Martin Thatima
Functional Consultant at Trailhead- Claim this Profile
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Bio
Credentials
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Corporate Finance Fundamentals
Corporate Finance InstituteOct, 2022- Nov, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteDec, 2020- Nov, 2024 -
Microsoft Power BI
UdemyNov, 2019- Nov, 2024 -
Economic Indicators
LinkedInSep, 2019- Nov, 2024 -
Excel 2016: Managing and Analyzing Data
LinkedInSep, 2019- Nov, 2024 -
Certified Public Accountant
kasnebDec, 2015- Nov, 2024
Experience
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Trailhead
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United States
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IT Services and IT Consulting
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200 - 300 Employee
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Functional Consultant
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Aug 2021 - Present
1. Automation of core business tasks such as processing of invoices, purchase orders, receipts and tax documents to streamline finance and operations tasks. 2. Developing and Managing data-driven models and applications by harnessing the capabilities of Power BI, Power Apps and Power Automate 3. Building and administering CRM Analytics on the salesforce ecosystem. This entails managing dashboards, datasets and views to enhance collaboration and workforce productivity. 4. Management and automation of core accounting tasks such as invoice processing, payroll processing and cash management on Quickbooks online. 5. I build data flows and pipelines on Power BI and azure synapse analytics to model and analyze data from relational and non-relational databases. Show less
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Associate; Assurance - Financial Accounting Advisory Services (FAAS)
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Jan 2019 - Aug 2021
As a member EY's FAAS team, I work closely with clients to assist them adjust and cope with the changing economic and regulatory environment as well as achieve greater transparency with regards to financial reporting. Key Responsibilities include: 1. Providing insights on accounting, reporting and transaction accounting to support compliance with evolving financial requirements.2. Automation of data collection, cleaning and analysis tasks. 3. Implementation, review and audit of IFRS 9, 16 and 15 models to ensure full compliance with international financial reporting standards.4. Credit risk modelling, macroeconomic modelling and customer segmentation analysis . Show less
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Assurance Associate
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Nov 2018 - Oct 2019
Verifying computations and transaction postings as presented in the various accounting reports.Ascertaining the nature and the constitution of the client’s business and related business operations.Ensuring compliance with appropriate standards, laws, and regulations.Reviewing, testing and evaluating the adequacy of client’s systems of accounting and internal control.Prepared acceptable working papers that record and summarize data on the assigned audit segment.
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Education
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University of Nairobi
bachelor of economics and statistics, Economics and Statistics -
KASNEB
Certified Public Accountant (CPA K)