Daniel Ndeti

Finance and accounting professional with a Bachelor of Commerce degree and hands-on experience spanning customer relations, bookkeeping, financial reporting, and audit support. Comfortable working with QuickBooks and IFMIS, and known for keeping records accurate, deadlines met, and reconciliations clean. Has worked across insurance, NGO, and county government settings, which has built a practical understanding of how finance functions operate in very different environments.

Currently building on this foundation through CPA studies, with a genuine interest in growing into a well-rounded accounting and compliance role.

Customer Relations Officer - Pioneer Insurance

(2025-07 - 2026-03)

• Handled a steady volume of customer inquiries, complaints, and service requests daily, making sure each one was logged accurately and resolved within agreed timelines without leaving clients chasing for updates.
• Kept customer interaction records, policy updates, and transaction details current in the CRM system, ensuring the information internal teams relied on was always accurate and easy to retrieve.
• Worked closely with internal departments to get client issues resolved quickly, cutting down the back-and-forth that frustrates customers and slows service delivery.
• Ran structured follow-up calls with clients post-interaction to gauge satisfaction levels and flag any unresolved concerns before they escalated, contributing to stronger long-term retention.
• Identified upselling opportunities during client interactions and presented relevant insurance products in a way that felt helpful rather than pushy, supporting business growth without compromising service quality.
• Supported policy renewal processes by proactively engaging clients ahead of expiry dates, walking them through documentation requirements, and reducing last-minute lapses.
• Consistently resolved over 20 customer concerns per week, with outcomes tracked and reported to management as part of the team’s service performance review process.
• Strengthened repeat client engagement by 15% through deliberate follow-through and proactive communication, building the kind of trust that translated into referrals and renewed policy uptake.

Volunteer Finance Assistant - Moving The Goalposts

(2024-05 - 2025-05)

• Managed petty cash for day-to-day operations, maintaining a running float that balanced accurately at every reconciliation and left no unexplained variances at month-end.
• Prepared monthly expense reports and reconciliation schedules that were consistently ready ahead of the finance review cycle, giving the team reliable figures to work with.
• Supported budgeting for community projects by tracking planned versus actual expenditure and flagging early where spending was drifting off course.
• Recorded all financial transactions in QuickBooks, maintaining a clean and up-to-date set of books that made reconciliation straightforward and reduced the time spent hunting for discrepancies.
• Organised and maintained audit-ready documentation including invoices, payment vouchers, and receipts in a structured filing system that auditors and internal reviewers could navigate without assistance.
• Improved petty cash reconciliation accuracy by implementing a more disciplined record-keeping process that eliminated the inconsistencies that had previously surfaced during monthly reviews.

Accounting Attaché - Makueni County Treasury

(2023-05 - 2023-08)

• Assisted in preparing and compiling financial reports for departmental review, ensuring figures were well-organised, clearly presented, and submitted within the required timelines.
• Captured financial transactions in IFMIS with a strong focus on accuracy, helping maintain the integrity of the county’s financial records throughout the attachment period.
• Performed reconciliation of financial records to identify and resolve inconsistencies, supporting the department in maintaining clean and reliable accounting books.
• Supported audit teams during fieldwork by locating and preparing relevant schedules and supporting documents quickly, reducing the time auditors spent waiting on information.
• Maintained a well-organised filing system for financial records, invoices, and payment vouchers that made document retrieval fast and reduced the risk of misplaced records during reviews.

Certified Public Accountant (CPA) - Uwezo College (2025)

Practical Accounting Professional (NITA Certified) - Vantage Africa School of Leadership (2024 - 2025)

Bachelor of Commerce - Pwani University (2020 - 2024)