Clement Muinde
Financial Business Consultant at NATIVE RECORDS- Claim this Profile
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Bio
Credentials
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QuickBooks Certification
Intuit QuickBooks Training by Real World TrainingJan, 2019- Oct, 2024
Experience
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NATIVE RECORDS
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United States
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Accounting
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1 - 100 Employee
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Financial Business Consultant
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Oct 2019 - Present
Reconciles financial discrepancies by collecting and analyzing account information.Substantiates financial transactions by auditing documentsProvides financial information to management by researching and analyzing accounting data and preparing reports. Prepares asset, liability, and capital account entries by compiling and analyzing account information. Recommends financial actions by analyzing accounting options. Reconciles financial discrepancies by collecting and analyzing account information.Substantiates financial transactions by auditing documentsProvides financial information to management by researching and analyzing accounting data and preparing reports. Prepares asset, liability, and capital account entries by compiling and analyzing account information. Recommends financial actions by analyzing accounting options.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Business Banking Specialist
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Oct 2018 - Present
• Work with loan officers to gather and collect loan documentation. • Prepare cash flow analysis before sending the loan to underwriting.• Analyze potential loan markets and develop referral networks to locate prospects for loans.• Develop and expand portfolio for both new and existing business relationship.
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Personal banker
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May 2016 - Oct 2018
• Work with credit underwriters to ensure the funding of loans and lines of credit.• Process complex financial interactions including Trust accounts, Coogan accounts and Payee accounts• Help customers manage their money in order to balance risk and return.
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Dental Specialty Services
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United States
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Medical Practices
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Business Consultant
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Jan 2014 - Apr 2016
• Consulting with general dentist to acquire the specialty services offered by the company• Provides customer service to clients;• Provides support in providing basic accounting of existing accounts; and• Provides financial advice to the Business Manager.• Ensured that all product records are updated on the system; and• B2B sales on offered services. • Consulting with general dentist to acquire the specialty services offered by the company• Provides customer service to clients;• Provides support in providing basic accounting of existing accounts; and• Provides financial advice to the Business Manager.• Ensured that all product records are updated on the system; and• B2B sales on offered services.
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Education
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Wartburg College
Bachelor of Arts - BA, Business Administation, Finance and Economics