Microsoft PowerBI
Dennis Kasuku
Investment Professional
Nairobi
Summary
Accomplished Investment Professional committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in Microsoft Power BI for data analysis, Python Programming, MySQL ,Tableau and R-programming language. Data story telling and visualization.
Overview
11
11
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Investment Analyst
FCA Investments Ltd
Nairobi
01.2022 - Current
- Conducted detailed investment analysis, calculations and reports.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Created and maintained precise and accurate models, charts and reports.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Developed financial projections and forecasts to guide investment decisions.
- Conducted due diligence on potential investments and presented findings to investors.
- Assisted companies with choosing and timing investments for optimal results.
- Coordinated with financial advisors to develop long-term investment strategies.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Developed trading strategies to maximize returns on investments.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Monitored market trends and news to identify emerging opportunities.
- Evaluated performance of existing investments and adjusted accordingly.
- Developed financial models to assess potential investments and identify potential risks.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Helped clients make optimal decisions on amounts and timing of capitalization.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
Business Banker
KCB Bank Kenya Ltd
Nairobi
03.2020 - 12.2021
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Maintained up-to-date knowledge of competitors' products.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Discussed financial options with clients and provided informed suggestions.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Created and implemented strategic trading approaches.
- Prepared contracts and related documentation according to strict standards.
- Networked to identify potential new clients and expand geographic territories.
- Worked with clients and finance companies to find optimal solutions for financing.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Offered competitive commercial banking solutions and retail financing options.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Credit Administration Officer
KCB Bank Kenya Ltd
Nairobi
01.2014 - 03.2020
- Recommended approval or disapproval of commercial, real estate or credit loans.
- Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
- Checked appraisals, title information and insurance documents for each property.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Devised collection recovery strategies to resolve customer issues and delinquent cases.
- Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
- Reviewed and verified income, credit reports and employment histories for each borrower.
- Used Credit Quest and T24 System to perform credit appraisals, document verification and loan approvals.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Adhered to banking standards and government lending guidelines for loan services.
- Organized and finalized loan applications for underwriter review.
- Obtained and interpreted financial statements to assist in credit limit reviews.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Complied with established internal controls and policies.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Created financial dashboards to provide insights into key performance indicators.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Established and checked coding procedures, monitored reports and updated internal files.
Branch Operations Officer
KCB Bank Kenya Ltd
Nairobi
11.2012 - 12.2013
- Reviewed new accounts for required documentation.
- Developed and implemented strategies to deliver quality customer service.
- Balanced daily cash and ATM, immediately documenting inaccuracies.
- Monitored performance and completed appraisals for direct reports.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Resolved various issues impacting sales management and business operations.
- Consulted customers to boost product sales and services.
Education
Master of Science - Finance And Investments
The University of Nairobi
Kenya 01.2014 - 12.2015
Bachelor of Arts - Business Management
Moi University
Eldoret, Kenya 01.2008 - 08.2012
Skills
Financial and operational reporting
Data trending
Business Development
Advanced financial analysis
Industry analysis experience
Strategic financial planning
Planning and Coordination
Power BI ,Python ,Tableau, SQL and R Software Proficiency
MS Office
Teambuilding
Critical Thinking
Self-Motivated
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 5 in the development of project proposal adopted by the organization MMOFmeter.
- Achieved Investment by completing appraisal and due diligence with accuracy and efficiency.
Software
Python for data analysis
MySQL
Tableau
Microsoft Excel
Certification
Business Analyst, IIBA - 12months
Interests
Free Time riding bicycle
Timeline
Business Analyst, IIBA - 12months
08-2024
CFI-FMVA
08-2023
Investment Analyst
FCA Investments Ltd
01.2022 - Current
Business Banker
KCB Bank Kenya Ltd
03.2020 - 12.2021
Certified Public Accountant (CPAK)
11-2017
Credit Administration Officer
KCB Bank Kenya Ltd
01.2014 - 03.2020
Master of Science - Finance And Investments
The University of Nairobi
01.2014 - 12.2015
Branch Operations Officer
KCB Bank Kenya Ltd
11.2012 - 12.2013
Bachelor of Arts - Business Management
Moi University
01.2008 - 08.2012