CPA Opiyo Ted
Senior Accountant
Makongeni
Summary
Talented Accountant offering Eleven -year record of achievement in Accounting industry. Driven to lead from front and maintain scalable, agile systems ready for changing market conditions. Diplomatic and progressive leader with sophisticated approach to building consensus and achieving targets.
Overview
13
13
years of professional experience
1
1
Language
Work History
Finance Officer
National Organization of Peer Educators
01.2022 - Current
- Ensuring that all financial transactions are carried out and recorded in accordance
- NOPE procedures, policies and USAID guidelines
- Preparing cheque and on-line payments for review by the finance Manager in compliance with NOPE and donor policies and regulations, with correct coding and supporting documentation
- Preparation and prompt settlement of statutory and other payroll deductions i.e
- PAYE, NSSF, NHIF
- Withholding tax, HELB, Co-operative contributions, Pension etc
- Cash flow management and bank reconciliation and NOPE accounts
- Reviewing Travel Expense Reports (TERs) for accuracy before approval by Line
- Managers
- Maintain the overall VAT report which has status of all submissions, approved DA1 forms and status of refund
- Ensuring proper book of accounts are kept and maintaining a sound archiving (filing and retrieval) system
- Preparing and submit to Finance Manager interim and final donor financial reports for review, at least one week before the due date
- Preparing and circulate monthly monitoring (expense vs .budget) report to
- Programme managers as per the set deadlines for assigned project codes
- Promptly follow-up and make adjustments to monthly and interim donor reports based on feedback from the program managers
- Discuss project performance with Project Managers on a monthly basis
- Reviewing monthly donor reports with the relevant Managers and point out areas with financial risks in line with donor conditions for the managers to take proactive corrective action.
Project Accountant
Kenya Medical Research Institute
01.2015 - 06.2021
- Timely submission of Donor report
- Accurate decision making from monthly budget tracker
- Timely filling of statutory deductions (NHIF, KRA & NSSF)
- Managements of three donor funded projects to completion
- Prepare and submit timely and accurate financial monthly reports on usage of project funds in compliance with USAID guidelines Provide support for procurement process in a manner that's transparent, fair and in accordance with policy
- Provide logistic and operations support to the study activities
- Ensure that project cash flows are managed in a timely and accurate manner in compliance with
- USAID guidelines Prepare cheque vouchers and cheques to ensure proper and sufficient corresponding paperwork is attached
- Ensure all approvals/authorization are received before cheques are written or any other financial transaction taking place in the study
- Prepare monthly bank reconciliation and ensure the filling, Journal entries files and payment voucher files are safely stored
- Ensure that all the organizations financial transactions are promptly recorded in SAP
- Business 1/Quick books accounting system; Preparation of study financial reports; this includes monthly expenditure summaries, monthly budget vs
- Expenditure reports, prepare monthly fund accountability statements, and any other financial reports
- Develop and implement a monthly work-plan system to determine activities and targets for the period
- Implement any corrective actions subsequent to the audits, both Internal and External
- Reviewing monthly donor report with the relevant managers to improve on areas of financial risk and adopt a proactive corrective action
- ACHIEVEMENTS
- Developing of study procurement template and Monthly budget template
- Submission of quarterly donor invoices for funding
- Timely reimbursement of office petty cash float to ensure continuity of services
- Timely procurement of supplies
- Training staff on use of data for decision making and requisition of supplies
- Developed Petty cash SOP and travel and logistic SOP
- Timely filling of statutory deductions (NHIF, KRA & NSSF)
- Managements of three donor funded projects to completion.
Data Management Assistant
National AIDS & STI control Programme
01.2011 - 01.2015
- Facilitate in the training of health workers in monitoring and evaluation, mentor ship activities in monitoring and evaluation and supportive supervision
- Participate in district/Regional monitoring and evaluation stakeholders meeting with
- Partners
- Ensure the availability of Data collection & reporting tools Conduct data quality audits in the health facility
- ACHIEVEMENTS
- Improved Sub County monthly reporting rate from 56% to 95%
- On Job training to health care works on use of data for decision make
- Accurate and reliable sub county data for decision making.
Finance Officer
Research Triangle International, CPA Opiyo Ted
01.2012 - 01.2013
- Oversee the petty cash disbursement and ensure proper reconciliation and replenishment
- Prepare and process disbursement of funding for activities and to sub-grantee following set finance procedures
- Support travel arrangements, including collecting and processing travel advances and expenses
- Ensure clear audit trail of processed transactions and their linkage to the accounting system
- Implementation of any accounting and financial audit recommendations
- Support in budget, accounting, and finance activities
- Compile and prepare the monthly expenditure report in line with USAID guidelines
- Ensure quarterly accruals reporting and other financial reports to donor are prepared and submitted on time
- Monitor expenditure against approved activity budget, Prepare budget review and pipeline analysis
- Review budget allocation/reallocation requests
- Maintain project general Ledger account, payroll, account payable and month-end close procedures
- Ensure proper use of listed and approved chart of account codes Review invoices, documentation from vendors Seek Finance Director approval prior to processing payment
- ACHIEVEMENTS
- Timely and accurate weekly payroll prepared and submitted for payment
- Constant budget variance analysis to inform decision making and adequate utilization of funds
- Timely payment of Vendors/Suppliers invoices
- Proper reconciliation of bank statements and program reports
- Timely filling of statutory deductions (NHIF, KRA & NSSF)
- Data Management Assistant, National AIDS & STI control Programme - NASCOP
Education
Programme Certified Forensic Fraud Examiner (CFFE) -
KCA University ‐ Nairobi
No Degree - Certificate in Accounting
RCM COLLEGE
Bachelor of Commerce - Finance
Catholic University of Eastern Africa
Skills
Risk management Improve policiesundefined
Affiliations
Registered member of ICPAK
Timeline
Finance Officer
National Organization of Peer Educators
01.2022 - Current
Project Accountant
Kenya Medical Research Institute
01.2015 - 06.2021
Finance Officer
Research Triangle International, CPA Opiyo Ted
01.2012 - 01.2013
Data Management Assistant
National AIDS & STI control Programme
01.2011 - 01.2015
Programme Certified Forensic Fraud Examiner (CFFE) -
KCA University ‐ Nairobi
No Degree - Certificate in Accounting
RCM COLLEGE
Bachelor of Commerce - Finance
Catholic University of Eastern Africa
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