Professional
Timeline
Analyst, Internal Control
Wellington-Altus Private Wealth
10.2024 - 06.2025
Operation Assistant
Wellington-Altus Private Wealth
05.2022 - 10.2024
Banking Operations Officer
Polaris Bank
01.2010 - 10.2016
Funds Transfer Officer
United Bank for Africa Plc
01.2007 - 10.2009
Customer Service Officer
United Bank for Africa Plc
01.2007 - 10.2009
Diploma - Data Analyst
Robertson College
National Diploma - Public Administration
The Polytechnic