Trizah Maina
Finance & Accounts Professional
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About
Detail-oriented finance professional with a Bachelor of Commerce (Finance) and CPA Foundation-level training. Knowledgeable in financial accounting, financial reporting, bank and account reconciliations, expenditure monitoring, budget preparation, cash-flow forecasting, tax and statutory deductions, and payroll management.
Experience in SACCO operations, customer service, financial advisory, sales, and loan application support. Strong analytical, communication, problem-solving, teamwork, and attention-to-detail skills, with proficiency in Microsoft Excel and Word.
Experience
Financial Advisor at Kenindia Assurance Company (2025-01 – Present)
- Advised clients on appropriate insurance policies based on their needs.
- Educated clients on available insurance products and policy options.
- Responded to and resolved client concerns and problems.
- Visited prospective clients to complete policy application forms.
- Delivered policy documents to clients and provided follow-up support.
Sales Person at Platinum Credit Limited (2024-01 – 2024-12)
- Educated clients about available financial products and services.
- Promoted and sold logbook loan products.
- Responded to client concerns and assisted in resolving customer problems.
- Travelled to different locations to market financial products and generate business opportunities.
Sales Person at Mathai Main Supermarket, Thika (2022-01 – 2023-12)
- Conducted stock taking and stock counting.
- Identified stock-outs and prepared stock orders.
- Monitored and confirmed customer demand for products.
- Checked product expiry dates to support effective stock management.
- Provided customer service and responded to customer needs.
Industrial Attachment, Customer Care Department at Mentor SACCO Society Limited (2021-01 – 2021-12)
- Received and welcomed visitors and SACCO members.
- Assisted members with account-opening procedures and ATM card applications.
- Performed bank statement reconciliation.
- Prepared and issued office payment vouchers.
- Assisted the accountant with appraisal of loan application forms.
- Handled customer queries and provided appropriate assistance.
Education
Bachelor of Commerce in Finance – Murang'a University of Technology (2017-01 – 2022-12)
Certified Public Accountant (CPA) – Foundation Level in Accounting – Daughty College of Accounts (2022-01 – 2022-12)
Kenya Certificate of Secondary Education (KCSE) – Muguru Secondary School (2011-01 – 2016-12)
Kenya Certificate of Primary Education (KCPE) – Mihuti Primary School (2002-01 – 2010-12)
