FINANCE AND ACCOUNTS OFFICERFINANCE AND ACCOUNTS OFFICER

Key Achievements:

Ensured proper and accurate records and financial statements reports for easy monitoring. Filed and remitted tax and statutory deductions on time to ensure compliance and to avoid penalties. Performed regular bank and cash reconciliations. Invoiced and billed clients on time. Managed budgets, budget forecasting and ensured compliance. Processed payroll accurately and on time. Filed and maintained financial documents and records. Managed company projects and prepared reports on the same. Prepared communications on behalf of the manager. Handled inbound and outbound calls. Organized travel, itineraries and meetings. Took notes and wrote minutes during meetings. Drafted various materials, contracts and reports and coordinated courier services and dispatches. Performed general administrative tasks and any other duties assigned.

Key Achievements:

Tracked assigned accounts in order to meet set collection targets. Managed inbound and outbound calls under call center guidelines and etiquette. Escalated customer complaints and feedbacks triggered via calls to management. Advised and guided prospective clients on their enquiries. Maintained and updated customer account records. Prepared weekly and monthly targets. Monitored slow moving accounts to identify delinquent debts and taking necessary action to recover the debts. Prepared and sent out client’s statement of accounts. Communicated with clients to provide and request for information. Discussed payment options with customers to ensure prompt payment of their loans. Retained customer loyalty while initiating process for collection of loan payment. Built, managed and maintained strong, positive customer

Key Achievements:

Calculated and analyzed the risk ratios of clients based on the credit score and financial history. Approved/Rejected loan requests, and communicated the decisions to both clients and company management. Maintained records of loan applications through loan management software (Flex finance). Monitored the progress of loan applications and relaying any hindrances to clients. Negotiated payment arrangements with customers who have delinquent loans. Ensured all loan applications are in line with the company’s financial policies as well as state lending laws and regulations. Prepared monthly reports. Assisted in administrative functions of the office. Maintained and reconciled bank accounts on regular basis.

Key Achievements:

Updated cashbook including receipts and payments. Reviewed and examined revenue returns from court stations. Performed regular bank reconciliation. Filed withholding tax returns to KRA on i-tax platform. Prepared donor funds statements of expenditure (SOEs). Wrote and processed imprest warrants. Used financial system-IFMIS. Filed documents for easy tracking. Posted purchases and maintained purchasing records, ensuring purchases conform to laid down procedures. Examined and Verified payment vouchers in accordance with set accounting policies and procedures. Filed and remitted tax and other statutory deductions on time including VAT, NSSF, NHIF and PAYE. Managed and updated asset register and performed bookkeeping. Performed other general office duties assigned including filing, retrieving, archiving and posting accounting entries and files. Ensured safety of invoices, receipts and other accounts records.