Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Generic
Allwell Esama

Allwell Esama

Finance Consultant

Summary

Analytical and results-driven finance professional with over 5 years of experience in finance, business consulting, and strategic planning. Skilled in cost optimization, revenue growth, and implementing data-driven strategies to enhance organizational efficiency. Known for leading impactful projects that yield measurable results, delivering strategic insights through data analytics and business intelligence to identify growth opportunities and improve client revenue by streamlining decision-making processes.

Overview

6
6
years of professional experience

Work History

Senior Consultant

SHELZE PROFESSIONAL SERVICES
09.2023 - Current
  • Supported the IPO and listing of Ronchess Global Resources Plc on the Growth Board of the
  • Nigerian Exchange Limited by preparing accurate and comprehensive audited financial statements
  • Managed a diverse portfolio of 40+ clients across multiple industries, leading projects in financial modelling, financial reporting, auditing, tax advisory, ERP implementation, business automation, business intelligence, and data analytics
  • Achieved 12% profit growth for Ritzman, a smart home company, by redesigning its finance system and optimizing cost structures
  • Built customized financial models to support clients’ business planning, capital budgeting, and
  • Interpersonal & Leadership Skills
  • Client Relationship Management
  • Sales Aptitude
  • Public Speaking & Communication
  • Team Collaboration & Leadership
  • Coaching & Training
  • Problem Solving investment decisions, including valuation-focused models for capital raising and financial analysis
  • Implemented Zoho ERP systems for 10+ companies, reducing operating costs by an average of and boosting efficiency in finance, HR, and supply chain operations
  • Streamlined critical business processes through automation tools (e.g., Zapier, Zoho), significantly reducing manual workload and enabling real-time financial reporting and data analytics
  • Delivered comprehensive tax advisory services, achieving reduction in tax liabilities for clients while ensuring regulatory compliance and optimized tax strategies
  • Conducted financial audits to ensure compliance, mitigate risks, and improve operational transparency; strengthened asset management and internal control protocols
  • Established and maintained strong client relationships, resulting in repeat business and fostering long-term partnerships
  • Trained and mentored junior staff in project management, financial analysis, AI utilization, and client engagement, fostering team development and contributing to overall success.

Head, Data Analyst

SAMSUNG ELECTRONICS
04.2022 - 08.2023
  • Increased Q2 2023 sales by 8% by identifying and capitalizing on selling opportunities in under- utilized store locations
  • Developed and maintained accurate sales forecast models that improved inventory management and reduced overstocking, aligning inventory levels with demand
  • Collected and analysed competitive market data to identify industry trends, benchmark company performance, and uncover strategic growth opportunities
  • Enhanced staff efficiency by conducting targeted training in Excel, Power Query, and BI, as well as by creating VBA automation scripts to reduce manual processes
  • Designed and maintained reporting dashboards to support data-driven decision-making by reducing data processing time by 50% and documented detailed ETL specifications to standardize and streamline reporting workflows
  • Led a data analysis team of three and managed the company’s database system, ensuring data integrity and efficient access for cross-functional teams.

Retail Banker

ZENITH BANK PLC
02.2020 - 03.2021
  • Oversaw a portfolio of 1,000+ individual and 80 corporate accounts, managing monthly transactions exceeding 2.5 billion Naira and ensuring seamless service for high-value clients
  • Revitalized dormant accounts with incomplete documentation by collaborating with branch leadership on targeted follow-up strategies and personalized outreach, leading to a substantial increase in active accounts
  • Achieved a 3x increase in account reactivation rates to 22% by designing and implementing a systematic follow-up process, significantly boosting customer retention and engagement.

Financial Advisor

AIICO INSURANCE PLC
03.2019 - 02.2020
  • Managed investment portfolios and insurance policies for over 100 clients, overseeing an annual premium portfolio of 90 million Naira, ensuring optimized coverage and risk management
  • Increased sales team efficiency by introducing Zoho CRM to streamline client interactions and reporting, leading to improved customer satisfaction and follow-through
  • Expanded the client base by partnering with local organizations to provide customized financial planning solutions for cooperatives with unique financial requirements, resulting in enhanced community engagement and portfolio growth.

Education

Bachelor's Degree - Accounting and Finance

Ambrose Alli University
2017

Financial Modelling & Valuation Analyst (FMVA) -

Corporate Finance Institute (CFI)

Financial Planning And Wealth Management (FPWM) -

Corporate Finance Institute (CFI)

Capital Markets & Securities Analyst (CMSA) -

Corporate Finance Institute (CFI)

Skills

  • SKILLS & COMPETENCIES
  • Technical & Financial Skills
  • Advanced Excel & VBA
  • MS Office Suite
  • Financial Modeling, Forecasting & Valuation
  • Data Analytics & Business Intelligence (BI)
  • AI-Powered Analysis & Prompting
  • Statistical Modeling
  • Accounting & Auditing
  • Market Research & Competitive Analysis
  • Enterprise Resource Planning (ERP) Systems
  • Software implementation

Work Preference

Work Type

Full TimeContract Work

Work Location

HybridRemoteOn-Site

Timeline

Senior Consultant

SHELZE PROFESSIONAL SERVICES
09.2023 - Current

Head, Data Analyst

SAMSUNG ELECTRONICS
04.2022 - 08.2023

Retail Banker

ZENITH BANK PLC
02.2020 - 03.2021

Financial Advisor

AIICO INSURANCE PLC
03.2019 - 02.2020

Bachelor's Degree - Accounting and Finance

Ambrose Alli University

Capital Markets & Securities Analyst (CMSA) -

Corporate Finance Institute (CFI)

Financial Modelling & Valuation Analyst (FMVA) -

Corporate Finance Institute (CFI)

Financial Planning And Wealth Management (FPWM) -

Corporate Finance Institute (CFI)
Allwell EsamaFinance Consultant