Tax Expert – Individual Taxation - Intuit Inc. (TurboTax) - Illinois, U.S
(2026-01 - 2026-04)
- Delivered service excellence by providing high-quality, accurate tax support to clients using Assisted TurboTax products, consistently earning customer satisfaction and retention – 90% and above.
- Proactively generated self-sourced returns through targeted marketing, referrals, and community outreach, successfully onboarding 25 new-to-Assisted clients during the TY25 tax season.
- Maintained continuous employment through all bonus eligibility periods, securing full incentive compensation by meeting retention requirements.
Accountant & Financial Expert - EBM Scholars LLC - Illinois, U.S
(2025-10)
- Book-keeping: Maintain accurate financial records and supporting documentation for client accounts, including tracking income, expenses, and commission-related transactions to ensure organized and audit-ready bookkeeping.
- Financial Reporting: Assist with internal financial reporting by monitoring expense reports, tracking commission structures, and preparing periodic financial summaries to support management decision-making and ensure compliance with company policies.
- Compliance: Ensure accuracy in financial projections, record-keeping, and compliance with industry standards, while assisting with internal financial reporting and expense monitoring.
- Financial Analysis & Client Advisory: Conduct client financial statement analysis and cash flow assessments to develop tailored solutions in life insurance, retirement planning, and wealth-building strategies.
Course Facilitator – iMBA courses - University of Illinois at Urbana-Champaign, Gies College of Business - Illinois, U.S
(2025-01)
- Assist the course instructor in enhancing knowledge delivery to online MBA courses.
- Evaluate and grade assignments, projects, and exams, ensuring consistency and fairness.
- Participate actively in Q&A sessions to address and clarify student queries regarding course content and projects.
- Contribute to enhancing student understanding and engagement through clear and effective communication.
Head of Finance - Exim Bank (Tanzania) Ltd - Dar es Salaam/Tanzania
(2015-06 - 2019-09)
- Oversaw a team of finance professionals in coordinating and handling all aspects of accounting processes, management reporting, compliance and implementation of financial controls and governance procedures.
- Reduced accounts payable processing time by 20% through automatic approval and processing using in-built workflow in the Oracle ERP.
- Managed fixed asset accounting, ensuring accurate depreciation, additions/disposals tracking, and reconciliations using Oracle ERP.
- Rationalized the forecast of loss impairment of loans and advances (Receivable accounts) portfolio through BI tool and enhance monitoring and recovery efforts led to reduction of impairment charges by 20%.
- Developed a comprehensive reporting tool to provide a 360-degree view of customer and product profitability, supporting data-driven pricing strategies and strategic decision-making.
- Spearheaded automation Assets and Liability Management (ALM) reports, customer and product profitability reports, products usage, and variance analysis resulted in 15% revenue growth.
Internal Audit Manager - Akiba Commercial Bank Plc - Dar es Salaam, Tanzania
(2014-06 - 2015-05)
- Reviewed daily system exception and audit trail reports that reduced potential fraud exposure and reduced high-risk findings by 15%.
- Reviewed financing structures and risk controls, identifying gaps that enhanced credit quality and improved regulatory ratings.
- Reduced customer and institutional risk by analyzing loan documentation and identifying high-risk transactions, hence reducing the loan impairment by 10%.
Head of Finance - Exim Bank (Tanzania) Ltd - Dar es Salaam, Tanzania
(2012-11 - 2014-05)
- Managed a finance team, optimizing end-of-month closing processes to reduce completion time from 8 days to 3 days, that allowed more time to review and enhanced succinct of reported information.
- Managed the reconciliation of accounts payable, ensuring timely payments and eliminated expenses accrual errors – improved accuracy of financial reports.
- Tracked fixed assets / PPE for multiple branches and corporate office, eliminated depreciation computation and asset recording.
- Collaborated with the Treasury and Risk team to develop a transfer pricing model which enhanced pricing strategy for deposit products and contributed to 8% margin annual improvement.
- Assist with instruction and evaluation in core accounting principles, including lease accounting concepts for leasehold offices and motor vehicles.
- Led relationship management with vendors, clients, and auditors, ensuring alignment on financial terms and timely resolution of queries.
Head of Finance - KCB Bank (Tanzania) Ltd - Dar es Salaam, Tanzania
(2010-05 - 2012-10)
- Led a team of 5 staff members, including 2 direct reports, to enhance customer experience through automation of reconciliation of bank accounts, reducing customer complaints by 15%.
- Strengthened general ledger operations, journal entries and monthly closings and compile monthly management reports by enhanced daily reconciliation of ledgers and analytical review of revenue and expenses.
- Designed a forecast module for monthly financial results at beginning of the month using Excel modelling through incorporating with non-financial data (drivers) such as leads, number of transactions, number of new accounts opened, and cost control initiatives.
- Enhanced review of processed invoices and vendor payments by automation through Oracle ERP, ensuring proper cost center allocation and approval compliance – more ownership and reliability of business units profitability reports.
Head of Finance - Bank of Africa (Tanzania) Ltd - Dar es Salaam, Tanzania
(2005-12 - 2010-04)
- Managed a finance department comprising four team members, including two direct reports, to enhance operational efficiency and accountability.
- Initiated a post-implementation audit of capital expenditures, resulting in an increase in average return on investment from 15% to 22% over two years.
- Accelerated management report submission (including business units and customer profitability) with commentary by 3 business days, through automation using Microsoft Excel (VLOOKUP and Pivot Tables functions).
Internal Auditor Grade II - CRDB Bank Plc - Dar es Salaam, Tanzania
(2001-02 - 2005-11)
- Identified a $200K in fraudulent activities by analyzing data to detect unusual transactions in dormant suspense general ledger accounts.
- Optimized the use of inbuilt data mining tools, resulting in a reduction of travel costs by $15K for branch audits.
- Implemented data analytics techniques that increased sample size for audit review and improved investigation efficiency and reducing potential fraud exposure.
Credit Analyst - CRDB Bank Plc - Dar es Salaam, Tanzania
(1999-11 - 2001-01)
- Evaluated credit eligibility for small and medium-sized borrowers by analyzing bank account performance and financial statements.
- Performed portfolio review using age analysis, revised economy conditions and revised security value to recommend impairment losses.
- Advised SME clients on credit terms, collateral requirements, and payment planning while coordinating with loan officers.
- Conducted recovery visits to defaulting customers to identify reasons for non-payment and negotiate repayment plans.
