Social Science

Yield Curve Analysis

Learn about the impact and analysis of interest rates on the economy from experts at the New York Institute of Finance. Move your finance career forward today.

About this course

The Yield Curve is one of the most closely scrutinized indicators in the world of finance. Whether you’re managing your own personal portfolio or sitting at a bond trading desk on Wall Street, an understanding of Yield Curve Analysis is essential for delivering returns rather than losses. And, with a Fed interest rate hike imminent, there has never been a more urgent time to learn how the Yield Curve affects your investments.

What you’ll learn

  • Overview of the Treasury Yield Curve and the role it plays as a benchmarking and forecasting tool
  • Role and structure of the Federal Reserve and the Federal Open Market Committee (FOMC)
  • Relationship between the Federal Reserve and the Repurchase Agreement
  • Introduction to the concept of duration and convexity and its impact on a portfolio
  • An understanding of active and passive trading strategies

Course Description
This course is designed to provide an overview of the treasury yield curves and help you recognize movements in yield curves which cause changes in investor attitude, the relative value of certain products, and the appeal of certain investments over others.

Course Structure
This course is comprised of the following modules:

  • Yield Curve Analysis: An Introduction
  • Understanding the Federal Reserve
  • Demystifying Duration and Convexity
  • Investment Strategies

Course Learning Objectives
By the end of this course, participants will be able to:

  • Understand the overview of the Treasury Yield Curve and recognize the role it plays as a benchmarking and forecasting tool.
  • Identify the terminologies applicable to the Yield Curve and its application.
  • Get familiarized with the Federal Reserve and recognize how it controls, owns, and manipulates the short end of the Yield Curve.
  • Recognize the role and structure of the Federal Reserve and the Federal Open Market Committee (FOMC).
  • Get familiarized with the product called Repurchase Agreement (Repo).
  • Recognize the process by which the Federal Reserve facilitates the fine-tuning of cash in the market using Repurchase Agreement (Repo).
  • Recognize the concept of duration and convexity and its role in managing interest rate risk on a portfolio.
  • Recognize the application of portfolio strategies – active and passive trading strategies.

Policy Analysis Using Interrupted Time Series

A comprehensive course on conducting and presenting policy evaluations using interrupted time series analysis.

Interrupted time series analysis and regression discontinuity designs are two of the most rigorous ways to evaluate policies with routinely collected data. ITSx comprehensively introduces analysts to interrupted time series analysis (ITS) and regression discontinuity designs (RD) from start to finish, including definition of an appropriate research question, selection and setup of data sources, statistical analysis, interpretation and presentation, and identification of potential pitfalls.
At the conclusion of the course, students will have all the tools necessary to propose, conduct and correctly interpret an analysis using ITS and RD approaches. They will also develop a real-life research proposal that could form the basis of future research. This will help them position themselves as a go-to person within their company, government department, or academic department as the technical expert on this topic.

ITS and RD designs avoid many of the pitfalls associated with other techniques. As a result of their analytic strength, the use of ITS and RD approaches has been rapidly increasing over the past decade. These studies have cut across the social sciences, including:

  • Studying the effect of traffic speed zones on mortality
  • Quantifying the impact of incentive payments to workers on productivity
  • Assessing whether alcohol policies reduce suicide
  • Measuring the impact of incentive payments to physicians on quality of care
  • Determining whether the use of HPV vaccination influences adolescent sexual behavior

You will earn a professional certificate from the University of British Columbia and edX upon successful completion of this course. Certificates can be uploaded directly to your LinkedIn profile.

What you’ll learn

  • The strengths and drawbacks of ITS and RD studies
  • Data requirements, setup, and statistical modelling
  • Interpretation of results for non-technical audiences
  • Production of compelling figures
  • How to Produce an ITS/RD proposal for your own area of study

Course Syllabus

Introduction to ITS and RD designs
Assumptions and potential biases
Data sources and requirements
Example studies
An introduction to R (optional)

Data setup and adding variables
Model selection
Addressing autocorrelation
Graphical presentation

Data setup
Adding a control to the model
Graphical presentation
Predicting policy impacts

Modeling RD designs
Advanced modeling issues in ITS and RD: non-linear trends, differencing, “wild” points and transition periods, adding a second intervention

Debrief on projects

Data Analysis and Report Writing

this program will equip participants with the necessary knowledge and skills to enable them.

  • Acquire basic skills for data gathering
  • Effective data analysis skills
  • Write excellent report
  • Data interpretation

 Course outline

  • Review of practical data analysis
  • How to assess data analysis strategies
  • Concepts and tools in data analysis: using statistical package for social sciences

STATA/EVIEWS

  • Developing and proposing hypothesis
  • Preparation and presentation of action plan
  • Concept and tools of SPSS
  1. Course category
  • Static Panel Modeling
  • Dynamic Panel Modeling
  • Heterogeous and Non-Stationary Panels
  1. Course title

Panel Data Analyses

  1. Course description

Static Panel Models:

  • Within Regression
  • LSDV Estimator
  • Generalized Least Square Estimator
  • Hausman-Taylor Estimator

Dynamic Panel Models:

  • Difference GMM estimator
  • System GMM estimator

Advanced Panel Models:

  • Panel Unit roots
  • Panel Cointegration
  • Heterogeneous Panels:
  • Mean Group Estimator & Pooled Mean Group Estimator
  • Panel Error Correction Model
  1. Software needed
  • STATA
  • E-views
  1. Course date

Tentatively and subject to modification by the host institution, the workshop could come up in first week of December, 2015.

  1. Duration

One week: Monday to Friday.

  1. Who can apply

This course requires a preparatory understanding of basic statistics, mathematics and computational techniques; at least equivalently to first degree in a related field. The targeted participants in this regard could be postgraduate students, researchers and/or lecturers including policy makers.

  1. Objectives of the course

At the end of this workshop, participants should be able to carry out empirical investigations involving Large N and Small T panels as well as Large N and Large T panels. In other words, participants will be exposed to the analysis of panel data across different entities such as individuals, households, firms, industries, sectors, countries and regions.

  1. Course fee

The course fee is N 120,000 per participant. This includes course material fee, tutorial assistance and software packages only.

Student Professional Development Program

1. Introduction

 This document outlines key components of a carefully designed curriculum for the delivery of a professional development program specifically targeted at final year students of your institution. As a module, the student professional development program (SPDP) is a series of credit courses designed to give students the skills they need to be more competitive in an intensely competitive Nigerian labour market and to present themselves in a professional manner throughout their careers.

The purpose of the SPDP is to build students’ capacity to make mindful and intentional choices that will positively foster competitive employment and/or advance degree candidacy. Furthermore, this program prepares students on the intricacies and requirements for starting a business. In addition to equipping students with hard and soft workplace skills, the SPDP equips students with an entrepreneurial mindset and the fundamental knowledge required to start and operate a business in Nigeria.

2. Curriculum Design : Student Professional Development Program

The SPDP will be applied as a 24-credit module consisting of component parts or courses designed to enhance the hard and soft skills of students, i.e. each course has 4 credits. During the first and second semesters of the final year, students are expected to complete a total of 6 courses, i.e. 3 courses in each semester. Students enrolled in this program are expected to complete and successfully pass all six courses under the program. Each course consists of a ‘capstone project’. The capstone project consists of a practice-based exercises, case study analysis, technical reports, research-driven written assessments (i.e. essays and reports), and individual/team presentations/exercises. The contents of the capstone projects are determined by the nomenclature of each course.

To ensure that students have access to lecture materials and other relevant resources, a cloud-based online learning platform will be specifically created for this program. At the moment, this is under construction. This cloud-based platform gives students 24-hour access to learning resources for the SPDP. The classroom-based delivery of the courses will be done through Microsoft PowerPoint slides. In addition, printed materials will be shared to students at the start of each class.

2.1 Targeted Intervention

In recent times, the ‘employability of Nigerian graduates’ have dominated the discourse about the unemployment rate in Nigeria. There is a widespread view that most Nigerian graduates lack critical workplace skills and this is partly responsible for the high rate of unemployment in Nigeria. Following careful analysis of comments on this discourse, it emerged that one of the main challenges creating artificial barriers to the rapid employment of fresh Nigerian graduates is their lack of preparedness for the demands of the modern work environment. Employers desire employees who possess the skills and adaptability needed to quickly integrate into designated job roles. This problem informed the decision to create this program –as an intervention measure- in response to the needs and expectations of Nigerian employers.

The SPDP is designed to give training beneficiaries (i.e. final year students of selected departments) a much needed edge –relative to their counterparts from other academic institutions- in the Nigerian labour market. As noted earlier, upon successful completion of this program, students will have developed the hard and soft skills needed to both secure a job and succeed in the modern workplace. In addressing the employability needs of students, the SPDP addresses the following intervention areas:

  • Communication: oral and written.
  • IT Skills: Word, Excel, and PowerPoint.
  • Entrepreneurship: business startup and development.
  • Research skills.
  • Interpersonal & networking skills: selling yourself.
  • Critical reasoning.
  • Organization and time management.
  • Self-development.
3. Module Design/Information

 The SPDP program consists of a total of 6 courses –spread equally over 2 semesters- designed to address the previously identified intervention areas. The structure and outline for the SPDP program are as follows:

3.1 Module Information

Module Code (First Semester): SPDP I

Module Code (First Semester): SPDP II

Credits: 4 per course

Total Credits: 24

3.2 Required Texts
  • Thill, J., V. & Courtland, L., B. (2008) Excellence in Business Communications. London: Prentice Hall
  • Collis, J. & Hussey, R (2005) Business Research: A practical guide for undergraduate and postgraduate students. 3rd edition. London: Palgrave Macmillan
  • Hind, D., W., G. & Moss, S. (2005) Employability skills. London: Business Education Publishers
3.3 Grading Information

 

Table 1: Grading System

Grade Points Grade Points
A+ 86-100    D 40-49
A 70-85    F 0-39
B+ 65-69    
B 60-64    
C 50-59    

Table 2: Grading Criteria

Grading Criteria Points Grading Criteria Points
Significant Failure 20-34 Good 60-69
Marginal Failure 35-39 Excellent 70-84
Basic 40-49 Outstanding 85-100
Satisfactory 50-59    

**Note that grading system and criteria can be adjusted to suit the institution’s preferences.

3.4 Expected Student Conduct

During the course of this module, all students shall abide by the university rules on academic honesty which forbid cheating or plagiarism. Violation of this policy will result in automatic failure of the course and violations will be reported to the university’s authorities. For additional information on expectations for student, students are to refer to their handbook.

4. Module Outline

This section outlines the courses to be taken by students in the first and second semesters. In each semester students are to complete 3 courses addressing the targeted intervention for the SPDP program (see tables 3 and 4).

Table 3: First Semester Courses

First Semester: SPDP I
Course Code Title Credits
C111 Business Communication    4
C112 Business Planning & Development    4
C113 Workplace Skills    4

 

Table 4: Second Semester Courses

Second Semester: SPDP II
Course Code Title Credits
C211 Business Strategy    4
C212 Business Presentation & Analysis    4
C213 Business Research    4

 

4.1 Course Information

 

C111: Business Communication

Credits: 4

Duration: 3 hours per week

Pre-Requisite: None

Course Objectives:

To provide students with a detailed knowledge of business communication and report writing enabling them to:

  • Acquire practical and oral communication skills.
  • Use written communication skillfully in different business scenarios.

Course Outline:

  1. Effective Communication in Business: Definition, characteristics, types of communication, features of communication.
  2. Business Communication Process: elements of communication, communication concepts, preparing business messages, basic organizational plans.
  3. Effective Communication Principles: completeness, clarity, presentations.
  4. Business documentation: evaluating your achievements, CV and cover letter writing; market research, resume, job application letter.
  5. Business Report: parts of a report, informational and analytical report, critical examinations, work plans.

Learning Outcomes:

At the end of this course, students will be able to perform the following:

  • Make effective oral presentations in formal settings.
  • Prepare saleable resumes that enhance their competitiveness in the Nigerian labour market.
  • Prepare and deliver effective business presentations.
  • Draft business documents using standard professional templates.
  • Prepare management reports and develop above average business writing skills.
  • Conduct themselves in a professional way during job and business-related interviews.

 

C112: Business Planning & Development

Credits: 4

Duration: 4 hours per week

Pre-Requisite: None

Course Objectives:

To enhance students’ understanding of the role of strategy in business planning and development. In addition, this course equips students with knowledge about the requirements and challenges of starting a business.

Course Outline:

  1. Needs Analysis/Feasibility Study: how to conduct needs analysis/feasibility study; developing a business model; and assessing the viability of a business proposition.
  2. Preparing business proposals: contents and characteristics of business proposals; business proposal templates; and financial projections.
  3. Presenting business proposals: delivering effective and successful presentations; creating PowerPoint presentations; types of presentations.
  4. Business Development: aspects of business development; from conceptualization to actualization of business ideas; preparing business development and operational plans.

Learning Outcomes:

At the end of this course, students will be able to do the following:

  • Understand the challenges and requirements of starting a business in Nigeria.
  • Prepare detailed business proposals, business development plans, and operational plans.
  • Evaluate the viability of profitability of business ideas.
  • Develop effective strategies for driving business success.

 

C113: Workplace Skills

Credits: 4

Duration: 2 hours per week

Pre-Requisite: None

Course Objectives:

This course equips students with a set of transferable or soft skills that are not specific to one particular career path but are generic across all employment sectors. In today’s work environment, employers are often looking for skills that go beyond qualifications and experience.

 

Course Outline:

  1. Interpersonal Skills: interacting with other people; working in teams; negotiation; client satisfaction; time management.
  2. Communication Skills: effective verbal and oral communication; listening skills; people skills.
  3. Critical thinking skills: problem solving; analyzing and interpreting information; judgment and decision-making; planning and organization;
  4. Numeracy: statistics and graphs; understanding value for money when making business decisions, i.e. quantitative decision-making; preparing budgets; data analysis.

Learning Outcomes:

At the end of this course, students will be able to perform the following:

  • Understand how to conduct themselves professionally in the workplace.
  • Use applied knowledge to solve work-based challenges.
  • Appreciate ethics in communication across all levels of the organization.
  • Understand the dynamics of working in diverse teams.

 

C211: Business Strategy

Credits: 4

Duration: 7 hours per month

Pre-Requisite: None

Course Objectives:

To enable students understand the nature of strategic competitiveness and develop the ability to analyze the competitive environment facing an organization, assess the attractiveness of the industry and isolate potential sources of competitive advantage and disadvantage.

Course Outline:

  1. Strategic concepts and business sustainability: definition; fit between business strategy and environmental dynamics; industry analysis.
  2. Competitive Analysis: strategy models; structure of business strategy; competitive strategies; dealing with business uncertainty; value chain and competencies analysis (i.e. RBV model); formulating business strategies; business strategies for startups.
  3. Marketing strategy: consumer analysis/segmentation; generic market strategies; preparing marketing plans.

Learning Outcomes:

At the end of this course, students will learn the following:

  • Understand and apply business strategy concepts.
  • Develop business and market strategies for startup businesses.
  • Conduct value chain and competencies analysis for business enterprises.
  • Integration of business strategy in business development.
C212: Business Presentation and Analysis

Credits: 4

Duration: 5 hours per month

Pre-Requisite: None

Course Objectives:

This course prepares students to speak with greater control and charisma in front of others. This course equips students with the capacity to meaningfully engage with their audiences during presentations.

Course Outline:

  1. Essential components of a presentation: characteristics of presentation; presentation structure.
  2. Audience analysis: body language; grabbing the attention of the audience
  3. Information organization and PowerPoint slide designs: visual and audio aids; structure of information; graphical presentation; information interpretation.

Learning Outcomes:

At the end of this course, students will be able to perform the following:

  • Understand the secrets of preparing and delivering effective business presentations.
  • Communicate business ideas in a coherent and concise manner.
  • Overcome stage fright when presenting information to a panel of judges.

 

C213: Business Research

Credits: 4

Duration: 2 hours per week

Pre-Requisite: None

 

Course Objectives:

To enhance students’ appreciation of business research methods. The course prepares students to become paid research consultants for private and public sector organizations.

Course Outline:

  1. Introduction to the research process: research planning; stages of research process; research approaches; writing a research proposal; and research structure.
  2. Research design: determining responsive study designs to address research problem; types of research designs; survey design.
  3. Data collection and analysis: primary and secondary data collection; instruments for collecting primary data; designing data collection instruments; behavioural measurement and scaling; analyzing survey data; sampling methods for primary data collection; analyzing data using SPSS and Microsoft Excel; analyzing qualitative data; interpreting and reporting results from data analysis.
  4. Market and consumer research: conducting market research; consumer segmentation; target marketing

Learning Outcomes:

At the end of this course, students will be able to do the following:

  • Conduct quantitative and qualitative research projects.
  • Design data collection instruments.
  • Conduct academic and professional research projects, i.e. academic thesis, market research, consumer research etc.
  • Prepare and present technical research projects.
  • Engage in paid research consultancy.

 

5. Course Schedule

 

This section outlines the timing schedule or plan for delivering the SPDP over the period of two semesters. Assessments for the SPDP will be aligned to the institution’s schedule for final semester examinations. The SPDP will be delivered three days per week each month. Based on the information presented in the table 5,

Table 5: SPDP Schedule/Plan

s/n Module Monday Tuesday Wednesday
Month 1
Wk1 Business Communication 2hours   1hour
  Business Planning & Dev.   2hours 2hours
  Workplace skills 2hours 1hour  
Total hours per week 4hours 3hours 3hours

 

Annex 1: CV of SPDP Coordinator

Nationality: Nigerian
Residence: FCT Abuja
Gender: Male
Date of Birth: 17.12.82
Email Address: gerald.ogoko@gmail.com
Phone Number: +234 (0) 816 3700 245

 

EDUCATION AND QUALIFICATIONS

 

2008-2009       Coventry University, United Kingdom

Master of Business Administration (MBA) in General Management

2007-2008       Coventry University, United Kingdom

Master of Science (MSc.) in Investment Management

1999-2004       Rivers State University of Science & Technology, Nigeria

Bachelor of Science (BSc.) in Accounting

 

WORK EXPERIENCE

April 2015-Sept 2015     Girl Hub Nigeria

                                       “Short term Consultancy to Conduct Landscaping Study on

                                       Donors’ Programs & Government Policies in the Adolescent

                                      Girls’ Space in Nigeria”

Duties and Responsibilities

  • Conduct Research: collected primary and secondary data with regards to the need to accurately map development partners’ programs and government policies impacting adolescent girls in Nigeria. The primary data mainly consisted of Key Informant Interviews (KIIs) with representatives of donor agencies, INGOs, NGOs, implementing partners, CSOs etc. The secondary data comprised of information sourced from the following documents: country operations document; country partnership strategies; project performance reports; project implementation manuals; CAF status reports etc.
  • Data Analysis: in addition to collecting data, I also analyzed the data using descriptive statistical methods. The data collected consisted of a comprehensive mapping of donor programs and government policies impacting adolescent girls in Nigeria across 5 key sectors: economic empowerment; education; health; safety; and girls’ voice. Results from the analysis was presented in excel spreadsheets.
  • Report Writing: produced detailed report on the key findings from the landscaping study. Report was reviewed and approved by the gender team of Girl Hub Nigeria. This report can be produced upon request.
  • Stakeholder Engagement: organized a stakeholder dissemination workshop to present key findings of the study. The workshop was also used to suggest areas for scaling up existing adolescent girls’ programs with a view to sufficiently covering the scope of issues affecting adolescent girls in Nigeria.

2012-2014          World Bank, FCT Abuja

                           Planning & Operations Advisor (Consultancy)

Budget and Policy Analysis

  • Budget Analysis & Implementation: prepared budgets for the implementation of World Bank-Assisted projects and programs. Prepared and managed the budget for the conduct of Bank’s maiden Country Portfolio Performance Reviews (CPPRs) across the 6 geopolitical regions. Also responsible for auditing disbursements for deliverables under the software and hardware components of these projects.
  • Political Economy Analysis: actively involved in political economy assessments as a basis for federal and state-level engagement on project implementation. Also analyzed the implications of government policies for the World Bank’s project portfolio. Prepared policy notes for federal and state-level engagement on these thematic areas:
  1. Trade & Competitiveness in Nigeria.
  2. Transforming Nigeria into the Offshoring Hub of Africa.
  • Gender programming in development interventions
  1. Developing a sustainable social protection system for Nigeria.
  • Country Partnership Strategy (CPS): member of technical team that developed the approved strategy document for the World Bank’s country-level engagement in Nigeria. This document identifies priority areas of engagement (i.e. cross-sectoral) for the World Bank’s development interventions in Nigeria for the period FY2014-2017.

Project Management

  • Project Design and Implementation: drafted project appraisal documents (PAD) and project implementation manuals (PIM) for some World Bank-Assisted projects across the 6 geopolitical regions of Nigeria. For instance, I was an active member of the team that facilitated the baseline survey and also prepared the PAD for the National Urban Water Sector Reform Project (NUWSRP II & III) and FADAMA II project. Also conducted Mid Term Performance Reviews (MTPR) for these projects.
  • Monitoring & Evaluation: identified and reviewed M&E indicators –in accordance with the Bank’s results framework outlined in the CPS document- for some World Bank projects. Also developed M&E indicators for the following World Bank projects/programs in Nigeria: Service Improvement in Healthcare centers; FADAMA II; and NUWSRP II & III. Regularly participated in project monitoring and evaluation (M&E) missions for these projects.
  • Portfolio Monitoring: prepared the monthly portfolio report –including risk assessments- for the Senior Management Team. This report addresses the following concerns: project risk assessment/exposure; project progress reports; challenges and mitigation measures for risky projects; M&E dashboard results etc.
  • Financial Management: structured loans/counterpart funding arrangements for ongoing and pipeline projects. Ensured that compliance procedures were adhered to during disbursement of funds for ongoing World Bank development projects. Also audited the financial statements of ongoing World Bank-Assisted projects. Prepared monthly financial reports on disbursement trends and expenditure analysis for the country office senior management team.

Capacity Building

Conducted training needs assessment and facilitated trainings for state project implementation units/teams (SPIUs) of some World Bank projects. I was a facilitator at the following workshops:

  1. Operational leadership workshop for state project coordinators of World Bank projects.
  2. Monitoring and evaluation for results: organized for project coordinators of the following World Bank projects/programs –NUWSRP II & III; and FADAMA II.
  • Effective stakeholder engagement workshop: organized for project teams, civil society organization (CSOs); and non-governmental organizations (NGOs).
  1. Strengthening fiduciary systems for project implementation success: organized for state counterparts of World Bank projects.

Country Assistance Framework (CAF)

The CAF is the central donor coordination framework for Nigeria. The CAF is platform that strengthens cooperation between development partners in addressing the development priorities of the Nigerian government. As the appointed CAF program manager, I performed the following tasks:

  1. I drafted the proposal that provided the funds needed to operate the CAF secretariat. This proposal -together with purposeful negotiations- resulted in an Externally-Financed Output (EFO) agreement between the World Bank and DFID for funding the CAF process. Based on this agreement, DFID committed to funding the CAF secretariat to the tune of $40,000 annually for a period of 2 years. As part of the agreement, I prepared quarterly reports on CAF-related activities and financial statements that were shared with DFID’s procurement department.
  2. Led a small team of consultants in the secretariat to prepare policy notes on different thematic areas. These policy notes were used by the heads of development agencies to formulate strategies for their federal and state-level engagement as it concerns their project and program interventions.
  • Organized monthly heads of agencies meeting. This strategic closed-door meeting discussed critical concerns in the Nigerian polity. In addition to preparing the minutes of these meetings, I prepared action plans based on agreements reached at the end of each meeting.

Research & Information Management

In the area of research and information management, I performed the following tasks:

  1. Acted as assistant team lead for the knowledge management working group of the World Bank’s Nigeria country office. This role entailed organizing brainstorming sessions and developing working papers that address project implementation challenges.
  2. Actively participated in the communities-of-practice for governance and effective project management. My role involved documenting and disseminating information to members and external stakeholders involved in governance and management of development projects.
  • Supervised baseline surveys for some World Bank development projects. Also conducted scoping studies with a view to developing policy notes for federal and state-level engagement.
  1. Conducted desk reviews, scoping studies, date sourcing/analysis.

Stakeholder Engagement

Actively participated in technical consultations with key stakeholders. See below:

  1. Member of Water, Sanitation & Hygiene (WASH) donor group that held technical consultations with the Federal Ministry of Water Resources on priority areas for engagement. This group developed an M&E framework for the ministry in response to the Minister’s request. (Note: this group is one of the 9 donor working groups of the CAF).
  2. Participated in the formal launch and presentation of the Country Assistance Framework (i.e. donor coordination framework for Nigeria) to the Nigeria Economic Management Implementation Team (EMIT).
  • Regularly met with Federal Ministry of Finance (FMOF) representatives to brainstorm on project performance issues.

2011-2012       Logic Consulting Limited, FCT Abuja

                         Principal Consultant

  • Support to SMEs: acted as team lead for the strategic support division; provided business advisory and financial management advice to SMEs; and also delivered sustainable business process solutions to clients.
  • Business Proposals & Strategy Notes: assisted clients in preparing business proposals, business development plans and bids for government procurement contracts. Also assisted CSOs and NGOs in preparing grant proposals, strategic plans and project concept notes.
  • Research & Feasibility Studies: performed extensive primary and secondary research –feasibility studies and market research- to assist clients in understanding their target market, industry, company and identify business opportunities. Also supervised field data collection exercises commissioned by clients. In analyzing this information, appropriate quantitative and qualitative techniques were used depending on the nature of data collected.
  • Business Advisory: some of the tasks performed include: (i) preparing financial models for clients; (ii) preparing market plans and conducting feasibility studies/market research for clients; (iii) providing strategic and business process solutions to clients; and (iv) information sourcing, synthesis and analysis for clients.

2004-2007     First Inland Bank Nigeria Plc. (Now FCMB Plc.), Yenogoa, Bayelsa State

                       Audit & Control Officer

  • Transactional Monitoring: monitored transactional channels to ensure that the bank’s operational guidelines were strictly adhered to. Also ensured that financial transactions were in strict adherence to the bank’s overriding compliance procedures, i.e. credit analysis, reconciliation of sundry accounts, cash receipts and cash payments.
  • Compliance: ensured that loans were in accordance with established credit management parameters to minimize credit risk. Member of disciplinary committee that addressed cases of financial impropriety among staff. Also participated in investigating cases of financial fraud by staffs and customers. Active member of communities-of-practice (i.e. consisting of audit/control officers of different branches) on effective internal control and fraud prevention.
  • Internal Control: developed effective response mechanisms for addressing weaknesses identified in the internal control systems of the branch. Also trained new staff on the bank’s internal control, transactional and compliance procedures.
  • Monthly Financial Reports: prepared monthly profitability report for the branch and participated actively in monthly financial performance presentations by branches to the regional management team. Also liaised with the treasury department to conduct regular quality assurance exercises on selected branches relating to compliance with internal control procedures.

CORE COMPETENCIES

  • Business awareness: adept at business intelligence, analytics and data mining. Skilled in developing targeted financial models to address business process challenges.
  • An understanding of risk and issue management: skilled in scenario and situational analysis. Skilled in utilizing financial modeling techniques to analyze diverse financial circumstances and macro-economic conditions. Skilled in the application of effective methodologies for financial, operational and quality assurance audits.
  • Communication and inter-personal skills: excellent verbal and written presentation skills. I can prepare publishable working papers (i.e. thought leadership), technical reports and management reports. I also possess networking skills and client relationship management skills especially given my engagement with a diverse range of stakeholders while working on World Bank projects.
  • Leadership: led research teams where I successfully managed the motivation and performance levels of my team members while working on assigned tasks under intense pressure. In managing research teams, I prepared work plans with assigned responsibilities to team members. Also acted as team lead for M&E supervision missions for selected World Bank projects.
  • Language: English (Fluent in spoken & written English), French (Intermediate in spoken & written French).
  • Numerical and analytical skills: adept at analyzing and interpreting complex business and market information using qualitative and quantitative methodologies. I love numbers and as such, can derive insightful information from quantitative scenarios.
  • Critical Thinking: skilled in applying logical and research-driven solutions to business and organizational challenges. Also skilled in the use of cost-benefit analysis to analyze multiple scenarios and arrive at the most optimal business decision.
  • Research & Report Writing: advanced report writing skills. Skilled in conduct of primary research, market research, baseline surveys, scoping studies, and systematic reviews. Advanced understanding of quantitative and qualitative techniques for research. Skilled in developing appropriate study designs for qualitative and quantitative research projects. Adept at designing suitable study designs for varying research projects.
  • IT skills: advanced knowledge of Microsoft Office Suite, SPSS, STATA, SAS, and Lotus Notes. Skilled in preparing excel spreadsheet models for the following: preparing financial statements, cash flow analysis; project finance; financial budgets; gap analysis; ratio analysis; and sales/profitability forecasts.
  • Personality: I am a calm and collected polymath with an obsessive attention to detail. With my keen observational skills, I can bring intensity of focus to assigned tasks. I am an enthusiastic team player however, working independently –with minimum supervision- on challenging projects and delivering results is my main strength.

INTERESTS

  • Book collecting & Playing Chess.
  • Motor sports enthusiast, i.e. Formula 1.

RESEARCH INTERESTS

  • Information architecture and big data analysis.
  • Business Process Analysis & Financial Modeling.
  • Organizational Performance Benchmarking & Systems Thinking.
  • Knowledge management and change management.

REFERENCES

Available Upon Request.