Evans Juma Email & Phone Number

Nairobi County, Kenya

Nairobi County, Kenya

• Conduct comprehensive financial analysis, including trend analysis, variance analysis, and financial modeling, to provide actionable insights for optimizing budget allocation and forecasting accuracy.• Develop comprehensive financial reports, forecasts, and budgets, providing key insights to senior management for strategic decision-making.• Conduct scenario analyses to evaluate the financial impact of potential business decisions, assisting in risk assessment and mitigation strategies.• Actively managed and customized the Salesforce CRM platform to streamline client data and improve efficiency in client interactions.• Analyze customer payment data to identify trends and optimize pricing strategies and boost revenue growth.• Develop and manage the annual budget, as well as create regular forecasts to track performance against KPIs.• Conduct in-depth budget and forecast analyses, tracking actual performance against projections and identifying areas of variance for cost optimization.• Create dynamic reporting dashboards, automating the monthly reporting process and enhancing data visualization for efficient analysis and decision-making.• Analyze revenue, expense and operational data to identify patterns and opportunities for improving customer experiences and increasing revenue.• Built a robust cash flow forecasting system, improving cash management and providing accurate liquidity projections.• Develop key performance indicators (KPIs) and performance dashboards for executive management to monitor business performance and drive strategic initiatives.

Nairobi, Kenya

• Preparation and monitoring of annual budgets and the budgeting process.• Perform financial forecasting, reporting, modelling and operational metrics track.• Review employee travel advances, expense reports, timesheets, and general expenses.• Review GL accounts and ensure all accruals, provisions and prepayments are accurate.• Interpret data on operations costs and expenses, and factors affecting business performance.• Preparation of payment vouchers, imprests, claims and imprests surrender documents and share remittances.• Monthly bank reconciliations by the 5th of the following month with timely resolution of bank transaction queries.• Prepare ad hoc analytical and monthly profit and loss analysis and presentations to the executive team.• Perform month-end/year-end close process, prepare Trial Balance and presentation of monthly management accounts.• Maintenance of the general and subsidiary ledgers and reconciliation and schedules of all balance sheet accounts.• Liaison with Company’s banks relationship managers, lawyers, Secretaries, on day to day operations of the business.• Design key dashboards and scorecards, analyze, track and compare actual vs budgeted performance, investigate variances and follow-up on the same.• Preparation and review of Financial Performance Reports and visualize the performance in dashboards through Power BI and MS- Excel.• Prepare commentaries on the Management Accounts, Budgets, Forecasts and Cash Flow reports for presentation to senior management.• Prepare weekly and monthly Cashflow forecasts and daily cash and bank balances to the Treasury Manager and ensure sufficient funding is available for sustainability.• Expenditure management of the overall business operations, including tracking, evaluating, analyzing and controlling the costs and income associated with the business are properly accounted for

Kenya

• Planning, execution, and completion of financial statements audits and projects of medium to large sized organizations in various sectors including non-profit making entities.• Assessment of internal control environments and preparation of management reports on performance improvement areas in the business processes of the organization.• Perform and direct the full audit cycle of all projects including risk management and control management over operations’ effectiveness, financial reliability and compliance with all applicable directives and regulations.• Ensure that recommendations are made of enhancing internal controls and practices and effectiveness of business processes of all business units using innovative and creative solutions that are cost effective.• Preparation of statutory accounts in compliance with International Financial Reporting Standards and relevant legislation and management letters on the issues noted together with the recommendations to management.• Use of idea audit ware to perform system audits on clients to carry out data analytics, continuous monitoring, data mining, spreadsheet auditing, and data extraction technology.• Assess whether the severity of the implications in terms of Financial, Operational, Strategic, Regulatory and Compliance issues have been adequately weighted and measured.• Conducting performance reviews for the team assistants in line with the PKF’s global performance appraisal process.

Kenya

• Computing Key Performance Indicators (KPIs) for all subsidiaries (which are compared against the overall standard performance of the company). This entailed the preparation of flexed budget reports and comparing them with the standard budgets and actual performance. This was important to forecast and carry out trend analysis for business decision making.• Take part in implementing and maintaining sound management controls to ensure compliance with the Company’s policies and procedures as well as ISO (International Organization for Standardization).• Ad hoc analysis of cost drivers/cost centers while preparing weekly and monthly reports through jet reporting.• Assisting in the filing of statutory returns, VAT returns, and casual remuneration, maintain casual employee records according to policy and legal requirements

Kenya

• Preparing analyses of accounts and producing monthly reports• Resolution of invoices and queries – including credit and debit notes, reconcile sales ledger and payables ledger accounts.• Following up on outstanding customer accounts and maintenance of old debt accounts. This included debtor and creditor reconciliation.• Handling suppliers’ claims, LPO’s, and booking the goods supplied into the system and investigating and resolving supplier invoices under query.• Processing of sales invoices, expenses and credit card claims whilst carrying out the daily inputting of sales and purchase invoices to the finance system.

Kenya

• Handled petty cash.• Accounts reconciliation.• Made statutory deductions-NSSF, NHIF, and VAT.• Weekly production of cost and revenue report.• Handled accounts receivable and payables.• Debts follow up, collected cheques, and banked them.• Maintaining files: banking, rental, purchases, and payments.

Association Of Chartered Certified Accountants, Accounts And Finance

Bachelor'S Degree, Accounting And Finance, Second Class - Upper Division

Executive Mba, Global Business Manager