Summary
Overview
Work History
Timeline
Generic

David Machiri Kimani

Nairobi

Summary

To utilize knowledge acquired through my education and on-the-job training to promote professionalism, efficiency and excellent service, with the ultimate aim of wealth-creation for all stakeholders. PERSONAL ATTRIBUTES. Able to thrive in a pressure-driven, fast-changing environment, ensuring that targets are met. Ability to learn new skills and development fast and ability to impart acquired knowledge to others. Team player with proven ability to coordinate team tasks. Cope well with all kinds of personalities. Possesses drive, ambition and am action orientated. Always have desire to take up the new challenges and possibilities in any dynamic environment.

Overview

30
30
years of professional experience

Work History

Relationship Manager

01.2020 - Current
  • Taking leadership in formulation, implementation and continuous improvement of central operation’s strategy, policies and procedures, products and innovations
  • Manage relationships with all government ministries to promote growth of bank clientele
  • Liaison person with all the government and private employers and ensure Bank’s representation during the mass account opening during the recruitments of new staffs e.g., Police, KDF, Prison, TSC recruitments
  • This is in conjunction with the RMs of the specific relationship
  • Ensuring all the salaries change of pay points are collated from all the branches and effected in the payroll within the stipulated time
  • Ensure compliance to the CBK prudential guidelines and local by-laws
  • Liaison role per institution on client salaries matters as well as general relationship management to ensure total customers’ and institutions’ satisfaction
  • Ensuring timely receipt of salaries by the bank
  • Institution

Equity bank, Assistant Manager

01.2017 - 12.2019
  • Championing of risk management and business continuity for central operations
  • Training of branch supervisory staff from time to time on operational efficiency and compliance
  • Providing overall stewardship for central processing function of Equity Bank, in line with the bank’s strategy and corporate philosophies
  • Interviewing of new staff and staff seconded for promotion
  • Identify areas of processes improvements and automation to improve internal controls and efficiency
  • Ensure 100% compliance to the Bank’s policies and Procedures
  • Supervision, administration, mentoring and appraisal of central operations staff
  • Championing and assist in arrangements of bank corporate social responsibilities(C.S.R.s)
  • Institution
  • Position

Senior Accountant

bank Kenya
01.2013 - 01.2017
  • Reconciliation of branch ledgers to identify and rectify long-standing unreconciled items;
  • Manual and electronic upload of customer salaries and Electronic Funds Transfers (EFTs)
  • Communication with customers, branches and employers with the purpose of updating and amending of problematic accounts which were not credited or were erroneously credited during upload of salaries
  • Monitoring Branch General Ledgers and review of branch reports to ensure conformity with the Bank Policies and Procedures and Generally Accepted Accounting Practice
  • Preparation of exception reports based on problematic areas identified during monitoring and review of reports, recommending corrective measures, communication of these to branch Management and follow up to ensure that the corrective action is taken
  • Continual review and provision of feedback regarding the Reporting process with a view to improving quality of reports and standardization of reporting across the branch network
  • Handling general customer queries regarding the bank’s products and services
  • Assist and sort any branch queries among other duties that my manager may accord me
  • Institution
  • Position, Timeline
  • Equity bank –Kibera branch

Branch Accountant

01.2012 - 01.2013
  • Duties and responsibilities
  • Processing customer instructions for all internal and external funds transfers
  • Compliance Champion in the branch
  • Performing scrutiny of cheques, checking mutilation, crossing of cheque
  • Ensuring presentment of cheque within banking hours & marking clearance in the system
  • Update the financial reasons & technical reasons of returning of cheque
  • Handling Inward clearing, outward clearing & taking follow-up with clearing house
  • Preparing the MIS of cleared & bounced cheque
  • Reconciliation of all general ledger accounts in my docket
  • Processing customer instructions for all internal and external funds transfers
  • Champion and facilitator of wings to fly program
  • Analysis of all clearing income accounts
  • Attending to all clearing related issues in the branch
  • Branch Accountant position and did such duties as atm and accounts reconciliations, salaries processing, returns, stock and inventory management
  • Institution, Timeline
  • Equity bank –Kibera branch

Relationship Officer

12.2011 - 01.2012
  • Accounts Opening and Alternative Business Champion
  • Processing customer instructions in the system
  • Accounts opening
  • Change of customers static data e.g
  • Signature, address
  • Receiving of physical cards dispatched to the branch and in the system
  • Issuing of physical cards to customers and activating them in the system
  • Attending to all card business related issues in the branch
  • Institution
  • Equity bank –Kikuyu Branch

Bank Teller

11.2009 - 12.2011
  • And responsibilities
  • Funds transfers
  • Depositing cash to customers’ accounts
  • Cash withdrawals
  • Marketing and cross selling banks products
  • General enquiries
  • Institution

Audit assistant

Onukho and Associates
01.2008 - 10.2008
  • Assist in preparation of auditor’s report
  • Check whether adequate accounting records have been kept by our clients
  • Assist in preparation of final accounts where the client had no books of accounts
  • Filling of tax returns for our clients
  • Institution

Account Assistant

Kimuri Sacco
01.2007 - 12.2007
  • Duties and responsibilities
  • Cooperative accounting and preparation of final accounts
  • Preparation of vouchers
  • Posting of transactions both in cash book and ledgers
  • Extraction and preparation trial balances

01.2006 - 01.2009
  • Graduated from university of Nairobi with Bachelor of commerce (accounting option) with second upper division
  • Completed my C.P.A -K from vision institute of professional studies

Muranga High School and Kiaguthu Boys High School
01.2001 - 01.2005
  • Kenya certificate of Secondary Education (K.C.S.E)

Kibwezi Township Primary School
01.1991 - 01.2000
  • Kenya Certificate of Primary Education (K.C.P.E) (scored 498 marks.

Timeline

Relationship Manager

01.2020 - Current

Equity bank, Assistant Manager

01.2017 - 12.2019

Senior Accountant

bank Kenya
01.2013 - 01.2017

Branch Accountant

01.2012 - 01.2013

Relationship Officer

12.2011 - 01.2012

Bank Teller

11.2009 - 12.2011

Audit assistant

Onukho and Associates
01.2008 - 10.2008

Account Assistant

Kimuri Sacco
01.2007 - 12.2007

01.2006 - 01.2009

Muranga High School and Kiaguthu Boys High School
01.2001 - 01.2005

Kibwezi Township Primary School
01.1991 - 01.2000
David Machiri Kimani