Experience:
FREELANCE FINANCE CONSULTANT | ACCREDIT CONSULTS | MAY 2021 –
PRESENT
• Tax Consulting: Provided expert tax consulting services, assisting clients with tax filing,
tax planning, and tax compliance with the Kenya Revenue Authority (KRA), ensuring
they meet all statutory requirements and minimize tax liabilities.
• Financial Software Management: Utilized financial software such as QuickBooks,
Microsoft Excel, and Google Sheets to streamline financial tasks, data management, and
reporting processes, enhancing efficiency and accuracy.
• Market and Regulatory Insights: Maintained a strong understanding of current market
trends, industry best practices, and tax regulations in Kenya, ensuring clients receive the
most relevant financial insights and tax advice to inform their business decisions.
• Financial Reporting: Leveraged financial analysis skills and strong writing abilities to
develop clear and concise financial reports for clients, including tax compliance and
planning strategies, and providing actionable insights to drive business growth.
• Client Communication: Delivered clear and concise financial reports throughout the
project lifecycle to keep clients informed, including providing guidance on tax-efficient
strategies to optimize their financial performance and achieve business objectives.
• Financial Presentations: Prepared financial reports and presentations for clients,
ensuring they understood their financial health, key performance indicators (KPIs), and
tax positions, and providing recommendations for improvement and growth.
DATA ENTRY SPECIALIST | UPWORK INC FREELANCE | NOVEMBER 2021 –
AUGUST 2023
• Data Entry Operations: Conducted online data entry, product data entry, and
eBook data entry with high accuracy, ensuring precision and attention to detail in
all data entry tasks.
• Excel Management: Managed data entry tasks using Microsoft Excel, including mailing
list compilation and data cleansing, to optimize data organization and utilization.
• Data Quality Control: Ensured data integrity and accuracy through meticulous data
entry practices and attention to detail, guaranteeing reliable and trustworthy data for
clients.
• Process Optimization: Utilized advanced Excel functions to streamline data entry
processes and improve efficiency, reducing errors and increasing productivity.
• Data Security: Maintained confidentiality and security of sensitive data, adhering to best
practices and data protection regulations, ensuring the highest level of data security and
compliance.
• Client Communication: Provided regular updates to clients on data entry progress and
project status, ensuring transparent and timely communication.
• Data Discrepancy Resolution: Troubleshot and resolved data discrepancies, ensuring
accurate and reliable data for client use, and providing prompt solutions to data-related
issues.
FINANCE INTERN | ASILI SACCO SOCIETY LIMITED | SEPTEMBER 2016 -
DECEMBER 2017
• Loan Administration: Disbursed loans in compliance with institutional guidelines
and procedures, ensuring timely and accurate processing of loan applications.
• Payment Processing: Processed payment vouchers with precision, verifying accuracy
and ensuring prompt payments to vendors and stakeholders.
• Remittance Reconciliation: Reconciled remittances to maintain the integrity of financial
records, identifying and resolving any discrepancies that may have arisen.
• Dividend Processing: Processed dividends on share capital in accordance with company
policies, ensuring fair and timely distribution to shareholders.
• Bank Reconciliation: Performed regular bank reconciliations to identify and resolve any
discrepancies, maintaining the accuracy and reliability of financial records.
• Member Withdrawals: Processed member withdrawals efficiently and accurately,
ensuring seamless transactions and maintaining member satisfaction.
• Refund Processing: Posted refunds following established protocols, ensuring prompt
and accurate refunds to members and stakeholders.
• ERP System Management: Utilized the Navision ERP system to manage financial data
and processes, streamlining operations and enhancing financial visibility.
• Client Relationship Building: Built and maintained strong relationships with clients,
driving sales growth and identifying new business opportunities to contribute to the
organization's success.
Education:
BACHELOR OF COMMERCE FINANCE MAJOR | SEPTEMBER 2014 - AUG 2020 |
JOMO KENYATTA UNIVERSITY OF SCIENCE AND TECHNOLOGY (JKUAT)
• Attained Second Class Honours Upper Division
KENYA CERTIFICATE OF SECONDARY EDUCATION (KCSE) | NOVEMBER 2011|
YESMARK INSTITUTE
• Attained Grade B-
Skills:
Technical Skills:
Proficient in accounting and data management software:
QuickBooks: Accounting and bookkeeping
Microsoft Excel: Data analysis, chart creation, and spreadsheet management
Google Sheets: Cloud-based data management and collaboration
Experienced in ERP system management:
Navision ERP System: Enterprise resource planning and management
Financial Skills:
Financial Analysis: Data interpretation, budgeting, and forecasting
Financial Reporting: Creating accurate and timely financial reports
Account Processing: Managing and reconciling accounts payable and receivable
Management Skills:
Project Management: Coordinating and delivering projects on time and within budget
Client Relationship Management: Building and maintaining strong client relationships
Soft Skills:
Communication: Effective verbal and written communication with clients and teams
Adaptability: Ability to adapt to changing priorities and deadlines in fast-paced environments
Additionally:
Part-Time carpenter
Web developer.