Sheila Litwachi
Nairobi
Summary
Experienced professional with a proven track record in executing accurate transactions, developing client relationships, and improving customer service. Demonstrated expertise in financial modeling, valuation analysis, and advanced Excel. Successfully led initiatives resulting in a 20% improvement in customer feedback scores and a 15% revenue growth for the branch. Previous roles as an Accountant and Data Entry Clerk involved preparing tax returns, managing financial records, and reducing wasteful spending by 50%. Proficient in accounting software, Microsoft Office Suite, and anti-money laundering protocols. Career goal: leverage analytical research skills and portfolio management expertise to drive financial success within the finance sector.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
Work History
Operations Assistant
NCBA Bank PLC
01.2023 - Current
- Managed high-volume transactions accurately, ensuring minimal discrepancies in daily reconciliations
- Developed and maintained strong relationships with clients, offering tailored advice on savings, investments, and financial planning
- Coached new employees on banking regulations, product knowledge, and customer service excellence
- Conducted regular audits on banking operations to comply with regulatory standards and internal policies
- Represented the bank at industry conferences and seminars, networking with professionals to establish beneficial partnerships
- Compiled databases of applicants' credit histories, financial statements and personal details
- Initiated recovery actions on delinquent accounts, successfully recovering outstanding debts without compromising customer relationships
- Spearheaded a branch-wide initiative to improve customer service, leading to a 20% improvement in customer feedback scores
- Negotiated with business clients to secure profitable banking agreements, contributing to a 15% revenue growth for the branch
- Cultivated relationships with key stakeholders and decision-makers as part of successful business practices
- Streamlined processing procedures for customer transactions, cutting down waiting times by 30%
- Analysed customer feedback to recommend improvements in banking services and processes
- Ensured compliance with all bank policies and regulatory requirements while handling sensitive client information diligently.
- Elevated client retention rates with exceptional customer service skills that addressed concerns promptly and efficiently fostering loyalty and repeat business
Accountant and Data Entry Clerk
Tritech Construction and Engineering Company
07.2019 - 08.2020
- Prepared quarterly tax returns and reviewed submitted documentation with auditors
- Tracked and maintained records for income and expenses which reduced wasteful spending by 50%
- Managed administrative responsibilities including setting up meetings, conflict resolution and handling of confidential Information
- Maintained robust financial records for business for regulatory reporting and taxation
- Generated quarterly financial reports to detail company revenues and expenses
- Accurately performed daily cash functions, including accounts payable and accounts receivable tracking, budgeting, payroll transactions, expense management and various reconciliations
- Conducted data cleaning tasks to achieve productive workflow
- Demonstrated confidentiality in dealing with information to comply with privacy laws
Education
Financial Modeling and Valuation Analysis online course - Finance
Corporate Finance Institute
ALX 06.2022 - 08.2022
Bachelors Degree - Economics and Finance
Kenyatta University
09.2018 - 12.2022
CPA Intermediate-Advanced Level - Accounting And Finance
KCA University
Nairobi 01.2019 - 10.2022
KCSE -
Mukumu Girls High School
Kakamega12-2017
Skills
Financial Modelling and Valuation Analysis
Accounting software
Analytical Research
Customer relationship management
Data analysis
Microsoft Office Proficiency
Timeline
Operations Assistant
NCBA Bank PLC
01.2023 - Current
Financial Modeling and Valuation Analysis online course - Finance
Corporate Finance Institute
06.2022 - 08.2022
Accountant and Data Entry Clerk
Tritech Construction and Engineering Company
07.2019 - 08.2020
CPA Intermediate-Advanced Level - Accounting And Finance
KCA University
01.2019 - 10.2022
Bachelors Degree - Economics and Finance
Kenyatta University
09.2018 - 12.2022
KCSE -
Mukumu Girls High School
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