James Mugwe

James Mugwe Email and Phone Number

Product Management I Finance I Operations Leadership I Process Re-engineering I Analytics @ YoFinvoice
James Mugwe's Location
Nairobi County, Kenya, Kenya
James Mugwe's Contact Details

James Mugwe personal email

n/a
About James Mugwe

With over 10 years of experience in the banking and financial services industry, I am a product manager with a passion for creating and delivering innovative solutions that enhance customer value and optimize business performance. I am responsible for the design and implementation of the financial intelligence platform as a product manager, as well as leading the developers, the data analysts, and the marketing team towards a go-to-market strategy.I have a proven track record of excellence in aligning operational and financial processes, streamlining and automating workflows, identifying and mitigating risks, and leveraging data and analytics to generate insights and recommendations. I have also demonstrated effective leadership and collaboration skills, having led and trained teams that achieved high levels of efficiency, quality, and customer satisfaction. I hold a Bachelor of Science (BSc) in Actuarial Science from the University of Nairobi and have received multiple recognitions and certifications during my career. I am driven by the mission of empowering businesses and individuals with the tools and knowledge they need to make informed and strategic decisions in a dynamic and competitive environment.

James Mugwe's Current Company Details
YoFinvoice

Yofinvoice

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Product Management I Finance I Operations Leadership I Process Re-engineering I Analytics
James Mugwe Work Experience Details
  • Yofinvoice
    Technical Product Manager
    Yofinvoice Jan 2024 - Present
    Nairobi County, Kenya
    Currently leading design and implementation of supply chain financing platform.Responsible for guiding the team team towards go-to-market strategy.
  • Xetova
    Product Manager
    Xetova Apr 2022 - Jan 2024
    Nairobi, Kenya
    Responsible for the design and implementation of the financial intelligence platform for the company, as well as leading the developers, the data analysts and the marketing team towards a go to market strategy.
  • Ncba Group
    Assistant Manager- Business Intelligence
    Ncba Group Aug 2021 - Apr 2022
    Nairobi, Kenya
    -Responsible for the automation of insight reports on SAP-BI of bank foreign currency inflows which involved creating a script to ensure data captured from the Enterprise Data Warehouse can be consumed effectively.-Led the training of the use of the SAP-BI network to the various stakeholders in the bank that has reduced TAT on report production of bank liquidity and retail analysis reports by 3 hours.-Currently leading the team responsible for design, production and automation of a… Show more -Responsible for the automation of insight reports on SAP-BI of bank foreign currency inflows which involved creating a script to ensure data captured from the Enterprise Data Warehouse can be consumed effectively.-Led the training of the use of the SAP-BI network to the various stakeholders in the bank that has reduced TAT on report production of bank liquidity and retail analysis reports by 3 hours.-Currently leading the team responsible for design, production and automation of a daily dashboard report that will include insights on new branches, accounts opened and closed, Non-funded income and its drivers, loans and deposits, interest income and expense. Show less
  • Ncba Group
    Assistant Manager-Financial Control
    Ncba Group Jun 2020 - Apr 2022
    Nairobi, Kenya
    -Led the execution of transitioning reconciliation process from being implemented at Group level to being implemented by each subsidiary, an initiative that enhanced efficiency and optimised workforce requirements, leading to reduction in staff numbers by 33%-Played an instrumental role in the upgrade of the intellimatch system to include seamless exception management for card reconciliations and Mpesa reports by ensuring all data is balancing. Completion of this project will lead to… Show more -Led the execution of transitioning reconciliation process from being implemented at Group level to being implemented by each subsidiary, an initiative that enhanced efficiency and optimised workforce requirements, leading to reduction in staff numbers by 33%-Played an instrumental role in the upgrade of the intellimatch system to include seamless exception management for card reconciliations and Mpesa reports by ensuring all data is balancing. Completion of this project will lead to enhanced efficiencies and cost reduction for the business-Carried out an in-depth review of annual contracts for Corporate Mpesa tariffs, leading to identification of high level of accounts not charged. The correction will result in a projected increase in non funded income of Kes 52 million Show less
  • Ncba Group
    Officer - Financial Control
    Ncba Group Oct 2019 - May 2020
    Nairobi, Kenya
    -Played a key role in setting up and centralizing systems for the merged entity following completion of the merger(Commercial Bank of Africa-NIC Bank)-Established enhanced reconciliation processes for Mpesa systems including processes for customer to bank, bank to customer, account to till, superagency, forex(FX) transactions-Effected controls on treasury deals by having a static rate and guideline for exchange rates with a small pool of approvers leading to an increase in revenue… Show more -Played a key role in setting up and centralizing systems for the merged entity following completion of the merger(Commercial Bank of Africa-NIC Bank)-Established enhanced reconciliation processes for Mpesa systems including processes for customer to bank, bank to customer, account to till, superagency, forex(FX) transactions-Effected controls on treasury deals by having a static rate and guideline for exchange rates with a small pool of approvers leading to an increase in revenue collection of Kes 1.8 billion -Reviewed all accounts for the banks following the merger and identified outstanding entries which needed to be merged with internal accounts. This process was carried out across multiple geographies in East Africa (KE, TZ, UG and RW). Show less
  • Commercial Bank Of Africa (Cba Group)
    System Support Analyst, Reconciliation And Revenue Assurance
    Commercial Bank Of Africa (Cba Group) Jan 2019 - Sep 2019
    -Played a key role in setting up and centralizing systems for the merged entity following completion of the merger(Commercial Bank of Africa-NIC Bank)-Established enhanced reconciliation processes for Mpesa systems including processes for customer to bank, bank to customer, account to till, superagency, forex(FX) transactions-Effected controls on treasury deals by having a static rate and guideline for exchange rates with a small pool of approvers leading to an increase in revenue… Show more -Played a key role in setting up and centralizing systems for the merged entity following completion of the merger(Commercial Bank of Africa-NIC Bank)-Established enhanced reconciliation processes for Mpesa systems including processes for customer to bank, bank to customer, account to till, superagency, forex(FX) transactions-Effected controls on treasury deals by having a static rate and guideline for exchange rates with a small pool of approvers leading to an increase in revenue collection of Kes 1.8 billion -Reviewed all accounts for the banks following the merger and identified outstanding entries which needed to be merged with internal accounts. This process was carried out across multiple geographies in East Africa (KE, TZ, UG and RW). Show less
  • Commercial Bank Of Africa (Cba Group)
    Reconciliation Analyst, Reconciliation And Revenue Assurance
    Commercial Bank Of Africa (Cba Group) Sep 2016 - Jan 2019
    -Identified as a key employee with in depth understanding of the FIS intellimatch reconciliation system and assigned the strategic responsibility of handling reporting on all ATMs and other digital banking platforms-Developed useful and transformative approaches for data analysis for card operational accounts and paybill reconciliations-Leveraged on the FIS intellisystem to design processes with a high level of precision and capacity to deliver reports with higher frequency, going from… Show more -Identified as a key employee with in depth understanding of the FIS intellimatch reconciliation system and assigned the strategic responsibility of handling reporting on all ATMs and other digital banking platforms-Developed useful and transformative approaches for data analysis for card operational accounts and paybill reconciliations-Leveraged on the FIS intellisystem to design processes with a high level of precision and capacity to deliver reports with higher frequency, going from monthly to weekly reporting. This resulted in reduction of turnaround times for resolution of exceptions-Established a process of quantifying unclaimed funds with precision, leading to more accurate reporting with the balances being included in P&L. As a result, a total average of Kes 25 million was collected for card operational accounts annually Show less
  • Commercial Bank Of Africa (Cba Group)
    Operations Assistant
    Commercial Bank Of Africa (Cba Group) Mar 2015 - Aug 2016
    -Recognised for stellar execution as a result of delivering efficient customer service, breaking the record of highest number of customers effectively served in a day, achieving an unbroken record to date of 78 customers-Received super teller award due to high level of precision, juggling multiple complex transactions and optimising service delivery to customers through excellent communication and engagement-High attention to detail and vigilance of transactions led to my identification… Show more -Recognised for stellar execution as a result of delivering efficient customer service, breaking the record of highest number of customers effectively served in a day, achieving an unbroken record to date of 78 customers-Received super teller award due to high level of precision, juggling multiple complex transactions and optimising service delivery to customers through excellent communication and engagement-High attention to detail and vigilance of transactions led to my identification of multiple fraud attempts, and thereafter was part of the team designing and establishing enhanced system controls to close existing loopholes-Selected as the custodian of a strategic agency of the bank (ILRI agency branch) due to consistent standard of excellence in execution-Streamlined key processes at ILRI agency branch including balancing of vault and cash receipting with meticulous record keeping, resulting in a reduction in the turnaround time for completion of all agency branch operations by 2 hours Show less
  • Uap Insurance Kenya Ltd
    Business Development
    Uap Insurance Kenya Ltd Dec 2014 - Mar 2015
    -Expanded the customer base through strategic pricing and premium calculation, balancing customer needs and value required, successfully achieving a conversion rate of 25%-Played an instrumental role in the development of a proposal for Trans Nzoia county, including the financial and technical proposal, successfully winning and converting the account which was valued at Kes 50 million-Equipped insurance agents with clarity and stronger capacity for customer negotiations by providing… Show more -Expanded the customer base through strategic pricing and premium calculation, balancing customer needs and value required, successfully achieving a conversion rate of 25%-Played an instrumental role in the development of a proposal for Trans Nzoia county, including the financial and technical proposal, successfully winning and converting the account which was valued at Kes 50 million-Equipped insurance agents with clarity and stronger capacity for customer negotiations by providing them with a high-level training on the premium calculation process and designing a simple template for their use in estimating potential premiums based on customer requests Show less
  • Aon
    Actuarial Intern / Claims Analyst
    Aon May 2013 - Aug 2013
    -Efficiently reported on outstanding claims and executed on smart card distribution leading to stronger customer satisfaction-Identified as key talent to execute on the insurance process for the first family, with the approval of my line manager. This included identifying most suitable options and ensuring same day delivery of smart cards thereafter-Equipped insurance agents with clarity and stronger capacity for customer negotiations by providing them with a high-level training on the… Show more -Efficiently reported on outstanding claims and executed on smart card distribution leading to stronger customer satisfaction-Identified as key talent to execute on the insurance process for the first family, with the approval of my line manager. This included identifying most suitable options and ensuring same day delivery of smart cards thereafter-Equipped insurance agents with clarity and stronger capacity for customer negotiations by providing them with a high-level training on the premium calculation process and designing a simple template for their use in estimating potential premiums based on customer requests-Established strong relationships with agents which facilitated efficient execution of assigned tasks Show less

James Mugwe Skills

Microsoft Word Microsoft Office Social Media Customer Service Microsoft Excel Management Public Speaking Marketing Strategic Planning Event Planning Leadership Marketing Strategy

James Mugwe Education Details

Frequently Asked Questions about James Mugwe

What company does James Mugwe work for?

James Mugwe works for Yofinvoice

What is James Mugwe's role at the current company?

James Mugwe's current role is Product Management I Finance I Operations Leadership I Process Re-engineering I Analytics.

What is James Mugwe's email address?

James Mugwe's email address is jm****@****a.co.ke

What schools did James Mugwe attend?

James Mugwe attended University Of Nairobi, Sunshine Secondary School.

What skills is James Mugwe known for?

James Mugwe has skills like Microsoft Word, Microsoft Office, Social Media, Customer Service, Microsoft Excel, Management, Public Speaking, Marketing, Strategic Planning, Event Planning, Leadership, Marketing Strategy.

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