Ngozi Udeze

Work History

Olympia Financial Trust Company

02.2022 - Current

Company Overview: Financial Trust & Investment Company
Manage customer queries related to investment in their registered plans
Run queries and prepare transaction reports to understand and resolve processing issues
Manage RRIF inquiries and income fund payment requests
Fund administration and fund management
Process bulk purchase transactions
Analyze transactions and flag error transactions
Financial Trust & Investment Company
Built and maintained relationships with new and existing clients while providing high level of expertise.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Participated in staff meetings to discuss innovative strategies to improve services.
Implemented CRM best practices, improving data accuracy and usability for client management.

Heineken International

07.2019 - 12.2021

Company Overview: Multinational FMCG
Assisted in developing and executing brand strategies to enhance brand equity and achieve business objectives
Conducted market research and competitive analysis to identify trends, consumer preferences, and opportunities for brand growth
Analyzed consumer feedback and market data to gain insights into consumer behavior and preferences
Planned, implemented, and monitored marketing campaigns and promotional activities to build brand awareness and drive sales within my territory
Managed the brand's budget, ensuring cost-effective allocation of resources
Streamlined internal processes through effective communication between departments involved in product development and launch cycles.
Developed strong relationships with external partners, including advertising agencies and suppliers, ensuring high-quality work within project timelines.
Contributed to annual planning process by helping set goals for revenue growth, market share gains, and other key performance indicators.
Assisted in the development of packaging design that effectively communicated product benefits while adhering to regulatory requirements.
Assisted in the successful launch of new products by coordinating cross-functional teams.
Oversaw preparation of marketing copy, images, videos, emails, and other collateral.

Heineken International

10.2017 - 07.2019

Company Overview: Multinational FMCG
Accurately input financial data into the record-to-report system, including journal entries, invoices, and other financial documents
Promptly posted monthly accruals, journals entries and adjustments into SAP and ensured all reversed entries were treated
Reconciled financial accounts, verified balances, and resolved discrepancies in a timely manner
Collaborated with cross-functional teams, such as accounts payable, accounts receivable, and financial analysts, to ensure accurate and timely reporting
Proficiently used financial software and tools to facilitate data entry, reconciliation, and reporting tasks which improved our reporting efficiency by 60%
Multinational FMCG
Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Maintained personnel records and updated internal databases to support document management.

Heineken International

01.2014 - 10.2017

Company Overview: Multinational FMCG
Assisted in conducting financial analysis and performance evaluations for the assigned region to identify trends, risks, and opportunities
Collaborated in the development of annual budgets and periodic forecasts for the region, ensuring alignment with corporate goals
Ensured compliance with accounting standards, corporate policies, and relevant regulations in all financial activities within the region
Maintained the accuracy and integrity of financial data and records within the region
Supported internal and external audits by providing requested documentation and explanations
Collaborated with various departments and regional teams to gather financial information and ensure alignment with financial goals
Managed payroll data entry and processing for third party employees to comply with predetermined company guidelines.
Trained new sales hires on financial processes within the business unit
Strengthened business decision-making with accurate and timely financial reports.
Collaborated with cross-functional teams to drive process improvements and cost reductions.
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.

Barclays Bank

11.2011 - 09.2012

Company Overview: Financial Institution
Built and maintained strong relationships with bank customers, providing personalized financial guidance and solutions
Conducted in-depth consultations with clients to understand their financial goals, needs, and preferences
Managed customer accounts, including savings, checking, and investment accounts, while ensuring compliance with regulations
Assisted clients in applying for loans, credit cards, and other credit-related products, ensuring responsible lending practices
Ensured adherence to banking regulations and policies, in areas of Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures
Financial Institution
Established trust with clients through clear communication, patience, and understanding their unique challenges fully before offering solutions tailored to their needs.
Collaborated with team members to create effective strategies for improving overall customer experience.
Boosted sales of bank products through effective cross-selling and up-selling techniques.
Collaborated with branch team members to achieve monthly sales targets and improve overall performance.