Geofrey Otim Mscpa Fcca Mba Cpa Email & Phone Number

Kampala, Ug

Virginia, United States Of America

Consultancy Services for an Independent Verification Agent for the Malawi Water and Sanitation Project – 1 (MWSP-1); Institutional Capacity Strengthening Component aimed at enhancing Blantyre Water Board's (BWB) financial efficiency and governance systems through a Performance Based Financing Mechanism (PBFM).• Confirmed the definition of customers satisfied with BWB services through a review of applied survey questionnaire(s) which evaluate key features of water supply service quality,• Designed a customer satisfaction survey (CSS) interrogation tool and successfully applied it to determine the percentage of customers satisfied with BWB services,• Established the sub-sample of BWB customers interviewed by BWB, collected and analyzed data from the sub-sample to validate the credibility of BWB's self-assessed scorecard for Year 1, and • Calculated eligible grants for disbursement for Year 1 based on the independently validated results of CSS.

Kampala, Central Region, Uganda

Technical Assistance to strengthen the capacity of non-finance managers in areas of good governance and sound financial management.• Reviewed the institutional, legal, and regulatory framework of the Institute for capacity building interventions with a focus on internal policies and external requirements benchmarked on principles of good governance and sound financial management for strategic planning, budgeting, budget execution, accounting and reporting, and audit,• Developed training materials highlighting the importance of sound internal controls for the economic, efficient, and effective management of resources in a transparent and accountable manner to actualize the strategic goals and objectives of the Institute, and• Compiled the final report with recommendations to bridge the gaps observed during the training and feedback from learners.

Kampala, Central Region, Uganda

Technical Assistance for the Local Government Management of Services Delivery Performance Assessment (LGMSD) 2023 managed by the Ministry of Finance, Planning, and Economic Development (MoFPED) in collaboration with the Office of the Prime Minister. • Successfully assessed the performance of 15 Local Councils (LCs) in the Ankole region of Uganda LGMSD 2023 for compliance with minimum conditions for auditing and planning as well as performance measures for service delivery, planning, budgeting, financial management, resource mobilization, procurement, contract management, and integrity of IFMIS for transparency and accountability,• Provided recommendations and mentoring to the 15 LCs to improve identified areas of non-compliance and poor performance,• Assessed whether LCs were using the IFMIS effectively for planning, budgeting, accounting, and financial management, and• Summarized the assessment results in the online transfer information management system (OTIMS) managed by the MoFPED, used for allocating the World Bank-funded Discretionary Development Equalization Grant (DDEG) funds for service delivery to LCs for Financial Year (FY) 2024/25 and basis for performance improvement plans.

Kampala, Central Region, Uganda

Technical assistance for strengthening the financial sustainability of the 5 selected Institutes under the umbrella of the Formation Ministry of the Religious in Uganda (FoMRU). Phase 5- Induction and Orientation.• Successfully facilitated the capacity building of 103 elected members of the leadership team and appointed office bearers of 4 Institutes to clarify the gray areas in the newly developed governance, accounting, and financial management policies, and• Compiled the final project report for the Individual Institutes and a consolidated report for all the institutes covering all the capacity-building interventions from January 2019 to June 2023 with recommendations to ensure that learning achieved during the interventions is sustained for the foreseeable future.

Kampala, Central Region, Uganda

Technical assistance for developing a SMART Strategic Plan 2023-2026 for the Sisters of the Sacred Heart of Jesus Development Programme.• Conducted desk reviews of the Institute’s Chapter Mandate, Provincial Chapter Act, and other internal documents to inform the strategic planning process,• Facilitated a 5-day strategic planning workshop to equip 23 participants with knowledge of the different aspects of the strategic planning process, which included an introduction to strategic planning, methods for effective information gathering, the procedure of conducting situational analysis, and the development of contents for the strategic plan,• Facilitated strategic plan formulation, which resulted in the completion of the situational analysis of the 6 ministries of the Institute and their strategic issues to be addressed,• Developed in a consultative and participatory manner the vision, mission, motto, core values, goals, objectives, and activities of each ministry, and• Designed the RBM monitoring and implementation tool, including financing arrangements and budget.

Juba, Central Equatoria, South Sudan

Technical assistance for training of trainers (ToT) with fiduciary function holders at the subnational government level of the Republic of South Sudan (RSS) on the PFM cycle to properly manage public resources for better service delivery and build a pool of informed champions for implementing PFM and Economic Reforms envisioned in the Revitalized Agreement for the Resolution of Conflict in South Sudan (R-ARCSS).• Coordinated the planning and delivery of the training interventions in close conjunction with the office of the Director General (DG) Budget and Revenue in the Ministry of Finance and Economic Planning and the offices of the State Ministers and DGs of Ministries of Finance in the 13 subnational governments,• Developed a ToT handbook for the PFM cycle (Development planning, budgeting, budget execution, accounting and reporting, and public scrutiny) and its tenets for efficiency at the subnational level of South Sudan to improve the transparent, accountable, efficient, effective, and economic management of public resources for better service delivery and sustainable development of South Sudan, o highlighting the institutional, legal, and regulatory framework at the subnational level of benchmarked on global public sector good practice,o underscoring the link between good governance, effective PFM systems, and better service delivery for the sustainable economic development of South Sudan,o Recommended strategies to streamline identified gaps with the existing frameworks emphasizing the need for PFM Reforms at the subnational level, • Successfully facilitated 13 participatory classroom workshops benefiting 557 officials in all 13 subnational governments, enhancing their capacity for better service delivery, and establishing a pool of PFM reformists, and• Completed a comprehensive final report inter alia drawing on the feedback from learners and key observations throughout the engagement to recommend strategies to improve service delivery.

Juba, Central Equatoria, South Sudan

Technical Assistance for the ToT with national stakeholders on the PFM cycle in the RSS aimed at enhancing the capacity of the national government and public institutions to properly manage public resources for better service delivery and build a pool of informed champions for implementing PFM and Economic Reforms envisioned in the R-ARCSS. • Developed a ToT handbook for the PFM cycle (Development planning, budgeting, budget execution, accounting and reporting, and public scrutiny) and its tenets for efficiency at the national level of the Republic of South Sudan (RSS) to improve the transparent, accountable, efficient, effective, and economic management of public resources for better service delivery and sustainable development, o highlighting the existing institutional, legal, and regulatory framework at the national level benchmarked on global public sector good practice,o underscoring the link between good governance, effective PFM systems, and better service delivery for the sustainable economic development of South Sudan,o Recommended strategies to streamline identified gaps with the existing frameworks to align with global public sector good practice, • Successfully facilitated 2 participatory classroom workshops (5 days each) for the national government benefiting 244 RSS officials, enhancing their capacity for better service delivery, and establishing a pool of PFM reformists, and• Completed a comprehensive final report inter alia drawing on the feedback from learners and key observations throughout the engagement to recommend strategies to improve service delivery.

Kampala, Uganda

Technical assistance for strengthening the financial sustainability of the 4 selected Institutes under the umbrella of the Formation Ministry of the Religious in Uganda (FoMRU). Phase 5- Induction and Orientation.• Conducted induction workshop for 40 participants to introduce the newly developed policies to the elected members of the leadership team and appointed office bearers of 2 Institutes in the thematic areas of governance and finance and equip them to:o Develop in a participatory manner strategic plans that incorporate the aspirations and priority needs of all Institute members,o Properly allocate scarce resources to projects and activities prioritized in the strategic plans,o Efficiently, effectively, and economically manage resources to achieve the strategic goals and objectives of the Institutes,o Account and report management of Institute resources in a transparent manner, ando Prepare financial reports for external audits to confirm that resources were probably managed for service delivery.

Kampala, Uganda

Technical Assistance for the Local Government Management of Services Delivery Performance Assessment (LGMSD) 2021 managed by the Ministry of Finance, Planning, and Economic Development (MoFPED) in collaboration with the Office of the Prime Minister. • Successfully assessed the performance of 13 Local Councils (LCs) in the Bunyoro and Tooro region of Uganda LGMSD 2021 for compliance with minimum conditions for auditing and planning as well as performance measures for service delivery, planning, budgeting, financial management, resource mobilization, procurement, contract management, and integrity of IFMIS for transparency and accountability;• Provided recommendations and mentoring to the 13 LCs to improve identified areas of non-compliance and poor performance,• Assessed whether LCs were using the IFMIS effectively for planning, budgeting, accounting, and financial management, and• Summarized the assessment results in the OTIMS managed by the MoFPED, used for allocating the World Bank-funded DDEG funds for service delivery to LCs for Financial Year (FY) 2022/23 and basis for performance improvement plans.

Juba, Central Equatoria, South Sudan

Technical assistance for enhancing the capacity of officials in the State Ministries of Finance and Economic Planning and State Revenue Authorities of Central Equatoria, Western Equatoria, Eastern Equatoria, Jonglei, Warrap, and Northern Bahr-el Ghazal to increase non-oil revenue and effectively exercise their role in public financial management.• Developed a PFM training booklet focused on the existing governance systems in South Sudan benchmarked on global public sector good practices as a reference tool for enhancing the institutional capacity and individual skillset of 6 states in South Sudan to increase non-oil revenue and promote transparent, accountable, efficient, effective, and economic management of public resources for better service delivery,• Successfully delivered 6 classroom workshops (2 days each) to 6 states benefiting 240 learners with a focus on the Institutional, legal and regulatory framework guiding the PFM cycle at the state level expected to increase revenues and ensure that they are effectively budgeted for in line with existing development plans and that all expenditures are properly managed and accounted for, and• Completed a comprehensive report in MS Word inter alia recommended PFM and economic reforms expected to improve mobilization and administration of local revenue and utilization of public resources for better service delivery;

Kampala, Uganda

Technical Assistance for the Local Government Management of Services Delivery Performance Assessment (LGMSD) 2020 managed by the Ministry of Finance, Planning, and Economic Development (MoFPED) in collaboration with the Office of the Prime Minister. • Successfully assessed the performance of 13 Local Councils (LCs) in the Karamoja region in Uganda LGMSD 2020 for compliance with minimum conditions for auditing and planning as well as performance measures for service delivery, planning, budgeting, financial management, resource mobilization, procurement, contract management, and integrity of IFMIS for transparency and accountability;• Provided recommendations and mentoring to the 13 LCs to improve identified areas of non-compliance and poor performance,• Assessed whether LCs were using the IFMIS effectively for planning, budgeting, accounting, and financial management, and• Summarized the assessment results in the OTIMS managed by the MoFPED, used for allocating the World Bank-funded DDEG funds for service delivery to LCs for Financial Year (FY) 2021/22 and basis for performance improvement plans.

Kampala, Uganda

Technical assistance for strengthening the financial sustainability of the 5 selected Institutes under the umbrella of the Formation Ministry of the Religious in Uganda (FoMRU). Phase 3 & 4- Organizational development & development of Governance and Financial Management policies and procedures.• Supported the 5 Institutes individually (i.e. 103 participants) to assess and document their existing governance, accounting, and financial management systems to develop governance and financial policies and procedures, • Facilitated focused discussion group sessions to deliberate on the gaps in the existing systems and agreed on the ideal systems benchmarked on industry-based good practices for the 5 Institutes,• Supported the 5 Institutes to document the resolutions of the focused discussions, and• Supported the 5 Institutes in drafting governance, accounting, and financial policies and procedures in manuals to promote proper management of resources for implementing their strategic objectives and fostering their financial sustainability.

Kampala, Uganda

Technical Assistance for the Local Government Performance Assessment (LGPA) 2019 managed by the Office of the Prime Minister. • Successfully assessed the performance of 12 Local Councils (LCs) in the Acholi sub-region in Uganda LGPA 2019 for compliance with accountability requirements in audit and crosscutting processes in revenue mobilization, internal audit, procurement, contract management, and financial management,• Provided recommendations and mentoring to the 12 LCs to improve identified areas of non-compliance and poor performance,• Assessed whether LCs were using the IFMIS effectively for planning, budgeting, accounting, and financial management, and• Summarized the assessment results in the OTIMS managed by the MoFPED, used for allocating the World Bank-funded DDEG funds for service delivery to LCs for Financial Year (FY) 2020/21 and basis for performance improvement plans.

Kampala, Uganda

Technical assistance for strengthening the financial sustainability of the 5 selected Institutes under the umbrella of the Formation Ministry of the Religious in Uganda (FoMRU). Phase 1 & 2- Capacity needs assessment and sensitization. • Designed capacity needs assessment (CNA) tool, evaluating the institutional capacity of 5 Institutes and the individual skillset of their elected leadership team and appointed office bearers for financial sustainability against desired capacities to inform strategies and interventions to close identified gaps,• Analyzed the results of the CNA using the McKinsey 7S Model (i.e., structure, strategy, system, shared values, skill, style, and staff) and identified gaps for financial sustainability, and• Developed a capacity-building and development plan to implement interventions to narrow identified gaps in the CNA for financial sustainability.

Juba, Central Equatoria, South Sudan

Institutional strengthening and capacity building for the Local Governance and Service Delivery Project (LOGOSEED), supported by the World Bank and implemented on behalf of the Ministry of Finance and Economic Planning (MoFEP) in Eastern Equatoria State (EES) of South Sudan.• Revived the EE County Transfer and Monitoring Committee (CTMC), to ensure that transfers were used transparently, in line with approved budgets, and properly accounted for,• Coordinated PFM technical assistance to avoid duplication of effort by service providers,• Supported 4 LGs to properly assume their responsibilities in the planning, budgeting, procurement, financial management, and implementation and oversight of local development activities,• Supported the MoFEP to review and refinement of the LG PFM Manual,• Supported the EES Ministry of Finance to prepare economic and investment policy documents, and organize the State budget conference for FY 2015/16, • Supported 3 LGs in EES to compile draft budgets for consideration by the LG Executive and approval by the Legislative Council for FY2015/16 and FY2016/17,• Designed capacity needs assessment tool and evaluated the PFM institutional capacities and individual skillsets of 4 LGs against desired capacities to formulate strategies and interventions to address identified gaps,• Developed training materials, successfully delivering over 20 classroom workshops and several on-the-job supervisory support, coaching, and mentoring, benefiting 117 learners in 3 LGs to: o Prepare LG strategic plans in a participatory manner,o Budget in line with the institutional, legal, and regulatory framework for LGs,o Execute the budgets in an efficient, effective, and economical manner,o Account for budget execution in a transparent manner, ando Prepare final accounts for public scrutiny and audit to ensure that public funds were probably managed.• Developed an Individual Learning Roadmap tool tracking learners' progress.

Kampala, Central Region, Uganda

• Led the formulation of the budget, annual work plan, and financial plans for FY2015/16, and financial forecasts FY2015/16-19/20,• Presented to the Board of Directors the budget, annual work plan, and financial plans for FY2015/16, draft audit report FY2013/14, and financial forecasts FY2015/16-FY2019/20 for approval,• A key member of the business management team and facilitated decision support, business modeling, pricing strategy, and business partnering,• Led the Finance department to support the company in maximizing value to shareholders responsibly,• Supervised the Financial Accountant to ensure that the function was accomplished efficiently and effectively in line with key performance indicators to realize Interswitch Group objectives,• Enforced compliance with internal controls and implementation of the company’s risk management program,• Consistently compiled accurate and timely monthly management reports using Sage Pastel accounting Enterprise Resource Planning (ERP) system, and• Successfully coordinated the assessment and system design, implementation, testing, and integration of migration from Sage Pastel to AX Microsoft ERP system to increase the efficiency of operations.

Central Equatoria, South Sudan

• Coordinated the review of the SKILLS’ Strategic Plan 2008-2012 and formulation of 2012-2016,• Led the management of an annual budget of over US $2M for implementing projects funded by multiple donors (i.e. USAID, FCDO, JICA, UN Women, IOM, UNFEM, EU, and Capacity Building Trust Fund- CBTF ), • Developed and implemented an austerity measure program cutting overhead costs by 27%, • Diligently managed contract and consortium agreements with Crown Agents, Deloitte LLP, and Public Administration International,• Led the timely formulation of annual budgets, and annual work plans and made presentations to the Board of Trustees for approval,• Developed a budgetary control tool to promote fiscal discipline,• Liaison person for audit,• Developed financial proposals to the EU and Baring Foundation successfully winning over US $500K,• Led the maintenance of sound internal controls to comply with donor requirements, internal procedures, and statutory regulations,• Verified all invoices and payment requests, ensuring that payments were budgeted for, properly authorized, and approved,• Managed the financial information in QuickBooks for financial reporting to ensure that it was up to date, and accurately maintained,• Supported the function of human resource management and development, procurement, and management of assets, • Managed cash disbursements and retirement of cash advances to field offices and sub-grants to Community-Based Organizations (CBOs),• Coordinated selection of the SKILLS Project Manager and 2 Project Officers for USAID PROGRESS,• Led the selection of 21 CBOs for funding, facilitating disbursement and effective management of sub-grants,• Developed a training manual and conducted training of over 210 participants from 21 CBOs on topics related to project development and implementation, and financial management, and• Supervised Administrative Assistant, Logistics Officer to ensure that SKILLS operations were completed efficiently and effectively.

Kampala, Central Region, Uganda

• Spearheaded the strategy sessions for formulating and implementing the strategic framework for 2011-2015,• Oversaw the prompt preparation of annual work plans, 5-year financial projections, and annual budgets covering the financial years 2009-2011,• Presented forecasts, budgets, management accounts, financial statements, and audit reports to the Board of Directors for approval,• Successfully established and executed the company's risk management program,• Compiled accurate and timely monthly management reports and financial statements using Pastel for the reporting period December 2008 - July 2011 to facilitate informed decision-making,• Assessed financial performance of all revenue streams for the reporting period December 2008 - July 2011 with recommendations to address poorly performed revenue centres,• Supported senior management team in developing pricing decisions, and business modeling and development, improving financial performance by 65% + over two years,• Verified that financial processes and procedures complied with policies and statutory requirements,• Negotiated discounts on settlement of US $30K+ payable to suppliers,• Facilitated the valuation, due diligence, and acquisition of Bankom Ltd by Interswitch Limited, playing an important role in post-merger integration,• Developed and maintained an up-to-date documented system of accounting files, policies, and procedures to improve the effectiveness of the finance department and overall company operations,• Maintained the integrity of the ERP system and closely worked with the software maintenance team to ensure that the system was working well, and• Led treasury functions, payroll processes, procurement, and fixed asset and inventory management.

Kampala, Central Region, Uganda

• A key member of the Project Management Team safeguarding the proper use of funds (EUR 6.6M) for the Kampala Integrated Environmental Management Project funded by the Government of Uganda and the Kingdom of Belgium for improving the quality of life of poor communities in Kampala slums,• Established and maintained proper books of accounts for effective stewardship of financial resources,• Compiled account schedules for audit and liaison person for all audit-related issues,• Developed an innovative budget monitoring and control tool to promote fiscal discipline,• Analyzed financial transactions and compiled timely and accurate monthly financial and management reports using a Financial Information Tool to account for and report on the use of resources for project implementation,• Verified project expenditures for compliance with financing agreements,• Oversaw the timely preparation, implementation, monitoring, and control of project budgets, cash flows, work plans, and financial indicators,• Routinely achieved a 90%+ absorption rate on planned quarterly activities in the work plan,• Led risk management processes, reviewed and recommended amendments to project policies and operational procedures to reduce errors and fraud, and• Promptly verified payment documents and disbursement requests for budget lines, procurement processes, accuracy, reasonableness, and authorizations to use project financial resources properly.

Kampala, Central Region, Uganda

• Compiled timely monthly and annual financial statements using Sage, MS Word, and MS Excel for group consolidation, regular management decision-making, financial reporting, and audits,• Maintained the integrity of Sage to produce reliable financial information,• Supervised 2 accountants and an account assistant to ensure that their responsibilities were carried out efficiently and effectively following established policies and procedures,• Ensured that company processes and procedures for financial accounting and reporting complied with statutory requirements, and• Assessed the performance of all revenue streams and recommended strategies for improvement.

Kampala, Central Region, Uganda

• Reviewed the books of accounts and financial statements for non-governmental organizations and projects implemented by the Government of Uganda, i.e., Gulu Support the Children Project and Single Mothers Association of Uganda funded by Save the Children Denmark, 2 projects under the Uganda AIDS/HIV control project funded by the World Bank, EU/EDF Microprojects Programme, Forestry Resource and Research Institute funded by USAID,• Prepared audit plans and conducted comprehensive analytical reviews of financial transactions expressing audit opinions on the truthfulness and fairness of financial statements, and• Assessed the internal control environment of audit clients, and prepared management letters, presenting findings with recommended good practices to close identified gaps.

Master Of Science With Merit In Professional Accountancy, Acoounting And Finance

Master Of Business Administration - Mba, Accounting And Finance

Part Three Certificate, Accounting And Finance