CPA Joseph Kabugu.
MBA(Finance)/Certified Public Accountant/Trustee
Mombasa
Summary
A highly experienced and results-driven accountant with over 16 years of expertise in financial management, accounting, and strategic financial planning. I hold an Master Of Business Administration(MBA) in Finance, equipping me with the advanced skills needed to manage complex financial operations and provide data-driven insights.
Throughout my career, I have held diverse leadership roles, including serving as a Pension Scheme Trustee, Accountant,Treasurer and Certified Public Accountant Lecturer. My experience spans across financial reporting, budgeting, compliance, and tax management and planning, where I have successfully ensured organizations remain tax-efficient while adhering to relevant regulations.
I am well-versed in developing comprehensive tax strategies, optimizing tax positions, and managing risks to enhance financial outcomes. Additionally, my expertise in overseeing investment policies and pension schemes has allowed me to provide invaluable guidance to stakeholders while ensuring long-term financial sustainability.
With a strong focus on governance, financial transparency, and strategic planning, I consistently strive to deliver value, streamline financial processes, and drive the growth and success of the organizations I work with.
Overview
16
16
years of professional experience
Work History
Member Board of Trustees
KTDA,Staff Retirement Benefit Scheme
07.2023 - Current
- Administering the scheme in accordance with the provisions of the Retirement Benefits Authority and Trust Deed and Rules.
- Keeping all proper books and records of accounts with respect to income,expenditure,assets and liabilities of the scheme fund.
- Liaising with the Authority, sponsors, members, custodians, managers and other professionals engaged by the scheme.
- Ensuring that the agreed contributions have been remitted to the custodian as required by the retirement benefits authority and trust deeds and rules.
- Communicating regularly with members of the scheme with respect to the affairs of the scheme.
- Ensuring members are provided with annual membership benefits statements.
- Ensuring that documents intended to bind the scheme are professionally prepared.
Accountant
Chai Trading Company Limited
09.2014 - Current
- Manage cash flow effectively, ensuring all company liabilities are met in a timely manner and surplus funds are invested wisely.
- Assist in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Maintain accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Collaborate with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Achieved compliance with all tax regulations by staying updated on changes and conducting thorough reviews of financial operations.
- Reduced financial risks by implementing robust internal controls and monitoring mechanisms.
- Trains new employees on accounting principles and company procedures.
Treasurer
CCI Saving and Credit Cooperative
02.2011 - 02.2015
- Drafted treasury reports to support management decision-making needs.
- Implemented strategies to improve organizational financial performance.
- Developed and maintained internal control systems to protect organizational assets.
- Implemented sustainability initiatives in financial operations, promoting environmental and social responsibility.
Certified Public Accountants Lecturer
Computer School Of Administration (CSA)
09.2009 - 06.2014
- Evaluated student progress through regular assessments, providing detailed feedback for improvement and growth.
- Created and designed quizzes, tests and projects to assess student knowledge.
- Developed strong relationships with colleagues, collaborating on curriculum development and sharing best practices in teaching strategies.
- Developed and implemented innovative teaching strategies to engage students in lectures and coursework.
Education
MBA - Finance
Jomo Kenyatta University of Agriculture And Technology
Thika, 30 01.2018 - 2022.06
Bachelor of Commerce - Finance and Accounting
Kabarak University
Nakuru, 31 04.2011 - 2013.07
KCSE - High School Certificate
Langalanga Secondary School
Nakuru, 31 01.2001 - 2005.08
Skills
- Policy evaluation
- Financial Management
- Program oversight
- Staff Management
- Financial administration
- Inspections and reviews
- Policy evaluation
Accomplishments
- Contributed to the development of the Strategic Plan (SP) , Investment Policy Statement (IPS) , and Good Governance Practices (GGPs) for the scheme.
- Collaborated with key stakeholders to ensure alignment with best practices in governance, policy, and investment strategies.
- Played a significant role in shaping the future direction of the SRBS, promoting sustainability and financial growth.
Affiliations
- Institute of Certified Public Accountants (ICPAK)
- Trustee Development Kenya(TDPK)
Short Courses
- Trustee Development Program Kenya (TDPK), College of Insurance, Nairobi, Kenya
- The effective Trusteeship,Leadership And Ethics Management In Pension Schemes.
- Mastering ESG Integration For Pension Funds (Executive Programme For Trustees)
- ISO 22000:2018 Lead Auditor Training
References
1. Samuel Charo.
Financial Controller-Chai Trading Company Ltd.
P.o Box 93324-80102Mombasa.
Cell phone: 0703-744-699 Email address: scharo@chaitrading.com
2. Alfred Korir.
Head of Finance -Chai Trading Company Ltd.
P.o Box 93324-80102Mombasa.
Cell phone: 0727-500-050 Email address: akorir@chaitrading.com
3. Paul Maina.
Administrator-KTDA Holdings Ltd SRBS
Cell phone: 0722-355-913 Email address: pkmaina@ktdateas.com
Timeline
Member Board of Trustees
KTDA,Staff Retirement Benefit Scheme
07.2023 - Current
MBA - Finance
Jomo Kenyatta University of Agriculture And Technology
01.2018 - 2022.06
Accountant
Chai Trading Company Limited
09.2014 - Current
Bachelor of Commerce - Finance and Accounting
Kabarak University
04.2011 - 2013.07
Treasurer
CCI Saving and Credit Cooperative
02.2011 - 02.2015
Certified Public Accountants Lecturer
Computer School Of Administration (CSA)
09.2009 - 06.2014
KCSE - High School Certificate
Langalanga Secondary School
01.2001 - 2005.08
Similar Profiles
RUTH KABAURUTH KABAU
Administrative Assistant at Egerton University Retirement Benefits SchemeAdministrative Assistant at Egerton University Retirement Benefits Scheme
ERICA SCOTTODIROSANOERICA SCOTTODIROSANO
CORPORATE PARALEGAL at U.S. RETIREMENT AND BENEFIT PARTNERS, INC.CORPORATE PARALEGAL at U.S. RETIREMENT AND BENEFIT PARTNERS, INC.
Jacqueline QuinonesJacqueline Quinones
Staff Accountant at US Retirement & Benefit PartnersStaff Accountant at US Retirement & Benefit Partners