Moses Mbiyu
Accountant
Kiambu,kenya
Summary
Highly energetic and analytic-minded Both in Cooperative Accounting and Financial Accounting with over 15 years’ experience. Well-versed with universally accepted accounting principles, Valuable experience in managing accounting reports. Have expertise on accounting software such as QuickBooks, Sage and also various Sacco Software’s.Good experience in Budgeting, balancing accounts and payroll. Familiar with analyzing and reviewing financial reports. Offering deep insight into providing financial reporting and risk analysis support, and compiling and presenting accounting reports and financial statements in accordance with the company’s directives.
Overview
16
16
years of professional experience
31
31
years of post-secondary education
Work History
Accountant
Gas & Go Petroleum Products Ltd
3 2024
- Updating Invoices: This involves recording suppliers’ and customers’ invoices in QuickBooks, a widely used accounting software
- Withhold VAT Management: Generating withhold VAT pay slips and certificates using the iTax system
- Debtors and Creditors Ageing Summary: Creating a report that outlines the due amounts from debtors and to creditors
- Statutory Deductions: Filing statutory deductions such as Paye, Nhif, Nssf, House Levy, and Nita Levy
- Sales and Purchases Analysis: Analyzing monthly sales and purchases for VAT purposes
- Bank Reconciliation: Ensuring the company’s financial records match the bank statements
- These tasks are crucial for maintaining accurate financial records, ensuring tax compliance, and providing valuable insights for business decision-making
- Collecting Timekeeping Information: This includes tracking employee work hours and overtime
- Incorporating Variable Pay: This includes bonuses, commissions, or any other form of variable pay
- Deducting Statutory Payments: Deducting taxes, social security contributions, and any other statutory payments.
Consultant on Sacco Policies, Accounting, and Auditing
Foqus Consultant Ltd
01.2023 - 12.2023
- Advice on Starting a Sacco: Provide guidance on the requirements and procedures for establishing a Sacco (Savings and Credit Cooperative Organization)
- Developing Sacco By-laws: Draft the rules and regulations that govern the Sacco’s operations and member interactions
- Developing Mandatory Sacco Policies: Formulate essential policies that dictate the Sacco’s practices and standards
- Accounting Advice: Offer counsel on setting up and maintaining accurate and comprehensive books of accounts
- Strategic Plan Development: Assist in creating a strategic plan that outlines the Sacco’s long-term goals and the strategies to achieve them
- Board and Staff Training: Conduct training sessions for the board and staff to ensure they are well-versed with the Sacco’s operations, policies, and strategic objectives
- This role is crucial in ensuring the successful establishment and operation of a Sacco, providing strategic direction, and ensuring compliance with financial regulations.
Sacco Officer
Rise And Gleam Sacco Ltd (RGS)
11.2021 - 12.2022
- Policy Formulation: Review and formulate policies, procedures, and practices for Sacco operation
- Loan Administration: Direct and supervise the administration and processing of loans
- Resource Management: Ensure efficient and effective management of Sacco’s financial resources and assets
- Financial Reporting: Prepare and report timely and accurate financial reports
- Statutory Deductions: Ensure that all statutory deductions are made accurately and timely
- Board Advisory: Provide prudent advice to the Sacco Board
- Budget Analysis: Prepare and analyze the society’s plan and budget on a quarterly basis
- Audit Coordination: Coordinate external audit exercises and implement the recommendations set forth
- Representation: Represent the society in business transactions and any other transaction authorized by the Board
- Board Meetings and AGM: Attend Board meetings and AGM in an advisory capacity and implement resolutions made
- Additional Duties: Carry out other duties as prescribed in the by-laws
- This role is pivotal in ensuring the smooth operation of a Sacco, from policy formulation to financial management, and from board advisory to representation in business transactions.
Academic attachment
Githunguri Dairy Community Sacco Ltd (GDC)
02.2021 - 04.2021
- Verifying and inspecting accounts receivable, accounts payable and general ledger for accuracy
- Checking, inspecting and reconciling bank deposits and payments accounts
- Compiling regular summaries of petty Cash Vouchers and confirming accuracy of posting in individuals GLs
- Keeping records of all financial transactions in an orderly manner by appropriate filing of financial documents such as invoices and payment receipts
- Assisted in carrying out an audit of loaning procedure to ascertain compliance with the Sacco credit policy
- Handling enquiry at the customer service desk regarding member accounts, loan repayment, and monthly deductions
- Conducting preliminary loan appraisal to ascertain member’s eligibility for credit facilities
- Default Loan follows up
- Other duties assigned from time to time such as banking of cheques, mail postage etc.
Sacco Officer
Bright Core Sacco Ltd
01.2018 - 12.2020
- Representing society in business transactions and any other transaction authorized by the Board
- Attending Board meetings and AGM in an advisory capacity and implementing resolutions made
- Carry out in other duties as prescribed in the by-laws
- Ensuring compliance with statutory and regulatory requirements
- Ensuring sound financial management and production of periodic financial statements
- Coordinating External Audit exercise and implementing recommendations set forth
- Attending Board meetings and AGM in an advisory capacity and implementing resolutions made
- Carry out in other duties as prescribed in the by-laws.
Finance Manager
Ukristo Na Ufanisi Wa Anglicana Sacco Ltd
09.2012 - 08.2017
- Preparation of financial reports
- Creating strategies for cash management
- Direct activities involving investments of the organization
- Organizing and recording company data involving finance
- Monitoring financial details to ensure that legal requirements are met
- Supervising an employee who does financial reporting and budgeting
- Reviewing company financial reports and seeking ways to reduce costs
- Analyzing market trends to find opportunities for expansion
- Help management in taking financial decisions.
Accountant
Ukristo Na Ufanisi Sacco Ltd
05.2010 - 08.2012
- Planning, organizing and control of the accounting function in the Sacco
- Ensure that a monthly trial balance is presented to the board meetings on a monthly basis and advise the board on the financial status of the society
- To prepare an economic report on a quarterly basis and submit it to the C.E.O office
- To ensure that the branch operations are conducted as per the laid down policies in order to meet the expected result
- To ensure that the regulatory reports are properly compiled and sent as per the regulatory requirements
- Responsibility of maintenance of an appropriate and accurate overall accounting system in Sacco operations
- To submit to the C.E.O office monthly cash flow statement and other operational reports from all Branches
- To prepare budgets and cash flow projections with consultation with C.E.O
- Ensure transparency, accountability and effective use of financial resources and assets.
Accounts Assistant
Ukristo Na Ufanisi Sacco Ltd
02.2009 - 05.2010
- Preparing accounting records, financial statements, and other financial reports
- Computing and filing taxes returns, ensuring compliance with payment
- Providing frequent reports to management as requested
- Establishing tables of accounts and assigned entries to proper accounts
- Reconciling bank statements
- Updating debtor’s reports.
Cashier
Ukristo Na Ufanisi Sacco Ltd
11.2007 - 01.2009
- Establish an exciting and welcoming affair for prospective clients on entering the Sacco
- Supervise debit, credit or cash transactions, as well as other forms of payments within the Sacco
- Review cash accounts on a daily basis
- Supply clients with relevant information on products and services available in the Sacco
- List all promotions and relay them to customers
- Resolve customer issues pertaining to products and services.
Education
Degree in Co-operative Business (Second class Honors upper division finance Option) -
Co-operative University of Kenya
01.2018 - 05.2021
Diploma in Co-operative Management - undefined
Co-operative University of Kenya
01.2016 - 05.2018
CPA I, II - undefined
Visions Institute of Professionals
01.1999 - 05.2019
KATC Level I, II - undefined
Visions Institute of Professionals
01.1997 - 05.1998
Kenya Certificate of Secondary Education - undefined
Kanunga High School
01.1993 - 05.1996
Skills
Managerial Skills: Have valuable knowledge in reviewing and formulating Sacco Policies practical skills in supervising, administration and processing of loans as well as knowledge to analyze business plan as well as strategic plan
Accounting Skills: Knowledge of accounting and bookkeeping terminology and practices; Ability to understand and apply current accounting guidelines, system updates and revisions, and policy changes
Analysis and Numeracy: Proficient at analyzing sets of accounts and financial reports
Decision Making and Problem Solving Skills: I am able to make timely, well considered and logical decisions on problem situations that may arise so as to find appropriate and workable solutions
Communication Skills: I am an excellent communicator who effectively conveys information both verbally and in writing I am also a keen listener and gives prompt feedback
Analytical Skills: Recognizes areas of weaknesses requiring improvements and makes recommendations to the management for consideration, approval and implementation
Planning and Organizing: Refined planning and organizational skills that balance work, team support and ad-hoc responsibilities in a timely and professional manner
Time Management: Ability to prioritize work and manage time effectively
Computer Skills: Conversant with Sacco software’s eg Fine extreme, Microsoft Navision, all Microsoft software’s, MS Word, MS Excel, MS Access, Sage, QuickBooks
Detail Oriented: In preparing and analyzing reports such as balance sheets and income statements
Numeric Skills: skilled in math, including algebra, understand international finance and finance policies
Additionalinformation
Outdoor activities, Community service, Reading, Research, Music, Team or individual sport, Mr.Brian Okeyo, Manager, 0702 65 39 65, Gas & Go Petroleum Products Ltd., Mr. Daniel Muchemi, Managing consultant, 0707 91 99 96, Foqus Consulting Ltd, Mr.Anthony Ndungu, The Chairman, 0720 25 21 35, Rise and Gleam Sacco Ltd. (RGS), Mr. Charles Kioko, The C.E.O, 0712 18 04 16, Githunguri Dairy Community Sacco Ltd (GDC), Mr.Jackson Mwangi, The Chairman, 0722 73 87 58, Bright Core Sacco Ltd, Mr.David Kimani, The Chairman, 0733 86 00 74, Ukristo na Ufanisi Sacco Ltd, Julie Wanjiku M., The Director, 020 20 11 890, Ayana Events and Décor, Rev: Benson Mbugua, ACK Emmanuel Church Turitu, 0725 61 58 06/ 0725 56 96 28, Area Dean: Rev.Joseph Kamau Gachomba, ACK Muongoiya Denary, 0713 42 94 27
Biodata
Highly energetic and analytic-minded Both in Sacco Management and Financial Accounting with over 15 years’ experience. Well-versed with universally accepted accounting principles, Valuable experience in managing accounting reports. Have expertise on accounting softwares such as QuickBooks, Sage and also various Sacco Software’s.Good experience in Budgeting, balancing accounts and payroll. Familiar with analyzing and reviewing financial reports. Offering deep insight into providing financial reporting and risk analysis support, and compiling and presenting accounting reports and financial statements in accordance with the company’s directives.
Personal Information
- Date of Birth: 05/10/77
- Gender: Male
- Nationality: Kenyan
- Marital Status: Married
Timeline
Consultant on Sacco Policies, Accounting, and Auditing
Foqus Consultant Ltd
01.2023 - 12.2023
Sacco Officer
Rise And Gleam Sacco Ltd (RGS)
11.2021 - 12.2022
Academic attachment
Githunguri Dairy Community Sacco Ltd (GDC)
02.2021 - 04.2021
Sacco Officer
Bright Core Sacco Ltd
01.2018 - 12.2020
Degree in Co-operative Business (Second class Honors upper division finance Option) -
Co-operative University of Kenya
01.2018 - 05.2021
Diploma in Co-operative Management - undefined
Co-operative University of Kenya
01.2016 - 05.2018
Finance Manager
Ukristo Na Ufanisi Wa Anglicana Sacco Ltd
09.2012 - 08.2017
Accountant
Ukristo Na Ufanisi Sacco Ltd
05.2010 - 08.2012
Accounts Assistant
Ukristo Na Ufanisi Sacco Ltd
02.2009 - 05.2010
Cashier
Ukristo Na Ufanisi Sacco Ltd
11.2007 - 01.2009
CPA I, II - undefined
Visions Institute of Professionals
01.1999 - 05.2019
KATC Level I, II - undefined
Visions Institute of Professionals
01.1997 - 05.1998
Kenya Certificate of Secondary Education - undefined
Kanunga High School
01.1993 - 05.1996
Accountant
Gas & Go Petroleum Products Ltd
3 2024