Tevin Walter

With a strong background in finance and accounting, I bring extensive experience in financial management, budgeting, and payroll processing. As an Accounts Assistant at Blackberry Enterprises, I manage petty cash, reconcile invoices, process reimbursements, and ensure tax compliance. Previously, at the Kisumu County Government, I contributed to budget formulation and financial reporting.

My expertise extends to insurance brokerage, where I advised clients on policy options. Proficient in financial analysis, inventory management, and regulatory compliance, I excel in optimizing financial operations. My knowledge of tax computation, account reconciliation, and financial reporting ensures accuracy and efficiency in all financial processes.

Accounts Assistant at Blackberry Enterprises (2021-01 – Present)

• Financial Management & Accounting: Handling petty cash vouchers, reconciling invoices, preparing bank deposits, maintaining financial records, and entering financial transactions into internal databases. Well conversant with QuickBooks accounting software.
• Payroll Processing & Tax Compliance: Calculating payroll for permanent employees, computing taxes, and preparing tax returns.
• Expense Management & Reconciliation: Creating and updating expense reports, processing reimbursement forms, and reconciling cash and cheque transactions with bank statements.
• Inventory & Asset Management: Inventory keeping and maintaining digital and physical financial records. Handling of procurement of material and other goods.
• Operational Oversight: Overall staff management and printing summary reports for daily collections, handling of corporate clients and any other administrative duty assigned.

Financial Advisor at Britam Insurance (2019-01 – 2020-12)

• Sales & Business Development: Persuaded prospective clients to engage in discussions about insurance products, effectively communicating the value and benefits tailored to their needs.
• Client Advisory & Needs Assessment: Advised clients on the most suitable insurance policies based on their financial situation, risk profile, and long-term goals. Provided clarity on policy terms, coverage options, and benefits.
• Customer Relationship Management & Policy Administration: Ensured timely renewals and updates of client policies to maintain continuous coverage and prevent lapses. Proactively followed up with clients to discuss changes in their needs and recommend policy adjustments.

Accounting Trainee at County Government of Kisumu (2018-01 – 2018-12)

• Financial Management & Cash Handling: Managed petty cash transactions, ensuring proper documentation, tracking expenditures, and reconciling balances to maintain accuracy in financial records.
• Budget Planning & Financial Analysis: Assisted in the formulation of the County Budget Review and Outlook Paper (CBROP) 2017-2018, participated in budgetary discussions, and developed supplementary budgets to ensure optimal allocation of financial resources.
• Strategic Financial Planning & Compliance: Contributed to the formulation of departmental budget ceilings and budget estimates for FY2019-2020, ensuring financial planning aligned with county government priorities and policy frameworks.
• Payroll Processing & Tax Accounting: Managed payroll processing, tax computations, and compliance with statutory deductions, ensuring accurate disbursements and tax remittances.
• Accounts Reconciliation & Ledger Management: Reconciled accounts, maintained the general ledger, and ensured accurate financial reporting through regular audits and balance sheet reviews.
• Financial Forecasting & Risk Management: Assisted in budget forecasting to anticipate financial trends, evaluate potential risks, and propose strategies for effective financial management.

Bachelor of Commerce (BCoM) in Finance – University of Nairobi, Business School (2015-01 – 2021-12)

MS Office Course – Kenya Institute of Management (KIM) (2015-01 – 2015-12)