MAYROSE DIPAO
Gaborone
Summary
Energetic and detail-oriented individual with strong foundation in financial planning and client support. Knowledgeable about financial regulations and investment strategies, proficient in data analysis and financial software. Dedicated to providing comprehensive support to financial planners and enhancing client satisfaction through meticulous planning and organization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Paraplanner
Taylored Advice Group
05.2023 - Current
- Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Developed strong working relationships with both internal colleagues and external partners to facilitate seamless coordination across all aspects of financial planning services.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Put together detailed financial and investment plans for customers.
- Monitored market performance regularly to provide insightful updates to both advisors and clients as needed.
- Assisted in the preparation of annual reviews for existing clients, fostering trust through transparency.
Accounts Intern
The Botswana Office of Accountant General
06.2022 - 04.2023
- Supported the accounts receivable team with timely invoicing and diligent follow-up on outstanding balances, resulting in improved cash flow.
- Demonstrated commitment to ethical business practices by adhering to company policies and reporting any suspected violations or discrepancies.
- Enhanced overall financial accuracy by diligently maintaining organized records of all transactions and supporting documents.
- Gained a comprehensive understanding of accounting software systems through hands-on experience, increasing proficiency in data entry and report generation tasks.
Sales Representative
First Capital Bank
06.2018 - 12.2021
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
Education
FINANCIAL MODELING, VALUATION AND ANALYST (FMVA) -
Corporate Finance Institute
01.2023
BA (HONS) - ACCOUNTING AND FINANCE
Botswana Accountancy College in Association with Sheffield Hallam University
06.2021
BGCSE -
Madiba Senior Secondary School
06.2017
Enrolled For Certificate of Proficiency- Long Term - Insurance
Botswana Accountancy College
Gaborone, Botswana05-2025
Skills
- Risk assessment
- Financial statement analysis
- Credit decisions
- Microsoft Excel proficiency
- Continuous learning mindset
- Analytical thinking
- Due diligence
- Customer service
Certification
- Professional Ethics
- Financial Analysis Fundamentals
- Excel Fundamentals-Formulas for Finance
Hobbies and Interests
- Badminton
- Pottery
References
Mr. Meshack Letlhare- (ACMA, CGMA, ACPA, PGDHE)
Senior Finance Lecturer- Botswana Accountancy College
(+267) 39530062 Ext. 3847
Mr. Tapiwa Gande- (Ph.D., MBA, FCCA, FHEA, BCom (Hons), HND)
Senior Lecturer-University of Brighton, Brighton, England
(+44) 7778 423 995, tapiwagnd2@gmail.com
Miss. Kgomotso Mokate- Finance Manager
Taylored Advice Group
+267 71 738 756, kgomotso.mokate@tagpp.co.uk
Timeline
Paraplanner
Taylored Advice Group
05.2023 - Current
Accounts Intern
The Botswana Office of Accountant General
06.2022 - 04.2023
Sales Representative
First Capital Bank
06.2018 - 12.2021
BA (HONS) - ACCOUNTING AND FINANCE
Botswana Accountancy College in Association with Sheffield Hallam University
BGCSE -
Madiba Senior Secondary School
FINANCIAL MODELING, VALUATION AND ANALYST (FMVA) -
Corporate Finance Institute
Enrolled For Certificate of Proficiency- Long Term - Insurance
Botswana Accountancy College
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