Lorna Moraa

As a seasoned finance and accounting professional with a proven track record of success, I am dedicated to offering finance advisory services. Leveraging my extensive background, including a Master's degree in Business Administration and a Bachelor of Commerce degree with first-class Honors, along with my membership in the Institute of Certified Public Accountants (ICPAK), I am committed to maintaining the highest professional standards in all endeavors.

My career journey has been defined by driving results, optimizing efficiency, and fostering productive collaborations with boards of directors. Proficient in a wide range of financial and management accounting disciplines, I excel in budgeting, financial analysis, regulatory compliance, financial reporting, internal controls, policy development, finance strategy, working capital management, corporate governance, and audit. My diverse skill set enables me to navigate complex challenges and deliver excellence consistently.

My proactive, self-starter attitude and the ability to excel independently, while also thriving as an integral part of high-performing teams, define my professional approach.. I am particularly adept at excelling in fast-paced and demanding environments, where my determination to achieve objectives and goals sets me apart. I am known for my unwavering commitment to going above and beyond to attain exceptional results, embodying a results-driven approach suitable for senior-level roles.

Additionally, my superior analytical and problem-solving skills, combined with a quick grasp of new concepts and ideas, empower me to provide invaluable insights and solutions in diverse business scenarios. In summary, my extensive experience, comprehensive education, and well-rounded skill set position me as an outstanding candidate for senior-level finance and accounting roles across any organization.

SYMBION CONSULTING GROUP

GROUP FINANCE DIRECTOR/GROUP CHIEF OPERATIONS OFFICER

As the Group Chief Operations Officer, I am responsible for overseeing and executing various critical functions to drive operational excellence and contribute to the strategic growth of the organization. My role encompasses a diverse range of responsibilities, including:

Operational Strategy and Planning: Collaborating closely with the executive team, I lead the development and execution of operational goals and key performance indicators (KPIs). 

Process Optimization: Spearheading efforts to optimize workflows, I have successfully enhanced productivity while significantly reducing operational costs. 

Resource Management: Strategically allocating and managing resources, I ensure that projects are appropriately staffed and resourced to meet and exceed objectives.

Project Management: By meticulously overseeing project management processes, I consistently ensure timely project delivery within allocated budgets, maintaining the highest standards of quality.

Financial Management: I play a pivotal role in developing and managing the operational budget, ensuring strict cost control and adherence to financial targets. 

Talent Development: I am dedicated to fostering a culture of continuous learning and professional growth within the organization.

Client Relationship Management: Collaborating seamlessly with client-facing teams, I am committed to delivering exceptional client experiences and ensuring utmost satisfaction.

Risk Management and Compliance: My role involves identifying potential operational risks and taking proactive measures to mitigate them. 

Vendor and Partner Relationships: I adeptly manage external relationships with vendors, contractors, and partners, negotiating agreements that optimize terms and promote seamless collaboration.

Innovation and Continuous Improvement: I passionately drive a culture of innovation and continuous improvement, encouraging cross-functional teams to explore novel ideas and solutions. 

Skills: Certified Public Accounting (CPA) · Bank Reconciliation · Business Strategy · Generally Accepted Accounting Principles (GAAP) · 

QUEST HOLDING LIMITED

GROUP CHIEF FINANCE OFFICER

I ensured the accurate and timely preparation of financial reports that conformed to reporting and accounting standards. In addition to this, I provided financial advise to inform decision-making at all levels of the organization.

I provided effective team management and strategic leadership within the finance department. This involved contributing to the strategic planning and overall financial management. This also involved recruiting, developing and motivating the finance team to achieve the organizations objectives and departmental purpose. I carried out annual performance appraisals, and ensured development plans were in place for the team. I also lead any changes required to finance processes and procedures and was able to drive and motivate the team to meet set goals and objectives.

I ensured that Quest Holdings Limited was compliant with all regulatory authorities. I also managed the budgeting process. This involved preparing periodic re-forecasts. I managed the working capital, managed receipts and payments to ensured fund sufficiency, liaised with bankers and financial institutions for any fund requirements.

I ensured accurate, complete, and timely financial reporting and ensured that statutory financial reports were prepared and presented on time. I designed, implemented, modified, and documented the necessary controls and accounting systems to protect the organization's resources and ensured accurate financial records. I continuously reviewed all internal control procedures.

Corporate governance was another area that I was involved in. I liaised with the company secretary and lawyers on corporate governance issues, including and not limited to filing of annual returns, share transfers, and filing of resolutions.

Finally, I developed, implemented, modified, and documented financial and accounting policies and procedures. I guided and provided support to staff in the application of financial policies and procedures.

Skills: Certified Public Accounting (CPA) · Bank Reconciliation · Accounts Receivable (AR) · Financial Accounting · Corporate FinanceSkills: Certified Public Accounting (CPA) · Bank Reconciliation · Accounts Receivable (AR) · Financial Accounting · Corporate Finance

WILKEN GROUP

CHIEF FINANCE OFFICER

• Preparing and directing the finance strategy, planning and forecasts of the organization
• Assisting management in the development of the strategic direction for and administration of investment, funding, hedging, and liquidity management strategies
• Overseeing all company accounting practices, including internal controls, budget preparation, financial reports, tax and audit functions.
• Supervising investment and rising of funds for business.
• Studying, analyzing and reporting on trends, opportunities for expansion and projection of future company growth.
• Overseeing all treasury activities including banking, investment, derivative management and liquidity management. Ensuring the strategies comply with relevant statutes, regulations, and policies.
• Keeping abreast of current market and industry issues, regulations and policies, and maintaining relationships with regulators and industry trade groups. 
• Communicating a vision for organizational success that motivates others. 
• Directing and overseeing the financial management including all duties and accountabilities as identified in the yearly departmental goals and objectives, while effectively managing expenditures and annual budgets.
  
   

Skills: Certified Public Accounting (CPA) · Bank 

ACCOUNTANT PARTNERSHIPS

• Implementing AKF donor financial policies using USAID guidelines.
• Sending monthly reports in liaison with the Head office
• Audit & Authorization of processed payments
• Preparation of budgets for partner organizations & offering support to partner organizations in line with donor requirements.
• Ensuring compliance with all tax regulations
• Ensuring partners quarterly fund requests are presented in good time and in the correct format.
• Ensuring that partners accountants prepare cashbooks, quarterly financial reports and submission of the same to the head office.
• Periodic review of partners’ financial administrative systems.
• Inspection of partners payment vouchers, cashbooks and carrying out periodic variance analysis
• Ensuring a competitive bidding process
• Following up on VAT exemption from KRA
• Maintaining regular correspondence with the current medical service provider on issues affecting staff

Skills: Certified Public Accounting (CPA) · Bank Reconciliations

Accountant

• Managing grants and donor funds.
• Monitoring budgets and managing the expense system.
• Preparing audit schedules and doing account reconciliations.
• Preparation for audits and review of audit reports
• Preparation of monthly budgets, quarterly budgets and budget variances reports.
• Capacity building of project partners on best practices in finance, grants and administration
• Treasury management, project book keeping and regular financial reporting as per organizational and donor guidelines
• Building or customizing and maintaining effective finance, grant and administration systems that meet the needs of all stakeholders
• Maintaining a filing system for project related documentation
• Ensuring filing of grantee reports, proposals, MOUs and other deliverables 
• Providing logistical support for workshops, forums and field travel including bookings and payments.
• Coordinating program procurement and ensure compliance to set policies and procedures
• Liaising with program officers to ensure timely disbursements to program partners
• Ensuring proper liquidation of program expenses 
• Responding to queries related to grants 
• Maintaining a resource bank for use by partners especially in the fields of relevant skills
• Preparation of consultant contracts in liaison with the Project Coordinator as per organizational guidelines
• Maintaining a register of all the projects assets as per the organizational guidelines

Skills: Certified Public Accounting (CPA)

Assistant Accountant

• Managing the payment of claims and commissions.
• Dealing with premium refunds

Skills: Certified Public Accounting (CPA)

Masters in Business Administration

Bachelor of Commerce (Finance major, Accounting Minor)-1st Class Honours.

Member of the Institute of Certified Public Accountants (11007)