Summary
Overview
Work History
Education
Skills
Websites
Certification
Leadership Experience
Technical Skills - Computer Literacy
Professional Competencies
Personal Information
Interests
Timeline
Generic
JOSHUA MUTAHI

JOSHUA MUTAHI

Accountant
Nairobi, Nairobi Province

Summary

Finance professional with comprehensive background in accounting, ready to contribute to financial management and reporting. Known for accuracy in financial record-keeping and proficiency in auditing and tax preparation. Reliable team collaborator with focus on achieving financial accuracy and supporting dynamic business needs through analytical problem-solving and effective communication.

Overview

2
2
years of professional experience
10
10
years of post-secondary education
2
2
Certifications
1
1
Language

Work History

Relationship Officer

Bingwa Capital Limited
08.2025 - Current
  • Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
  • Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
  • Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
  • Established strong client relationships by conducting regular meetings and providing exceptional customer service.
  • Improved client onboarding experience by streamlining documentation processes and setting clear expectations from the outset.
  • Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies.
  • Increased referral business by actively networking within the community and participating in local events representing the bank.
  • Retained valuable customers by identifying opportunities for account expansion and addressing areas of concern before they escalated.
  • Promoted a positive work environment through open communication, fostering collaboration among team members.
  • Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
  • Maintained and built close relationships with customers through regular contact and visits.

Relationship Officer

Milestones Credit Limited
02.2025 - 07.2025
  • Maintained and built close relationships with customers through regular contact and visits.
  • Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
  • Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
  • Monitored, followed-up and escalated cases to meet customer response commitments.

Accounting Attachment

Nation Media Group
05.2023 - 08.2023
  • Prepared financial statements including balance sheets, income statements, and cash flow statements
  • Conducted bank reconciliations and reviewed transactions for accuracy and completeness
  • Collaborated with team members to complete projects and meet deadlines
  • Provided support for various accounting tasks and projects
  • Prepared waybill and confirmation of manifest documents in the courier department
  • Assisted in invoice preparation and clearance
  • Assisted in billing and reconciliations and also stock taking
  • Excellent communication skills, both verbal and written.

Education

Kenya Certificate of Secondary Education - High School Degree

Kirimara High School
Nyeri, Nyeri District, Kenya
01.2016 - 01.2019

Kenya Certificate of Secondary Education - High School Degree

Kirimara High School
Nyeri, Nyeri District, Kenya
01.2016 - 01.2019

Bachelor of Commerce - Accounting

Kirinyaga University
Kutus, Kirinyaga District, Kenya
01.2020 - 01.2024

Kenya Certificate of Primary Education -

Wakamata Primary School

Skills

  • Excel data analysis
  • Effective visual communication using PowerPoint
  • Skilled in formatting and editing in Microsoft Word
  • Experienced in creating diagrams with Microsoft Visio
  • Experience with SAP systems
  • Problem-solving
  • Effective communication
  • Independent work
  • Adaptability
  • Quick learning

    • Financial acumen

    Creativity and innovation

    Persuasion techniques

Websites

Certification

QuickBooks Certified

Leadership Experience

  • Student Leader, Kirinyaga University, 08/01/20, 05/01/24, Represented student interests in university governance, Facilitated communication between students and administration
  • School Captain, Kirimara High School, 01/01/18, 12/31/19

Technical Skills - Computer Literacy

Familiar in data analysis procedures, financial modeling, pivot tables, and complex formulas like LOOKUP, Creation of professional presentations, Expert in document formatting, report writing, Proficient in creating flowcharts, organizational charts, and business process diagrams and maps, Familiar with accounting software like SAP

Professional Competencies

  • Strong analytical and problem-solving abilities
  • Excellent attention to detail and accuracy
  • Effective written and verbal communication
  • Team collaboration and independent work capabilities
  • Adaptability and quick learning of new technologies

Personal Information

Hobbies: Cycling: Regular bike rider, enjoying both recreational and fitness cycling, Swimming: Active swimmer with interest in water sports and aquatic activities

Interests

Economics and Geo-politics

Timeline

Relationship Officer

Bingwa Capital Limited
08.2025 - Current

Relationship Officer

Milestones Credit Limited
02.2025 - 07.2025

Accounting Attachment

Nation Media Group
05.2023 - 08.2023

Bachelor of Commerce - Accounting

Kirinyaga University
01.2020 - 01.2024

Kenya Certificate of Secondary Education - High School Degree

Kirimara High School
01.2016 - 01.2019

Kenya Certificate of Secondary Education - High School Degree

Kirimara High School
01.2016 - 01.2019

Kenya Certificate of Primary Education -

Wakamata Primary School

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