JAMES

Finance and operations virtual assistant

JAMES

ID Verified
2,000/mo
Nairobi, Kenya
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

Profile Description

CPA-K qualified Finance and Operations professional with over 10 years of experience spanning FMCG distribution, public sector finance, and running my own business. I bring hands on expertise in full cycle accounting, bookkeeping, budgeting, and reconciliations, with a track record of cutting month end close time, improving cash flow, and cleaning up messy books for growing businesses. Skilled in QuickBooks Online, Xero, and Advanced Excel. I've supported multi entity operations and remote finan...

Top Skills

Account Management · <1 yearAccountant (CPA) · <1 yearAccounts Payable/Receivable · <1 yearAsana · <1 yearBookkeeping · <1 year

Skills & Expertise

AI & Automation

ZapierBeginner
PerplexityBeginner
n8nBeginner
Workflow AutomationBeginner
Prompt EngineeringBeginner
Claude/Anthropic APIBeginner
Data LabelingBeginner
Model EvaluationBeginner
OpenAI APIBeginner

Customer Success

Email SupportBeginner
Phone SupportBeginner

Data & Analytics

Excel (Advanced)Beginner
Google Sheets (Advanced)Beginner
TableauBeginner
SQLBeginner
Data VisualizationBeginner
Google Analytics 4Beginner

Finance & Accounting

QuickBooksBeginner
SageBeginner
XeroBeginner
BookkeepingBeginner
Accounts Payable/ReceivableBeginner
Budget ManagementBeginner
Financial AnalysisBeginner
Financial ReportingBeginner
Accountant (CPA)Beginner
Risk ManagementBeginner
Tax PreparationBeginner

Human Resources

RecruitmentBeginner
HR ManagementBeginner
SOP WritingBeginner
PayrollBeginner
Candidate SourcingBeginner

Sales & Business Development

Account ManagementBeginner

Specialized Skills

Paralegal ServicesBeginner
Contract ReviewBeginner
Performance ManagementBeginner
Medical BillingBeginner

Virtual Assistance & Admin

Calendar ManagementBeginner
Email ManagementBeginner
Document ManagementBeginner
Meeting CoordinationBeginner
Personal Assistant ServicesBeginner
CalendlyBeginner
Research & Information GatheringBeginner
Executive Assistant ServicesBeginner
Data EntryBeginner
AsanaBeginner
JiraBeginner

Work Experience

General Manager

Kencline General Merchants

Jan 2023 - Present

Key Achievements:

▸Grew monthly revenue from KES 2M to KES 3M within 2 years, a 50% increase driven by volume growth, supplier cost negotiations, and operational efficiency improvements. ▸Implemented accounting processes from scratch, establishing structured bookkeeping, real-time financial visibility, and audit-ready records across business operations. ▸ Lead all core finance functions, including bookkeeping, cash flow forecasting, supplier payments, and statutory tax compliance.

Workflow AutomationEmail SupportExcel (Advanced)Phone SupportClaude/Anthropic APIPrompt EngineeringPerplexity

Financial Accountant

Freelance

Jan 2020 - Dec 2023

Key Achievements:

▸Managed full-cycle accounting for a portfolio of 18+ concurrent clients across retail, SME, and financial services sectors, maintaining 100% on-time filing compliance throughout a 4-year engagement period. ▸Delivered AP/AR management, payroll processing, bank reconciliations, and cash flow forecasting for SME clients, enabling owners to make faster, more informed financial decisions. ▸Translated complex financial data into clear management accounts and advisory reports, helping SME owners identify cost-saving opportunities and improve working capital by an estimated 15–20%. ▸Built and sustained a loyal client base over 4+ years through consistent, high-quality service delivery, generating a stable, independent revenue stream and repeat referral business.

Excel (Advanced)Claude/Anthropic APIEmail SupportPhone Support

Quick Stats

Age54 years
English LevelFluent
ID VerificationVerified

Certifications

Certified Public Accountant