Oliver Okokpujie
Richmond Hill,ON
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Head
FSDH Merchant Bank Limited
Port Harcourt, Rivers State
09.2022 - Current
- Manage Corporate Banking and Wealth Management teams in the Southern Region of Nigeria
- Structuring of high-level credits for multinationals on various complex transactions
- Analysis of audited financial statements (historical) to ascertain company’s financial state / rating and future financial projections
- Ensure policy compliance and complete documentation of all credit related transactions
- Conduct quarterly business report and performance analysis on all credit facilities to identify early warning signal(s) for prompt recovery
- Providing Financial, Wealth Management and Investment advice to Clients and Prospects
- Provides advice on strategy and capital structure to elite of multinationals on crucial, complex and investment matters
- Create financial models and dashboards on complex financial matters based on data collected from the Port Harcourt Region
- Trained, mentored, and developed new experience hires with positive and encouraging techniques to maximize performance and team contributions.
- Helped customers achieve their short and long term investment goals.
- Resolved escalated customer disputes with special actions such as discounts.
- Mentored new team members on POS system operation, customer service strategies, and sales goals.
Financial / Data Analyst
FSDH Merchant Bank Limited
Port Harcourt, Rivers State
01.2018 - 09.2022
- Performed customer segmentations for cards and personal loans, leveraging analytics to improve marketing campaign targeting.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Collaborated to develop and maintain targeted profit plans to sustain growth.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Participated in client meetings to discuss financial analysis and investment strategies.
Wealth Relationship Manager
FSDH Merchant Bank Limited
Port Harcourt, Rivers State
10.2014 - 01.2018
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Assisted clients with budgeting and cash flow management.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Implemented exit strategies for clients to transition out of investments.
Account Officer
Guaranty Trust Bank Plc
01.2012 - 01.2014
- Prospects and develop new relationships in the midstream oil and gas industry and large corporates
- Conduct monthly business report in the midstream oil and gas industry for management
- Financial advisory to clients and prospects in the midstream oil and gas industry
- Key Achievements:
- Structured, obtained approval and disbursed a $200million 7-years term loan facility for the construction of Eko Atlantic City in Victoria Island, Lagos State
- Structured a $15million 5 years term loan Facility for Shipyard start-up at Onne Oil and Gas Free Trade Zone
- Structured a USD$25million 5 years loan facility for a marginal field operator in Kwale, Delta State.
Education
Business Intelligence And Data Analysis - Banking And Financial Support Services
Corporate Finance Institute - Distance Learning
Vancouver, Canada2023
Financial Modeling And Valuation Analyst - Banking And Financial Support Services
Corporate Finance Institute - Distance Learning
Vancouver, Canada2022
Bachelor of Science - Electrical And Electronics Engineering
Ambrose Alli University
Edo State, Nigeria02.2009
Skills
- Financial Statement Analysis
- Competitive marketing strategies – Analyzing Competitors
- Issue focused Negotiation
- Strong analytical skills
- Excellent Credit Analytical skills
- Excellent Sales Skills
- Financial Portfolio Analytical skills
- Relationship Management Skills
- Attention to Details
- Strategic Thinker and Problem Resolution skills
- Advance MS excel and Dashboard Presentation
- Team Focus
- Business Tracking
- Microsoft Power BI
- Industry Trend Analysis
- New Market Identification
- Financial and Economic Data
- Financial Modelling
- BI Tool and System Design
Accomplishments
- Power BI
- Power Query
- Tableau
Affiliations
Member, FSDH Merchant Bank Management Risk Committee
Member, FSDH Merchant Bank Asset and Liabilities Management
Certification
- FMVA - Financial Modeling and Valuation Analyst
- BIDA - Business Intelligence and Data Analysis
- SCRUM Master
Timeline
Head
FSDH Merchant Bank Limited
09.2022 - Current
Financial / Data Analyst
FSDH Merchant Bank Limited
01.2018 - 09.2022
Wealth Relationship Manager
FSDH Merchant Bank Limited
10.2014 - 01.2018
Account Officer
Guaranty Trust Bank Plc
01.2012 - 01.2014
Business Intelligence And Data Analysis - Banking And Financial Support Services
Corporate Finance Institute - Distance Learning
Financial Modeling And Valuation Analyst - Banking And Financial Support Services
Corporate Finance Institute - Distance Learning
Bachelor of Science - Electrical And Electronics Engineering
Ambrose Alli University