Pipedrive
BACHIA WARUI
Finance, Data & Client Relations Professional
Nairobi
Summary
Detail-oriented Financial Data Analyst skilled in ensuring accuracy and integrity of complex financial datasets. Utilizes advanced spreadsheet techniques to organize, validate, and manipulate large volumes of data. Reviews financial documents for completeness and compliance while collaborating with data science and product teams to deliver actionable insights. Communicates technical findings effectively to diverse audiences and identifies opportunities for process improvements and automation.
Overview
6
6
years of professional experience
Work History
Data Analyst
R7
06.2025 - 08.2026
- Managed company's ERP system end-to-end, facilitating migration from Salesforce to Pipedrive to enhance client data management and reporting accuracy.
- Compiled and delivered weekly reports tracking business performance and client engagement.
- Utilize Excel, AI tools, Canva, Luma, Notion and Pipedrive to streamline reporting, scheduling and client relationship management.
- Add and update client information within the ERP system, maintaining data accuracy and consistency across the platform.
- Utilized Excel, AI tools, Canva, Luma, Notion, and Pipedrive to streamline reporting, scheduling, and client relationship management.
Audit Associate
WACHIRA & ASSOCIATES
05.2025 - 06.2025
- Executed fieldwork by gathering and analyzing financial data, reviewing documents, and testing internal controls to identify risks and non-compliance.
- Prepared detailed audit work papers and maintained organized audit files, ensuring adherence to professional documentation standards.
- Reporting: Supported the preparation of audit reports, verified findings for accuracy, and helped draft actionable recommendations for management.
- Ensured compliance with applicable laws and internal policies, conducting follow-up audits to monitor corrective action implementation.
Accounts Associate
WESSEX PHARMACEUTICALS LIMITED
11.2021 - 03.2025
- Tracked and collected payments, ensured timely cash flow and reconciliation of customer accounts through calls and increased customer engagement, minimizing overdue payments by 15%.
- Reviewed and compared account balances against bank statements, identifying and reducing discrepancies in financial reporting by 10%.
- Collaborated with departmental managers to budget, forecast, and monitor spending, resulting in more effective resource allocation.
- Collaborated with other departmental managers to help budget, forecast and monitor spending which led to more effective resource allocation.
- Proposed and implemented process improvements such as streamlining communication and collaboration within the department that increased efficiency by 21%.
- Provided necessary documentation and support during audits, which enhances compliance and reduces the risk of penalties.
Accounts Assistant
THE FOUNDRY AFRICA
12.2020 - 11.2021
- Tracked utilities to reduce wastage by 18%, facilitating smooth operations within coworking space.
- Supported onboarding process for new members, achieving a 90% success rate in community integration.
- Participated in a campaign to attract new clients during the ongoing pandemic.
- Assist in the bookkeeping process by processing balance sheet, ledgers and handling of bank reconciliation.
Education
Bachelor's Degree - Finance and Marketing
STRATHMORE UNIVERSITY
Nairobi, Nairobi Province, KenyaExcel - Advanced Excel
UDEMY
OnlineSkills
Data analysis
Financial Analysis
Database Management
Data Governance
Reporting standards
Revenue Tracking
Salesforce
Pipedrive
Problem-Solving Abilities
Team Management
Communication
Pipedrive
Accomplishments
Data migration from Salesforce to Pipedrive.
Report automation to relevant stakeholders. (From CRM to email)
Software
Claude
Notion
Slack
Interests
Hiking, Movies, Travelling, Music, Video gaming, Technology, GP Karting, Swimming
Timeline
Data Analyst
R7
06.2025 - 08.2026
Audit Associate
WACHIRA & ASSOCIATES
05.2025 - 06.2025
Accounts Associate
WESSEX PHARMACEUTICALS LIMITED
11.2021 - 03.2025
Accounts Assistant
THE FOUNDRY AFRICA
12.2020 - 11.2021
Bachelor's Degree - Finance and Marketing
STRATHMORE UNIVERSITY
Excel - Advanced Excel
UDEMY