James Idoko

A strategic thinker and financial expert in cost accounting, management accounting and general financial services with over 10 years of experience in financial management, cost accounting, accounting reviews/internal control with proficiency in Microsoft excel and accounting software such as QuickBooks and SAP, seeking employment in an esteemed organization.

• Project Management Certification – Google - 2023
• Canadian Investment Funds Course Certificate (CIFC) - IFSE Institute, Canada – 2023
• Credit Risk Certificate, Moody's/Standard Chartered Bank, Kuala Lumpur, Malaysia - 2018
• Accounting Compliance & Risk (ACR)Certification, Lagos, Nigeria -2014
• Chartered Accountant – Institute of Chartered Accountants of Nigeria - 2014

• Regularly reviewed accounts and reconciled financial discrepancies.
• Strategically engaged with commercial and business banking clients, conducting risk profile reviews.
• Work with other team members to provide financial advisory to clients.
• Managed general ledger entries, account receivables and account payables.
• Applied forecasting and schedule processes and reports, also monitored and
• Assessed, reviewed, and processed client’s investments and financial credit requests, ensuring an excellent client experience.
• Communicated performance, business strategy, and financial reviews to top management.
• Articulated payment schedules and organized daily and weekly shifts for efficient service.
• Generated client activity reports and transmitted them ahead of review sessions.
• Proficient in Credit Structures and Risk Management.

• Built professional relationships with co-workers and other departments, offering insights for systems improvements.
• Support management by carrying out financial analysis applied in planning and decision making for the organisation.
• Providing accounting reports and support to auditors and tax officers for auditing activities and tax returns.
• Ensured efficient operations adhering to corporate controls and regulatory compliance.
• Maintained adherence to Know Your Client (KYC) requirements, AML/FINTRAC risk, and operational risk management, handling confidential and sensitive information.
• Took actions to influence quality of work, service levels, complaint resolution, staffing, etc. Analyzing relevant real-time reports/dashboards, along with on-site observation to determine areas of improvement and the appropriate plan of action.
• Monitored live and periodic reviews such as weekly and monthly reviews, ensuring compliance with internal controls and accounting regulations and standards.
• Developed Service Standards for team Leads for management and coaching Advisors for competencies, and provide overall leadership to the team and organization, through effective teamwork, communication, innovation, and dedication
• Consistently ensured member inquiries and requests for information, are completed accurately and efficiently.
• Managed risk by following standard processes and control measures for financial reporting.

• Award of Excellence – Assiniboine Credit Union, Oct. 2022
• Trusted Professional Advisor Award – Standard Chartered bank, August 2013

• Achieved [Result] through effectively helping with [Task].
• Resolved product issue through consumer testing.
• Documented and resolved [Issue] which led to [Results].
• Supervised team of [Number] staff members.
• Achieved [Result] by introducing [Software] for [Type] tasks.
• Collaborated with team of [Number] in the development of [Project name].

Local Championship Tournaments