Fa Patricia Muturi Email and Phone Number
An affiliative leader with expertise as a Financial Advisor in investments, pension, finance, banking, compliance and business management with more than 20 years of experience in the Oil and Financial Services in Africa and Europe working with culturally diverse cross functional and virtual teams. By nature, determined, convincing, energetic, supportive and approachable. Skilled in stakeholder engagement and creating strategic partnerships, adaptable and an influencer, I have built expertise in operational excellence, compliance and process improvement, investment advisory, pensions and event planning.While working at JP Morgan, an opportunity to work in risk & compliance came up and I thoroughly enjoyed being in a compliance environment. At the same time, I also mobilised Kenyans in Geneva to raise funds during the 2007/2008 election violence which we sent to the Kenya Red Cross and which JP Morgan matched shilling to shilling. At Zamara: •Modified investment portfolio choices and risk profiles to meet client needs ensuring 90% business retention.•Implemented a data management initiative to clean existing data, define and implement data standards leading to an increase in First Time Customer Query Resolution, an improvement in call centre time spent per customer query from 36 hours to 1 hour.•Streamlined and automated the customer management process which led to increased customer self-serve further improving experience. With Stanbic Bank Kenya:•Developed & implemented a capital and opex investment evaluation guideline that led to improved project evaluation, robust resource allocation based on project viability and return, improved performance evaluation•Stakeholder management and reporting to the main Bank Board. International Finance Corporation (IFC) and Fitch RatingsWhile at JP Morgan:•Reviewed all client profiles and ensured KYC compliance as per Swiss, European Union (EU) and global AML regulations•Established a General Ledger Reconciliation and Substantiation (GLRS) spot checks leading to JP Morgan global recognition as a best practice and later rolled out a bi-annual GLRS process for the EMEA regionAnd at Merrill Lynch Bank:•Set up the first Sarbanes Oxley’s processes at the bank enabling the Bank to be compliant with the Sarbanes-Oxley Act of 2002 as per the US Banking regulationsTravel & Nature rejuvenates me!
Zamara - Powering Prosperity
View- Website:
- zamaragroup.com
- Employees:
- 335
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Head Client Management, Strategic Alliances And Operations, Zamara Fanaka Retirement FundZamara - Powering ProsperityNairobi County, Kenya -
Head Client Management, Strategic Alliances & Operations, Zamara Fanaka Retirement FundZamara - Powering Prosperity Dec 2013 - PresentNairobi, KenyaPrevious Roles:• Senior Manager, Operations & Client Management, Umbrella & Retail Division | Zamara Actuaries, Administrators & Consultants | Kenya | Portfolio KShs 46bn+, 48,000+ clients, Employees supervised; 6• Acting Head of Retail, Retail Division | Zamara Actuaries, Administrators & Consultants | Kenya | Portfolio KShs 5bn+, 7000+ clients, Employees supervised; 6• Senior Client Manager, Retail Division | Zamara Actuaries, Administrators & Consultants | Kenya | Portfolio KShs… Show more Previous Roles:• Senior Manager, Operations & Client Management, Umbrella & Retail Division | Zamara Actuaries, Administrators & Consultants | Kenya | Portfolio KShs 46bn+, 48,000+ clients, Employees supervised; 6• Acting Head of Retail, Retail Division | Zamara Actuaries, Administrators & Consultants | Kenya | Portfolio KShs 5bn+, 7000+ clients, Employees supervised; 6• Senior Client Manager, Retail Division | Zamara Actuaries, Administrators & Consultants | Kenya | Portfolio KShs 5bn+, 7000+ clients, Employees supervised; 6• Client Manager, Consulting & Advisory Division | Zamara Actuaries, Administrators & Consultants | Kenya | Portfolio KShs 30bn+A leadership role that entails advisory and client management to both corporate and high net worth clients, strategic partnerships and trainings, Board and stakeholder engagements & reporting, compliance and operational excellence, event planning, process and product improvements and cross-selling to drive sustainable growth in both volume and value of the portfolio. • Modified investment portfolio choices and risk profiles to meet client needs ensuring 90% business retention.• Implemented a data management initiative to clean existing data, define and implement data standards leading to an increase in First Time Customer Query Resolution, an improvement in call centre time spent per customer query from 36 hours to 1 hour.• Streamlined and automated the customer management process which led to increased customer self-serve further improving experience. Show less -
Consultant, Financial And Risk ManagementSmall And Medium-Sized Enterprises(Smes) Dec 2011 - Nov 2013Nairobi, KenyaA role that entailed working with organisations to review and set up general ledgers, streamline their processes in management and statutory accounting in order to enhance performance management, internal controls and compliance. -
Manager - Management Reporting, Budgeting & ForecastingStanbic Bank Kenya Jan 2009 - Nov 2011Nairobi, KenyaA role responsible for leading the annual strategic planning and budgeting process, the design, development, deployment and maintenance of all internal Financial Planning and Analysis reports, the preparation of the monthly forecast and quarterly business review for all functional areas of the business and related subsidiaries and working capital and opex management.• Developed and implemented a capital and opex investment evaluation guideline that led to improved project evaluation, robust… Show more A role responsible for leading the annual strategic planning and budgeting process, the design, development, deployment and maintenance of all internal Financial Planning and Analysis reports, the preparation of the monthly forecast and quarterly business review for all functional areas of the business and related subsidiaries and working capital and opex management.• Developed and implemented a capital and opex investment evaluation guideline that led to improved project evaluation, robust resource allocation based on project viability and return, improved performance evaluation. • Stakeholder management and reporting to the main Bank Board. International Finance Corporation (IFC) and Fitch Ratings. Show less -
Associate, Anti-Money Laundering OfficerJ.P. Morgan Nov 2005 - Sep 2008Geneva Area, SwitzerlandA role responsible for efficient identification and monitoring of suspicious activities and transactions in the Bank and ensure timeous reporting of suspicious transactions to the Anti-Money Laundering (AML) regulators, analysis, monitoring and reporting of business of correspondent banks to ensure AML compliance. Key achievements:• Reviewed all client profiles and ensured KYC compliance as per Swiss, EU and global AML regulations. • Established a General Ledger Reconciliation… Show more A role responsible for efficient identification and monitoring of suspicious activities and transactions in the Bank and ensure timeous reporting of suspicious transactions to the Anti-Money Laundering (AML) regulators, analysis, monitoring and reporting of business of correspondent banks to ensure AML compliance. Key achievements:• Reviewed all client profiles and ensured KYC compliance as per Swiss, EU and global AML regulations. • Established a General Ledger Reconciliation and Substantiation (GLRS) spot checks leading to JP Morgan global recognition as a best practice and later rolled out a bi-annual GLRS process for the EMEA region. Show less -
AccountantMerrill Lynch Mar 2005 - Oct 2005Geneva Area, SwitzerlandA project role aimed at reviewing all banking procedures for operations. Key achievement:• Set up the first Sarbanes Oxley’s processes at the bank enabling the Bank to be compliant with the Sarbanes-Oxley Act of 2002 as per the US Banking regulations, -
Financial Reporting Analyst (East Cluster)Ola Energy Apr 1999 - Aug 2003Nairobi, KenyaThe East Cluster consisted of 8 African countries. My role involved: Preparation of earnings estimates and forecasts, monthly and quarterly financial statement, variance analysis for operating expenses, reconciliation and follow-up on all open balance sheet items. Preparation and review of the yearly budget financials for all Support functions.Key achievements:• Streamlined the stock accounting process leading to improved planning and management of stocks hence optimal… Show more The East Cluster consisted of 8 African countries. My role involved: Preparation of earnings estimates and forecasts, monthly and quarterly financial statement, variance analysis for operating expenses, reconciliation and follow-up on all open balance sheet items. Preparation and review of the yearly budget financials for all Support functions.Key achievements:• Streamlined the stock accounting process leading to improved planning and management of stocks hence optimal working capital management. • Led the supply chain accounting due diligence for Tanzania prior to the sale of Mobil Oil Tanzania. Show less -
Executive AssistantYoung & Rubicam Aug 1998 - Mar 1999Nairobi, KenyaI was involved in Agency work from Creative to Client Service.
Fa Patricia Muturi Education Details
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Business Administration And Management, General -
Accounting -
Upper 2Nd Class, Honors
Frequently Asked Questions about Fa Patricia Muturi
What company does Fa Patricia Muturi work for?
Fa Patricia Muturi works for Zamara - Powering Prosperity
What is Fa Patricia Muturi's role at the current company?
Fa Patricia Muturi's current role is Head Client Management, Strategic Alliances and Operations, Zamara Fanaka Retirement Fund.
What schools did Fa Patricia Muturi attend?
Fa Patricia Muturi attended University Of Wales, Vision Institute Of Professionals, University Of Nairobi.
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