Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

JULIE NYAMBEKI

Nairobi

Summary

Results-driven finance professional with expertise in accounting, financial analysis, and credit analysis. Skilled in financial reporting, budgeting, tax compliance with proficiency in QuickBooks, advanced Excel, and financial modeling. Adept at evaluating financial statements, optimizing cash flow, and ensuring regulatory compliance. Strong analytical skills, combined with a commitment to continuous learning, and holding certifications in Financial Modeling (FMVA), Credit Analysis, and Investment Banking. A proactive problem-solver who thrives in fast-paced financial environments, driving efficiency, and informed decision-making.

Overview

5
5
years of professional experience
8
8
Certification

Work History

Accountant

Tradecrest Limited
01.2025 - Current
  • Prepare payment and cash vouchers
  • Stock management
  • Updating stock movement in the system(IncoPos & Quickbooks)
  • Issue delivery notes to all customers
  • Issue customer invoice and up to date statements
  • Incharge of broker delivery notes
  • Periodical stock verification and ensure correctness
  • Statutories

Accountant

Litudian Enterprises
05.2024 - 12.2024
  • General ledger management
  • Accounts payable and receivable
  • Budgeting and forecasting
  • Audit and Compliance
  • Tax Preparation
  • Financial analysis
  • System and Process Improvement

Accountant

Climate &Energy Advisory Limited
01.2021 - 05.2024
  • Preparation of company budgets and forecasts (Profit and Cash flow projections), and comparison against actual achievement
  • Preparation of monthly and year end management accounts by the 9th of every month and submit to the Directors
  • Compliance with all company legal requirements including preparation and filing of company statutory returns and remittance of various taxes and deductions (PAYE, VAT, NHIF, NSSF, Withholding tax, Income Tax, etc.)
  • Payroll management, Accounts payable, Accounts receivable and bank & cashbook reconciliations management
  • Working with Project Managers to set out each project budget (i.e
  • The financial schedule for travel, subcontractors, suppliers, etc and client/subcontractor payment and invoice schedule to ensure that invoices are sent out to clients and payments made to subcontractors on a timely and regular basis
  • Implementation and review of administrative accounting and financial management procedures
  • Working with Operations Director, ensuring staff receive necessary financial support for office, field operations, and professional duties and duly account for the same
  • Ensure the policy surrounding advances for expenses to staff is adhered to
  • Ensure the appropriate forms are completed
  • Maintain and update company filing system (both electronic and hard copy) as required by the company, ensuring that all information is relevant and easily accessible
  • This includes filing of hard copies of project contracts
  • Participation in weekly and monthly meetings as required

Business Analyst Intern

Seed 2 Growth Advisors
04.2020 - 06.2020
  • Doing business proposals
  • Financial modelling of potential businesses
  • Creating a detailed business analysis, outlining problems, opportunities and solutions
  • Formulate ways for businesses to improve, based on previous research
  • Market research

Corporate credit intern

Absa Bank of Kenya
10.2019 - 01.2020
  • Extraction of Financial Information
  • Checking authenticity and consistency of clients' financial information
  • Ensure audited accounts are accurate
  • Preparations of Credit Letters and Offer Letters
  • Checking on client's records for Compliance with agreement with the bank
  • Preparation of valuation reports
  • Performing any other role that is assigned within the Corporate Credit team

Event organizer (part time)

Start-up grind
01.2017 - 09.2019
  • Ticketing & Registration
  • Event planning, design and production within time limits
  • Organizing facilities and details such as, entertainment, location, invitee list, special guests, equipment

Intern

Moran Capital Management Limited
01.2018 - 03.2018
  • Administrative duties
  • Client service
  • Management of insurance records and investment within the office
  • Managing CRM(V-tiger)
  • Updating assets under management

Volunteer

Karen C Primary School
01.2016 - 03.2016
  • Basic office work (Filing, record keeping)
  • Teaching
  • Mentoring on life skills
  • Designing newsletters
  • Co-curricular activities

Education

Bachelor of commerce - Finance major

Strathmore University
Nairobi
06-2019

Kenya Certificate of Secondary Education -

Loreto Convent Girls Matunda
Matunda
12-2014

Skills

  • Advanced Excel
  • QuickBooks
  • Data analysis and modeling
  • Financial statements
  • Budgeting and forecasting
  • Accounts payable
  • Accounts receivable
  • Financial analysis
  • Attention to detail
  • Accounting and bookkeeping
  • Analytical skills
  • Finance
  • Inventory verification
  • Financial projections

Certification

  • Financial Modeling & Valuation Analyst (FMVA)® – Corporate Finance Institute (issued Nov 2022)
  • Credit Analysis in Banking – Great Learning (Issued Oct 2024)
  • The Complete Investment Banking Course – Udemy (Issued Oct 2024)
  • The Credit Analyst Training Course – Udemy (Issued Oct. 2024)
  • Operational Analysis of Suspicious Transaction Reports – Basel Institute on Governance (Issued Mar 2024)
  • Introduction to Cyber Security – Great Learning (issued May 2024)
  • Power BI and BIM: Analysis and Visualization – Completed Apr 4, 2025 Skills: Building Information Modeling (BIM), Data Visualization, Microsoft Power BI
  • Project Management Foundations – Project Management Institute (Issued Mar 2025)

References

  • CPA Gibson Muturi – Senior Accountant, Tradecrest
    📞 +254 725 815 384 | ✉️ gibsonmuturi631@gmail.com
  • Abner Nyakora – CEO, Litudian Enterprises
    📞 +254 706 620 660 | ✉️ ab@litudian.com
  • Stephen Mutimba – Managing Director, Climate & Energy Advisory Limited
    📍 P.O BOX 76406 - 00508, Nairobi, Kenya
    📞 +254 722 721 680 | ✉️ stephen.mutimba@eclimateadvisory.com

Timeline

Accountant

Tradecrest Limited
01.2025 - Current

Accountant

Litudian Enterprises
05.2024 - 12.2024

Accountant

Climate &Energy Advisory Limited
01.2021 - 05.2024

Business Analyst Intern

Seed 2 Growth Advisors
04.2020 - 06.2020

Corporate credit intern

Absa Bank of Kenya
10.2019 - 01.2020

Intern

Moran Capital Management Limited
01.2018 - 03.2018

Event organizer (part time)

Start-up grind
01.2017 - 09.2019

Volunteer

Karen C Primary School
01.2016 - 03.2016

Bachelor of commerce - Finance major

Strathmore University

Kenya Certificate of Secondary Education -

Loreto Convent Girls Matunda
JULIE NYAMBEKI