Meticulous accounting professional bringing four years of experience in strategic planning, customer relationship management and account reconciliation. Strong Quickbooks proficiency with precise and accurate nature. Expertise in financial data entry and record-keeping.
i am also a vigilant Accounts Payable Clerk ,Committed to on-time payments, maintaining detailed records and paying vendors on time. Detail-oriented worker with proven resourcefulness and reliability.
Overview
11
11
years of professional experience
14
14
years of post-secondary education
1
1
Language
Work History
Account Assistant -volunteer
Napenda kuishi Trust
nairobi
01.2017 - 02.2018
Prepares asset, liability, and capital account entries by compiling and analyzing account information
Documents financial transactions by entering account information
Recommends financial actions by analyzing data information of the company
Substantiates financial transactions by auditing document
Maintained inventory of office supplies and placed orders.
Prepared and mailed account statements to vendors and kept meticulous correspondence documentation.
Financial Advisor and Call Centre
Staate Productions Company
nairobi
09.2020 - 10.2021
Defining new and expanding customer base through continuous call follow up
Recording invoices and receipts
Processing and paying invoices
Receiving ,recording and banking cash/checks as well as reconciling bank transactions
Tracking all spending against approved requests
Responsible for calling schools to confirm with the teachers that the performance dates are still
Intact and to record any changes
Informing the teachers of overdue payments and money owed
Record keeping; delivered exceptional customer service to every customer by leveraging
Extensive knowledge of products and services and creating welcoming, positive experiences.
Worked with clients to support understanding of rationale and details of financial strategies.
Finance officer
Comboni Missionaries Education Deparrment
nairobi
04.2018 - 07.2020
Recording invoices and receipts
Processing and paying invoices
Receiving ,recording and banking cash
Tracking all spending against approved requests
Managing quickbooks
Preparing payroll
Managing aren register
Established and enforced controls on revenue and expenses to protect company assets.
Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Forecasted trends and recommended improvements based on financial risk analyses.
Assisted with recruiting, interviewing and hiring new department employees.
Introduced software tools and process improvements to mitigate loss and drive operational growth.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Finance Officer
Eclipse Productions
nairobi
01.2013 - 01.2016
Defining new and expanding customer base
Recording invoices and receipts
Processing and paying invoices
Receiving ,recording and banking cash
Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders.
Tracking all spending against approved requests.
Financial Advisor
ICEA Lion Group
nairobi
10.2022 - Current
Worked with clients to support understanding of rationale and details of financial strategies.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Corporate Partnerships Manager at The King's Trust (Formerly The Prince's Trust)Corporate Partnerships Manager at The King's Trust (Formerly The Prince's Trust)