JONATHAN D'SOUZA
London
Summary
I am an International Business graduate who currently is working as a Finance and Operations Executive at LCT International(London Corporate Training.My previous experience was Junior Finance Administrator. I excel in payment processing, client relations, compliance,reporting and stakeholder communication. I'm tech savvy and skillfully manage complex data tasks. I thrive in both an individual and a team setting, always aiming to contribute and grow professionally.
Overview
3
3
years of professional experience
11
11
years of post-secondary education
Work history
Finance & Operations Executive
LCT International (London Corporate Training)
London
05.2025 - Current
- Manage financial reporting and controls, including P&L statements, deferred income reports, debtors payment runs, and bank reconciliations to ensure accuracy and compliance.
- Handle invoicing processes and support month-end and year-end financial close activities.
- Prepare and analyze operational reports using advanced spreadsheets to track performance and efficiency.
- Monitor stock levels and assist in inventory control to optimize resources and reduce wastage.
- Handle and maintain critical operational documentation, ensuring compliance with internal policies and external regulations.
- Liaise and build relationships with clients and delegates from globally recognized multinational companies, ensuring excellent service and strong partnerships.
- Frequently network and coordinate with internal and external stakeholders to facilitate seamless operational processes.
Junior Finance Administrator
Nigel Sloam & Co
London, England
03.2024 - 12.2024
- Company Overview: Actuaries & Consultants - LONDON, ENGLAND
- Managed pension schemes for senior partners who were acturaries and wealth managers. Most clients were high-net-worth clients, including MPs, business leaders, and members of the House of Lords.
- Oversaw capital calls, fund sales & disinvestments, pension payments, and third-party transactions.
- Processed BACS, CHAPS, cheques, faster payments, direct debits, and standing orders and several payment methods
- Handled bank account openings/closures and coordinated with retail & commercial banks, solicitors, and accounting firms.
- Collaborated with actuarial, accounts, and investment teams to ensure FCA compliance.
- Took on additional responsibilities after probation: certifying documents, managing pension contributions, and training new junior members.
- Gained experience in AML procedures and strengthened compliance processes. and gained certifications through internal firm training.
- Developed strong skills in payment processing, data management, internal & external communication, and attention to detail.
Finance Model Project Intern
Rolls-Royce
England
06.2022 - 07.2022
- During my Rolls-Royce internship, I contributed significantly to a transformative finance model project by collaborating on the construction of an intricate Excel model with finance experts.
- I seamlessly integrated complex financial and operational data.
- Engaging in cross-functional discussions, I adeptly incorporated diverse team needs into the model's design, showcasing effective communication.
Education
BACHELOR OF SCIENCE - INTERNATIONAL BUSINESS
Brunel University London
01.2019 - 07.2023
A level - Accounting, Business, Economics
Nairobi International School
09.2014 - 09.2020
Skills
- Leadership Team work & organization
- Accuracy and attention to detail & Multitasking
- Payment processing and Customer service &CRM management
- Finance administration ,Financial Reporting & handling Operation reports& functions
- High Net Worth (HNW) client management
- Strong Communication with a diverse range of stakeholders including bank relationship managers, firm partners, solicitors clients ,delegates and various professionals Handled Client Relations
- Project Management & Time management
- Tech savvy (Certified Excel Expert & VBA programmer and Microsoft associate)
- Certified SPSS Statics & Programming,Data entry,Data Management and farmilar with various software
Custom
References available upon request.
Timeline
Finance & Operations Executive
LCT International (London Corporate Training)
05.2025 - Current
Junior Finance Administrator
Nigel Sloam & Co
03.2024 - 12.2024
Finance Model Project Intern
Rolls-Royce
06.2022 - 07.2022
BACHELOR OF SCIENCE - INTERNATIONAL BUSINESS
Brunel University London
01.2019 - 07.2023
A level - Accounting, Business, Economics
Nairobi International School
09.2014 - 09.2020
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