Summary
Overview
Work history
Education
Skills
Timeline
Generic
Daniel Sagara

Daniel Sagara

Kenya

Summary

Business-minded Finance Manager promoting more than 8 years of expertise overseeing transactions and reconciling monthly financial reports. A highly collaborative individual with atrack record of effectively training and coaching staff members. Offering confidence, team collaboration, and decision-making skills.

Overview

9
9
years of professional experience
11
11
years of post-secondary education

Work history

Regional Finance Manager

Egis Group
Nairobi, Nairobi Province
08.2023 - Current
  • Implement and apply group core model and standard operating procedures.
  • Approve quarterly and annual accounts of the company and sub-region (East Africa)
  • Prepare company forecasts in accordance with the group's management strategy for the sub-region.
  • Control contracting and subcontracting of services within the sub-region.
  • Monitor cash flow situation and analyze gaps in the forecasts
  • Set up necessary management procedures and indicators for monitoring activities and reporting to the CEOs for the sub-region.
  • Managing the staff in the financial department for the entities within East Africa.
  • Ensuring support is given to internal audit and external auditors.
  • Asset management.
  • Ensuring compliance with tax authorities for the sub-region in terms of Monthly and annual statutory obligations.
  • Organize and participate in quarterly project reviews for the ongoing projects within the sub

Financial controller

Egis Kenya Limited
08.2022 - 07.2023
  • Providing tax planning for the entity with reference to current legislation.
  • Ensuring project accounting follows group guidelines, defining milestones, and liaising with accounting for correct revenue recognition.
  • Ensuring that the subsidiary is compliant with group financial policies and procedures, Serving as a liaison between the business office and operations department.
  • Participating in risk/Opportunity identification, monitor that all required mitigation actions are implemented timely
  • Preparing project invoices, ensuring customer invoices are accurately prepared and timely submitted per invoicing obligations.
  • Monitor and work to maximize project cash flows.
  • Compiling and presenting reports, - budgets, business

plans and commentaries to financial statements

Assistant manager

Grant Thornton Kenya
01.2022 - 07.2022
  • Ensure completed assignments meet the quality criterion of the firm.
  • Address all internal and external

correspondence and queries in a timely manner

Prepare and maintain an engagement schedule on a weekly basis to ensure staff are fully engaged

  • Mentor and coach team members to ensure efficiency in executing different tasks.
  • Prepare file review planner and ensure files are reviewed as per the same.
  • Delegate work and communicate expectations clearly while setting timelines for jobs.
  • Quality deliverables through reviews and quality checks.
  • Ensure achievement of billing targets and collection of outstanding fees.
  • Review statutory returns and reconciliations on management accounts to ensure compliance with the accounting standards.
  • Provide timely feedback to the team through performance appraisals and engagement review discussions.
  • Understand thesensitivity of client engagements and maintain client confidentiality in line with set policies

Senior accountant

Grant Thornton Kenya
01.2019 - 12.2022
  • General Ledger review.
  • Training Juniors and Interns ensuring growth conversations and reporting on progress ∙ Planning work schedules in my portfolio.
  • Timely Monthly Reporting as agreed with clients.
  • Client meeting to present and resolve accounting issues.
  • Budget VS actual and establishing the causes for variances.
  • Reviewing duties assigned to juniors and all data that is in the accounting system.
  • Consulting with external auditors during year­end financial audits.
  • Filing of all statutory obligations.
  • Tax planning.
  • Board Presentation for Not-for-Profit Organizations.

Accounting Associate

Grant Thornton Kenya
02.2015 - 12.2018
  • Posting all transactions of sales, purchases,
    expenses, petty cash, banks, and loans
    ledgers daily.
  • Processing VAT monthly returns and advice on
    behalf of clients.
  • Preparing bank reconciliation reports by use
    of Tally ERP and QuickBooks.
  • Preparing accounts receivables and accounts
    payables reconciliation reports.
    Posting of payroll, reconciliation of the salary
    control accounts and ensuring compliance in
    deduction and remittance of all statutory
    deductions.
  • Filing of statutory returns such as VAT, PAYE,
    NSSF, NHIF, NITA, Withholding taxes, among
    others.
  • Preparation of sales to banking schedules as
    well as other schedules as per theclient
    requirements
  • Preparation of Fixed assets registers for
    various clients.
  • Preparation of Prepaid schedules for various
    clients.
  • Internal accounts review for various clientsreview of purchases (imports and local),
    expenses, petty cash, monthly VAT, Banks,
    Loans and Payroll, using various software,
    Tally ERP, Sage, Quick books, Xero

Education

Certified Public Accountant

Pinnacle Business School
Nairobi
02.2011 - 11.2015

Accounting Technician Certificate

Pinnacle Business School
Nairobi, Nairobi Province
01.2009 - 11.2010

Kenya Certificate of Secondary Education

Chavakali High School
01.2005 - 12.2008

Skills

  • Financial analysis
  • Exceptional communicator
  • Coaching and training
  • Management Accounting
  • Advanced Quickbooks knowledge
  • Cashflow forecasting
  • Corporate Compliance
  • Balance sheet reconciliations
  • Financial reporting and analysis
  • Statutory Compliance
  • Statutory accounting

Timeline

Regional Finance Manager

Egis Group
08.2023 - Current

Financial controller

Egis Kenya Limited
08.2022 - 07.2023

Assistant manager

Grant Thornton Kenya
01.2022 - 07.2022

Senior accountant

Grant Thornton Kenya
01.2019 - 12.2022

Accounting Associate

Grant Thornton Kenya
02.2015 - 12.2018

Certified Public Accountant

Pinnacle Business School
02.2011 - 11.2015

Accounting Technician Certificate

Pinnacle Business School
01.2009 - 11.2010

Kenya Certificate of Secondary Education

Chavakali High School
01.2005 - 12.2008
Daniel Sagara