Patrick Okello - Cia, Cpa Email & Phone Number

Nairobi County, Kenya

Was hired to provide financial expertise to the business segments, Corporate and Retail, as well as Support Functions, with implemented solutions applied as standards in the Regional subsidiaries. The role involves:⇨ Supporting actualisation of the Bank and Group strategy through setting business targets, measuring performance, conducting gap evaluations and simulating forecasts. ⇨ Driving performance excellence through providing business insights backed by analytical reviews to the respective business owners.⇨ offering consultancy and instituting solutions for stimulating maximum outputs from initiatives and resources deployedKey accomplishments so far include:★ Created a Contract-Level Funds Transfer Pricing (FTP) Model that computes FTP per deal/ contract, thus, providing business managers with ability to review each customer’s profitability level when negotiating deals and designing pricing proposals. ★ Instituted forward-looking, data-based support for Treasury’s Assets and Liabilities Management (ALM) decision-making, by Developing a Predictive Income Statement and Balance Sheet (ALM Evaluation) Tool that, through input of key ratios and pricing updates, re-computes the Bank’s Profit Before Tax as triggered by changes in Balance Sheet Product compositions, Rates of Return and key Macro-Economic factors.For more details regarding my contributions, please request for my CV.

Was awarded this role after a competitive interview process and was tasked to:⇨ Assess laid down processes and controls and ascertain the level of function units’ compliance with documented policies, procedures and regulations.⇨ Offer advisory on governance, strategic objectives and goals alignment, risk management.⇨ Engineer controls and processes grounding on analytical evaluations, world best practices and emerging trends.⇨ Evaluate business strategy ideation and review effectiveness of business execution activities and efficiency of related services and operations.Noted achievements in this role include:★ Championed full data audit reviews that led to organization-wide redisigning of risk assessment processes and re-engineering of operations to ensure achievement of objectives.★ Cross functional support that involved instituting SLAs with downstream resources and designing of automated reports and structured databases.For more details regarding my contributions, please request for my CV.

Nairobi, Kenya

Was promoted into this role to lead the strategic transformation of the Finance division's Reporting unit. This was achieved through instituting a three-pronged approach:⇨ Designing reports that communicated business performance from day to day operations. ⇨ Deploying information obtained from analytical review of reports to the Executive Management, providing critical insights on-demand ⇨ Coaching the Reporting team to enhance their role as insight providers rather than data providers. Some of the key accomplishments I made include:★ Critically supported executive and management teams by presenting reports on business efficiency and portfolio utilization. Was finance representative, with the CFO, in the monthly scheduled Asset and Liabilities Executive Committee, driving insights and guiding decisions towards efficient management of the Balance Sheet.★ Appointed Finance lead in a company-wide project to substantively rationalize the Chart of Accounts key reporting lines; providing depth by introducing breakdowns by product, business unit and more. For more details regarding my contributions, please request for my CV.

Nairobi, Kenya

Was appointed to deliver the organizations's Finanacial Reporting needs. Major tasks involved:⇨ Institutionalizing the IFRS reporting principles and overseeing all statutory and periodic and year-end Fiancial Reporting requirements.⇨ Revieweing and testing the Chart of Accounts design for the Oracle ERP system deployment, ensuring the Finance division requirements were well delivered. ⇨ Supporting executive teams by delivering board papers and financial reporting media briefs. Some of the key accomplishments I made in this role include:★ Awarded the Top Performer of the Year in 2017 for refining the bank financial and operational performance reports and providing solutions to mitigate risks of USD 140 Million in the interest accrual processes. ★ Lowered cycle times by 300% and significantly improved the integrity of the financial statements through designing and instituting cross-referencing and self-checking automated reports and instating robust period-end processes.For more details regarding my contributions, please request for my CV.

Nairobi, Kenya

Nominated through internal transfer to found the Financial Controls department to:⇨ Design and deploy the financial controls framework. ⇨ Maintaining the group Chart of Accounts in accordance with IFRS and internal policy requirements. ⇨ Advising management on instituting appropriate controls and processes to mitigate risks and address gaps identified through audit.Noted achievements in this role include:★ Greatly de-risked the organization by over USD 1.1 Million in write-offs through leading a massive clean-up of the suspense accounts and subsequently setting bank-wide controls over Suspense Accounts management.★ Instated succession planning by developing an onboarding program, job descriptions and coaching & new Financial Controls function staff. For more details regarding my contributions, please request for my CV.

Eldoret, Kenya

Recruited as: ⇨ Investment Shares Custodial Services and Securities Trading Associate leading the banks efforts in acquiring customers for the newly instituted shares and securities trading services in it's 3rd largest branch, countrywide. ⇨ Credit Administration Analyst to perform credit facilities analysis review, registry management and compilation of periodic regulatory (Central Bank of Kenya) returns.Major accomplishments included:★ Significantly increased pipeline revenue by converting over 50% of self-managed securities accounts to the Bank’s custodial services and cross-selling additional securities.★ Drastically reduced records retrieval time by designing and implementing a simplified, yet robust, customer records management system with over 20,000 physical customer records.For more details regarding my contributions, please request for my CV.

Nairobi, Kenya

Nairobi, Kenya

Auditing

Accounting And Finance

Bachelor Of Commerce (B.Com.), Accounting

Graduated with a Second Class (Upper Division) honours