Open To Work
Hi, I’m
Pascal Otieno
Nairobi
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Work Preference
Summary
Finance & Operations professional with 3+ years of experience across Finance, Credit, Risk, Customer Relationship Management, Portfolio Management, and Business Operations.
I have managed portfolios of 250–350 active customer accounts, reconciled daily cash transactions ranging between KES 200,000 and KES 500,000, reduced reconciliation errors by 40%, and improved reporting efficiency by reducing reporting time from 2 hours to 45 minutes through Excel-based process improvements.
My experience includes financial analysis, credit support, KYC documentation and verification, account reconciliation, cash management, portfolio monitoring, stakeholder engagement, customer relationship management, and business operations in fast-paced, target-driven environments.
I am passionate about improving operational efficiency, strengthening compliance, building lasting client relationships, and supporting sustainable business growth.
Open to opportunities in Finance, Credit, Banking Operations, Risk & Compliance, Portfolio Management, Customer Relationship Management, and Business Operations.
Let's connect
Overview
5
years of professional experience
1
Certification
Work History
Tayari Courier Services LtdNairobi
Finance & Operations Officer
06.2025 - 04.2026
Job overview
- Managed operational coordination and customer account activities for over 10 active corporate clients including d.light, Cosmos, Osho Chemicals, G4S, Kilimall International, Fargo, Solar Panda, Davis & Shirtliff, Bimeda, SGA, and Nation Courier.
- Prepared operational and financial reports to support business performance and management decision-making.
- Oversaw daily reconciliation of transactions and records involving cash flows ranging between KES 200,000 and KES 500,000.
- Maintained accurate documentation and compliance records while ensuring accountability and operational efficiency.
- Introduced Excel-based tracking tools that reduced reconciliation errors by around 40% and cut reporting time from 2 hours to 45 minutes.
- Coordinated stakeholder communication and resolved operational issues in a timely manner.
- Supported process improvement initiatives that enhanced service delivery and record management.
d.light KenyaKwale County
Sales Agent
11.2022 - 03.2025
Job overview
- Served between 80 and 120 customers monthly through direct sales, customer engagement, and financial product advisory.
- Managed a portfolio of approximately 250-350 active PAYGO customer accounts.
- Consistently achieved between 110% and 130% of assigned monthly sales targets.
- Generated sales revenue against monthly targets of approximately KES 300,000 through customer acquisition and relationship management.
- Educated customers on financing options, repayment schedules, and product benefits.
- Conducted customer follow-ups to improve repayment compliance and customer retention.
- Built strong community relationships that generated referrals and repeat business opportunities.
- Recognized as Top Sales Agent - South Coast Region (Kwale County) for outstanding sales performance and customer engagement.
St. Joseph Mission HospitalMigori
Finance Attachee/Intern
09.2021 - 12.2021
Job overview
- Assisted with financial reconciliations, transaction verification, and preparation of financial reports.
- Maintained accurate and confidential financial records in compliance with organizational procedures.
- Supported audit preparation and internal control activities.
- Demonstrated integrity, accuracy, and professionalism while handling financial information.
Education
Kabarak University
Bachelor of Commerce from Finance
University Overview
- Relevant Coursework: Financial Management, Banking & Finance, Corporate Finance, Business Statistics, Risk Management, Public Finance, Business Management
- Research Project: Impact of Electronic Banking on Service Delivery: A Case of KCB Nakuru Branch
- Key Focus: Digital Banking, Customer Satisfaction, Service Delivery Efficiency, and Operational Performance
- GPA: 2nd Class Honors, Upper Division
Skills
- Credit Analysis & Loan Processing Support
- Customer Relationship Management (CRM)
- Business Development & Customer Acquisition
- Financial Analysis & Reporting
- Portfolio Monitoring & Collections Support
- Risk Management & Compliance
- KYC Documentation & Verification
- Account Reconciliation
- Cash Management & Transaction Monitoring
- Customer Service & Complaint Resolution
- MSME & Retail Banking Support
- Financial Literacy & Advisory
- Stakeholder Engagement
- Sales & Cross-Selling
- Microsoft Excel, Word & Reporting Tools
- Teamwork & Operational Coordination
- Microsoft Excel (Advanced)
- Microsoft Word
- Financial Reporting
- Data Analysis
- Reconciliation & Record Management
- Operational Reporting
- Documentation Management
Certification
- Advanced Microsoft Excel for Financial Modelling - Coursera
- Sales & Customer Relationship Management Training
- Member, Kabarak University Finance & Investment Club
Accomplishments
- Top Sales Agent - South Coast Region (Kwale County), d.light Kenya.
- Consistently exceeded sales targets by achieving 110%-130% performance.
- Successfully managed a portfolio of over 250 active PAYGO customers.
- Improved reconciliation accuracy through implementation of Excel-based tracking systems.
Languages
English
Kiswahili
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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References
- Mr. Felix Okello, St. Joseph Mission Hospital, Migori, Migori, +254 716 206 481, felixokello@gmail.com
- Mr. Jonathan Maritim, Outreach & Attachment Coordinator, Kabarak University, +254 722 300 744, jmaritim@kabarak.ac.ke
- Mr. Collins Kitoto, Regional Business Manager - Coast Region, d.light Kenya, +254 725 459 374
- Mr. Mohamed Abdallah, Operations Manager, Tayari Courier Services Ltd, +254 102 249 879
Additional Information
Tools: Excel, Loan Management Systems, KYC/AML
Availability: Immediate start | Nairobi & surrounding branches
Software
Microsoft Excel - Advanced, Loan Management Systems, Microsoft Office Suite, Data Analysis
Interests
Financial analysis & literacy, credit risk analysis, SME portfolio management
Account Reconciliation
Affiliations
- Open to Professional affiliations in finance and credit risk management
Timeline
Finance & Operations Officer
Tayari Courier Services Ltd
06.2025 - 04.2026
Sales Agent
d.light Kenya
11.2022 - 03.2025
Finance Attachee/Intern
St. Joseph Mission Hospital
09.2021 - 12.2021
Kabarak University
Bachelor of Commerce from Finance