Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Allan Wachira

Finance Associate
Nairobi,47

Summary

Professional Summary

Detail-oriented Finance Associate with a proven track record in financial analysis and reporting. Proficient in developing comprehensive financial models, conducting insightful data analysis, and preparing accurate financial statements. Experienced in utilizing advanced financial software and MS Excel to interpret complex financial data effectively. Possesses strong analytical and problem-solving skills, coupled with a solid grasp of financial principles. A proactive team player known for exceptional communication abilities and a passionate drive for advancing in the field of corporate finance.

Overview

2
2
years of professional experience
14
14
years of post-secondary education
3
3
Languages

Work History

Sales Associate

Tally Solutions Kenya
Nairobi
04.2023 - 12.2023

Tally Solutions Kenya is a leading provider of business management software solutions, specializing in accounting, inventory management, and compliance services. With a focus on empowering businesses with efficient tools for financial management, Tally Solutions has established itself as a trusted partner for organizations across various industries.

Responsibilities:

● Acted as a primary point of contact for clients, providing information on Tally Solutions' products and services and addressing inquiries promptly and professionally.

● Conducted product demonstrations and presentations to prospective clients, highlighting key features and benefits to meet their business needs effectively.

● Collaborated with the sales team to develop tailored solutions for clients, leveraging an in-depth understanding of their requirements and industry-specific challenges.

● Managed the end-to-end sales process, from lead generation to closing deals, ensuring customer satisfaction and fostering long-term relationships.

● Handled the processing of invoices to clients, followed up on payments using the system, and reconciled payments received via Mpesa or Bank to maintain accurate financial records.

Achievement/ Contributions:

● Exceeded sales targets consistently, achieving a 20% increase in revenue within the first 3 months of employment.

● Received commendation from clients for providing exceptional pre-sales support and post-sales service, resulting in a 95% customer retention rate.

● Developed and implemented a customer feedback system, gathering insights to enhance product features and improve overall customer satisfaction.

● Initiated cross-selling and upselling strategies, increasing the average deal size by 15% and maximizing revenue opportunities from existing clients.

Accounts Assistant

Red Giant Media Agency
Nairobi
03.2022 - 09.2022

Red Media Agency is a dynamic advertising firm renowned for its innovative strategies and creative campaigns. Specializing in digital marketing and brand development, the company has consistently pushed boundaries in the competitive landscape of the advertising industry.

Responsibilities:

● Undertook responsibilities of bookkeeping, meticulously maintaining financial records and generating accurate reports to support decision-making processes.

● Executed client invoice creation and distribution, ensuring timely and accurate billing for services rendered.

● Managed the company’s payroll account, ensuring timely and accurate payment to employees in compliance with labor regulations.

● Contributed to the company’s transition to digital accounting by implementing QuickBooks, streamlining processes and improving efficiency.

● Handled the processing of invoices to clients, followed up on payments and reconciled payments received via Mpesa or Bank to maintain accurate financial records.

Achievement/ Contributions:

● Played a pivotal role in the company’s transition to digital accounting, providing training and support to staff members, resulting in a smooth transition process with minimal disruption to operations.

● Implemented QuickBooks accounting software, reducing manual processing time by 30% and minimizing errors in financial reporting.

● Successfully managed the company’s payroll account, ensuring compliance with tax regulations and timely payment of salaries, resulting in improved employee morale.

● Developed and implemented standardized procedures for invoice creation and distribution, reducing billing errors by 15% and improving client satisfaction.

● Streamlined the invoicing process and payment reconciliation procedures, reducing overdue payments by 25% and improving cash flow management.

Education

Association of Chartered Certified Accountants - Accounting and Finance

Kenya College of Accounts University
Nairobi
01.2019 - 03.2024

Bachelor of Commerce - Accounting

Kenyatta University
Nairobi
09.2018 - 12.2023

KSCE - High School Education

Mang'u High School
Kiambu
02.2014 - 11.2017

Skills

Knowledge of QuickBooks, Advanced Excel, Sage, SPSS, TallyPrime, Word, and PowerPoint

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Accomplishments

Association of Chartered Certified Accountants.

I am left with one more paper to be ACCA Qualified.


Actively engaged in Chinese Beginner’s Level 2 certification, reflecting dedication to continuous learning and personal development.


In terms of demonstrating leadership:

● Served as the Finance Secretary for the Accounting Students Association (ASA-KU) at Kenyatta University

● Held the position of Christian Union Secretary at Mang’u High School, engaging and inspiring fellow students at spiritual and community activities.

● Contributed actively as a team captain in the handball team at Mang’u High School, promoting teamwork and sportsmanship.

Timeline

Sales Associate

Tally Solutions Kenya
04.2023 - 12.2023

Accounts Assistant

Red Giant Media Agency
03.2022 - 09.2022

Association of Chartered Certified Accountants - Accounting and Finance

Kenya College of Accounts University
01.2019 - 03.2024

Bachelor of Commerce - Accounting

Kenyatta University
09.2018 - 12.2023

KSCE - High School Education

Mang'u High School
02.2014 - 11.2017
Allan WachiraFinance Associate