
Julius Kinuthia mbugua
About Candidate
SKILLS & EXPERTISE
Administration
Report writing
Client Management
Payroll Management
Tax Advisory
Budget Planning
Audit
Microsoft Office
Bookkeeping
Bank Reconciliation
QuickBooks
Accounts Receivable and Payables
Statutory accounts preparation
Managing Accounts
Ability to reconcile accounts
Accounts receivable
Accounts receivable management
STRENGH
Analytical Skills
Team Leadership
Critical Thinking
Multitasking
Attention to details
Accountability
Problem Solving
Communication skills
I am a Collaborative Finance professional with over 5 years of expertise helping clients
attain financial goals. Motivating leader with demonstrated success in competitive
environments, remaining calm in high-pressure situations. Educated and friendly
with proven history of delivering tailored client service while responsibly driving
business development. I maintain a positive attitude while executing my tasks thus been result oriented. I am attentive to detail to ensure accurate and correct presentation of financial data and information.
Location
Education
Attained 2nd class honours - upper division
Attained B+ (71 points)
Attained 383 marks
Work & Experience
Duties & responsibilities
1. Establish and enforce controls on revenue and expenses to protect company
assets.
2. Collaborate with team leaders to define standards, policies and procedures
to meet company revenue goals.
3. Mitigate process gaps and manage all operational functions, including
account openings, trades, documentation, regulatory compliance and
marketing collateral.
4. Consult with representatives of regulatory agencies to complete accurate
filings and uphold strict compliance.
5. Assess expansion plans and present costs to forecast trends and
recommend changes.
6. Verify compliance of financial policies and accounting procedures against
government regulations.
7. Analyze financial data regarding product performance and customer
performance and develop reports for key stakeholders.
8. Analyse financial statements against forecasts to prepare high-level
variance analysis.
9. Increase revenue by assisting with operations management, sales and
marketing efforts.
Duties & responsibilities
1. Establish QuickBooks accounting system to reflect accurate financial
records.
2. Review and file financial documents, code accounting entries for data
processing and post daily receipts and payments in accordance with all
corporate protocols.
3. Diminish financial discrepancies and manage monetary transactions,
including deposits and credit card transactions.
4. Investigate daily variances and correct errors to resolve discrepancies.
5. Calculate deductions and process payroll for employees.
6. Apply proper codes to invoices, files and receipts to keep records organized
and easily searchable.
7. Track expenses and income for businesses while organizing and
maintaining bank statements for checking accounts.
8. Monitor, verify and approve invoices and review balances using financial
software to assess balance sheet for variances.
9. Increase customer satisfaction by filing taxes on time and promptly
Monitor and update employee database and manage scheduling for
team.
2. Interpret management directives to define and document
administrative staff processes.
3. Produce detailed reports to track trends and keep senior management
informed.
4. Provide administrative support, including processing purchase orders,
service contracts and financial reports.
5. Establish workflow processes, monitor daily productivity and
implement modifications to improve overall performance of personnel.
6. Establish and develop strong administrative team by delivering
ongoing coaching and motivation and fostering career advancement.
7. Contribute to team goal-achievement by collaborating with staff to
develop customer service improvement initiatives.