Committed Financial Analyst with extensive experience helping businesses to achieve tax efficiency targets. Provided rigorous reporting, analysis and feedback to aid taxation strategies. Managed relationships professionally and proactively to maximise client loyalty.
Overview
15
15
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Finance & Tax Consultant
Nomis Consulting Ltd
01.2017 - 01.2024
Responsibilities include: Medical Insurance credit control, insurance statement reconciliations and debtor management for customers
Perform data analysis to identify which business lines and customers of the business, the customers is having difficulties in debt management
Preparation of monthly management accounts, financial accounts, projections and budgets for SMEs in Medical, Construction, Software Management and Manufacturing industries
Monitoring performance against budget for Customers
Preparation of monthly bank reconciliations
Prepare and ensure the timely payment of statutory returns including PAYE, NHIF NSSF, Withholding tax and VAT
Preparation of audit schedules for customers and work closely with external auditors to ensure the timely completion of audits
Assist in Business financial plans for SMEs
Achievements: Assisted clients in collection of debts from their Customers and reconciliations in disputed invoices
Assisted many SMEs & MSMEs regularize their tax issues with KRA, and their books of accounts in industries ranging from Medical, Manufacturing, Real Estate, IT and Construction
My Skills: MS Excel, Data Visualization, Project Management, Financial Statements, QuickBooks, Oracle, Tableau
Assisted many Small Businesses with Business Plans to get financing from Individuals and Financial Institutions.
Operations Specialist
Afro Telcom Limited (Part of Eureka Electrosoft Solutions PVT Ltd)
04.2014 - 12.2016
Responsibilities include: Developing new geographical markets with existing clients and beyond; Strengthening work relationship with clients and involvement in gap analysis of resources to ensure delivery of solutions oriented and results driven consultants
Managing administrative issues for Consultants who are working for our various clients within Africa (Kenya, Rwanda, Uganda, South Africa, Zambia and Nigeria)
Travel, accommodation, visa & work permit arrangements for different consultants posted in the various countries
The liaison between the consultants and the clients in the various countries
Following up POs for the period with the clients in the various countries
Drafting and issuance of contracts to the new and existing consultants
Handling of payroll issues for local and international consultants e.g
Consultant payments and including handling of respective taxes where required
Achievements: Built strong relationships with key strategic partners; clients resulting development of new business opportunities and market expansion
Built good working relationships with Immigration Departments across countries where Afro Telcom Limited has deployed consultants
Analyzed business process in areas and providing strategic recommendations resulting to reduced operation costs and improved efficiency
Developed resources (consultants) database for ease of reference as and when needed.
Projects Finance Coordinator
GTL Kenya Limited
08.2010 - 03.2014
Responsibilities include: Developing new geographical markets with existing clients and beyond
Maintaining accurate and up-to-date records as required by the administration, reporting, evaluation and audit of the O & M Projects
Co-ordination and monitoring of projects in Kenya, Uganda and South Africa
Preparation of monthly and annual projections and budgets for projects in respective countries
Following up with POs with clients in Kenya, Uganda and South Africa
Following up with payments with clients in Kenya, Uganda and South Africa
To produce exceptional reports as directed by O & M General Manager
The liaison between the Clients' project team in various countries and the GTL Project team
To check and analyze all field data collected and prepared by the GTL Projects team and issue the client with necessary reports
Achievements: Designed and set up processes for GTL Kenya Limited (Uganda Branch) projects team working on Huawei-MTN Uganda and NSN-Airtel Uganda projects in co-ordination with the clients mentioned
Worked with GTL South Africa project team to successfully set up processes for NSN-Cell C South Africa and Huawei-MTN South Africa projects in co-ordination by the clients mentioned
Fostered strong relations with clients in Kenya, Uganda and South Africa
Well maintained project data for South Africa, Uganda and Kenya projects.
Accounts Assistant
Smart Applications International Limited
02.2010 - 07.2010
Responsibilities include: Assist with preparation of monthly management accounts, financial accounts, projections and budgets
Assist in monitoring performance against budget
Preparation of monthly bank reconciliations
Processing of financial transactions into the financial accounting system, Prepare journal vouchers and manage the sales, purchases and general ledger
Update and reconcile the fixed asset register to the general ledger
Prepare and ensure the timely payment of statutory returns including PAYE, NHIF NSSF, Withholding tax and VAT
Cheques preparation, payment vouchers and receipts
Assist in the administration of the annual statutory audit
Assist in the preparation of audit schedules and work closely with external auditors to ensure the timely completion of audits
Maintain an effective and efficient filing and information retrieval system including electronic and manual filing systems
Assist in the monitoring of petty cash
Achievements: Added value into business by turning 'manual' accounting office (excel based) to a completely automated finance office using QuickBooks thus increasing efficiency and accuracy in management reporting contributing to enhanced and fast decision making by senior managers.
Field Supervisor & Area Sales Supervisor
Frontier Marketing Limited
Nairobi
05.2009 - 01.2010
Responsibilities include: Enhancing category management/forward share-relative to current market share trends in Nairobi for Essar Telecom Limited
Supervise and appraise in-store personnel i.e
Field Supervisors, Field Marketers & Promotion staff who were assigned to handle Essar Telecom Limited
Conducting market research, monitoring competitive activity and providing recommendations on best practices to effectively compete within the telecom industry
Improving rapport with the customers and making use of existing relationships to our client competitive advantage
Supervision of Upcountry Promotions, Key Accounts Promotions and general Merchandising supervision for Essar Telecom Limited
Achievements: Regional Brand Ambassador for Essar telecom through awareness creation of the rolled out products in Nairobi
Revitalized underperforming team resulting to sales managers surpassing their monthly and quarterly targets by structured process & improving cross functional relationships & communication
Well-coordinated and successful promotions country wide.
Education
Master of Science - International Business Management
Griffith College
Dublin
02.2024 -
Certificate of Higher Education - Data Science in Accounting and Finance
African Centre for Data Science and Analytics Ltd
NAIROBI
01.2023 - 04.2023
Bachelor of Business Administration - Finance
Jomo Kenyatta University of Agriculture and Techno
05.2006 - 07.2009
Skills
Advanced bookkeeping skills
Intuit QuickBooks specialist
Account reconciliation processes
Tax accounting specialization
Tax return filing
Bookkeeping
Budget forecasting expertise
General ledger accounting
Budget analysis
GAAP understanding
Payroll
Accounting
Certification
11/2007, Micro finance Conference at Strathmore University
09/2008, Information & Communication Technology Conference at Strathmore University
03/2009, Thriving in the current economic condition at Strathmore University
09/2010, Information & Communication Technology Conference at Strathmore University
Accomplishments
Oct 2008 - Mar 2009: Participated in the 2008/2009 Capital Markets Authority (CMA) University Challenge up to semi-finals
Jun 2008 - Aug2008: Participated in Nairobi Stock Exchange (NSE) Smart Youth Challenge.
Custom
Paul Karuchia, Regional Business Manager Banking, Diebold Nixdorf, +254721709768, Pkinoti2006@yahoo.com
Dr. Joseph Macheru, Lecturer and Head of Accounting and Financing Department, School of Business, Catholic University of Eastern of Eastern Africa, +254721771517, jmacheru@cuea.edu
Sammy Maikweki, Fixed Income Dealer, Sterling Investment Bank, +254712877837, Samuel.maikweki@sterlingib.com
Languages
English
Advanced
Timeline
Master of Science - International Business Management
Griffith College
02.2024 -
Certificate of Higher Education - Data Science in Accounting and Finance
African Centre for Data Science and Analytics Ltd
01.2023 - 04.2023
Finance & Tax Consultant
Nomis Consulting Ltd
01.2017 - 01.2024
Operations Specialist
Afro Telcom Limited (Part of Eureka Electrosoft Solutions PVT Ltd)
04.2014 - 12.2016
Projects Finance Coordinator
GTL Kenya Limited
08.2010 - 03.2014
Accounts Assistant
Smart Applications International Limited
02.2010 - 07.2010
Field Supervisor & Area Sales Supervisor
Frontier Marketing Limited
05.2009 - 01.2010
Bachelor of Business Administration - Finance
Jomo Kenyatta University of Agriculture and Techno
05.2006 - 07.2009
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