Linet Otwori

I am a certified public accountant (CPA  4) professional, holder of Bachelor of commerce (finance option) degree. I possess more than 4 years of experience in office administration and fieldwork. During this period, I have gained experience in, finance and accounting, data collection and sales and marketing. I currently work as a universal consultant in Stanbic Bank.

I am highly motivated, and teamwork oriented. I am optimistic that my experience, drive, good decision making, management and analytical skills will be key assets in your organization’s impressive track record of bringing desired results. I would like to be part of this success story. I would bring not only the skills outlined, but also a positive and cooperative attitude that I have displayed throughout my career. I am confident in my ability to analyse, design, interpret information and solve problems quickly and efficiently. I possess good communication skills in English and Kiswahili both written and verbal. 

WORK HISTORY                                                                                                                                              

Universal Consultant

Stanbic Bank                                                                                                                     Jan 2022 to date

• Ensure that the bank provides customers with lending solutions.
• Work with the marketing department to develop new sales strategies 
• Understand evolving needs and wants of the clients based on the environment in the banking industry.
• Follow up with clients to make sure that they are satisfied with banks products and services.
• Generate new leads and customers monthly.
• Welcoming and on boarding of new customers and/or cross selling to existing customers as per campaign being run by a business segment of the bank.
• Responsible for the adoption within line of duty/area of duty of all Compliance, Anti-Money Laundering and Sanctions related requirements contained in policies, procedures and processes.
• Pre- profiling of new customers to obtain feedback on their product uptake experience Ownership to resolve any problems/complaints obtained from customers contacted

Accounts Assistant 

Kantar                                                                                                                         Nov 2021 – Oct 2021

Kantar is the leading marketing data, insights and Consultancy Company in East Africa with a hub in Nairobi, Kenya

Duties and Responsibilities

• Maintenance of accurate tax records, preparation of accurate tax returns and timely payment of arising taxes
• Posting and processing journal entries to ensure all business transactions are recorded in the system
• Calculating and issuing accounts receivables manual invoices and daily bank posting of cheques
• Preparing and maintaining records, asset, liability, revenue, and expenses entries by compiling and analysing account information
• Clearing customer accounts, collecting customer direct debit payments and contacting with customers on any issue arising
• Performing bank, and cash reconciliation and ensuring correct banking is done
• Processing & paying supplier invoices in an accurate and timely manner 
• Preparing financial documents such as invoices, bills, and accounts payable and receivable reports
• Management of Petty cash and ensures reimbursement of the same on monthly basis
• Work with Management to point out risk of fraud and theft of the organization's assets
• Creating and managing budgets and monitoring spending 
• Filling statutory returns i.e., Vat, Withholding tax, NSSF, NHIF, PAYE and management of payroll 
• Performing administrative duties such as data entry, sending bill reminders, filling, paperwork etc.
• Performing any other duties as assigned by the management

Key Achievements:

• Implemented corrective measures for ensuring that minor accounting discrepancies do not transpire.
• Reduced expenditure and cost control 
• Successfully reviewed tax returns and ensured they were filed on time.
• Ensured implementation of accounting and accounting control procedures consistently

Accounts Assistant 

Linton’s Beauty World Limited                                                January 2019 up to December 2019:

Linton’s Beauty World deals with cosmetics and beauty products.

Duties and Responsibilities

• Compiled daily and monthly reports including balance sheet, Profit and loss statement and other reports.
• Investigated, collected returned items and reconciled finance accounts and direct debits. 
• Verified calculations working with the sage accounts system.
• Managed petty cash transactions and wrote appropriate cheques
• Preparing invoices and writing cheques to suppliers
• Reconciled all debtors /creditors statements
• Tracked VAT on purchases to assist in the preparation of VAT returns.
• Assisted with statutory and other audits as needed through the year.
• Prepared statutory accounts and remittance of statutory deduction for payroll (PAYE, NHIF, and NSSF).

Key Achievements:

• Increased revenue collection from debtors through prompt debt collection.
• Streamlined the creditors and debtor’s payment process and this ensured the company had adequate cash flow to meet its expenditures.
• Successfully reconciled complex bank statements with bank books and ensured up to date records.
• Accurately reviewed and resolved invoice payments transaction related matters.

            Finance and Administrative Intern

              National Lands Commission.                                                        April 2018 – Sep2018: 

Administrative Role

• Ensure procurement procedures and authorization procedures are followed.
• Maintaining the filing system and updating accordingly
• Take custody of all office assets, including ensuring safety, managing insurance, tracking movements, regularly updating the Asset register and performing spot checks

Finance Management Roles

• Preparations and posting of journals and accounts report
• Commitment of funds and monitoring expenditure trends
• Ensuring that all information required for audit is availed including financial report
• Bank Reconciliations and Cash/Fund flow management in liaison with relevant staff 
• Process payments and ensure that each payment financial process

• Certified Public Accountant, (CPA) Section 1,2,3 & 4, Royal Business school, 2021: 
• Bachelor of Commerce (Finance), Jomo Kenyatta University of Agriculture and Technology Sep 2012 to Nov. 2016.                                                         
• Kenya Certificate of Secondary Education, K.C.S.E, Wellspring School, 2007 to 2011: