KATAKA PETER SHIMAKA

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

• Outstanding attaché of the year 2022 at LTAF.
• Participated in the ACCA Strategic Business Leader Inter-University Challenge - Kenya.

• Assistant Financial Analyst, 2023-05-01, Present, LTAF, Budgeting and Forecasting: Assist in the preparation of budgets and financial forecasts for clients. Collaborate with clients to set realistic financial goals and monitored performance against these targets., Client Communication: Communicate regularly with clients to understand their financial needs and goals. Provide a clear and concise explanations of financial data and analysis, addressing client inquiries., Financial Reporting: Prepared and presented comprehensive financial reports to clients on a regular basis. Summarized key financial metrics and trends to facilitate client understanding., Risk Assessment: Identify and assesses financial risks for client businesses. Develop strategies to mitigate risks and enhance financial stability., Advisory Services: Offer strategic financial advice to clients based on analysis and industry best practices. Assist clients in making informed financial decisions to optimize their business performance., Regulatory Compliance: Ensure compliance with relevant financial regulations and standards. Stayed updated on changes in accounting practices and communicated necessary adjustments to clients.
• Attaché, 2022-05-01, 2022-08-31, Lucy Thuo Accounting Firm (LTAF), Bookkeeping: Maintained accurate and up-to-date financial records for multiple clients. Recorded daily transactions, including expenses, revenues, and other financial activities., Financial Analysis: Conducted in-depth analysis of financial statements to assess the financial health of client businesses. Identified trends, patterns, and anomalies in financial data to provide insights for decision-making.

• Matanza Edwin Kataka, Principal Technologist II, Kibabii University, P. O. BOX 191-50200, Bungoma, 0746329084, Kataka.edwin@gmail.com
• Bernadette Wanjala, Lecturer, Strathmore, P.O. BOX 59857, Nairobi, 00200, 0722319614, bwanajala@yahoo.com
• Lucy Thuo, CFO, LTAF, P.O BOX 60000-0200, Nairobi, 0718864087, lucythuom@gmail.com