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Juliet Momanyi
Financial Analyst
Nairobi
Summary
Dedicated financial professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
9
9
years of post-secondary education
1
1
Certification
Work History
Payments Onboarding Agent
Equity Bank Limited
Gigiri And Karen Supreme
03.2022 - Current
- Drive aggressive recruitment of good quality Pay with Equity tills (PWE for the Branch)
- Drive aggressive recruitment of good quality Billers for the Branch
- Recruiting of Eazybiz clients for the Branch
- Regular merchant visitations ensuring merchants are supplied with branding materials for PWE
- Ensuring that Merchants are trained on best mobile payments acceptance practices aimed at curbing fraud
- Push for merchant PWE & Biller transactions
- Manage merchant relationships
- PWE & Biller Tills retention
- Repeatedly exceed monthly sales quotas
- Prove successful working within tight deadlines and fast-paced atmosphere.
- Educate customers on use of banking website and mobile apps.
- Actively listen to customers' requests, confirming full understanding before addressing concerns.
- Develop and maintain the appropriate customer and product management information services (MIS) in order to understand and track customer and product behaviour and identify opportunities to add value to both the Bank and the customer.
- Acquired and issued prepaid cards to students and bank customers
- Increased customer deposits for the Branch
- Liaised with the credit department to help customers access credit facilities
- Resolved POS issues for efficient use in purchases
- Meet PWE and biller sales targets.
Audit Intern
Ernest And Martin Associates
Nairobi
01.2021 - 06.2021
- Proofread audit and tax reports and year-end financial statements to verify accuracy.
- Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
- Identified major risk areas and gaps in internal controls, process notes and risk control matrices to plan and perform audit procedures.
- Inspected cash on hand, notes receivable and payable and negotiable securities to confirm accurate records.
- Analyzed information of payments to vendors against contracts to find overpayments, writing claims to retrieve over payments from clients.
- Used Excel to create and manage budgets, balance sheets and other related financial statements.
- Reported ROIs using Excel spreadsheets.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Completed audit papers by thoroughly documenting audit tests and findings.
- Suggested key budgetary changes to increase company profits.
- Collected and reported monthly expense variances and explanations.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Accounts Receivable Assistant
Gucha Security Guards Limited
Nairobi
04.2019 - 12.2020
- Exceeded goals through effective task prioritization and great work ethic.
- Created financial reports by analyzing, collecting and summarizing account trends and information.
- Posted cash and check receipts by entering and verifying transactions from local deposits and lockboxes.
- Completed reports on unpaid accounts due to credit card reversals, declined credit cards and non-sufficient funds.
- Answered customer questions and concerns and sought through outstanding payment accounts to resolution.
- Billed customers by sending statements and invoices via fax or email.
- Verified postings, figures and documents for mathematical accuracy, proper coding and correct entry.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Tracked contracts, proposals and waivers to keep billing accurate and current.
- Managed monthly reconciliation schedules for assigned accounts.
Education
Bachelor Of Commerce - Accounting
University of Nairobi
Lower Kabete, Kiambu 09.2015 - 12.2019
CPA - Accounting
Summit Institute of Professionals
Nairobi 01.2018 - Current
Skills
Agent relations
Onboarding Process Design
Credit and cash payments
Processing payments
System onboarding
Processing credit card payments
GAAP and statutory reporting
Strategic financial planning
Advanced financial analysis
Financial and operational reporting
Customer Relationship Management
Account Reconciliation
Business Development
Expert in customer relations
Negotiation
Financial Management
Merchant acquiring
Account opening and closure policies
Conflict resolution
KPI focused
Communication skills
Software
Microsoft Excel
QuickBooks
Wingubox
Certification
Ready to work by Absa Group
Timeline
Payments Onboarding Agent
Equity Bank Limited
03.2022 - Current
Ready to work by Absa Group
01-2022
Audit Intern
Ernest And Martin Associates
01.2021 - 06.2021
Accounts Receivable Assistant
Gucha Security Guards Limited
04.2019 - 12.2020
CPA - Accounting
Summit Institute of Professionals
01.2018 - Current
Bachelor Of Commerce - Accounting
University of Nairobi
09.2015 - 12.2019