Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investment and Financial Analyst
Chameleon Solutions
Nairobi, Nairobi Province, Kenya
05.2023 - Current
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Analyzed financial data and trends to support the structuring and optimization of investment strategies targeting social and environmental impact.
Developed financial models to evaluate feasibility and ROI for innovative financial solutions, including blended finance mechanisms.
Conducted market research and risk assessments to identify funding opportunities and inform decision-making processes.
Prepared detailed reports and presentations for stakeholders, summarizing financial insights and project performance metrics.
Collaborated with cross-functional teams to design and implement tailored financial solutions for public and private sector clients and improved the company's profitability by 30%.
Monitored key policy and regulatory changes to ensure compliance and strategic alignment in impact-driven investment projects.
Portfolio Associate
Chameleon Solutions
Nairobi, Nairobi Province, Kenya
05.2021 - 04.2023
Optimized asset allocation strategies by continuously monitoring market trends and adjusting risk exposure accordingly thus optimizing the portfolio by 20%.
Supported the due diligence process on third-party investment managers, evaluating their performance, risk management practices, and alignment with client objectives.
Delivered exceptional customer service while handling high-net-worth individuals'' accounts; prioritizing their unique needs and preferences.
Maintained accurate records of all transactions, reconciling account balances regularly to ensure data integrity and transparency in reporting activities.
Assisted in generating new business leads through participation in networking events and active collaboration with marketing teams.
Improved operational efficiency by streamlining internal processes and implementing best practices for portfolio management.
Enhanced portfolio performance by conducting detailed research and thorough analysis of investment opportunities.
Accounts Receivables
South Lemon Limited
Nairobi
07.2020 - 04.2021
Supported business growth by successfully managing a high volume of retail accounts receivables transactions.
Improved cash flow management with proactive monitoring of accounts receivables and payables.
Achieved revenue targets by more than 20% by managing collections and accounts receivables, referral process, and insurance billing.
Collected outstanding accounts receivables from customers.
Performed bookkeeping duties by preparing checks for payables, reconciling bank accounts and updating accounts receivables.
Improved cash flow by proactively monitoring aging accounts receivables and implementing effective collection strategies.
Improved cash flow management through proactive monitoring of accounts receivables and payables.
Finance Analyst Intern
Kenya Ports Authority
Mombasa, Mombasa District, Kenya
05.2018 - 08.2018
Assisted with account reviews and preparation for account reviews.
Verified financial journals for clarity and completion under supervisor direction.
Developed and analyzed various budgets and performed financial statement analysis.
Drafted financial reports to support comprehensive investigations.
Drafted reports on stock and bond health for periodic client communications.
Prepared journal entries for month-end close procedures, ensuring accurate accounting records were maintained consistently across all periods.
Led efforts to improve financial systems and processes, resulting in increased automation and reduced manual workload for the finance team hence increasing efficiency by more than 20%.
Conducted variance analyses on a monthly basis to identify discrepancies between actuals and budgeted figures, allowing for timely corrective actions.
Communicated regularly with external stakeholders such as banks and vendors, fostering strong relationships and ensuring timely resolution of any issues.
Assisted in managing company liquidity by monitoring daily cash flows and optimizing working capital balances as needed.
Education
Bachelor of Science - Mathematics and Finance
Technical University of Mombasa
Mombasa, Mombasa District, Kenya
01-2021
KCSE - B Plain
Kathonzweni High School
Makueni, Kenya
01.2015
KCPE - 327 Marks
St Joseph Boarding
Machakos, Machakos District, Kenya
01.2010
Skills
Microsoft Excel
Financial and operational reporting
Financial management
Financial statement analysis
Data collection & research
MS office suite
Research and data analysis
Excellent attention to detail
Languages
ENGLISH
SWAHILI
Personal Information
Date of Birth: 07/25/96
Gender: MALE
Nationality: KENYAN
Marital Status: MARRIED
Hobbies and Interests
Swimming
Socializing
Camping
Philosophy
I purpose to achieve to my full potential in my chosen academic field, profession and undertakings, always aiming at applying my knowledge, training and skills to improve myself and environment with the gal of leaving all that I interact with, to better my involvement.
Certification
Certified Investment and Financial Analyst, Level 2