Zachary Onyango
Finance Officer, Investor Relations Co-ordinator, NTSA And Compliance Operations, Collection Officer
Summary
Dynamic and results-driven financial profession with extensive experience in financial management, investor relations and loan collection. Proven expertise in budgeting, financial analysis, and regulatory compliance, coupled with a strong ability to foster investor trust. Adept at managing collections processes, mitigating risks, and negotiating repayment solutions to optimize cashflow.
Overview
4
4
years of professional experience
1
1
Certificate
2020
2020
years of post-secondary education
Work History
Finance, Investor Relations Coordinator and NTSA & Compliance Operations- Logbook Loans Division
Swift Capital Limited
01.2025 - Current
- Accounts Payables
- Preparation of Payment vouchers by verifying documentation
- Ensuring proper filing
- Responding to inquiries from investors via phone calls, e-mails or in- person meetings
- Maintaining of up-to-date records of investor details like contacts, e- mails and bank details
- Ensure investor communications comply with regulatory requirements and corporate governance standards
- Assist senior investor relations personnel in implementing IR strategies
- Assist in managing investor communications during crises such as market downturns or unexpected financial returns
- Ensuring investor updated investors' statements are sent by 5th of every month via the e-mails
- Research potential investors
- Serving as a point of contact between the organization an investors
- Preparation of bond agreements and addendums
- Ensuring they are signed by the CEO and the-head of Legal Department before dispatching to respective investors for signing
- Preparation of daily interest payment due list for investors before initiating on pesalink platform for approval by the Finance Manager
- Ensuring up-to-date investor listing which entails the principal amount, accrued interest to date, rate p.a for each investor, contact, e-mail address and bank account details
- Managed all NTSA TIMS portal activities including logbook verifications, ownership transfers and encumbrance registration to secure financed vehicles
- Co-ordinated the submission and follow-up of Letters of Undertaking(LOUs) to NTSA for timely placement and removal of security interests on vehicles
- Ensured accurate and timely updating of vehicle records, safeguarding both client and company interests during loan processing and recovery
- Liased with NTSA and relevant stakeholders to facilitate vehicle inspections, duplicate logbook processing, and transfer approvals
- Monitored compliance with NTSA transport and financial regulations, reducing legal and operational risks associated with asset-backed lending
- Trained staff on NTSA processes and ensured seamless integration of NTSA workflows within loan disbursement and recovery operations
Finance and Investor Relations Coordinator
Swift Capital Limited
09.2023 - 01.2025
- Accounts Payables
- Preparation of Payment vouchers by verifying documentation
- Ensuring proper filing
- Responding to inquiries from investors via phone calls, e-mails or in- person meetings
- Maintaining of up-to-date records of investor details like contacts, e- mails and bank details
- Ensure investor communications comply with regulatory requirements and corporate governance standards
- Assist senior investor relations personnel in implementing IR strategies
- Assist in managing investor communications during crises such as market downturns or unexpected financial returns
- Ensuring investor updated investors' statements are sent by 5th of every month via the e-mails
- Research potential investors
- Serving as a point of contact between the organization an investors
- Preparation of bond agreements and addendums
- Ensuring they are signed by the CEO and the-head of Legal Department before dispatching to respective investors for signing
- Preparation of daily interest payment due list for investors before initiating on pesalink platform for approval by the Finance Manager
Collection Officer
Swift Capital Limited
05.2023 - 08.2023
- Track and monitor overdue payments from borrowers
- Ensure timely follow-up with clients to recover outstanding loans
- Preparation of monthly due list
- Negotiating repayment plans with borrowers who are facing financial crisis
- Provision of financial literacy and loan management to borrowers
- Addressing and resolving disputes escalated by borrowers
- Preparation of daily and monthly collection report to the management
- Liaise with team members and legal department for severe delinquent cases
- Recommend strategies to improve loan recovery and minimize delinquency rates
- Identification of potential issues in the loan disbursement process that may lead to default
- Assist in the training of clients regarding loan terms and repayment obligations
- Performing of any other task assigned by the management
Assistant finance officer
Swift Capital Limited
03.2021 - 12.2021
- Reconciling financial discrepancies by collecting and analyzing account information
- Prepares payment vouchers by verifying documentation and requesting disbursements
- Maintains customer confidence and prospects operations by keeping financial information confidential
- Recommends financial actions by analyzing accounting options
- Proficiency in accounting Software that is Quickbook
- Accounts Payables/Receivables
- Disbursement of loans in the system
- Arranging files in their respective cabinets
- Ensuring that bond statements are sent to the respective clients on 5th of every month
- Ensuring that requests of suppliers are done by the 1st of every month
- Preparation of monthly petty cash and bank reconciliation statements
Education
KCPE -
Ndere Boys' Boarding Primary School
Bachelor of Commerce - ACCOUNTS
Kirinyaga University
01.2015 - 01.2022
KCSE - Grade- B+
Nakuru Boys High School
Nakuru 01.2011 - 01.2014
Skills
Cost management
Certification
CPA, ONGOING, 2
Additional Information
REFEREES
1. David Muriet
Head of Risk and Compliance
Swift Capital Limited
P. O. Box 25997-00504,
Nairobi.
0722394192
dcmuriet @gmail.com
2. Kevine Wangoma
General Manager
Swift Capital Limited
P. O. Box 3596-00100,
Nairobi.
0711416974
kevineoscar@gmail.com
3. Agnes Mutiso
Head of Department
Business Studies
P. O. Box 143-10300,
Kerugoya
0712222498
Agnes.mutiso2015@gmail.com
Timeline
Finance, Investor Relations Coordinator and NTSA & Compliance Operations- Logbook Loans Division
Swift Capital Limited
01.2025 - Current
Finance and Investor Relations Coordinator
Swift Capital Limited
09.2023 - 01.2025
Collection Officer
Swift Capital Limited
05.2023 - 08.2023
Assistant finance officer
Swift Capital Limited
03.2021 - 12.2021
Bachelor of Commerce - ACCOUNTS
Kirinyaga University
01.2015 - 01.2022
KCSE - Grade- B+
Nakuru Boys High School
01.2011 - 01.2014
KCPE -
Ndere Boys' Boarding Primary School
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