A*****y

Financial Economists, Accountant
May 28, 1997

About Candidate

Financial Economist, CPA IV, and over 4 years experience in financial analysis, tax analysis, accounting, budgeting, and economic planning roles. Executed tax analysis projects that identified discrepancies in financial reporting, and tax compliance; facilitating high-end decisions, and ensuring adherence to compliance standards, improving revenue collection. Enhanced cross-functional communication strategies, reducing project timelines by 30% and boosting efficiency by 25%. Proven expertise in leading teams, surpassing targets, and coordination, bookkeeping, financial reporting, budgeting and management.

Education

C
CPA 2020

CPA I CPA II CPA III CPA IV

B
Bachelor of Science in Financial Economics 2020

Second Class Honors (Upper Division)

P
Public Finance Management 2022
IMF Institute
S
Strategic Management 2022
IMF Institute
F
Financial Modeling and Valuation Analyst (FMVA) 2022
Corporate Finance Institute

Work & Experience

F
Financial and Research Consultant/Freelancer September 2016 - June 2024
Online Freelancing

• Piloted strategic financial consultations, resulting in the establishment of long-term client relationships; service offerings expanded into new markets, generating significant interest and inquiries from over 150 prospective clients, and 98% customer satisfaction. • Executed end-to-end financial modeling and research initiatives, refining data inputs, financial, and economic analysis processes; ensuring stakeholders received reliable financial insights for informed decision-making. • Achieved a high rate of client retention, demonstrating the value and impact of financial services provided. • Delivered high-quality quantitative and qualitative analyses, meeting and exceeding client expectations.

T
Team Lead Quality Assurance January 2021 - December 2022
Kenya Revenue Authority (KRA)

• Managed quality assurance initiatives, leading to an 80% improvement in taxpayer migration efficiency over two years. • Coordinated the development of automated data validation for taxpayer ledgers, resulting in a decrease of tax compliance errors by 60%, which streamlined operations, tax preparation and improved overall compliance metrics. • Implemented a new approval workflow for monthly reports that involved cross-departmental collaboration, enhancing transparency and ensuring that over 90% of reports were approved ahead of deadlines. • Spearheaded the mobilization of the Quality Assurance team, resulting in a streamlined approval process that reduced turnaround time for QA tasks by 30%, enhancing overall project delivery efficiency. • Conducted comprehensive analysis and audits of taxpayer ledgers, identifying discrepancies and opportunities to improve tax compliance, which directly informed policy adjustments and strategic initiatives for optimized revenue collection methods. • Established a collaborative framework among four distinct departments, implementing weekly progress meetings and reporting systems to ensure transparency, ultimately increasing project completion rates by 40% within three months.

T
Trainee Economic Planning March 2019 - October 2019
County Government of Bomet

• Spearheaded the annual budget preparation process, achieving 100% compliance with all regulatory requirements for the fiscal year. • Contributed to high-level strategic planning, monitoring, and evaluation, enhancing operational practices. • Simplified administrative processes by implementing a structured filing system that improved document retrieval time by 50%, reducing the time spent searching for files and enhancing overall operational efficiency.

A
Accountant January 2019 - December 2019
NameLocky Bakery Firm,

mplemented efficient systems for maintaining the firm's financial records, improving the firms operational efficacy, growth, and facilitating effective internal controls. • Established a systematic approach for organizing financial records, identifying and correcting errors in 5% of entries, which strengthened compliance efforts and decreased the risk of regulatory penalties for the firm. • Coordinated the successful completion of critical projects with an emphasis on strategic planning and execution, achieving milestone deadlines on 95% of deliverables while enhancing stakeholder satisfaction by 30%. • Conducted regular check-ins with clients and partners, fostering transparency and collaboration; these efforts led to an increase in upsell opportunities by 30% and strengthened project delivery timelines by 15%.

Skills

Accounting
100%
Tax Preparation and Filling
100%
Financial Analysis
100%
Data Analysis
95%