Summary
Overview
Work History
Education
Skills
Websites
Skillset
Career interests
Affiliations
Languages
References
Timeline
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Fundi Mwaniki

Financial Analyst
Nairobi,Nairobi

Summary

A detail-oriented and analytical finance professional with extensive experience in financial reporting, analysis, and management. Demonstrated history of improving workflows, cross-functional collaboration, and contributing to overall business growth. Committed to seeking and maintaining a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

5
5
years of professional experience
4
4
years of post-secondary education

Work History

Head of Performance Analysis - East & Central Africa

Adapt IT Solutions Limited
Nairobi, Nairobi County
2 2022 - Current
  • Designed and built a Sales Performance Dashboard to enhance monitoring and evaluation of actual sales versus the budget and pipeline
  • Did market analysis and determined market size for Tertiary Education and Telecommunications sectors for 14 countries in Africa
  • Performed due diligence and then pursued Mergers and Acquisition Leads for the company
  • Developed a new reporting framework for Executive Committee and Board meetings that provide insights on strategy alignment.

Commercial & Business Planner

BIDCORO Africa Limited
Ruiru, Kiambu County
02.2020 - 01.2022
  • Developed an Overall Equipment Effectiveness (OEE) system to monitor production line efficiency that cut down production costs by 15%.
  • Developed Sales Operations Standard Operating Procedures that cut down our delivery time by 10% and increased sales by 5%
  • Developed monitoring and evaluation tools for the Route-To-Market (RTM) strategy that grew our retail outlet coverage by 20%
  • Was the project lead and scrum master that spearheaded the successful launch of the Sales Force Automation (SFA) project. Automation led to 20% increase in Sales and reduced operating costs by 10%.

Audit Intern

Mbaya & Associates
Nairobi, Nairobi County
10.2019 - 01.2020
  • Drafted impactful Management Letters that in 3 comprehensive interim audits in a span of 3 months that improved quality of financial statements
  • Part of the team conducting Investigative Audits for a Distressed organization. Provided meaningful evidence that revealed possible fraudulent transactions. Thereafter proposed mitigations that would eliminate the loopholes
  • Provided insightful research on industry performance and opportunities for market growth for a SACCO client.

Education

Associate Member -

Institute of Certified Public Accountants of Kenya (ICPAK)
Nairobi
08.2023 - Current

Bachelor of Business Science in Finance - Finance

Strathmore University
Nairobi
07.2015 - 2019.05

Chartered Financial Analysis - Passed Level I

Chartered Financial Analysis Institute (CFA)
Nairobi
01.2024 - 12.2026

Skills

Teamwork and Collaboration

Microsoft Office

Problem-Solving

Financial Analysis

Data Analysis

Skillset

Microsoft Power BI, Excel, PowerPoint, Word, Preparation of Financial Statements according to International Financial Reporting Standards, Financial Analysis, Budgeting and Forecasting, Financial Modelling & Valuation, Data Analysis, Business Intelligence, Leadership, Public Speaking, Course Instructor

Career interests

  • Public Speaking
  • Personal Branding
  • Teaching Data Analysis

Affiliations


  • Toastmasters International
  • Former Area Club Growth Director of Area 14 Toastmasters (2023/2024)
  • Former Vice President Membership of Downtown Toastmasters Club (2022/2023)

Languages

English
Swahili

References

  • Cyrus Gitahi, General Manager, Imprimatur Company Ltd, cgitahi@im.co.ke, +254 722 705 143
  • Dan Chirchir, CFA, Lecturer, University of Nairobi & Strathmore University, DChirchir@strathmore.edu, +254 723 838 534
  • Dennis Mwamba, ACCA, CISA, Legal Entity Controller, Coca-Cola Central, East & West Africa Ltd, dmwamba@coca-cola.com, +254 736 460 489

Timeline

Chartered Financial Analysis - Passed Level I

Chartered Financial Analysis Institute (CFA)
01.2024 - 12.2026

Associate Member -

Institute of Certified Public Accountants of Kenya (ICPAK)
08.2023 - Current

Commercial & Business Planner

BIDCORO Africa Limited
02.2020 - 01.2022

Audit Intern

Mbaya & Associates
10.2019 - 01.2020

Bachelor of Business Science in Finance - Finance

Strathmore University
07.2015 - 2019.05

Head of Performance Analysis - East & Central Africa

Adapt IT Solutions Limited
2 2022 - Current
Fundi MwanikiFinancial Analyst