PROMISE MALULEKE
London,Canada
Summary
Motivated CPA student and finance professional with strong analytical skills and experience in financial reporting, budgeting, and audits. Proficient in Excel, QuickBooks, and account reconciliation. Eager to apply my skills and contribute to business insights while gaining practical experience.
Overview
8
8
years of professional experience
Work History
Customer Service Representative
Bank of Montreal
12.2023 - Current
- Process daily banking transactions with high accuracy, ensuring proper controls and compliance.
- Support account maintenance and documentation validation to meet regulatory requirements.
- Apply financial knowledge and interpersonal skills to explain services and solve customer issues.
- Demonstrate accuracy in managing financial data, cash handling, and account reconciliation tasks.
- Resolved customer issues efficiently through effective communication and problem-solving skills.
- Educated clients on banking products and services to enhance financial literacy.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Social Media Volunteer
Vancouver Fashion Week
04.2024 - 04.2024
- Created engaging content for social media platforms including photos and videos of runway shows and behind-the-scenes footage.
- Provided live coverage of events through various social media channels.
- Monitored and promoted relevant hashtags to increase visibility and engagement.
- Engaged with influencers and fashion bloggers to collaborate on content creation and promotion.
- Responded to community comments and feedback to foster an interactive online environment.
- Assisted in post-event wrap-up activities, including creating recap posts and sharing highlights.
Finance and Accounting Intern
Jazmur Mashtal Garden Centre
07.2018 - 08.2018
- Assisted in preparing financial reports, including balance sheets and income statements, ensuring accuracy and compliance with legal guidelines.
- Conducted financial analyses to evaluate company performance and support strategic decision-making.
- Collaborated with the finance team to create budget reports and performance evaluations, contributing to strategic planning.
Finance and Accounting Intern
Fire Castles
05.2018 - 06.2018
- Assisted in reviewing expense reports for accuracy and compliance with internal policies.
- Supported the preparation of audit-ready financial reports and maintained proper documentation and filing systems.
- Participated in financial team meetings and observed internal control procedures, gaining exposure to operational decision-making processes.
Education
Business Management
Fanshawe College
CanadaBCOM - Accounting
University of Johannesburg
Johannesburg, South AfricaSkills
- Regulatory Compliance
- Financial Reporting
- Project Planning
- Excel (PivotTables, VLOOKUP)
- Active listening
- Critical thinking
- ERP Systems (QuickBooks, ERP exposure)
- Customer service
- Financial Data Entry & Accuracy
- Financial modeling
Certification
Investment Funds in Canada (IFC) – Completed January,2025
Expanding knowledge in investment products, mutual funds, client profiling, and regulatory compliance to support future advisory responsibilities within retail banking.
CPA Student (Candidate ID: 61153865) - Granted exemptions for Introductory Financial Accounting, Introductory Management Accounting, Economics, Statistics, Intermediate Financial Reporting 1 & 2, Corporate Finance, Audit & Assurance.
Preparing to complete the remaining CPA prerequisite courses to qualify for CPA PEP entry.
Timeline
Social Media Volunteer
Vancouver Fashion Week
04.2024 - 04.2024
Customer Service Representative
Bank of Montreal
12.2023 - Current
Finance and Accounting Intern
Jazmur Mashtal Garden Centre
07.2018 - 08.2018
Finance and Accounting Intern
Fire Castles
05.2018 - 06.2018
BCOM - Accounting
University of Johannesburg
Business Management
Fanshawe College