Kataka Peter

Finance Intern || May-December2023 LTAF Key Contributions  Budgeting and Forecasting: Assisted in the preparation of budgets and financial forecasts for clients. Collaborated with clients to set realistic financial goals and monitored performance against these targets.  Client Communication: Communicated regularly with clients to understand their financial needs and goals. Provided clear and concise explanations of financial data and analysis, addressing client inquiries.  Financial Reporting: Prepared and presented comprehensive financial reports to clients on a regular basis. Summarized key financial metrics and trends to facilitate client understanding.  Risk Assessment: Identified and assessed financial risks for client businesses. Developed strategies to mitigate risks and enhance financial stability.  Advisory Services: Offered strategic financial advice to clients based on analysis and industry best practices. Assisted clients in making informed financial decisions to optimize their business performance.  Regulatory Compliance: Ensured compliance with relevant financial regulations and standards. Stayed updated on changes in accounting practices and communicated necessary adjustments to clients. Attaché || May-August 2022 Lucy Thuo Accounting Firm (LTAF) Key Contributions  Bookkeeping: Maintained accurate and up-to-date financial records for multiple clients. Recorded daily transactions, including expenses, revenues, and other financial activities.  Financial Analysis: Conducted in-depth analysis of financial statements to assess the financial health of client businesses. Identified trends, patterns, and anomalies in financial data to provide insights for decision-making.

2019-2023 Jomo Kenyatta University of Agriculture and Technology. Bachelor of science in Economics |Second Class- Upper Division| 2015-2018 Secondary School Kenya Certificate of Secondary Education | Mean Grade B | 2005-2014 Primary School Kenya Certificate of Primary Education | 375 Marks