Gerald Maina
Finance/ Business Management
Summary
Goal-oriented finance professional eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Thrive in supporting the execution of financial focused programs, projects and initiatives leveraging cross functional, collaboration, interpersonal communication skills, research and data analysis abilities.
Overview
6
6
years of professional experience
2
2
years of post-secondary education
Work History
Executive Trainee, Portfolio Administration
ICEA Lion Asset Management
Nairobi
03.2023 - Current
- Organized due diligence in preparation for sale of business unit.
- Established clear and competitive goals, growth roadmaps, and strategic business plans.
- Communicated market developments, portfolio changes and quarterly performance information to clients.
- Developed rebalancing strategies to minimize risk exposures.
- Conducted daily cash reconciliation for the allocated retirement benefits schemes.
- Performed monthly asset reconciliation for the allocated schemes.
- Filed RBA returns for the allocated schemes.
- Performed PWM administration and asset reconciliation.
- Execution of Investment instructions and dispatch to custodians.
Member Relations Officer, Debt Recovery
Amica Savings and Credit LTD
Murang'a
03.2020 - 04.2021
- Contributed in lowering the SACCO's PAR From 60% to 40%
- Prepared and submitted detailed reports regarding cases under auction process and ongoing investigations.
- Completed patrols in all branches to identify and deter criminal activities.
- Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
- Used scripted conversation prompts to convey current account information and obtain payments.
- Documented customer payment interactions and account statuses for future reference.
- Negotiated payment plans with customers to prevent accounts from entering collections.
Sales Representative
Calmost Commercial LTD
Nairobi
05.2019 - 02.2020
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Trained and mentored new sales representatives.
- Developed and delivered engaging sales presentations to convey product benefits.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Contributed to event marketing, sales and brand promotion.
Cooperatives Audit Intern
G.O.K, Ministry of Industry, Trade and Cooperatives
Nairobi
05.2017 - 08.2017
- Developed understanding of the Ministry's audit methodology, approach and tools while working under supervision of licensed auditors.
- Proofread audit and tax reports and year-end financial statements to verify accuracy.
- Prepared audit reports and other documentation to support licensed auditor's opinions.
- Assisted in office administration and client communication to help manage auditors' workload.
- Identified major risk areas and gaps in internal controls, process notes and risk control matrices to plan and perform audit procedures.
Education
Bachelor of Science - Bachelor of Cooperative Business, Finance Major
Cooperative University of Kenya
Nairobi,Kenya 01.2015 - 2019.12
Kenya Certificate of Secondary Education - KCSE
Njumbi Boys High School
Murang'a, Kenya 01.2011 - 2014.12
CPA 2 - Professional Course
Kenya Accountants And Secretaries National Board
KASNEB 01.2021 - Current
Skills
Financial administration
undefinedReferees
Geoffrey Njang'ombe,
Commissioner for Cooperatives,
Ministry of Industry,Trade and Cooperatives,
Tel: +254 720 984 660
Susan Mwai,
Head of Operations,
ICEA Lion Asset Management,
Tel: +254721463375
Timeline
Executive Trainee, Portfolio Administration
ICEA Lion Asset Management
03.2023 - Current
CPA 2 - Professional Course
Kenya Accountants And Secretaries National Board
01.2021 - Current
Member Relations Officer, Debt Recovery
Amica Savings and Credit LTD
03.2020 - 04.2021
Sales Representative
Calmost Commercial LTD
05.2019 - 02.2020
Cooperatives Audit Intern
G.O.K, Ministry of Industry, Trade and Cooperatives
05.2017 - 08.2017
Bachelor of Science - Bachelor of Cooperative Business, Finance Major
Cooperative University of Kenya
01.2015 - 2019.12
Kenya Certificate of Secondary Education - KCSE
Njumbi Boys High School
01.2011 - 2014.12
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