Jonathan Kakuli

I am a recent bachelor of commerce graduate and a great team player. A qualified financial profession with experience in sales and marketing, inspecting financial statements, and generating financial reports. Additionally, I have expertise in investment research, portfolio management, and risk management of finances.

I have the skills necessary to create financial statements and analyze budget and fixed assets. I seek to secure a challenging position that strives for organizational and personal development.

2018 to 2019; Accounts, Sales and Administrative Assistant, Tanostone Dairy Ltd.Duties and ResponsibilitiesAcquired new and expanded existing Client relationships.Performed regular secretarial duties, preparing correspondence and reports as requested by supervisor and composes draft letters following established formats. Proof reads all materials for accuracy prior to supervisory review and signatureDiligent in delivering superior customer service.Coordinate pre-call planning with product partners.Initiate and input transactions with clients based on their instructions, follow up settlement and confirm execution in respect with sales and dealing regulations.Maintaining an orderly appearance throughout the sales floor.Maintaining electronic and hard copy filing systems, making sure they are accurate and timely and facilitate easy retrieval of information.Preparing and maintaining accounts receivable/payable records and its balances.Preparing, maintaining and managing general ledger accounting.Processing invoice accurately and within expected time period.Maintaining, managing and updating records of all inventories.Performed reconciliation of banking transactions.Building lasting business relationships through performance and credibility. Developing positive rapport with people at all levels of responsibility.Establishing new operating procedures in order to decrease the daily operating expensesAnalyzing current and past financial data and providing strategies to cut costs and increase revenue.Initiating purchase requisitions for the replacement of stock of all regular stores items whenever the stock level of any item of store approaches the minimum limit fixed in respect thereof.Controlling of stocking in the store.Ensuring that customers are served with good quality and well packed goods and that they are served as per their order depending on availability of goods.Any other duties as assigned by the Manager.

2015-2020: South Eastern Kenya UniversityBachelor of Commerce (Finance option)

2010-2013: Katulani Secondary SchoolQualifications: Kenya Certificate of Secondary Education