Kelvin Shepherd
ACCOUNTS ASSISTANT | CPA CANDIDATE
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About
Detail-oriented finance professional with over nine years of experience at Nawiri Sacco Society Ltd, spanning till management and daily reconciliation, loan portfolio administration and member service. Skilled in maintaining accurate records, upholding internal controls and supporting audit requirements. Currently advancing through the CPA qualification (Foundation completed, Intermediate in progress), and keen to bring strong numeracy, integrity and a service mindset to an accounts team.
Experience
Clerk & Microfinance Champion - Nawiri Sacco Society Ltd
(2020-08 - 2026-07)
- Performed daily till reconciliation and ensured compliance with internal controls and audit requirements
- Managed loan portfolio administration, keeping Portfolio at Risk (PAR) within the 3% threshold
- Conducted root cause analysis on customer complaints and recommended process improvements to management
- Processed member transactions accurately across in-person, telephone, email and digital channels
- Oversaw branch queue management systems to optimise waiting times and service delivery
- Trained customers on ATM and digital banking platforms
- Conducted exit interviews to identify service gaps and retention opportunities
- Supported branch operations through system monitoring and facilities management
Marketing Agent - Nawiri Sacco Society Ltd
(2017-01 - 2020-07)
- Facilitated new account openings and deposit mobilisation campaigns, ensuring accurate member documentation
- Promoted SACCO products including business loans, salary advances and youth financing
- Coordinated departmental procurement and administrative requirements
- Conducted market research to identify expansion opportunities and untapped customer segments
- Educated members on digital banking services and mobile money integration
Volunteer - Kenya Red Cross
(2015-05 - 2016-12)
- Participated in humanitarian relief efforts and food distribution programmes for vulnerable communities
Education
CPA – Intermediate Level (In Progress) - Achievers College of Professionals, Embu (2026-01)
CPA – Foundation Level (Completed) - Achievers College of Professionals, Embu (2025-01 - 2025-08)
Diploma - Business Management - St. Paul's University (2017-01 - 2018-12)
Computer Certificate Course – Distinction - Embu College (2015-01 - 2015-03)
Kenya Certificate of Secondary Education (KCSE) - Kangaru Secondary School (2011 - 2014)
