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Accounting / Finance
Julius Mbugua

Julius Mbugua



About Julius Mbugua:

I am finance and accounting professional.


Finance Officer
ABC Expat (K) Limited (July 2020 to May 2022)
Duties & responsibilities
1. Establish and enforce controls on revenue and expenses to protect company
2. Collaborate with team leaders to define standards, policies and procedures
to meet company revenue goals.
3. Mitigate process gaps and manage all operational functions, including
account openings, trades, documentation, regulatory compliance and
marketing collateral.
4. Consult with representatives of regulatory agencies to complete accurate
filings and uphold strict compliance.
5. Assess expansion plans and present costs to forecast trends and
recommend changes.
6. Verify compliance of financial policies and accounting procedures against
government regulations.
7. Analyze financial data regarding product performance and customer
performance and develop reports for key stakeholders.
8. Analyse financial statements against forecasts to prepare high-level
variance analysis.
9. Increase revenue by assisting with operations management, sales and
marketing efforts.
Finance Assistant
ABC Expat (K) Limited (Dec 2019 to June 2020)
Duties & responsibilities
1. Establish QuickBooks accounting system to reflect accurate financial
2. Review and file financial documents, code accounting entries for data
processing and post daily receipts and payments in accordance with all
corporate protocols.
3. Diminish financial discrepancies and manage monetary transactions,
including deposits and credit card transactions.
4. Investigate daily variances and correct errors to resolve discrepancies.
5. Calculate deductions and process payroll for employees.
6. Apply proper codes to invoices, files and receipts to keep records organized
and easily searchable.
7. Track expenses and income for businesses while organizing and
maintaining bank statements for checking accounts.
8. Monitor, verify and approve invoices and review balances using financial
software to assess balance sheet for variances.
9. Increase customer satisfaction by filing taxes on time and promptly 



Bachelor of commerce - finance option attained 2nd class honours upper division. 

Certified public accountant section 4

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