SENIOR CONSULTANT
KIARIEKANGETHE & CO-CPA (K)
مجموع سنوات الخبرة :21 years, 9 أشهر
Projects financial reviews for the Period ended September 2016 and close outs
Key Achievements-As a financial Manager I provide financial leadership which is instrumental in forming accounting strategies. I ensure that all accounting allocations are appropriately made and documented. I am charged with the responsible of establishment and execution of internal controls over the company’s accounting and financial procedures. This includes reviewing and approving all invoices to be paid, as well as reviewing accounts receivable aging reports. I am also responsible for coordinating with external tax accountants for income tax preparation and auditors who prepare internal audits of the company. This includes keeping company records organized and readily available for examination
Duties & Responsibilities
• Keeping abreast of changes in financial regulations and legislature. In the countries under operations
• Managing Company’s financial accounting, monitoring and reporting systems
• Providing and interpreting financial information.
• Monitoring and interpreting cash flows and predicting future treads.
• Analyzing company expenditure and advising accordingly.
• Developing financial management mechanisms that minimizes financial risk
• Liaising with auditors to ensure annual monitoring is carried out.
• Developing external relationships with appropriate contacts e.g. bankers, auditors and statutory organizations
• Producing accurate financial reports to specific deadlines.
• Managing company budgets (preparation and monitoring) and advising appropriately.
• Online submission of returns through I Tax platform.
• Supervising Finance and administration staffs.
• Monitoring foreign exchange fluctuations
• In charge of Import and Export in both E, A Communities and other countries
• Inventory control and reconciliations
• Credit control and procures
• Asset management
Specific accomplishments at ACT in various Operations roles include:
1. Responsibilities
• Management of two set-up branch/sub-office from scratch-(Elgon/Shimoni).
• Chaired various high level procurement committees including vehicle procurement for both ACT and grantees.
• Member of pre-award assessment committee-i.e. to sub grantee.
• Stands-in for Head of Operations during his leave of absence or as delegated while he is away on business trips
• Chairs the Operations Unit Managers (platform managers) monthly meetings. This meeting is composed of unit managers for HR and Administration, Field Operations, Procurement & Logistics, ICT and Finance and Accounting and head of programs.
• Involved in 2013, Five year strategic plan development.
• Preparation monthly report to various donors like E.U, USAID, DANIDA, SIDA, SNV, MERCY CORPS etc.
2. Systems Enhancements Achievements
• Payment system overhaul from cash based online banking-was very effective for travel advances
• Transitioned all branch offices first from manual reporting to Sage ACCPAC Online platform.
• Responsible for other accounting process improvements via technology uptake e.g. migration from excel based payroll management to automated software, manual leave and pay slip management to an automated employee self-service facility, manual timesheet to automated timesheet (Dec 2012).
• Consistently accurate, timely accounting reports meeting IAS, donor and statutory requirements
3. Financial Analysis Achievements
• Successful multi-donor fund and pipeline management
• Ensure financial reporting is done to the HQ in Washington DC on monthly basis
• Sound, consultative project expenditure forecasting techniques aiding effective burn rate tracking
• Involvement with cost per beneficiary studies (e.g. Futures Group)
• Involvement in investment funds to maximize returns on cash which is not required immediately.
• Confident, effective presentation of complex financial data at high level donor review forums, as well as high level internal meetings
• Focal manager in charge of satellite offices reporting
4. Audits and Compliance Achievements
• In charge manager responsible for institution annual external audits
• Focal manager for donor/project specific audits for USAID and non-USAID Donors
• Focal manager for A-133 component on Kenya Office portion of HQ Consolidations.
• Successfully navigated statutory audits from government bodies such as KRA.
• Successfully navigated Risk assessment and due diligence exercise conducted by Deloitte-CPA-K before award by Sweden Government
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5. Policies & Procedures Achievements
• Recognized for formulating new branch/sub-office operations procedures
• Providing leadership in developing and revising of Pact policies such as HR, travel, Procurement, Finance, Grant among others.
• Developed best practice SOPs for effective tracking and reporting of VAT in compliance with OMB A-122. SOPs disseminated by HQ for global adoption
6. New Business Development Achievements
• Focal finance person in budget preparation for new proposals- New Business Development Committee
• Lead manager for country budget and budget notes development on RFAs, Continuation Applications (CDC), Costed Extensions and Re-bids
• Contributing writer on RFAs on financial management and capacity building components
7. Capacity Strengthening Achievements
• On sub-awards, direct involvement in pre-award assessments, risk assessments, post-award management and after-the award/close-out management for international NGOs, Local CBOs and FBOs and Government Agencies
• Proven workshop trainer on financial management, HR management and governance best practices for CBOs and FBOs
8. Leadership Achievements
• Astute situational team leader, able to influence multiple personalities in team settings bringing out the best in each team member.
• Effective delegator and mentor
• Member of ACT Management Team
Achievements; -Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
Responsibilities:
•Audits of commercial enterprises and SME organizations
•As a Senior Financial consultants work I worker with companies’ management to plan for their financial futures by offering information and guidance on topics that include taxes, investments and insurance decisions. As a financial advisors, i worked closely with clients to offer personalized financial advice.
•As Consultants I used to meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. I help clients with financial planning decisions for retirement, education, day-to-day expenses and investments’ I meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan.
•I spend much of my time reaching out to prospective clients and building a strong customer base. This means consultants often travel or work non-traditional hours to meet with clients in their homes or businesses. Consultants may also offer financial planning classes or seminars to reach out to potential clients.
•Liaising with clients various statutory requirements
•Liaising with clients and Ensure Accounts are accurate, timely, and in accordance to IAS & Kenyan
Statutory requirements
•Audits of commercial enterprises and SME organizations
Achievement;-My roles were ranging from overseeing the preparation of all financial documents related to the company to implementing financial strategies created by management or making investment decisions for the firm. I was sitting on the upper management team to play an integral part in developing long-term goals. I used to make sure the company is in compliance with internal and external financial obligations, Payroll taxes, profit/loss statements, statutory are filed and insurance requisites are kept up-to-date. A timely payment to vendors was other assignments which determine company's ability to maintain inventory which was under my docket. Controls of annual and quarterly audits were another key responsibility which I performed exemplary well. I basically served as an advisor, educator and consultant on all financial matter affecting the company
Responsibilities:
•Reporting to the Financial Controller
•Ensure Accounts are accurate, timely, and in accordance to IAS & Kenyan
•Statutory requirements
•General ledger postings
•Preparation of draft financial statements.
•Preparation of monthly reports.
•Budget preparation-revenue, expenses, payroll entries
•General Supervision of Accounts staffs.
•Preparation of monthly schedules.
•Daily bank reconciliation
•Inventory Reporting
•Cost of goods sold analysis
•Observe high levels of Internal Control systems
•Import Export focal person
Achievements;-As an external auditor I used to perform my independent review of an organization's financial records. Generally reporting to an audit committee of company executives, i evaluate accounting, payroll, and purchasing records, as well as anything related to financial investments and loans, searching for any mistakes or fraud. Afterwards, i provide an accurate, unbiased report of the company’s financial condition to management or those responsible for corporate ethics.
Drafting of accounts.
Audit of balance sheets and profit and loss accounts.
System reviews and update.
Supervising Audit Assistants.
Liaising with clients on issues after the audit.
Preparation of draft financial statements for Partners/Manager/Supervisor Review.
courses: Certified Public Accountant, Kenya (CPA) -completed June 2005 KASNEB
BA Business management