Principal Financial Consultant (Executive Role) at Loita Capital Partners (2025-02 – Present)
- Serve as the Executive Lead on structured finance, trade finance, and corporate funding transactions across Africa, advising executive management and key stakeholders on strategic financing initiatives.
- Lead multidisciplinary project teams in structuring complex trade finance transactions, providing technical direction, assigning responsibilities, and ensuring timely execution of client mandates.
- Act as the principal advisor on Letters of Credit, Standby Letters of Credit, Promissory Note Discounting, Supply Chain Finance, and other structured trade finance solutions.
- Lead negotiations with commercial banks, development finance institutions, investors, and corporate clients to secure optimal financing structures and improve liquidity.
- Review and provide final executive approval on financing proposals, transaction structures, and client recommendations before submission to financial institutions.
- Direct financial restructuring assignments, debt optimization strategies, and working capital solutions for corporate clients with multi-million-dollar financing requirements.
- Manage senior banking relationships with local and international financial institutions, ensuring successful execution of cross-border financing transactions.
- Coordinate cross-functional teams comprising legal, credit, operations, and finance professionals to deliver complex advisory mandates within agreed timelines.
- Advise boards of directors and executive management on capital structure optimization, risk management, treasury strategies, and long-term financing solutions.
- Lead client presentations, investment committee discussions, and negotiations with banks and institutional investors to facilitate successful transaction execution.
- Mentor junior consultants and analysts by providing technical guidance, quality assurance, and performance coaching to ensure high-quality client deliverables.
- Ensure all advisory engagements comply with applicable regulatory requirements, banking standards, and international trade finance best practices.
Trade Finance Specialist at UBA America (2023-08 – 2024-09)
- Processed and managed complex trade finance transactions, ensuring accuracy, regulatory compliance, and timely execution.
- Served as the final reviewer and approver for trade finance payment releases and transaction documentation, ensuring compliance with internal controls, regulatory requirements, and bank policies.
- Originated and structured trade finance solutions for existing and prospective corporate clients, delivering innovative financing solutions that increase profitability and strengthen client relationships.
- Oversaw the end-to-end execution of international trade finance transactions, ensuring timely processing, accuracy, and compliance with service level agreements.
- Review and authorize Letters of Credit, Standby Letters of Credit, Documentary Collections, Bank Guarantees, Trade Loans, and other trade finance instruments.
- Coordinate with Relationship Managers, Operations, Compliance, Treasury, Credit Risk, and Correspondent Banks to facilitate seamless execution of cross-border transactions.
- Ensure adherence to UCP 600, ISP98, OFAC, AML/BSA, KYC, and internal regulatory policies while maintaining effective operational risk controls.
- Review and validate trade finance documentation, shipping documents, and commercial contracts to ensure compliance with international trade regulations and bank policies.
- Maintain strong relationships with correspondent banks and overseas financial institutions to facilitate timely settlement of international trade transactions.
- Monitor the Trade Finance portfolio, identify operational risks, and implement process improvements that enhance efficiency, controls, and customer service.
- Lead departmental initiatives to improve workflow efficiency, strengthen internal controls, and enhance service delivery across the Trade Finance function.
- Support internal and external audits by ensuring complete documentation, regulatory compliance, and effective risk management practices.
- Mentor and develop junior team members through continuous coaching, technical training, and performance feedback to build a high-performing Trade Finance team.
- Collaborate with senior management on strategic initiatives, operational improvements, and business development opportunities within the Trade Finance Department.
Equity Sales Support at Roberts & Ryan Investments Inc. (2022-01 – 2022-12)
- Supported institutional equity sales activities and client servicing.
- Assisted with market research, trade support, and client communications.
- Gained exposure to U.S. capital markets, equity products, and broker-dealer operations.
- Successfully passed the FINRA Securities Industry Essentials (SIE) Exam, strengthening knowledge of securities markets, regulations, and investment products.
Head, International Organization and Financial International Desk (FI-IO) at Ecobank Liberia Limited (2012-04 – 2022-05)
- Helped and supported the Corporate Bank Head to grow the Corporate Bank relationships, business, and revenue.
- Identified client needs, objectives, and sustainably provided tailored products and services satisfactorily, Sales and Relationship Management
- Managed local relationships under GAMs/ Coverage and/or CB Head guidance and supervision.
- Managed the in-country relationship to ensure the smooth running of the accounts.
- Advised and proposed service development initiatives.
- Advised on areas such as service enhancement within the country.
- Implemented any improvement plans agreed at a local level.
- Regularly reviewed assigned portfolio country performance.
- Supported the Global Account Manager on implementing the customer-agreed global strategy.
- Attained targeted sales goals, performance targets, and customer satisfaction through effective management of resources.
- Together with Global/Regional Accounts Managers & Coverage Bankers, reviewed Account Plans for all networked customers with a view to enhancing business volumes and earnings.
- Conducted joint sales with GAMs/RAMs, Coverage Bankers, Products teams, CB Head & other key stakeholders with emphasis on cross-selling opportunities to increase wallet share for Ecobank Liberia.
- Implemented marketing strategies to develop the existing portfolio and develop new opportunities.
- Understand customer needs and provide tailored products and services to satisfy clients' needs and achieve business objectives.
- Developed an executive contact plan and arranged meetings with stakeholders as appropriate
- Prepared and agreed with GAM on the local account plan as well as the appropriate credit grade, and maximized returns in line with business strategy.
- Originate Credits
- Assessed risk and business strategies of local subsidiary/associate/affiliate, and ensured compliance with local regulatory requirements
- To be aware and fully understand all terms of a Group Credit Application or Single CA, including the parental support arrangement relative to the relationship.
- Prepared Local Credit Applications for relevant approvals
- Pricing agreement with all key stakeholders.
Head, Learning and Development Desk at Ecobank Liberia Limited (2014-01 – 2016-12)
- Administered a wide variety of personnel policies and programs, including recruitment, creating and posting job adverts, processing applications, administering aptitude tests, selection, and orientation
- Communicated with other employees, departments, and applicants/ public on personnel listing (records) and legal-related issues.
- Ensured employees are knowledgeable of current practices and administrative processes, as well as the completion of all necessary forms within given periods.
- Ensured a background check on all newly hired workforce.
- Adhered to the Character reference from the industry competitors.
- Prepared the Monthly benefits and payroll for the staff members.
- Submitted monthly reports.
Procurement Officer (EBS) at Ecobank Liberia Limited (2012-01 – 2014-12)
- Developed cost-effective strategies for the purchasing of materials used in the business
- Maintained relationships with suppliers while continually for additional vendors
- Evaluated spending operations while seeking ways to improve and enhance the quality of products purchased and the timeliness of deliveries.
- Conducted cost analysis and set benchmarks for improvement
- Developed risk management procedures to mitigate losses in the event of product shortages
- Drafted the purchase order for the vendor and ensured it was delivered for the Auditor's sighting.
- Prepared Request for Proposal (RFP) inviting all interested bidders to tender their bids
