Charles (Francois) K.
Trade Finance Consultant
Experience
May 2025 - Present
8 monthsTrade Finance Consultant
Silicon Valley Global PH Inc
- Managing the full lifecycle of documentary credits, standby letters of credit, and collections to ensure timely settlement, and risk mitigation across multiple jurisdictions.
- Delivering tailored solutions aligned with UCP 600, ISBP, and ICC guidelines to strengthen banking relationships and operational transparency.
- Including pre-shipment and post-shipment financing, receivables discounting, and supply chain finance strategies to enhance client liquidity and streamline cash flow cycles.
- Integrating paperless documentation systems and blockchain-backed validation tools to significantly improve document accuracy, processing efficiency, and audit readiness.
- Securing credit facilities and trade instruments, enabling clients to expand global operations while maintaining regulatory compliance, and financial agility.
Jan 2021 - Present
5 yearsStock Loan Originator
Stone Creek Global, Ltd (S.C.G.)
- Identifying high-value lending opportunities, negotiating term sheets, and aligning risk parameters with both borrower profiles and internal credit guidelines.
- Delivering tailored stock loan solutions within hedge funds, family offices, and proprietary trading firms to enhance portfolio leverage and market entry flexibility.
- Ensuring seamless execution and settlement of securities lending transactions in compliance with FINRA, SEC, and global regulatory frameworks.
- Monitoring borrower counterparties and underlying securities to ensure transaction viability and adherence to collateral management protocols.
- Monitoring availability, borrow demand, and pricing trends to optimize client loan positions, and capture spread opportunities across multiple asset classes.
Nov 2015 - Jan 2020
4 years 3 monthsAccounts Assistant
KBM Chartered Certified Accountants & Auditors
- Prepared and processed invoices, expense claims, and journal entries in compliance with company policies and accounting standards, supporting timely month-end, and year-end closing activities.
- Reconciled bank statements, supplier accounts, and petty cash transactions to ensure the accuracy and integrity of financial records, contributing to smooth audit processes and internal controls.
- Assisted in the preparation of management reports and financial summaries, providing accurate data inputs for forecasting, budgeting, and variance analysis.
- Liaised with vendors, clients, and internal departments to resolve billing discrepancies, manage payment schedules, and maintain positive working relationships with stakeholders.
- Utilized accounting software such as QuickBooks to maintain up-to-date ledger entries, support accounts payable and receivable processes, and ensure compliance with tax requirements.
Jan 2015 - Apr 2015
4 monthsAccounts Assistant
Osborne Certified Accountants
- Supported daily accounting operations, including data entry, account reconciliations, and ledger maintenance, ensuring that financial transactions were recorded and aligned with internal controls.
- Assisted in the preparation of VAT returns, payroll summaries, and statutory filings, working closely with senior accountants to meet all regulatory and compliance deadlines.
- Monitored accounts receivable and accounts payable activities, following up on outstanding invoices, processing supplier payments, and maintaining aged debtors and creditors reports.
- Maintained organized financial records and digital documentation, supporting audit readiness, and enabling quick retrieval of transaction histories during internal and external reviews.
- Collaborated with finance teams to support budget tracking, cost analysis, and procurement processes, contributing to informed financial decision-making, and departmental efficiency.
Jul 2011 - Sep 2011
3 monthsCareer Academic Internship
Merton College Finance Department
- Supported academic research and data collection efforts by organizing literature reviews, compiling reports, and presenting findings that contributed to departmental projects and faculty publications.
- Assisted in the coordination of academic events, workshops, and career fairs, managing logistics and resource materials to enhance student engagement and professional development.
- Maintained student records, internship databases, and placement documentation using Excel and campus management systems, ensuring accurate tracking and compliance with institutional policies.
- Collaborated with career advisors and faculty to guide students on interview preparation, and internship search strategies, helping to bridge the gap between academic knowledge and career readiness.
- Prepared and delivered presentations on career planning tools and industry trends to student cohorts, promoting awareness of employment pathways, and experiential learning opportunities.
Summary
Dynamic IT/Business Solutions Consultant with a proven ability to lead digital transformation initiatives by implementing enterprise-grade software solutions, and driving end-to-end business process enhancements. Skilled at fostering collaboration between technical teams and business stakeholders, ensuring precise requirement gathering, and flawless execution. Armed with strong analytical acumen and a customer-first mindset, I am dedicated to delivering high-impact solutions that enhance operational efficiency, scalability, and competitive advantage.
Languages
English
AdvancedFrench
AdvancedEducation
University of Buckingham
MSc · Finance & Investment · United Kingdom
University of East London
BA (Hons) · Accounting & Finance · United Kingdom · 2:1
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