MARCUS GARVEY LUMONYA

KEY DUTIES AND RESPONSIBILITIES

• Record daily financial transactions in Tally ERP, ensuring accurate and timely data entry for quarry sales and logistics operations.
• Prepare customer invoices based on delivery notes and weighbridge data, and supported processing of supplier invoices.
• Manage petty cash disbursements and updated the cashbook, ensuring proper reconciliation of physical cash and records.
• Track accounts receivable and follow up on payments, maintaining an up-to-date debtors ledger.
• Support payroll processing by collecting staff attendance, and allowance data for company workers.
• Assist in monitoring stock levels of diesel, oil, and spare parts, maintaining basic inventory records.
• File financial documents including invoices, payment vouchers, and ETR receipts in an organized and audit-ready manner.
• Support to prepare VAT and withholding tax summaries in line with Kenya Revenue Authority (KRA) requirements.
• Collaborate with Store staffs to verify delivery records, fuel usage, and trip reports.
• Utilize additional skills in QuickBooks and Sage to support reporting and data validation when required.
• Data Entry and Record Keeping
• Input financial transactions into accounting systems
• Maintain accurate and organized financial records
• Invoice Processing
• Prepare and process invoices for accounts payable and receivable
• Ensure timely billing and payment follow-up
• Assist in reconciling bank statements with company records
• Identify and resolve discrepancies
• Filing and Document Management
• Maintain physical and digital filing systems for financial documents
• Ensure documents are easily accessible and secure
• Assisting with Payroll
• Support payroll processing by gathering timesheets and relevant data
• Verify basic employee payment details
• Financial Report Support
• Assist in preparing basic financial reports and summaries
• Provide clerical support during audits or month-end closings
• Communication with Vendors and Clients
• Respond to basic queries related to payments and invoices
• Follow up on outstanding balances
• General Office Support
• Perform clerical duties like photocopying, scanning, and mailing
• Support the accounting team with daily administrative tasks
• Compliance and Confidentiality
• Ensure financial information is handled with confidentiality
• Adhere to internal financial procedures and policies

KEY DUTIES AND RESPONSIBILITIES

• Recommended suitable investment portfolios
• Balanced risk and return based on client goals
• Designed strategies to achieve targeted goals
• Risk Management & Insurance Planning
• Assessed financial risks
• Advised on insurance products (life, health, etc.)
• Assisted with wills, trusts, and wealth transfer
• Debt Management
• Advised on managing and reducing debt
• Cash Flow & Budgeting support
• Helped clients create and stick to budgets
• Improved savings and spending discipline
• Goal-Based Financial Planning
• Aligned financial strategy with personal goals (education, travel, etc.)
• Tracked progress and adjusted plans accordingly
• Behavioral Coaching
• Kept clients from making impulsive financial decisions
• Provided emotional support during market volatility
• Ensured plans complied with financial laws and regulations
• Client Relationship Management
• Provided personalized, ongoing financial guidance

• Conducted book keeping, data entry, lead generation, email search and marketing, etc

KEY DUTIES AND RESPONSIBILITIES

• Researched and wrote academic assignments in finance, accounting and economics
• Wrote in-depth reports, articles, and whitepapers on financial topics
• Market and Data Analysis
• Interpreted financial data, charts, and models
• Analyzed economic indicators and market movements for content insights
• Conducted thorough research on financial instruments, companies, and regulations
• Technical Writing
• Translated complex financial concepts into clear, reader-friendly language
• Prepared user manuals, compliance documentation, and product summaries
• Collaboration with Analysts and Experts
• Worked closely with financial analysts, economists, and portfolio managers
• Integrated expert insights into written materials
• Optimized content for search engines and target audiences
• Regulatory and Compliance Awareness
• Ensured all written materials complied with financial regulations
• Maintained confidentiality and adhered to industry standards
• Content Editing and Proofreading
• Reviewed drafts for clarity, accuracy, and consistency
• Incorporated timely and relevant topics into publications
• Presentation and Reporting Support
• Prepared financial slides, briefs, and executive summaries