Skills

The skills he uses in his work and training, arranged in groups.

Accounting4

Financial accountingRecording entries, posting, preparing the trial balance, period-end adjustments and closing the books.
Cost and management accountingProduct costing, variance analysis and support for pricing decisions.
Preparing financial statementsIncome statement, balance sheet, cash flow statement and statement of changes in equity.
Designing the accounting cycle and inventory controlBuilding the chart of accounts and journal vouchers, and reconciling stores and sales to the books.

Strategic financial planningLinking the financial plan to the organisation’s goals, and building five-year plans and rolling forecasts.
Advanced financial modellingBuilding linked three-statement models with sensitivity and scenario analysis in Excel.
Business valuation and feasibility studiesDiscounted cash flow (DCF) valuation and WACC, and comparing investments using NPV and IRR.
Capital structure and financing decisionsSetting the optimal mix of equity and debt, and analysing financial and operating leverage.
Financial risk managementMeasuring liquidity, credit, exchange-rate and interest-rate risk, and setting hedging policies.
Treasury and working capital managementCash forecasting, improving the cash conversion cycle, and managing receivables and inventory.
BudgetingPreparing budgets, tracking actual against plan and analysing variances.

In-depth financial analysisRatio analysis, horizontal and vertical analysis, and trend analysis.
Profitability and value creation analysisProduct and customer profitability, cost-volume-profit (CVP) analysis, EVA and DuPont.
KPIs and dashboardsDesigning key performance indicators (KPIs), the balanced scorecard and monitoring dashboards for senior management.
Statistical analysisUsing SPSS and Excel to analyse data, test hypotheses and draw conclusions.

AuditingExamining books and documents, performing reconciliations and adjustments, and verifying the integrity of the financial statements.
Internal controlAssessing control systems, identifying gaps and proposing corrective actions.
Governance and financial complianceApplying International Financial Reporting Standards (IFRS), and preparing reports for senior management and the board.

Detecting errors and fraud with AIUsing AI algorithms to flag anomalous entries, suspicious transactions and manipulation of financial data.
AI-assisted financial analysisUsing AI tools for financial forecasting, variance analysis and reading financial statements.
Digital transformation and automating accounting workMoving finance departments onto connected digital systems, and automating reports and repetitive tasks.
Designing systems with AIBuilding integrated accounting systems, points of sale and online stores through precise prompt engineering.

Accounting software and computingWorking across several accounting packages, with ICDL certification and proficiency in Microsoft Office.
Web designDesigning and developing websites and web apps that work on mobile and desktop.
Training and presentationDesigning and delivering courses in accounting, financial management and AI, and explaining complex concepts with practical examples.