Fredrick Simon

Results-oriented CPA(K) and finance professional with 8+ years of experience in financial reporting, financial data analysis, budgeting, forecasting, variance analysis, regulatory compliance and management reporting. Experienced in transforming financial data from ERP and accounting systems into accurate reports, actionable insights and decision-support information. Strong proficiency in Advanced Excel and Power BI, with SQL skills developed through data analytics training and practical experience in data analysis, reconciliation, validation, financial modelling and dashboard development.

Strong grounding in IFRS, accounting principles, internal controls and regulatory compliance, complemented by recent training in Credit Risk Management. Adept at working with cross-functional teams to improve data accuracy, reporting quality and financial decision-making.

ACCOUNTANT at Institute of Certified Public Accountants of Kenya (ICPAK) (2017-01 – Present)

• Analyze financial data from accounting and ERP systems to prepare accurate financial and management reports for operational and strategic decision-making.
• Develop and maintain financial models, budgets, forecasts and variance analyses to support financial planning and performance monitoring.
• Extract, reconcile, validate and analyze financial data to identify inconsistencies, variances and potential anomalies, improving the accuracy and reliability of management information.
• Develop and maintain Excel-based analyses and Power BI dashboards to improve financial reporting, data visualization and management visibility.
• Analyze revenue, expenditure, cash flow, accounts payable and receivable data to support financial performance monitoring and management decision-making.
• Prepare and review financial reports in accordance with IFRS, accounting policies and applicable public sector governance requirements.
• Manage accounts payable and receivable data, including reconciliations, ageing analysis and settlement monitoring to ensure completeness and accuracy of financial records.
• Prepare and analyze statutory and tax data and coordinate timely compliance with applicable regulatory requirements.
• Monitor cash flow information, treasury activities and financial positions to support liquidity management and short- to medium-term financial planning.
• Coordinate internal and external audit processes by preparing financial schedules, reconciliations, supporting documentation and data required for audit review.
• Strengthen financial data quality and internal controls through standardized accounting procedures, reconciliations and improved financial documentation.
• Utilize ERP and financial systems, including SAP, Oracle and Microsoft Navision, to support financial data processing, reporting and analysis.
• Collaborate with finance, procurement, administration and other stakeholders to translate financial information into actionable operational insights.

Master of Science in Commerce – KCA University (2023-01 – 2025-12)

Bachelor of Commerce in Finance – Technical University of Kenya (2013-01 – 2016-12)

Certified Public Accountant in Accounting – KASNEB (2014-01 – 2016-12)