Jonathan Mugalu Email and Phone Number

Dynamic executive leadership career in organizations with a mix of finance, operations, internal/external processes, technical savvy and business processes. Proven record of accountability for multi-billion shilling budgets and allocation of resources to exceed profit targets and efficiency goals. Particularly skillful at streamlining, reorganizing and executing team driven processes ensuring productively. • Strategic Financial Planning & Analysis• Budgeting, Forecast & Ad hoc analysis• Financial modeling, tool design and executionKey roles and activities performed.Strategic PlanningExperience in management, strategic planning, analysis and formulation of smart objectives. My experience overlaps just the formulation, but also encompasses ways of how to achieve the set objectives. My experience encompasses cultural changes, Balance score card management and lean thinking strategic development. • Spear headed the various initiatives that lead to decisions that yielded a reduction of costs of funds by over 9% which aided the company to return to profitability.• Continued to advise management on cost saving initiatives that are value adding to the organization I have worked in. My experience cuts across the monitoring and budget reallocation processes during the budget period. • Have developed various operational and strategic plan budgets for various institutions I have worked for in line with the strategic direction and intended future objectives to be perused. • I spearheaded the change from a top down budget system to a bottom up budget system in Pride Microfinance for better involvement of the budget users. • Developed budget monitoring templates which easily guide users in managing budgets. • Member of various cost optimization and procurement committees tasked with the role of value for money procurement for the organizations I have worked with. My experience encompasses relationship management and policy formulation in this area.

• Develop and implement reporting of key management information (MI) ensuring data integrity and timely communication to relevant stakeholders.• Develop performance benchmarks for business units and UBA and monitor performance against these.• Drive the required business analysis and related process for making recommendations for new or improving performance opportunities. • To manage performance against the budget for each business units and UBA Uganda as a whole, making necessary revisions as maybe required.• Discuss, plan, and monitor interventions to keep the business units on budget.• Providing detailed monthly performance statements (MPR) and analysis for business units, and UBA Uganda as a whole.• Investigation of variances and recommending remedial measures where necessary.• Identify areas of performance shortfall and propose corrective interventions to UBA Uganda management team. • Preparing finance’s input for Board papers detailing and analyzing actual performance against budget• Preparing SBU performance statements for submission to EXCO and CFO Africa.• Preparing the bank’s market share and competitive analysis regularly (at least quarterly).• Serve as secretary to the monthly Performance management review meeting (MPR)

• Prepare consolidated operational annual and quarterly budgets for region and monitor the implementation of approved project budgets on monthly basis for each Programme team in line with Baylor Uganda financial guidelines.• Prepare monthly and quarterly regional actual expenditure Vs budgeted expenditure reports as per the approved program activities then give feed back to the Programme implementation team and submit the report to head office in accordance with the Baylor Donor-financial guidelines.• Prepare accurate and timely financial statements and management reports according to Baylor Uganda’s financial policies, IAS’s / GAAP and donor requirements.• Prepare monthly trial balance and balance sheet account reconciliations including bank reconciliations in line with Baylor-Uganda financial policy.• Review of local purchase orders for goods and services supplied to Baylor Uganda then carry out monthly vendors’ account reconciliations in line with the Baylor-Uganda financial policy.• Review program implementers requests as per the agreed upon related project budget and determine the appropriate financial dimensions then submit them to the relevant key stakeholder for approval in line with Baylor-Uganda financial policy• Facilitate both internal and external auditors by providing all the information necessary for the effective audit then monitor the implementation of the Audit recommendations in line with IAAFS and Donor regulations• Develop and monitor the implementation of guidelines for maintenance of accurate records of all assets and inventories within the Region for the projects in line with Baylor Uganda Operational and financial guideline• Develop and maintain a competent & motivated “team of Assistant Accountants” through implementing HR support activities in line with the Human resources manual

• Represented the innovation hub and the finance team as at a member of the strategic team responsible of coming up with new business and operational plan. • Prepare and presented the Quarterly and yearly management accounts for senior management and the board.• Responsible for profitability analysis, capital budgets and expenditure tracking. • Chairman of the Pride innovation hub with a task of coming up with new business ideas.• Developed the Branch Budget Tool that aided the restructuring the Pride budgeting process from a top- down to a bottom-up budgeting structure• Other Excel templates developed include the Branch budget analysis kit, Fixed Assets monitoring template, the Pride Automated payment voucher, western union reconciliation template, Capital budget monitoring template etc.• Maintain of the company Fixed Assets Register.• Handle the computation of annual corporation tax.• Analyze and give recommendations on possible cost reduction/ revenue generation. • Participated in the budget process by coming up with viable • Ensured cost effectiveness by identifying and analyzing the major costs on a quarterly basis.• Sundry debtor management ensuring that settlement is done.• A member of the Pride procurement bid evaluation committee.• Supervise and train subordinate staff.• Handled external and internal audit matters in the department

• Prepared the weekly liquidity report to Bank of Uganda.• Coordinated monthly payroll functions for more than 400 staff.• Reconcile various general ledger accounts to ascertain accuracy of data and genuineness of transactions including monthly bank reconciliation statements, western union settlements and other reconciliations.• Handle supplier payments.• Participated in the collection of budget information and assumptions.• Handled all the departments PowerPoint presentations.• Handled all the PowerPoint presentations in the department. • Organized the department’s team building events.