Joe Mungai
Accountant
Aylesbury,Buckinghamshire
Summary
Experienced and highly motivated accountant and financial analyst; with excellent verbal and written communication skills in addition to outstanding interpersonal and technological skills. Worked on creating logical budgets and business expenses management. A team player with a positive attitude who is efficient, detail-oriented, organized, and capable of achieving success on assigned objectives .
Overview
12
12
years of professional experience
Work history
Finance Lead and Business Analyst
Sprout Analytics
Nairobi, Nairobi
09.2018 - 09.2023
- CFO Consulting
- Management Accounting
- Financial Reporting
- Business Policies and Procedures
- Finance Department Structuring and Restructuring
- Accounting and Payroll Administration
- Company Valuations
- Project and Corporate Financial Modelling
- Company Tax Health Checks
- Creating budgets and variance analysis
- Developed innovative methods to elevate customer satisfaction.
Investments Analyst
Asterisk Investments Limited
01.2016 - 08.2018
- Fund Raising
- Identifying social enterprises as potential suitable clients
- Prepare development appraisal and investment documentation
- Approach and cultivate relationships with investors
- Manage due diligence whilst supporting investees to develop relationships with investors
- Develop and manage relationships with investors and other corporate partners
- Financial Modelling, Business Planning and Valuation
Business Analyst
Lattice Consulting Limited
01.2015 - 12.2015
- Financial Modelling and Valuation
- Budgeting and cash flow projections
- Business Planning
- Payroll administration
- Accounting
- Documented process flows and implemented requirements for functional improvements.
- Reviewed files, records and historic data to obtain required business information for development requests.
- Conducted interviews with key business users to collect information on processes and user requirements.
Trainer
Joe Mungai, Ideal Business School
01.2012 - 11.2015
- Lecturer in the following courses.
- Delivered instruction across various topics, integrating audio-visual presentations and training materials.
- Recorded data, completed relevant paperwork, and reviewed targets.
- Identified skills and knowledge gaps, tailoring workshops appropriately.
Senior Auditor
MGK Associates, Certified Public Accountants
06.2013 - 12.2014
- Responsibilities
- Carrying out internal and external audit assignments for clients
- Reviewing assignments for junior staff
- Budgeting and management reporting
- Business advisory, management and governance
- Taxation support and planning
- Accountancy and compliance training to clients' accounting staff
- Payroll administration.
- Automated internal routines to improve focus of audit testing.
- Followed-up audit observations to evaluate implementation of suggested corrective actions.
- Prepared comprehensive audit reports, facilitating accurate measurement of audit findings against set KPIs.
- Forged and maintained productive relationships with key stakeholders within area of responsibility.
Accounts assistant / Audit assistant
MGK Associates
06.2012 - 06.2013
- Handling monthly accountancy work for local and international clients
- Tax returns tracking and filing
- Internal and external audit assignments
- Budgeting and cash flow projections
- Payroll administration.
- Organised budget documentation and tracked expenses to maintain tight business controls.
- Analysed financial information to identify discrepancies.
- Participated in monthly, quarterly and annual audits.
- Maintained company purchase and sales ledgers.
- Processed routine and wire transfers for assigned portfolios.
Education
Certified Public Accountants -
Strathmore University
Nairobi, KenyaBachelor of Commerce - Finance and Accounting
University of Nairobi
English Language - IELTS
British Council
KenyaFinancial Modelling - Corporate and Project Finance
Lattice Consulting
Nairobi, KenyaSkills
- Expert in Financial Modelling and Valuation
- Accounting
- Cash-flow Planning and Budgeting
- Financial Analysis
- Financial Reporting
- Team Leadership
- Strategic Planning
- Trend forecasting
- Data modelling
- Bookkeeping
- Accounts Payable/Accounts Receivable
- Project budgeting
- Statistic analysis
- Finance management
- Account reconciliation
- Financial statements Analysis
- Payroll
- Auditing
- Financial analysis
- Financial management
Interests
Travelling
Photography
Cooking and Grilling
Languages
English
Fluent
Timeline
Finance Lead and Business Analyst
Sprout Analytics
09.2018 - 09.2023
Investments Analyst
Asterisk Investments Limited
01.2016 - 08.2018
Business Analyst
Lattice Consulting Limited
01.2015 - 12.2015
Senior Auditor
MGK Associates, Certified Public Accountants
06.2013 - 12.2014
Accounts assistant / Audit assistant
MGK Associates
06.2012 - 06.2013
Trainer
Joe Mungai, Ideal Business School
01.2012 - 11.2015
Certified Public Accountants -
Strathmore University
Bachelor of Commerce - Finance and Accounting
University of Nairobi
English Language - IELTS
British Council
Financial Modelling - Corporate and Project Finance
Lattice Consulting
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