Finance & Compliance Officer

• Nov 2019 - Present

Financial Consultant(Sage X3 & IQ Retail Functional Consultant)

• Jun 2017 - Oct 2019

• Providing consultancy and support for company’s financial solutions.• Undertaking implementation and execution of projects.• Maintaining good corporate relations through effective customer care and publicity of company products to achieve customer satisfaction.• Maintaining progress reports on on-going assignments/projects.• Costing for software and projects• Training both staff and customers in the office and at customer premises.• Communicating and… • Providing consultancy and support for company’s financial solutions.• Undertaking implementation and execution of projects.• Maintaining good corporate relations through effective customer care and publicity of company products to achieve customer satisfaction.• Maintaining progress reports on on-going assignments/projects.• Costing for software and projects• Training both staff and customers in the office and at customer premises.• Communicating and assisting clients relating to operational problems and queries. Show more Show less

Accoutant

• Sep 2013 - May 2017

•Responsible for budgetary analysis, maintaining books of accounts by inserting data into the accounting system•Provided support in preparing payment vouchers and issuance of cheque payments to members•Ensuring that all payments or money transactions are properly supported by the required documents as outlined in the financial guidelines•Carrying out daily cash reconciliation, making payments to suppliers and keeping the Management informed of the available bank funds on a… •Responsible for budgetary analysis, maintaining books of accounts by inserting data into the accounting system•Provided support in preparing payment vouchers and issuance of cheque payments to members•Ensuring that all payments or money transactions are properly supported by the required documents as outlined in the financial guidelines•Carrying out daily cash reconciliation, making payments to suppliers and keeping the Management informed of the available bank funds on a regular basis•Coordinating safekeeping, control and accounting of assets and securities•Preparing bank reconciliations on a timely basis and Issuance of periodic reports (financial reports) on a regular basis to enable the management committee to carry out its mandate.•Liaising with auditors and ensure all requested information is supplied in a timely manner and that all relevant audit recommendations are implemented•Responsible for appraisal and approval of loans and updating members’ records•Raising journals, receipts and vouchers and preparation of schedules for audit purposes•Preparing and submitting statutory payments as per the due date Show more Show less

Assistant Unit Manager/Senior Credit Officer

• Sep 2010 - Aug 2013

Assistant Unit Manager;SISDO Microfinance, Kawangware Branch, January 2013 to August 2013: Duties and Responsibilities:•Oversaw all the credit operations at the branch and ensured 100% compliance to the microfinance policies and procedures•Built and developed a high performing team and efficiently led over (10) branch team members•Management of credit and related risks and general management of assets at the branch•Provided the co-ordination of all branch… Assistant Unit Manager;SISDO Microfinance, Kawangware Branch, January 2013 to August 2013: Duties and Responsibilities:•Oversaw all the credit operations at the branch and ensured 100% compliance to the microfinance policies and procedures•Built and developed a high performing team and efficiently led over (10) branch team members•Management of credit and related risks and general management of assets at the branch•Provided the co-ordination of all branch staff functions, appraisal/ and evaluation of staff performance•Supervised all transactions, sanctioning of loans and provided financial advice to clients according to their requirements and risk profile. Senior Business Development Officer- March 2012 to December 2012:Duties and Responsibilities:•Responsible for leading business growth and development of the branch•Mobilized deposits to meet branch targets and championed customer experience by promoting the SISDO’s brand and image•Understood and provided clear direction to the branch through effective supervision of transactions, Loan appraisal and preparation of monthly analysis reports•Trained over (5) new Credit officers, managed and retained clients through proper leadership and professional customer serviceBusiness Development Officer- September 2010 to February 2012; Duties and Responsibilities:•Responsible for Outreach and development of new business as well as Loan processing and Customers’ group management•Effectively provided efficient services in the reconciliation of members’ records•Planned and prioritized personal sales activities geared towards achieving agreed business targets;•Maintained and developed over (20) new customers through appropriate prospecting sales methods, and relevant internal liaison, that successfully optimized quality of service, business growth, and customer satisfaction; Show more Show less