Summary
Overview
Work History
Education
Skills
Timeline
Accomplishments
Generic
Maxwell Dumisani Fundira

Maxwell Dumisani Fundira

Chartred Global Management Accountant ACMA, CGMA, ACPA
Gaborone

Summary

Professional summary


A highly experienced, multi-skilled management accountant with 14 years of management accounting experience augmented by rigorous training, consulting, and research engagements. Currently serving various clients through consulting and training company, Quantum Training Services. Also engaged with the partner company GTM Consulting and Training Services since 2008.



Particularly akin to creating new accounting systems and re-engineering or managing existing ones to protect assets through robust internal controls and risk management.



Specialty in performance evaluation using models such as the Balanced Scorecard, Performance Pyramid and Building Blocks, with over 10 years advising clients, training, and implementing these models to generate Key Performance Indicators (KPIs) for Critical Success Factors (CSFs).



Bringing a 13 year background in Accounts Receivable, Accounts Payable, cash management, human resources, and payroll administration.



Motivated and insightful professional possessing positive attitude paired with excellent knowledge of financial reporting in accordance with International Financial reporting applying standards (IFRS) and Generally Accepted Accounting Practices (GAAP), with over 10 years of preparing for external audits.



A specialist Management Accountant with multiple abilities to create customised management accounts and reports for superiors and clients, assisted by an excellent appreciation of the excel spreadsheet software. Possessing financial modelling skills using excel to give an above average edge.



Proficient in QuickBooks Online, Pastel, and other accounting software. Analytical Management Accountant possessing solid knowledge of basic and advanced accounting and financial principles and practices. Bringing 20 years of comprehensive experience recording and crunching numbers to help choose and manage company investments and budgeting and strategizing tasks.

Independent and detail-oriented professional with expertise communicating complex business issues clearly.



Familiar with managing schedules, directing teams, and overseeing closing processes. Exceptional interpersonal, communication and multitasking abilities. Outstanding problem-solving and teamwork abilities. Adept at working with private, public, and state government clients.



Skilled at inspecting organisations' operations, analysing potential risks and providing recommendations to improve operations.


Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities. Organised and dependable, successful at managing multiple priorities with a positive attitude.


Willingness to take on added responsibilities to meet team goals. Hardworking and passionate with strong organisational skills.



Excellent reputation for resolving problems and improving customer satisfaction. Dedicated consultant with history of meeting company goals utilising consistent and organised practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organisational brand.



Mergers and acquisition growth strategies, due-diligence, high numeracy and analytical skills.



An excellent appreciation of virtual online innovations, treasury management of stocks, options, indices, cryptocurrencies, and blockchain technology.

Overview

50
50
years of professional experience
34
34
years of post-secondary education
5
5
Languages

Work History

Chief Executive Officer (Self Employed)

Quantum Training Services (Pty) Ltd
Gaborone
06.2016 - Current
  • Created accounting systems for clients that are suitable for internal audit, internal control, risk management, and tax compliance.
  • Created complex and effective excel spreadsheet financial models for clients that provide timely, accurate information needed for management planning, control and decision making processes.
  • Prepared management accounts for clients and advise on financing options that add value.
  • Prepared financial accounts for clients in accordance with International Financial Reporting Standards (IFRS) and GAAP.
  • Recommended growth strategies for clients such as mergers and acquisitions and helped clients in accounting and legal processes, including due diligence, also providing training and advisory.
  • Re-engineered business processes to enable them to develop and grow to gain competitive advantage.
  • Conducted research for clients in specific areas of interest in order to gather intelligence and big data on customer, market and competition, that they would use for strategic competitive advantage.
  • Transformed all business, accounting and finance processes from manual, old and traditional methods to virtual systems that save time and money and add value for clients.
  • Provided training in all areas of accounting, finance and business in general to empower clients with valuable information and intelligence that I have gathered during my consulting work and research.

Accountant (Part Time)

Kgale Manor Home Owners Association Trust
Gaborone
01.2015 - Current
  • Maintained and improved robust accounting systems using Intuit Quick Books Online accounting software with mobile phone features that enable document capturing, transactions recording and reports generation on the go!
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
  • Evaluated and improved financial records to make important business decisions.
  • Prepared monthly management accounts, prepared annual financial statements according to International Financial Reporting Standards (IFRSs) and GAAP in preparation for external audits.
  • Managed financial performance, managed cash flows managed working capital
  • Managed accounts receivables, accounts payable, bank reconciliations and bank statements analysis
  • Created budgets and forecasts regularly for the board of trustees to make critical strategic and developmental decisions.
  • Introduced innovations such as electronic statements and electronic payments and receipts to strengthen internal controls on cash movements. Ensured all records are well secured on a reputable cloud server against viruses, information theft and hardware theft of failure.

Examiner and Facilitator-Accounting (Part Time)

Botswana Institute of Banking and Finance (BIBF)
Gaborone
01.2012 - Current
  • Responded quickly to student feedback and made necessary edits to curriculum, examination, assessment and facilitation processes.
  • Created high-quality and effective assessment modalities, questions, scenarios and rationales that test achievement of learning outcomes earmarked towards critical areas of career development in fields of banking and finance.
  • Transformed accounting standards into meaningful skills that can be readily applied by banking and finance practitioners to make value added financial judgments and decision processes that mitigate, eliminate or reduce lending risk, money laundering risk, forensic audit risk and know your customer (KYC) risk.
  • Created, moderated and validated accurate and relevant content needed by banking and finance practitioners and in accordance with requirements of Botswana Qualifications Authority (BQA).
  • Contributed towards academic and administrative committees related to institutional policies, departmental matters and academic issues.
  • Developed courses such as financial modelling, finance for non-finance managers, ICT in banking and finance, anti-money laundering, forensic audits and risk management.
  • Participated in development of virtual learning platforms that are needed to flex learning processes towards diverse and changing demands of fast paced psycho social and technological transformations of current and potential learners.
  • Prepared and delivered lectures to undergraduate or graduate students on topics such as financial accounting, principles of marketing and operations management.

Consultant (Part Time)

GTM Consultancy (Pty) Ltd
Gaborone
01.2008 - Current
  • Compiled general ledger entries on short schedule with 100% accuracy, applying International Financial Reporting Standards (IFRS) in all areas of accounting, training, advisory and consultancy.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
  • Created business strategies to boost shareholder value, accounted for, consulted, trained and advised on mergers and acquisitions growth and development strategies.
  • Formulated business plans, corporate and business strategies, internal accounting systems and Internal Controls. Controlled and forecasted incomes and expenditures, creating value budgets for planning, control and decision making
  • Performed company administration, secretarial and compliance filings and submissions of returns.
  • Prepared thorough final reports, commentaries and financial statements in accordance with International Financial Reporting Standards (IFRSs).
  • Identified management control weaknesses and provided value added suggestions for remediation.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.
  • Identified audit risks, prepared budgets and coordinated with management and audit team in preparing related reports.
  • Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Trained new employees on accounting principles, watertight accounting systems and company procedures.
  • Collaborated with clients to comply with governing bodies and limit regulatory risks.

External Consultant

Institute of Development Management (IDM)
Gaborone
07.2021 - 07.2022
  • Formulated teaching methods customised to student needs to enhance learning
  • Responded quickly to student feedback and made necessary edits to delivery modes.
  • Created high-quality and effective assessment modalities, questions, scenarios and rationales that test achievement of learning outcomes earmarked towards critical areas of career development.
  • Participated in development of virtual learning platforms that are needed to flex learning processes towards diverse and changing demands of fast paced psycho social and technological transformations of current and potential learners.
  • Prepared and delivered lectures to undergraduate or graduate students on subjects that included Management Accounting, Decision and Control, Budgeting, Synoptic Assessments and Taxation.
  • Revised lesson plans and course content to achieve student-centered learning.

Senior Lecturer

Botho University
Gaborone
11.2013 - 12.2020
  • Conducted research and development of new course content for grooming of over 200 potential management accountants in 5 years. Was involved in pioneering and development of blockchain technology module to be taught.
  • Delivered higher-level undergraduate and graduate courses via classroom, online and hybrid methodologies to satisfy course curricula and meet student needs and developmental initiatives, ethics, corporate governance and corporate social responsibility, in alignment with CIMA’s Professional Code of Ethics.
  • Supervised junior lecturers' course development and recommended refinements to enhance student learning.
  • Varied learning modalities and support materials to facilitate learning processes and accentuate presentations. Introduced highly technical teaching innovations using virtual platforms suitable for emergent complexities of learning needs created by requirements to transcend location and time barriers to learning.
  • Moderated, assessed and evaluated revision and examination processes that give assurance of learning and skills upgrade of undergraduates.
  • Revised lesson plans and course content to achieve student-centered learning.

Finance and Administration Manager

Target Meat Industries
Lobatse
12.2012 - 05.2013
  • Prepared and posted daily transactions of cash receipts, payments and deposits to facilitate standard accounting records to prepare reports outlining latest financial information such as expenses, income and outstanding balances.
  • Performed spending analysis to refine policies and develop recommendations for improvement.
  • Prepared monthly payroll and pay as you earn (PAYEE) tax for about 20 employees and maintained all associated files and records to comply with Botswana Unified Revenue Services (BURS) requirements.
  • Generated value added (VAT) sales tax reports, prepared bi-monthly returns in compliance with Botswana Unified Revenue Services (BURS) filing and payment deadlines.
  • Conducted internal control checks, reconciliations and adjustments in preparation for drafting of final accounts financial statements, Identified and corrected miscalculations and financial discrepancies to support quality assurance and investigated variances.
  • Monitored and compiled data and reports to present to executive directors.
  • Prepared periodic final accounts financial statements in accordance with international financial reporting standards (IFRSs) and GAAP, and in preparation for external audit.
  • Prepared cash flow projections, cost analysis and weekly, monthly, quarterly management accounts and reporting systems to assess quality and conformance, identifying problems and implementing corrective actions.
  • Prepared budgets, forecasts and current trends to support overall financial operations and decision making processes.
  • Developed key performance indicators (KPIs) metrics for strategic corporate objectives, supporting critical success factors (CSFs) for strategic performance for long term strategic direction.
  • Created internal controls and policies that mitigate, reduce or eliminate internal control risk through internal audit and internal control systems and procedures for loss control.
  • Maximised wealth through asset growth, involving frugal working capital management, strategic long-term Financing, long-term capital investment appraisals, forecasting cash flows, budgeting and budgetary control, standard costing and variance analysis, research & development of potential investments and growth opportunities.
  • Implemented mentoring programmes to promote staff motivation towards positive performance and engagement.
  • Conducted secretarial procedures, submission and filing of returns, compliance and licensing requirements, and human resource management.
  • Recommended appropriate alternative overhead absorption methods such as Activity Based Costing (ABC) to meet detailed costing requirements of meat processing industry.

Assistant Accountant

The Butcher Shop (Pty) Ltd
Gaborone
04.2011 - 12.2012
  • Prepared group accounts, cash flow plans, financing negotiations, weekly and monthly management accounts, divisional performance evaluation & control using gross profit targets, designed and implemented processes.
  • Prepared annual financial statements, income tax returns, payroll pay as you earn (PAYE) tax, tax planning, complying with Botswana Unified Revenue Services (BURS) compliance.
  • Prepared for external financial audits for a group of 15 companies.
  • Monitored status of accounts receivable and accounts payable to facilitate prompt processing and working capital management.
  • Set up and improved internal accounting systems and processes to eliminate or mitigate internal control and operational risks to meet business needs and give competitive edge.
  • Conducted research & development of potential investment and growth opportunities, corporate strategy, competitive analysis.
  • Introduced paperless innovation that saw introduction of virtual processes that saved time and money
  • Displayed interpersonal skills by playing role of team builder to motivate accounts team under my supervision towards positive goal congruence performance.

Internal Management Accountant

Medical Diagnistics Laboratory Sales and Services (MEDLASS)
Gaborone
11.2009 - 03.2011
  • Prepared final accounts financial statements consistent with International Financial Reporting Standards (IFRS) and GAAP in preparation for external audit.
  • Prepared daily, weekly and monthly management accounts needed by management to analyse medical data and records and plan tactical and strategic direction.
  • Planned long term financing for growth, financing structure, and participated in strategic financial decision-making including price setting.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
  • Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Prepared variety of different written communications, reports and documents.
  • Mitigated risk of loss through frugal cash management and credit control procedures.
  • Prepared all tax returns to comply with Botswana Unified Revenue Services (BURS) requirements.
  • Supervised, trained, mentored and motivated staff towards optimal performance and productivity.
  • Created financial models to manage highly time bound projects and programmes within accounts department and in operations.

Education

ACMA, CGMA - Management Accounting

Chartered Institute of Managemt Accountants (CIMA)
United Kingdom (UK)
07.2009 - 06.2020

Associate Certified Professional Accountant (ACPA) - Accounting

Botswana Institute of Chartered Accountants
Gaborone, Botswana
09.2012 - 06.2022

Evaluation of Qualifications Report Ext Qualfcn - Training

Botswana Qualifications Authority (BQA)
Gaborone, Botswana
02.2016 - 02.2020

Advanced Diploma in Business Management - Business Management

Association of Business Executives (ABE)
United Kingdom (UK)
01.2007 - 06.2009

International Diploma in Teaching And Training - Teaching And Training

City And Guilds
United Kingdom
07.2006 - 01.2007

Diploma in Business Administration - Business Administration

Association of Business Executives (ABE)
United Kingdom (UK)
01.2006 - 06.2006

GCE A Level Cambridge - Advanced Level Cambridge

Victoria High School
Masvingo, Zimbabwe
01.1988 - 12.1989

O Level Cambridge - Ordinary Level Certificate

Victoria High School
Masvingo, Zimbabwe
01.1986 - 12.1987

Zimbabwe Junior Certificate (ZJC) - Junior Certificate

Victoria High School
Masvingo, Zimbabwe
01.1984 - 12.1985

Skills

Management accounting

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Timeline

External Consultant

Institute of Development Management (IDM)
07.2021 - 07.2022

Chief Executive Officer (Self Employed)

Quantum Training Services (Pty) Ltd
06.2016 - Current

Evaluation of Qualifications Report Ext Qualfcn - Training

Botswana Qualifications Authority (BQA)
02.2016 - 02.2020

Accountant (Part Time)

Kgale Manor Home Owners Association Trust
01.2015 - Current

Senior Lecturer

Botho University
11.2013 - 12.2020

Finance and Administration Manager

Target Meat Industries
12.2012 - 05.2013

Associate Certified Professional Accountant (ACPA) - Accounting

Botswana Institute of Chartered Accountants
09.2012 - 06.2022

Examiner and Facilitator-Accounting (Part Time)

Botswana Institute of Banking and Finance (BIBF)
01.2012 - Current

Assistant Accountant

The Butcher Shop (Pty) Ltd
04.2011 - 12.2012

Internal Management Accountant

Medical Diagnistics Laboratory Sales and Services (MEDLASS)
11.2009 - 03.2011

ACMA, CGMA - Management Accounting

Chartered Institute of Managemt Accountants (CIMA)
07.2009 - 06.2020

Consultant (Part Time)

GTM Consultancy (Pty) Ltd
01.2008 - Current

Advanced Diploma in Business Management - Business Management

Association of Business Executives (ABE)
01.2007 - 06.2009

International Diploma in Teaching And Training - Teaching And Training

City And Guilds
07.2006 - 01.2007

Diploma in Business Administration - Business Administration

Association of Business Executives (ABE)
01.2006 - 06.2006

GCE A Level Cambridge - Advanced Level Cambridge

Victoria High School
01.1988 - 12.1989

O Level Cambridge - Ordinary Level Certificate

Victoria High School
01.1986 - 12.1987

Zimbabwe Junior Certificate (ZJC) - Junior Certificate

Victoria High School
01.1984 - 12.1985

Accomplishments

  • Created accounting systems using excel spreadsheets
  • Used Microsoft Excel to develop inventory tracking spreadsheets and financial models for project management, tax calculations, reconciliations, financial reporting and management accounting.
  • Created databases that track costs through data that can be processed into valuable information
  • Improved processes for virtual options that build in efficiencies to save time and money
  • Gathered valuable business intelligence information through research that enables more informed advise to clients and partners during consultancy, and more effective in incorporating relevant training content.
  • Supervised teams of 4 to 5 staff members at any given time and motivated them towards productivity through team building and training initiatives.
  • Created innovations for work from home alternatives without compromising on productivity and ability to evaluate performance. Such innovations were also incorporated into training programmes.
Maxwell Dumisani FundiraChartred Global Management Accountant ACMA, CGMA, ACPA