BRIAN NJUGUNA
Finance | Research | Investment
Nairobi,Kenya
Work Preference
Summary
Proactive finance professional with expertise in financial management, data analysis, and investment strategies. Proven ability to drive financial efficiency and investment growth through innovative solutions. Strong analytical skills and research capabilities contribute to impactful projects and organizational success. Committed to continuous learning and applying finance to create meaningful community impact.
Overview
2
2
years of professional experience
6
6
Certifications
Work History
Director
Datapath Research Consultancy
Nairobi, Kenya
11.2024 - Current
- Spearheaded innovative approaches to resource allocation and strategic planning.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Established team priorities, maintained schedules and monitored performance.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
Finance and Operation Intern – Treasury
Diamond Trust Bank (DTB- Kenya)
07.2025 - Current
- Supporting finance and operations functions, including reconciliation, transaction processing, and data validation across core banking systems.
- Aiding in day-to-day financial reporting, ledger management, and compliance checks.
- Collaborating with cross-functional teams to streamline internal workflows and ensure regulatory adherence.
- Contributing to month-end closing processes and internal audit preparations.
- Developing practical knowledge in banking operations, risk control, and financial service delivery.
Finance Intern - Treasury
The Aga Khan University Hospital
02.2025 - 06.2025
- Performed bank reconciliations, voucher and invoice posting, asset tagging and verification, and maintained the Fixed Asset Register.
- Aided with cheque preparation and writing, MPESA and cash reconciliations, and payment processing, ensuring accuracy in financial transactions.
- Supported inter-unit accounts and supplier payment reconciliations to keep balanced books and smooth treasury operations.
- I collaborated with the finance team to support budget tracking, treasury operations, and compliance with institutional financial policies.
- Contributed to financial data management, including entry, reporting, and analysis.
Project Co-Ordinator
Science for Africa Foundation
Nairobi
12.2024 - 02.2025
- Spearheaded data collection across 68 universities in Kenya to evaluate disaster preparedness.
- Coordinated project timelines and ensured alignment with team objectives.
- Assisted in the preparation of project documentation and reports.
- Facilitated communication between project teams and stakeholders.
- Managed project calendars to optimize scheduling and resource allocation.
- Researched best practices for project management within the nonprofit sector.
- Managed and coordinated team of data collectors to ensure efficient operations.
- Aided in survey design to gather relevant data for research initiative.
- Focused efforts on enhancing organizational sustainability and disaster response capabilities.
Research Assistant
United States International University (USIU-A)
Nairobi
08.2023 - 2024
- Supported research projects by conducting literature reviews to identify knowledge gaps.
- Collected data through surveys, experiments, and interviews, ensuring accuracy and integrity.
- Analyzed data using SPSS and Excel, performing statistical tests to generate insights.
- Conducted qualitative research interviews and surveys, transcribing and analyzing findings.
- Contributed to writing and formatting research reports and academic papers for publication.
Education
Bachelor of Science - Finance
United States International University Africa (USIU A)
Kenya08-2026
International Certificate - Wealth & Investment Management (ICWIM)
Chartered Institute For Securities & Investment (CISI)
United Kingdom02-2026
Some College (No Degree) - International Certificate in Digital Literacy
Mimecot Computer School
Nairobi KenyaHigh School Diploma -
Anestar Group of Schools-Nakuru
Nakuru, Kenya11.2022
Skills
- Investment and wealth management strategy
- Financial analysis and forecasting
- Portfolio and risk management
- Treasury and banking operations
- Data analysis and visualization
- Research and financial reporting
- Stakeholder and client management
- Project leadership and oversight
- Advanced data analysis and visualization (Excel, ERP systems)
- Project management and operational oversight
- Stakeholder and client relationship management
Languages
French
Intermediate (B1)
B1
English
Upper Intermediate (B2)
B2
Certification
International Certificate in Wealth and Investment Management - In Progress.
References
References available upon request.
Accomplishments
- Supervised team of 78 staff members.
- Collaborated with team of 27 in the development of Capabilities for Disaster Management among the Universities in Kenya.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Finance and Operation Intern – Treasury
Diamond Trust Bank (DTB- Kenya)
07.2025 - Current
Finance Intern - Treasury
The Aga Khan University Hospital
02.2025 - 06.2025
Project Co-Ordinator
Science for Africa Foundation
12.2024 - 02.2025
Director
Datapath Research Consultancy
11.2024 - Current
Research Assistant
United States International University (USIU-A)
08.2023 - 2024
Bachelor of Science - Finance
United States International University Africa (USIU A)
International Certificate - Wealth & Investment Management (ICWIM)
Chartered Institute For Securities & Investment (CISI)
Some College (No Degree) - International Certificate in Digital Literacy
Mimecot Computer School
High School Diploma -
Anestar Group of Schools-Nakuru