Kuda Jiri

Manage and maintain client and counterparty records, contracts, and related documentation with a strong focus on accuracy and completeness. Oversee client portfolios and support the administration of financial wellness and debt management solutions for individual clients.

Managed administrative and operational processes for a high-volume debt management environment serving thousands of client portfolios. Maintained and reviewed client, counterparty, and contract information, ensuring records were accurate, up to date, and properly organised.

Analysed client financial information to support debt restructuring and repayment planning. Reviewed payment structures, repayment arrangements, and client records to ensure appropriate recommendations and accurate documentation.

Reviewed debt restructures and supporting information in line with the National Credit Act and applicable regulations. Prepared and organised legal and client documentation for court applications involving over-indebted clients.

Managed teacher schedules and monitored punctuality and attendance across shifts in a remote online environment. Prepared daily management reports and communicated operational issues to senior management.

Developed audit documentation, audit programmes, questionnaires, and work plans to support structured review processes. Analysed operational and financial information, tested controls, and reviewed compliance with policies and regulations.

Prepared client investment portfolio reports and maintained portfolio-related information and records. Assisted with data handling, reporting, and administrative tasks linked to investment client portfolios.

Conducted operational and financial audit assignments and prepared planning memos, questionnaires, and audit programmes. Reviewed records, documented findings, and prepared executive report summaries with management comments.

Assisted in preparing financial and management accounts, monthly income statements, cash flow statements, and asset summaries. Produced recurring reports requiring accuracy, structured data handling, and attention to detail.

Supported day-to-day office and back-office operations, including administration and coordination of staff activities. Assisted with routine operational tasks, record handling, and business support functions.

Certificate in Debt Counselling, Registered Debt Counsellor from You and Your Money in 2012.

Bachelor of Commerce Honours Degree in Financial Management from Solusi University from 1997 to 2000.