Rachel Kairu
Nairobi
Summary
Finance and Accounting Professional with strong communication, analytical, and technical skills. Experienced in financial reporting, budgeting, and data analysis, with hands-on expertise in accounting software. Through professional experience and industry networking, I have gained valuable real-world insights that enhance my ability to manage financial processes efficiently. Known for my attention to detail, problem-solving mindset, and commitment to accuracy, I bring professionalism, adaptability, and a strong work ethic to every role I undertake. A focused financial advisor handles a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with an understanding of marketing and sales strategies, driving business growth.
Overview
10
10
years of professional experience
Work History
Financial Advisor
Jubilee Insurance Company
NAIROBI
01.2025 - Current
- Prospecting clients daily.
- Analyzed client financial needs and developed customized investment strategies.
- Managed client portfolios to ensure alignment with financial goals.
- Educated clients on various financial products to best meet their financial needs.
- Built strong relationships with clients through effective communication and trust-building.
- Consulted with clients to assess and meet short- and long-term financial goals.
- Facilitated client meetings with comprehensive investment strategy planning.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Accounts assistant
Power Engineering International Ltd.
Nairobi
01.2022 - 09.2024
- Producing delivery notes, tax invoices, and quotes for clients.
- Recording invoices from suppliers in Quick Books.
- Following up on payments and providing customers with accurate statements each month.
- The quick books' allocation of customer payments.
- Filing monthly VAT returns, as well as withholding taxes, VAT, and KEBS levies in Itax.
- Submitting monthly Ageing reports of creditors and debtors.
- Issuing Local Purchase Orders.
- Regular phone and email correspondence with suppliers and customers, attending to their immediate needs.
- Completing office paperwork and maintaining records.
Accounts assistant
Modulec Engineering Systems Ltd.
Nairobi
01.2021 - 12.2021
- Making task cards for the workshop's projects.
- Oversee the workshop.
- Invoicing and raising LPO's.
- VAT returns and payroll processing.
- Follow up on payments.
Accounts assistant
Fep Sacco Societies Limited.
Nairobi
02.2020 - 06.2020
- Refreshing the system with membership contributions.
- Distribution of system members' savings and loans.
- Writing cheques and entering them into the system.
- Getting transmittals from regional offices and placing purchase orders.
- Updating each member's statement and entering collection sheets into the system.
- Data consolidation to ensure correct transfer to the new system.
Claims Officer
Meridian Equator Hospital
Nairobi
01.2018 - 12.2019
- Staff medical updates as soon as they are dispatched.
- Allocation of received payments.
- Remittance follow-up.
- Corporate account reconciliation.
- Whole inpatient and outpatient dispatch process.
- Claims processing for all insurance corporates.
- Daily NHIF claim dispatch through the E-CLAIM system.
- Finance Department, Credit Control Section
Assistant Accounts Officer (Intern)
Communications Authority of Kenya
Nairobi
02.2017 - 05.2017
- Creating invoices and capturing REV (Annual Operating License and Frequency Fees) in the online system; creating balance statements for the revenue receipts and invoices captured; updating the cashbook in the online system; summarizing receipts into their various revenue categories in the revenue vouchers.
- Head Office, Finance/Accounts Department
Billing Clerk (Industrial Attachment)
The Mater Misericordiae Hospital
Nairobi
01.2016 - 04.2016
- Managed discharge process for both inpatients and outpatients, including billing for doctor visits, consumables, and financial clearance.
- Receiving, reviewing, confirming, and tracking all outpatient and inpatient invoices online.
- Completing NHIF claims for reimbursement and giving NHIF rebates to patients.
- Finance Department, Billing Section
Education
Advanced section in CPA -
Kenya Accountants and Secretaries National Examinations Board
Nairobi, Kenya12.2025
Bachelor in Business Administration - Accounting & Finance
Dedan Kimathi University of Technology
Nyeri, Kenya12.2016
KCSE in Kenya Certificate of Secondary Education -
Kahuhia Girls High School
Murang'a, Kenya11.2012
KCPE in Kenya Certificate of Primary Education -
Church Army Academy
Nairobi, Kenya11.2008
Skills
- Financial Reporting
- Compliance
- VAT returns
- Tax compliance
- Audit preparation
- Financial record-keeping
- Accounts Management
- Payroll Management
- Accounts payable
- Accounts receivable
- Payroll processing
- Reconciliation
- Cash flow management
- Financial Software
- Data Analysis
- QuickBooks
- Accounting tools
- Client Relations
- Credit Control
- Customer account management
- Claims processing
- Payment follow-up
- Operational efficiency
- System Implementation
- Process Optimization
- Data migration
- Financial system enhancements
- Attention to detail
- Effective communication
- Customer engagement
- Sales process
- Reference selling
- Customer relationship building
- Customer care
- Needs analysis
- Prospecting clients
Accomplishments
- Successfully ensured timely and accurate VAT returns filing, reducing inconsistencies, improving cash flow management, and facilitating smooth audits through meticulous record-keeping.
- Developed detailed monthly debtors and creditors aging reports, enabling better financial planning, and played a key role in implementing new accounting systems for seamless data migration and operational efficiency.
- Maintained strong client relationships through proactive communication, timely invoicing, and swift resolution of financial inquiries, leading to improved payment collection and business operations.
- Ensured accurate payroll processing by tracking working hours precisely and successfully processed corporate insurance claims, leading to timely submissions and increased company revenue.
- Facilitated prompt cheque processing, collaborated with IT departments to enhance accounting system accuracy, and coordinated workshop operations for better financial and project management.
References
- Grace Ng'ang'a, Credit Controller, AAR Hospitals, gnganga@gmail.com, +254 726 131 062
- Florence Keino, Assistant Revenue Manager, Communications Authority of Kenya, +254 720 326 609
- Elizabeth Onyango, Billing Manager, The Mater Misericordiae Hospital, eonyango54@gmail.com, +254 720 924 215
Timeline
Financial Advisor
Jubilee Insurance Company
01.2025 - Current
Accounts assistant
Power Engineering International Ltd.
01.2022 - 09.2024
Accounts assistant
Modulec Engineering Systems Ltd.
01.2021 - 12.2021
Accounts assistant
Fep Sacco Societies Limited.
02.2020 - 06.2020
Claims Officer
Meridian Equator Hospital
01.2018 - 12.2019
Assistant Accounts Officer (Intern)
Communications Authority of Kenya
02.2017 - 05.2017
Billing Clerk (Industrial Attachment)
The Mater Misericordiae Hospital
01.2016 - 04.2016
Advanced section in CPA -
Kenya Accountants and Secretaries National Examinations Board
Bachelor in Business Administration - Accounting & Finance
Dedan Kimathi University of Technology
KCSE in Kenya Certificate of Secondary Education -
Kahuhia Girls High School
KCPE in Kenya Certificate of Primary Education -
Church Army Academy