gugu zuluGZ
Open to opportunities

gugu zulu

@guguzulu1

Experienced Business Operations Manager driving data-driven transformations.

South Africa
Message

What I'm looking for

I am looking for a role that values innovation and collaboration, where I can leverage my skills in operational strategy and process improvement to drive impactful results.

I am a Business Operations professional with over 10 years of experience in delivering large-scale process improvements and data-driven transformations within the financial services sector. My career has been marked by a proven track record of reducing onboarding time by 40%, managing reconciliations for portfolios exceeding R300M, and developing stakeholder reporting frameworks that inform executive decision-making.

In my current role as an Account Manager at Investec Bank, I have successfully digitized client lifecycle management, which has significantly improved operational efficiency. My expertise in system implementation and digital product deployment has allowed me to enhance SLA compliance by 25% and reduce manual reporting time by 80% through the development of Power BI dashboards. I am passionate about cross-functional collaboration and continuously seek ways to improve governance and performance across teams.

Experience

Work history, roles, and key accomplishments

IB
Current

Account Manager – Wealth & Investment

Investec Bank

Jan 2022 - Present (3 years 5 months)

Reduced onboarding cycle time by 40% by digitising client lifecycle management across two platforms. Oversaw reconciliations for portfolios >R300M monthly, improving data accuracy and risk control. Developed Power BI dashboards for portfolio reporting to ExCo, reducing manual reporting time by 80%.

II

Reconciliation Specialist – Private Bank & Capital Markets

Investec ICIB

Jun 2016 - Dec 2021 (5 years 6 months)

Led reconciliation and exception management for monthly transactions exceeding R5B. Collaborated with IT and Governance teams to deploy two new systems, improving onboarding TAT by 40%. Produced 30+ tailored insight reports for JSE clients and committees to support strategic planning.

LL

Finance Officer – Bank Reconciliations

Liberty Life

May 2014 - Jun 2016 (2 years 1 month)

Delivered zero audit adjustments for 24+ monthly cycles through precise reconciliations and controls. Supported FP&A with cash flow analysis and variance reports to inform strategic budget decisions. Improved month-end close process by 30% through streamlined reporting procedures.

JA

HRMS Development Coordinator

Johannesburg Development Agency

Apr 2011 - Mar 2014 (2 years 11 months)

Finalised over 700 contractor contracts and onboarding documents in compliance with HR policies. Introduced digital tracking systems, reducing contract retrieval and approval times by 30% and 25% respectively. Coordinated recruitment and scheduling processes for development projects under tight deadlines.

Education

Degrees, certifications, and relevant coursework

University of South Africa logoUA

University of South Africa

Diploma in Investment and Portfolio Management, Investment and Portfolio Management

Studied advanced investment analysis, portfolio strategy, and market risk modelling. Gained expertise in financial markets and investment vehicles.

University of the Witwatersrand logoUW

University of the Witwatersrand

Bachelor of Commerce, Financial Management

Focused on corporate finance, business economics, and strategic financial planning. Developed a strong foundation in financial management principles and practices.

Tech stack

Software and tools used professionally

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