Heading the finance function for Britam Group Asset Management Business. Reporting to Group Finance Director and Subsidiary CEO.Provide leadership and ensure that there is an accurate and proper recording of all transactions for Britam Asset Managers Company, Unit Trust Funds, and Alternatives. The role also involves ensuring proper procedures and processes are carried out within the set guidelines and targets for Britam Asset Managers Kenya, Uganda, and Britam Properties Limited;  Financial Reporting and Budgeting: Coordinate the Monthly and Quarterly closure of the financial reporting activities for Britam Asset Managers Kenya & Uganda and Alternatives. Also, track performance by analyzing financial reports and financial ratios against the budget. Prepare the annual budget and track the budget achievement and forecast the same on a quarterly basis in line with changes in the business environment Strategic Support: Provide stakeholders with finance-based decision support for implementing new as well as maintaining existing products and processes. Internal Controls and Risk Management: Build strong financial controls for all business processes to minimize risks and meet legal and regulatory requirements.  Staff Training and Development: Train, develop and manage the performance of the Finance team across all the business entities.  Stakeholder Management: Facilitate both external and internal audits of various entities. Ensure the business complies with statutory and other relevant regulatory bodies both in Kenya and Uganda Corporate Governance: Reporting to Board of Directors, presenting accurate and timely financial reports.Key Achievements:  External Audit: Managed and coordinated external audits for more than 20 entities in a span of six months without material misstatements Internal Controls: Established internal control procedures which enhanced risk management in the and improved overall operational efficiency

This role was to lead business strategy in planning, monitoring, management, and reporting including management and development of policies, systems, processes, and personnel involved. Provided regular and ad hoc financial information and conducted financial analysis on all aspects of business operations and initiated discussion and decision-making to improve profitability and efficiency;Key Achievements:  Internal Control Systems: Established effective internal control systems, which enhanced receivable collection days from an average of six months to fourteen days. This also reduced total receivables by 50%. Restructuring: Reorganized finance & operations department, which increased process efficiency and reduced client turnaround time from 5 days to 3 days. Financial Reporting: Implemented a financial and operations reporting system, which increased reporting efficiency and accelerated the month-end closing process to the fifth calendar day from the fifteenth day. Corporate Governance: Developed and documented a corporate governance charter and framework for the company, which informed the Board reorganization. This improved board functions and independence by establishing various board committees. This led to the appointment of two independent board directors for better governance

Acted as the primary point of contact for hedge fund clients across Asia, North America, and Europe. Ensured there is good dialogue between the client and relevant departments and managed client issues while keeping them up to date with internal changes. Established and drove strong relationships with clients and maintained regular client contact to ensure high satisfaction levels;Key Achievements: Processes Management: Day-to-day remote management of processes to ensure daily P&L and accounting functions are performed accurately and within service level agreements.  Client Management: Day-to-day interaction with other departments and counterparts to prevent/resolve issues related to the department and the client  Financial Reporting: Acted as key personnel for any accounting issues clients may raise on daily P&L processes, daily and monthly Net Assets Values, and financial statements. Reviewed monthly Financial Statements including balance sheet, profit and loss, and statement of changes for each Fund.  Stakeholder Management: Oversaw annual Fund audits, and provided support to the operations team.  Portfolio Management: Coordinated and prepared monthly reporting processes for investment managers in San Francisco and Tokyo for investment portfolios. Staff Training and Management: Successfully transitioned client funds to a remote location by coaching a new team and rolling out a new product within the shortest time period of two months.  Productivity Management: Doubled workload after six months from handling six mutual funds to ten. Prepared audit reports without material audit issues raised and reduced the audit process from 45 days to 21 days.

Asset Management