Peter Maina

Identifying and capitalizing on new market opportunities to expand presence, competitiveness, and profitability through proactively selling products and services
•Analysing the market and establishing competitive advantages.
•Driving sales through efective leadership, guidance, and performance.
•Tracking metrics to ensure targets are hit.
•Managing all sales pipelines.
•Developing new feed products to match market completion.
•Recruitment and training of sales executives.
•Assisting Farmers with proposals for financing and farm management.
•Efective implementation of feedback and queries.
•Assessing farmers' viability for credit purposes.
•Facilitating business deals and negotiations.
•Managing regional sales representatives.

• Growing Trade Finance business volumes and revenues, and managing assigned client portfolio, from the process of deal origination, structuring, and credit approval to contracting and placement while ensuring that the process is efficient.
• Prospect for ‘new to Bank’s clients in conjunction with Relationship Managers and offer innovative and customized solutions.
• Championing the delivery of consistent, seamless, and trusted customer service to ensure customer retention and loyalty.
• Enhancing the uptake of the bank’s trade finance products and services by existing and new clients, through providing technical product expertise and conducting joint calls in partnership with relevant business units in the bank.
• Engaging Relationship Managers and providing all product support needed for the timely submission of quality credit proposals involving trade finance.
• Ensuring compliance with the Bank’s policies, procedures, and regulatory requirements.
• Marketing for trade finance business.
• Preparing term sheets for trade finance facilities in conjunction with relationship managers.
• Monitoring and pushing utilization of customer trade finance facilities.
• Reviewing release orders for Structured Trade Finance products.

• Setting up of the general ledger for the reporting on IFRS.
• Mapping of accounts, development of accounting reports/disclosures, documentation, and communication.
• Supporting stakeholders on all financial inputs and outputs (Actuarial, Finance, appointed actuary, and audit/assurance teams).
• IFRS17 reporting within monthly, quarterly & end year reporting timelines.
• Assisting in the timely and accurate preparation of monthly management accounts & key figures (MKF).
• Preparation and dispatch of Intercompany statements and regular follow up of intercompany debt for settlement.
• Managing of other complex receivables.
• Preparation and submission of company returns.
• Management reporting.
• Monthly HFM reporting.
• Analyzing and reporting on premium income monthly.
• Managing income recognition on mortgages and maintaining the updated schedule of balances.
• Monitoring monthly movements of outstanding premiums with explanations thereof.

• Guided the audit seniors and assistants attached to me.
• Assisted the audit managers in the preparation of annual operation budgets.
• Liaised with Managing partners and audit managers on the pricing of audit undertakings.

• Reviewed the audit file to ensure that all areas covered by the scope of the audit have been covered.

• Conducted audit assignments following internal auditing standards.
• Facilitated timely audit assignments for the clients.
• Guided the audit assistants in planning and budgeting audit assignments.
• Advised audit assistants and other staff on audit, tax, and finance matters.
• Liaised with Managing partners and audit managers on the pricing of audit undertakings.

• Filed completion and review by checking all areas covered by the scope of the audit, ensuring correct computations and presentation of final accounts.

• Prepared final account after the audit for issue to clients after completion of the audit work.
• Reviewed audit assistants' work and ensured audit file completion.
• Carried out VAT audits and advised the client on issues regarding VAT compliance.
• Computation of tax for clients' submission of self-assessment returns.
• Assisted the clients on matters pertaining to taxation.
• Filling out tax returns for clients.