Stella Nkole Sata
Edmonton,Canada
Summary
Enthusiastic about leveraging expertise in financial management to support and administer programs impacting education, while driving collaboration and efficiency within the Program and System Support Division as a Program Analyst. Proven success in liaising with diverse stakeholders to develop responsive policies and procedures. Skilled in creating value-added reports and supporting data collection initiatives. Adept at preparing reports and presentations for management and external stakeholders. Eager to contribute to the development and renewal of agreements and contracts, aligned with the company's mission and vision.
Overview
5
5
years of professional experience
Work History
Associate Financial Advisor
Co-operators General Insurance Company
10.2023 - Current
- Managed the life, group and wealth management portfolio of 4 agencies in High Prairie, High Level, Fairview and Edmonton while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Increased agency client portfolio value by $3million by effectively offering superior client advisory services.
- Generated over $100, 000 in new annual revenue from implementing a targeted referral strategy.
- Managed a total client portfolio of 60 clients with diverse financial needs.
- Supported and participated in varied forms of collaborative processes offered by Program and System Support Divisions to improve communication, relationships, and efficiency of operations.
- Streamlined financial planning processes for increased efficiency and improved client experience.
Partnerships Manager
Africa Fintech Summit
12.2021 - 11.2023
- Responsibilities:
- Successfully personally raised over $70, 500 in sponsorship income for the events
- Influenced the decision of the 2023 host city by conducting surveys and polls and qualitative research.
- Worked closely with the Ministry of Technology and Science, Bank of Zambia, Bankers Association of Zambia, Payments Association of Zambia and other Stakeholders in successfully planning the 2023 Africa Fintech Summit.
- Worked closely with a network of Venture Capitalists and Investors representing a joint portfolio of U.S $5 Billion dollars
- Developed strong dedicated relationships with prospective and current partners before, during, and after the summit and professionally managed communications interactions through post-summit insights
- Qualified leads and kept track of the pipeline and business development through pipedrive
- Researched and identified key economic indicators and growth trends in the host city of the November Summit; created proposals and investment decks which showcased the city's potential as an investment destination for over 100 Venture Capitalists in our network; while working closely with the communications department, the senior management and the sales team
- Built strong relationships and collaborations within the organization and across the world to secure investment in the African Fintech Industry
- Prepared and presented host city documents to the Zambian Government and won the bid for Lusaka to host the November 2023, Africa Fintech Summit
- Maintained a professional demeanor by staying calm when addressing unhappy or angry partners, investors and partners and ensuring responses are given in a professional manner.
- Preserved positive customer relations by being responsive and addressing problems head-on and implementing successful corrective actions and being responsive to enquiries.
Assistant Tax Auditor (Large and Specialized Tax Payers)
Zambia Revenue Authority (ZRA)
05.2021 - 06.2023
- Responsibilities:
- Conducted audits for 10 specialized taxpayers with a combined annual tax revenue of over $43 billion including Canadian companies like First Quantum Minerals and verified the accuracy of the information reported with professional skepticism.
- Identified tax irregularities, discrepancies and inconsistencies and reduced tax refunds by in excess of $1, 600, 000 through conducting comprehensive audits that identified non-compliance with tax requirements.
- Analyzed financial data to identify trends and patterns that may indicate potential tax issues or problems.
- Improved tax audit efficiency by implementing new data management processes, resulting in 20% time savings
Head Of Business Operations (Founder)
Lavish Home Furniture
11.2019 - 06.2023
- Established a successful business by identifying market needs and developing innovative solutions.
- Attracted top talent for the company, fostering a collaborative and high-performance work environment and leading and managing a high-value team of 18 employees who achieved revenue of over K750,000 annually
- Oversaw the company's financial operations and reporting
- Communicated and engaged with a client portfolio of 200 clients a year, ensuring that clients received the correct invoice or receipt and resolving any billing customer issues
- Managed a network of suppliers that supplies the business with raw materials, paint, vinyl stickers, logistical support, and any other needs, ensuring that we had good credit lines and had settled any pending invoices.
- Developed strong partnerships with key industry players, contributing to an increased market presence.
Project Manager - RUFEP Project
BroadPay
01.2019 - 12.2019
- Oversaw Broadpay's $200, 000 Rural Finance Expansion Programme project – funded by Ministry of Finance and the International Fund for Agriculture Development - and handled the day to day administration of the project - SPARCO
- Provided leadership, management, and vision to ensure that the project had effective people, operational controls, and administrative and reporting procedures in place
- Led a team of 15 people including the product development team and ideated, conceptualized and launched SPARCO
- Built and maintained internal and external relationships, with different personalities from funding partners, implementing partners and the employees and worked collaboratively with all stakeholders including international developers
- Ensured that monitoring and evaluation was done in accordance with the grant agreement and that quarterly and spot reports were reported to the Board of Directors (internal audiences), Grant Funders and stakeholders and that milestones were achieved in time
- Organized marketing and launch events in 3 cities
- Proved successful working within tight deadlines and a fast-paced environment
- Worked well in a team setting, providing support and guidance
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
- Established effective communication among team members for enhanced collaboration and successful project completion.
Education
MSc Management and Development of International Financial Systems -
University of South Wales
12.2014
BA (Hons) Accounting and Finance, Accounting and Finance -
Oxford Brookes University
12.2012
Advanced Diploma - Accounting
Zambia Institute of Chartered Accountants
Lusaka, Zambia08.2023
Diploma in Business Administration, Business Administration -
Nilai University
12.2011
Certificate in International Investments and Securities, Investments and Securities -
The Chartered Institute for Securities & Investment (The CISI)
02.2017
Skills
- Debt management
- Portfolio Management
- Asset Allocation
- Estate Planning
- Retirement planning
- Investment strategies
- Wealth Management
Training
- Certificate in Investments and Securities
- Certificate in Local Excise Duty
Languages
English
Native or Bilingual
Timeline
Associate Financial Advisor
Co-operators General Insurance Company
10.2023 - Current
Partnerships Manager
Africa Fintech Summit
12.2021 - 11.2023
Assistant Tax Auditor (Large and Specialized Tax Payers)
Zambia Revenue Authority (ZRA)
05.2021 - 06.2023
Head Of Business Operations (Founder)
Lavish Home Furniture
11.2019 - 06.2023
Project Manager - RUFEP Project
BroadPay
01.2019 - 12.2019
MSc Management and Development of International Financial Systems -
University of South Wales
BA (Hons) Accounting and Finance, Accounting and Finance -
Oxford Brookes University
Advanced Diploma - Accounting
Zambia Institute of Chartered Accountants
Diploma in Business Administration, Business Administration -
Nilai University
Certificate in International Investments and Securities, Investments and Securities -
The Chartered Institute for Securities & Investment (The CISI)
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