Resume: Eric Lutwama
Personal Information
Application Title Accountant
First Name Eric
Middle Name N/A
Last Name Lutwama
Email Address [email protected]
Cell +256775015154
Nationality Uganda
Gender Male
Category Accounting/ Finance
Sub Category Controllership & Accounting Managment
Job Type Full-Time
Highest Education University
Total Experience 14 Year
Date of Birth 29-09-1979
Work Phone N/A
Home Phone +256703964095
Date you can start 10-10-2019
Driving License Yes
License No.
Searchable Yes
I am Available Yes Address
Address
Address Kampala
City Kampala
State N/A
Country Uganda Institutes
Institute Uganda Martyrs University,Nkozi
City Kampala State N/A
Country Uganda
Address Nkozi
Certificate Name Degree
Study Area Business Management Employers
Employer
Employer Self Help Africa
Position Finance Consultant
Responsibilities Oversee the finance,procurement and human resource functions
Pay Upon Leaving 500,000 per day
Supervisor Engorok Obin
From Date 01-01-2019
To Date 30-04-2019
Leave Reason Completing on my masters dissertation
City Kampala
State N/A
Country Uganda
Phone +256775015154
Address Kampala Skills
Skills negotiation skills,team-working,arithmetic,project management Resume LUTWAMA ERIC Email: [email protected] Tel: (256) 775-015154/(256) 703-964095 Bio Data: Name : Lutwama Eric. Date of Birth : 29th-September-1979. Gender : Male Nationality : Ugandan Marital Status : Married. Career Summary: As a qualified Accountant with over 14 years of progressive development in experience with the private sector and national and international NGOs, I have designed and managed a range of operational and strategic procedures for national and international NGOs.I have as well worked on projects funded by among others Irish Aid,World Food Programme (WFP), CDC, USAID, Global Fund, EU, NORAD, CSF, members of Save the Children family including Save-Korea, Save-Netherlands. My experience encompasses supporting development and emergency works in livelihood, health, agriculture, education,HIV/AIDS. I have vast experience in budgeting and budget management, designing organization-specific accounting systems, appraising staffs, resources management and control, reporting, coaching and mentoring others, communication, procurement and fleet logistics management. I have experience of having run all stages in an accounting cycle and project life cycle that is project proposals and development, project initiations,implimentations,monitoring and evaluation and project close outs, some of which for several times. I as well have experience managing large teams and working in the private sector. To crown all this technical and management capabilities, am a man of unquestioned integrity. Education History: Masters of Business Administration-Management (Finalist). Uganda Martyrs University. Certified Public Accountant of Uganda (CPA-U),2012. Institute of Certified Public Accountants of Uganda (ICPAU). Bachelor’s Degree of Commerce (Accounting-Hons),2004. Makerere University Kampala, Uganda Uganda Advanced Certificate of Education, 1999. Mengo Senior School,Kampala. Uganda Certificate of Education, 1997. Kings College,Budo. Primary Leaving Education Of Uganda,1993 Bat Valley Primary School. Specialized Training |Workshops: Soft Line VIP Payroll systems package (2006),a training on Payroll and human resources management and using a computerized system to manage and interface payroll with HR events. AIDS Care Orientation Workshop (2009) with TASO,an orientation to care for patients and responsible leaving against HIV/AIDS. Leadership for Legacy training with TASO (U)-(2010), training for responsible and accountable leadership and management. Security and Safety training with Save the Children (2015) Pathway Management Training (2017).This is a management training module developed by Concern Worldwide which aims to equip managers with various tools including managing difficult teams and feedback relays to staff. This I completed on in September 2017. Experience: Finance Consultant|Self Help Africa-Uganda Country Office (Irish INGO) January 2019 to April 2019. The terms of reference for this role include the following tasks; Training of finance and admin Team: To train the finance and administration staff, and specifically the Senior Finance Accountant, so that he can perform the roles of HoFA. Internal and statutory audits: Help the team to prepare for both internal and external audits, for both the country office and donor projects whose audits are due during the first quarter of 2019. Financial reports: support the team to prepare timely financial reports to HO and different donors that will be due during the first quarter of 2019. Routine functions: continue to decreasingly perform operational functions of HoFA e.g. payments, reports and other functions. This should be taking place as the functions are being handed over to the Senior Finance Accountant and/or other staff within the finance and administration department. Other: Other finance and administration related duties mutually agreed upon with the Country Director. Head of Finance & Administration.|Self Help Africa-Uganda Country Office (Irish INGO) February 2016 –December 2018 |Kampala|2 years 10 months. Duties Country Programme Finance Management Prepare monthly financial and management accounts for approval by Country Director and for later submission to Head Office based on the SHA management accounts systems which includes monthly and year to date project and donors expenditure, bank reconciliations, income and expenditure account and other necessary information; Responsibility for the preparation of Country Programme annual /project financial budgets (in liaison with Head of Programmes and Country Director) for submission to donors/Head Office; Timely preparation of the management and financial reports – monthly, quarterly or annually, as required by the donor contracts and guidelines, which agree with the corresponding narrative reports. These are submitted to Head Office for approval along with budget variance analysis and explanations; Prepare the year-end financial statements, arrange and ensure timely completion of year-end audit (accounting year ends – 31 December); Monitor and ensure programme and administrative spending are all in line with agreed budgets - identify potential programme under or over-spends and liaise with Head Office and donors as to the required action needed; Responsible for cash management and control of cash flow, requests for funds to Head Office, liaison with banks, update of bank mandates and Bank Reconciliations for both Local and Foreign Bank Accounts; Coordinate regular audit scrutiny of local partner organizations, ensuring their financial systems and controls are of an appropriate standard to ensure security and effective management of funds advanced by SHA; Providing leadership, technical support and capacity building of staff in finance and administration matters, including SHA Partners; Provide advice on all financial and administration matters to senior management team; Develop and oversee the implementation of office procedures and policies on financial and administration matters to ensure adherence to such by every staff member. Operational Management Provide leadership to Finance & Administration Department / Section in ensuring that procedures are adhered to by all staff in the country programme and ensure efficient management of staff, financial and other resources. Where relevant, assist the programme in drafting, negotiating and controlling the issuing of contracts on behalf of the programme and together with the Programmes Department maintain a register of contracts. Ensure reports are completed in accordance with deadlines and undertake report editing and review where necessary; Ensure that appropriate SHA management, administration, personnel, logistic, finance, and communication systems are in place; Safety and Security Ensure field site safety and security guidelines are prepared and reviewed at least bi-annually; Ensure all safety or security incidents (fires, vehicle accidents, theft, etc.) are appropriately recorded and reported by project staff to relevant parties; Actively monitor field site safety and security and advise the CD about new developments. Logistics/ Procurement / Assets Management Maintenance of fixed asset register – quarterly updates submitted to the Head office. Ensure appropriate insurance for staff and property and associated programme goods and activities in liaison with Head Office, Ensure efficient use and management of transport resources, Provide leadership and supervise the procurement function and control of stock, stock management; provide overall guidance to the Procurement Committee in processing office procurements, ensuring that financial procedures are followed by the committee, maintaining transparency and making procurements that give value for money, Ensure that project implementation meets donor compliance requirements, Human Resource Management Responsible for the overall management of Country Programme human resources including annual appraisals in line with SHA’s Human Resource procedures, Manage and review SHA payroll on monthly basis to ensure that all relevant personnel information is up to date and ensuring that local compliance with the employee tax deductions, Ensure that payroll is updated whenever changes have taken place due to new recruitments, movement and death or any other additional information pertaining to Human Resource. Maintain good team communication, engender good team dynamics and take remedial action when problems occur in collaboration with CD and or Country Management Team; Line manage all finance and administration staff Work with CD to maintain up-to-date job descriptions for all country programme staff; Ensure procedural compliance for recruitment and contracting of staff; ensuring that all employees are presented with a letter of appointment and staff record are intact and updated as changes are effected. Representation In coordination with the CD, represent SHA at national, regional and international levels; to donors, local and national government authorities, other NGOs, and any other parties as required; Support the CD’s strategic co-operation initiatives with government and national/international NGOs and CBOs active in the programme areas; Provide coverage for other posts when needed and carry out any other responsibilities as requested by the CD /Programme Support Coordinator. Achievements Developed tools for comprehensive partner reporting and funds requests. As well developed guidelines to ensure that partners timely report their financial results and are as well adequately monitored. I brought on board the concept of group trainings in common areas of challenge like excel. Streamlined systems ensuring that fuel usage is both adequately monitored and as well vehicles never run out of fuel. As well stopped any emergency fuel request scenarios. Streamlined steps for effective and timely claims, documentation and complaints mechanisms. Introduced a frugal system to ensure timely and effective trace of Withholding Tax as well as timely payment of the same. Introduced a criteria to capture adequate detail in accounting documents and computer system to support reporting and developed fields to fit in a data list. Supported development and aligning of finance and administration staff job descriptions. Worked on the close-out processes and procedures for a Community Connector project funded by USAID. Worked on proposal budgets that won grants from WFP, ISSD and European Union. Many other grant proposals I have worked on more so for EU are awaiting final communication from EU. Reviewed, updated and designed several Finance and Administration forms for use in the operations of the organization. On several occasions stood in as the Acting Country Director thus having additional roles and responsibilities plus decisions to make outside the traditional finance bracket. Field Finance Manager | Save the Children International (Uganda Country Office) January 2014-February 2016 |Karamoja Region| 2 years,2 months Duties Leadership As a member of the Regional Management Team, plays an active role in supporting technical teams to implement Save the Children strategies and programmes Provide support to the regional team in the delivery of agreed upon program objectives outlined in the Save the Children country strategy and approved projects and plans. Provide technical support and inputs to budget holders and partners in the preparation, management, revisions, monitoring and reporting on Save the Children consolidated and projects plans and budgets while ensuring accuracy and compliance with budgetary and donor requirements Program implementation & reporting Working closely with the Team Leader and other managers to ensure that all funded activities are implemented in line with expectations of donors and Save the Children in Uganda. Ensure that program design incorporates learning from previous program implementation as well as technical expertise from the Design, Monitoring & Evaluation team and the relevant Thematic Managers. Ensures that effectiveness, impact and direction of all programs and projects are regularly monitored, reviewed and evaluated with support from the Design, Monitoring & Evaluation team the relevant Thematic and Partnership Managers Ensure that systems and processes for planning and reporting to head offices of Save the Children Members engaged in Uganda and donors are effective and in place Ensure that all information on project implementation is accurate and available in a timely manner to meet reporting requirements to home offices, donors and others as appropriate Coordinate completion of reports and submission to donors and relevant head offices on time Finance and Support Services Overseeing the regional finance function to ensure the necessary support to project implementation at district level, reporting and adherence to the finance guidelines are provided. Check and verify periodic and quarterly cash requisitions, transfer requests from field offices and partners for completeness, accuracy and compliance with existing policies, procedures, and budgetary provisions before the transfers’ approvals. Working with other teams to ensure timely accountability for Save the Children and partners’ programs in line with Save the Children policy. Ensuring effective budgetary control in the region and maintain them in line with agreed upon financial limits and requirements Support the project implementation teams with budget monitoring and reporting As a budget holder for the region approving expenditure and application for additional financial resources Preparation of accurate, complete and reliable donor financial information on timely basis ensuring that the financial report is properly reconciled to the narrative report and variances explained. Ensure that the budget monitoring reports are responded to in time and with the right information. Ensure that partners are well guided, supported and their capacity built in sound financial management procedures, as per the Save the Children finance guidelines. Supervise the senior accountant at the region and ensure that he is capacity built to carry out other tasks beyond those enshrined in his job description for further development. Planning & Budgeting Timely develop draft budgets and ensure that the budgeted activities match the project document, appropriately structured to requirements Adhering to and enforcing budgetary discipline. Undertaking budget revisions and realignment to match the changes that has since taken place. Guide the partners and staff planning and budgeting process Generation of financial reports: Receive and review periodic reports from the partners before posting them to the Agresso system. Undertake monthly project budget monitoring in order to timely identify and manage budget variances in the early stages of their occurrences Holding regular budget performance meeting with partners and communicating the explanations to the program teams at country office. Follow up both internal and external audit recommendations and ensure that they are implemented and documented. Program & Proposal Development Ensure that the technical team is significantly involved in program and proposal development by providing lessons learned from program implementation and a field-based reality check Ensures systematic process to identify and replicate the most effective and efficient interventions in the program areas of Save the Children Partnership Management Identifying Capacity building needs/gaps for staff and partners in financial management and communicating them accordingly Building and strengthening the partner’s financial management capacity. Follow up and ensure that external auditors’ recommendation are implemented and documented. Conduct regular monitoring and support visits to the partners. Advocacy & Communications Ensures reliable information is generated from programs and projects to support the development of communication materials under the supervision of the Team Leader At the request of the Regional Area Manager, represent Save the Children to the various coordination mechanisms/fora involving Government, the UN and other international and national NGOs Coordinate inter-field office communication to promote capacity building, exchange of successful project implementation strategies, and horizontal problem solving and program replication Human Resources Management and Development: Enhance staff capacity to understand and appreciate the operating context including analyzing trends so as be responsive to the issues in the region. Identify financial management capacity gaps and training needs assessments for both finance and non finance staff and provide hands on support and training to the relevant staff for proper and effective use of resources Achievements Introduced a system to ensure that partners, staffs and suppliers of goods and services are paid timely. I worked on the proposal budget that led to the region winning grants from Save the Children-Korea. Worked on monthly Budget vs Actual performance analysis with Project Managers to ensure clear tracking of performance on a monthly basis. I was part of the team that developed tools for partner reporting and funds request. AS well developed guidelines to ensure that partners timely report their financial results and are as well adequately monitored. Streamlined steps for effective and timely claims, documentation and complaints mechanisms. Introduced adequate details to capture in accounting documents and computer system to support reporting and developed fields to fit in a data list. Accountant | The AIDS Support Organization (TASO)-A committed local HIV/AIDS NGO. January 2009-December 2013|Masaka,Kampala| 5 years, 0 months. Masaka centre,HQ,GMU. Duties Ensure that established internal controls are implemented. Ensure that monthly, quarterly, annual and other necessary financial reports are prepared and submitted in time. Proper and timely bank reconciliations prepared and presented to Head finance for review Perform periodic and surprise cash counts to ensure the petty cash system is properly maintained. Review all Payment requests for completeness and adequacy of supporting documentation. Ensure that activity funds advanced (contingency funds) are accounted for within five working days after the completion of such an activity. Prepare monthly payrolls in accordance with individual staff appointment letter. Ensure that statutory deductions are properly accounted for and remitted to the relevant authorities within the required dates. Assist the Head Finance in process of the consolidation of financial statements. Prepare and submit Variance and other management reports as required. Provide technical financial management support to CSO Accountants. Ensure proper utilization and timely accountability of funds by all CSO under your jurisdiction. Ensure that the CSO manual records are up to date and reconciled with the computerized information, where such information exists. Monitor CSO expenditure against budgets to ensure adherence to set financial policies. Reconciling funds disbursed to CSOs with actual receipts in the CSO’s Records. Review all CSO reports (monthly, quarterly, annual and others periodical financial management reports) before being submitted to the Head, Finance. January 2009 to August 2012. TASO (U) Ltd. Accountant. Duties Monitor and ensure adherence to internal controls. Take lead in the preparation and coordination of annual and other budgets and work plans for the service centre. Examine payment requisitions and vouchers and where appropriate recommend them for approval by the manager. Reconcile bank statements with the cash books monthly. Supervise the cashier to ensure that the cash office is run smoothly. Supervise the storekeeper and ensure proper stores management systems are in place. Train subordinates in the use of Navision accounting package. Prepare and issue monthly, quarterly and annual financial reports. Prepare the Payroll and remit statutory and other deductions there on. Maintain records and books of accounts in double entry format. Provide technical financial support to management. Provide effective leadership to subordinates. Plan for financial resources required, organize for their availability as required and ensure effective utilization. Ensure that agreed internal and external audit advises are implemented. Any other duties in line with my profession. Payroll Administrator | Rift Valley Railways-A private East African railway transport company. November 2006-December 2008|Kampala| 2 years,2 months. Duties Installation of any new entrants into the company onto the payroll. - Preparation of payments to employees. - Handling employee remuneration – related complaints and liaising with banks for issues concerning employee accounts and payments. -Printing of pay slips. -Liaising with employee banks to ensure prompt and proper payment to the individuals’ accounts. - Calculation and remittance of PAYE, NSSF, Provident Fund, Union contributions, Loans and any other benefits and deductions am instructed to include. - Roll over of the software from one month to another. - Some Human Resource related functions like Leave Management, employee transfers. Payroll Administrator | Deloitte and Touché -A top “4” audit firm. August 2006-October 2006|Kampala| 0 years,3 months. Running a Project of recruitment and Human Resource related functions of employees into a new concessionaire called Rift Valley Railways.(U) Ltd. Accounts Manager | Baker’s World Ltd-A local confectionaries company. June 2004-July 2006|Kampala| 2 years,1 month. Duties Making payments to creditors and ensuring submission of payments by debtors. - Managing the debt level for the company and ensuring an appropriate finance mix - Carrying out Bank Reconciliation of the company accounts - Drawing of company financial statements- income statements, balance sheet and cash flow projections. - Costing of company products. - Supervision of accounts staff including cashier and store-keeper. - Compiling and submitting income tax returns, V.A.T and other local taxes - Any- other duties as assigned that are in line with my profession. SPECIAL ASSIGNMENTS. COMMITTEE POSITION. TASO. Centre Financial Advisory Committee. Secretary. Centre Procurement Committee. Member. Centre Staff Welfare Scheme (SACCO) Ex-Official Save The Children International (Uganda). Regional Management Committee Member Extended Senior Leadership Team Member Operations Procurement Regional Committee Member Self Help Africa (Uganda). Country Management Team Member. Am presently a member of the Projects management committee of the ICPAU. CORE VALUES Integrity Team Player Human Dignity Accountability Innovativeness Consultancies and Projects: Worked with Deloitte and Touche to recruit and setup HR systems for staffs to Rift Valley Railways. This included identifying worthy talent from Uganda Railways which had got its operations wing privatized and as well recruiting new external talent to form Rift Valley Railways. Computer and ICT Skills: Proficient in Microsoft office packages including Word, Excel, PowerPoint, e-banking(Stanchart’s straight to bank,Citi Direct for Citi Bank,Stanbic’s Business online and Barclays online platform. e-tax. Mobile Money payments using Beyonic (Approver level) VIP Payroll Navision 3.0 Agresso Sales Force PSFinancials Professional Membership: Member of the Institute of Certified Public Accountants of Uganda (ICPAU). A member of the Projects Management Committee of the ICPAU. Language Spoken Written English Fluent Good Luganda Fluent Good Languages: Referees: 1 Moses Kasajja. Interim Director of Program Operations Save the Children International_Sierra Leone. Tel: (+256)774145505. E-mail: [email protected] 2 Moses Peter Bukui. Field Finance Manager_West Save the Children International (Uganda) Tel: (+256)772040419 E-mail:[email protected] 3 Engorok Obin. Country Director Self Help Africa, Uganda Country Office. Tel: (+256) 772472226 E-mail: [email protected] References
Reference
Reference N/A
Reference Name Engorok Obin
City Kampala
State N/A
Country Uganda
Reference Address Kampala
Reference Phone +256772472226
Reference Relation Supervisor
Reference Years 2 Languages
Language
Language English
Language Reading Excellent
Language Writing Excellent
Language Understanding Very good
Language Where Learned schools and community
Language Language Luganda
Language Reading Excellent
Language Writing good
Language Understanding very good
Language Where Learned community and school