Eric Wokabi Email & Phone Number

Nairobi County, Kenya

• As a manager in the Executive office, I provide high-level administrative support by conducting research, collaborating in business planning, handling information requests from external parties and high-level strategic.
• Conduct investment appraisals and recommend actions on new opportunities for investment and expansion aligned to the bank’s overall objective, determining a return-on-investment huddle rates.
• Establish and maintain strong professional networks inside and outside the organizations that are aligned to the organization’s vision.
• Coordinate investor briefing, A.G.M. and board committee meetings by collaborating with the company secretary in line with stakeholder reporting & communication requirements for the executive office.
• Support Business growth and Investment team in research, appraisals, negotiation, and investment execution for the highest return on shareholder funds.
• Collaborate with risk & compliance on the development, monitoring, attestation of regulatory and organizations polices, providing input that is aligned with the risk appetite of the bank for ALCO committee.

Kenya

• Create and communicate investor briefing reports periodically.
• Provide high quality performance analysis on the financial reports.
• Budget creation and variance analysis for the bank and its subsidiaries.
• Auditing general ledgers and income stream monitoring.

• Account relationship officer in charge of a portfolio of corporate customers in a range of industries, that grow the profitability of the bank through offering customer specific products that are all inclusive.
• I offer opportunities for investment to our clients after considering risk appetite and return that demonstrate segmenting and classification of customer portfolio.
• I create a workflow that is objective specific for my team to focus synergies that can grow the book in the different parameters set by the organizations targets.
• Target of mobilizing deposits to factor for attrition while keeping a low interest income/ interest expense ratio that is profitable after netting.
• In charge of driving the branch performance in various parameters by applying technology in the organization strategy of virtual banking for SME’s and individuals.
• Reporting on assessment of the factors influencing growth of the business mitigating the challenges in everyday business environment.

Nairobi

• Transaction maintenance on core banking system. Apply accounting knowledge to raise original journal entry for updating ledgers on transactions either bank induced or customer induced.
• Weekly performance reporting on Individual productivity. Compilation of volumes and transaction numbers for individuals and ranking according to performance targets set by management.
• Trading shares on behalf of our clients’, advising on prices and categorizing long term and short term investors. Customer contact and advisor for shares trading, accepting and processing bids and offers on their behalf.
• Clearing all suspense accounts, reconciliation and salary processing.
• Customer appreciation and follow up monitor. For a handful of customers I personally manage their accounts keeping them updated on opportunities and solving queries arising.
• Marketing and innovation champion of bank products. Interaction with the customers of the bank advertising and advising on the different services offered.

• In charge of identifying and investing in funds in the money market for our organization including treasury bonds, treasury bills, overnight money market dealing, for-ex and fixed income dealing. I established.
• In charge of maintaining fixed income deposits, weighing cost of funds and recommending applicable rates while remaining competitive in the market.
• Compiling CBK (daily, monthly, and quarterly) returns including Comprehensive Income Statement, Consolidated Financial Position, Liquidity, Pr4 credit and loan portfolio, foreign exchange statistics. My work was.
• Member of budgeting team for the organization which was chaired by the Director of Finance. My role was to collect summarize and analyze the historical data published. With this information, estimates of growth and.
• Bank representative in charge of all communications from finance/ treasury department. I would make contact with customers, other dealers from other institutions. Meet potential clients and partners such as Reuters and.
• Payroll administration for more than 160 employees combined with making P10 P.A.Y.E returns for my organization.

• Handling and reconciling accounts payables dealing with suppliers’ invoices and statements verification in order to process payment.
• Daily cash book keeping involving noting down the opening float banking during the day cash sales and the closing balance
• Data entry and data analysis: this included feeding information to Oracle System purchases sales and monitoring stock levels
• Cheque reconciliations: inward cheques for banking were registered in a book and dates of maturity noted, while cheques outwards signed and dispersed when confirmation of available funds to avoid bounced cheque charges.
• Preparing and disbursing wages to an average of 20 casual workers on a weekly basis.

Master’S Degree, Master Of Commerce, (Mcom) Management Science Option

Professional Qualification, Association Of Certified Chartered Accountant, Accounting, Finance And Audit

Bachelor’S Degree, Commerce (Bcom- Finance Option), Second Honors-Upper Division