Summary
Overview
Work History
Education
Skills
Personal Details
References
Hobbies and Interests
Accomplishments
Timeline
Generic

DONALD MWAREMA

Limuru

Summary

A highly analytical, service and result oriented professional with significant knowledge& over 6 years working experience. Having worked in manufacturing, transport/logistics and banking sectors. A graduate of Bachelor of Commerce (finance) degree, Diploma in Accountancy(KNEC) and CPA part 1. I am committed to excellent financial management, company’s growth & expansion, customer base growth & satisfaction and enhancement of the institution’s value through prudent financial and value maximization in order to improve efficiency and enhance profitability. Seeking a position with an organization where I can utilize my skills and experience to provide required operational support to enable the organization to function effectively whilst adhering to correct procedures and guidelines.

Overview

15
15
years of professional experience

Work History

Direct Sales Representative

Postbank Limuru Branch
Limuru
01.2024 - Current
  • Identify retail opportunity and prospects through systematic Prospecting, visiting and onboarding of new potential retail customers.
  • Maintaining relationship with clients by providing support, information and guidance pertaining to the Bank product and services.
  • Achieving sales targets within the set period. (Daily, Weekly and Monthly).
  • Coordinating and facilitating account opening and to ensure compliance as per the Bank policy.
  • Facilitating the flow of information between the Bank and its customers.
  • Ensuring brand visibility within the Branch and area of operation.
  • Obtaining timely, relevant market intelligence feedback useful for product development.
  • Preparing regular sales activity and performance reports as required.
  • Analysing and classifying customer complaints, compliments, suggestions and queries and submitting them to the branch manager for action.
  • Holding and participating on open days and product sales campaigns in line with the sales strategy
  • Recommending to the branch manager any business development opportunity for follow up.
  • Attending to customer problems and issues by identifying, interpreting and suggesting appropriate remedial measures.
  • Selling the Bank products & disseminate information to customers on new products

Finance & Administration Supervisor

Aster Mills & Commodities Company Ltd
Limuru
10.2019 - 12.2023
  • Manage financial and administration teams to achieve company financial goal
  • Oversee preparation of financial records related to general ledger, payroll, budget, expense, etc.
  • Assist in account receivable and payable activities.
  • Maintain accurate bank records of cash withdrawals and deposits.
  • Follow standard accounting process for financial analysis and reporting activities.
  • Evaluate existing accounting system and recommend improvements if required.
  • Assist in developing and managing budgeting system.
  • Perform account reconciliations and generate financial reports.
  • Interview, hire and train new employees in financial and administration activities.
  • Assist in resource identification, work assignment, performance evaluation, and promotion decision activities.
  • Manage and direct operations team to achieve business targets.
  • Assist in developing or updating standard operating procedures for all business operational activities.
  • Build strong relationship by addressing customer issues and complaints in a timely manner.
  • Assist in employee appraisals, promotions, compensation and termination based on the performance review.
  • Provide operational support and guidance to staff.
  • Assist in developing operating and capital budgets.
  • Monitor and control expense according to allotted budget.
  • Maintain accurate and clear documentation for operational procedures and activities.
  • Work in compliance with company policies and procedures.
  • Ensure team follows standard operating procedures for all operational functions.
  • Conduct regular meetings with team to discuss about issues, concerns, updates etc.
  • Support operational risk and audit process for the purpose of preventive maintenance.

Depot Supervisor

Supplies & Logistics Trading Company Ltd / (Bamburi Cement Depot-Limuru)
Limuru
03.2018 - 07.2019
  • Managing the day-to-day operations of the depot, warehouse or factory
  • Recruiting and mentoring casual staff
  • Managing a customer base and developing plans to increase business
  • Ensuring that high levels of service are maintained
  • Holding team meetings
  • Liaising with key customers to make sure they’re satisfied with the depot’s performance
  • Managing stock levels
  • Monitoring health and safety in the depot
  • Analysing turnover and profitability
  • Meeting with area and regional managers to share best practice.

Accountant

Foremost Limited (Civil & Mechanical Engineering Company)
04.2016 - 12.2017
  • Handling product costing for all company projects
  • Filling of INCOME TAX, NSSF, NHIF, VAT, PAYE, STD LEVY online and payment of same.
  • Prepared Payroll for the company using Aren Software.
  • Reconciliation of bank statements
  • Prepare and issue cheques to suppliers
  • Collection of cash and banking activities including making money transfers local & international
  • Handle accounts payable and accounts receivable
  • Responsible for preparation of management accounts
  • Vast experience in financial projections, analytics, modelling and forecasting
  • Able to prepare monthly financial reports and statements
  • Prepared monthly budgets
  • Experience in auditing company’s financial reports

Accounts Assistant

Phimzal Logistics (k) Limited
06.2013 - 02.2016
  • Prepared invoices
  • Prepared financial reports
  • Making payments to suppliers
  • Handled and maintained petty cash expenditure
  • Prepared customer statements
  • Reconciled monthly general ledgers
  • Attended to customer queries/dispatching statements to customers via emails
  • Ensured proper files, both hard and soft copies, are maintained to support all transactions processed
  • Filed statutory returns online on i-tax portal
  • Prepared Payments of duty on imports

Accounts Assistant

Intra-shipping and Logistics (k) ltd
01.2012 - 04.2013
  • Filed documents in respective files
  • Retrieved and returned files to and from filing cabinets
  • Prepared customer statements
  • Data entry using QuickBooks
  • Prepared payroll for the company
  • Filed statutory returns NSSF and NHIF
  • Prepared invoices
  • Handled banking of cash
  • Prepared financial statements for the company
  • Prepared and issued authorized cheques to suppliers

Industrial Attachment

Municipal Council of Mombasa-Treasury Department
Mombasa
05.2010 - 08.2010
  • Prepared payment vouchers to suppliers
  • Prepared VAT returns
  • Assisted in Budget preparations
  • Prepared customer statements
  • Reconciled monthly bank statements with cashbooks
  • Assisted in revenue analysis
  • Assisted in payroll preparations
  • Receiving of files from the registry in-Charge
  • Ensure the file is returned to its original state.

Education

Bachelor of Commerce - Finance Option

Jomo Kenyatta University of Agriculture and Technology
01.2015

Diploma - Accountancy

Mombasa Polytechnic University College
01.2012

CPA PART 1 - undefined

Mombasa Polytechnic University College
01.2010

Kenya Certificate of Secondary Education - undefined

Kenyatta High School
01.2004

Skills

  • Independent work and progress communication
  • Strong professionalism and integrity
  • Proficient in written and oral communication
  • Effective relationship-building with key personnel
  • Strong team leadership abilities
  • Strong organizational abilities
  • Energetic and resilient professional
  • Results-oriented strategist
  • Proficient problem-solving techniques
  • Strong focus on accuracy
  • Effective team leadership
  • Proficient in computer applications
  • Self-motivated time management
  • Quick learner of new systems and processes
  • Proficient in MS Word
  • Microsoft Excel proficiency
  • Microsoft Outlook proficiency
  • Microsoft Access proficiency

Personal Details

Nationality: Kenyan
Languages: English and Swahili
Marital status: Married

References

Adams, Olweny, Human Resource Manger, adamsolweny@gmail.com, 0727542236, Foremost Limited

Lazarus Wainaina,Operations Director,kwainaina@phimzalog.com,0721528562,Phimzal Logistics ltd

David Tuti Amwayi,General Manager,tutidavid@hotmail.com,0780384555,Aster Mills & Commodities ltd

Hobbies and Interests

Reading magazines, travelling, playing football, socializing

Accomplishments

  • Deputy Presiding Officer with IEBC (Nyali constituency-Bombolulu Posta Polling station),2013 General Election
  • Polling clerk with Electoral Commission of Kenya (Eldoret North Constituency),2007 General Election

Timeline

Direct Sales Representative

Postbank Limuru Branch
01.2024 - Current

Finance & Administration Supervisor

Aster Mills & Commodities Company Ltd
10.2019 - 12.2023

Depot Supervisor

Supplies & Logistics Trading Company Ltd / (Bamburi Cement Depot-Limuru)
03.2018 - 07.2019

Accountant

Foremost Limited (Civil & Mechanical Engineering Company)
04.2016 - 12.2017

Accounts Assistant

Phimzal Logistics (k) Limited
06.2013 - 02.2016

Accounts Assistant

Intra-shipping and Logistics (k) ltd
01.2012 - 04.2013

Industrial Attachment

Municipal Council of Mombasa-Treasury Department
05.2010 - 08.2010

Diploma - Accountancy

Mombasa Polytechnic University College

CPA PART 1 - undefined

Mombasa Polytechnic University College

Kenya Certificate of Secondary Education - undefined

Kenyatta High School

Bachelor of Commerce - Finance Option

Jomo Kenyatta University of Agriculture and Technology
DONALD MWAREMA