Julius Mbugua

I am finance and accounting professional.

Finance Officer

ABC Expat (K) Limited (July 2020 to May 2022)

Duties & responsibilities

• Establish and enforce controls on revenue and expenses to protect company assets.
• Collaborate with team leaders to define standards, policies and procedures to meet company revenue goals.
• Mitigate process gaps and manage all operational functions, including account openings, trades, documentation, regulatory compliance and marketing collateral.
• Consult with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
• Assess expansion plans and present costs to forecast trends and recommend changes.
• Verify compliance of financial policies and accounting procedures against government regulations.
• Analyze financial data regarding product performance and customer performance and develop reports for key stakeholders.
• Analyse financial statements against forecasts to prepare high-level variance analysis.
• Increase revenue by assisting with operations management, sales and marketing efforts.

Finance Assistant

ABC Expat (K) Limited (Dec 2019 to June 2020)

Duties & responsibilities

• Establish QuickBooks accounting system to reflect accurate financial records.
• Review and file financial documents, code accounting entries for data processing and post daily receipts and payments in accordance with all corporate protocols.
• Diminish financial discrepancies and manage monetary transactions,

including deposits and credit card transactions.

• Investigate daily variances and correct errors to resolve discrepancies.
• Calculate deductions and process payroll for employees.
• Apply proper codes to invoices, files and receipts to keep records organized and easily searchable.
• Track expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
• Monitor, verify and approve invoices and review balances using financial software to assess balance sheet for variances.
• Increase customer satisfaction by filing taxes on time and promptly

Bachelor of commerce - finance option attained 2nd class honours upper division.

Certified public accountant section 4