Mercy Naserian
Economics Graduate | CPA Part III (Ongoing)
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About
Results-driven Economics graduate with practical experience in tax administration, financial advisory, and claims processing. Currently pursuing CPA Part III, with strong analytical, compliance, and client-service skills. Proven ability to deliver accurate financial insights, develop tailored advisory solutions, and improve operational efficiency across both public and private sectors.
Passionate about contributing to growth-oriented organizations through sound financial management and accountability.
Experience
Intern at Kenya Revenue Authority (KRA) (2025-05 – Present)
- Assisted with data entry, record management, and filing of taxpayer information.
- Supported customer service by responding to taxpayer inquiries and clarifications.
- Aided in report preparation and compliance monitoring.
- Participated in departmental projects and gained proficiency in iTax system operations.
- Provided clerical and administrative support while ensuring confidentiality.
- Attended training sessions to deepen understanding of tax administration processes.
Financial Advisor at Madison Life Assurance (2024-08 – 2025-05)
- Engaged clients to understand financial goals and risk tolerance.
- Developed personalized financial plans including budgeting, savings, and investments.
- Recommended investment and insurance solutions aligned with client objectives.
- Monitored client portfolios and advised on market-driven adjustments.
- Educated clients on retirement, pension, and tax-efficient investment options.
- Maintained compliance with financial regulations and ethical standards.
Intern (Industrial Attachment) at National Hospital Insurance Fund (NHIF), Kajiado (2022-07 – 2022-09)
- Registered and onboarded new NHIF members.
- Collected and verified claims documentation for accuracy and completeness.
- Supported the finance team in voucher preparation and payment processing.
- Maintained well-organized claim files for efficient retrieval.
- Assisted the claims department with administrative and operational duties.
Education
Certified Public Accountant (CPA) – KASNEB
Bachelor of Economics in Economics – Karatina University (2019 – 2023)
Kenya Certificate of Secondary Education (KCSE) – Kimana Girls High School (2014 – 2018)
Kenya Certificate of Primary Education (KCPE) – Rombo Girls Primary School (2005 – 2013)
