Betty Kimathi

Reconciled and verified company transactions, prepared periodic performance reports, and supported month-end and year-end close activities. Managed invoicing, receivables payment recording, bank reconciliations, inventory reconciliation, and audit schedules while supporting treasury operations and tax filings.

Monitored outstanding customer balances and followed up on overdue invoices via phone, email, and demand letters within agreed timescales. Resolved invoice and payment queries, maintained follow-up records, managed credit notes, allocated incoming payments, and escalated ageing debtors when required.

Recorded daily transactions with correct categorization and processed invoices and payments with accuracy and timeliness. Performed monthly bank and credit card reconciliations, supported month-end closing, maintained audit-ready documentation, and prepared ageing reports to flag issues early.

Planned and executed external audit fieldwork, preparing audit working papers and entry meetings with client teams. Drafted audit reports, management letters, and engagement proposals while coordinating with audit team members and attending audit training forums.

Assisted with loan applications and supported credit risk assessment by analyzing financial information and credit reports to evaluate lending risk. Monitored loan portfolios, followed up on delinquent accounts, negotiated payment plans, managed loan disbursements and collections, and ensured compliance with lending policies and regulations.

Provided customer service with accuracy and speed, maintaining a high standard of etiquette. Managed cash up and till operations while applying safety, multi-tasking, and time management practices.

Coded and posted cash imprests and payment vouchers, prepared supplier payment documents, and managed invoices. Supported internal and external audits, processed journals and credit/debit notes, reconciled customer receipts against cash books, and handled inventory management and control.

Supported day-to-day accounting administration at Meru Multipurpose Co-Op Society Limited and later progressed to Accounts Assistant in January 2017. Assisted with documentation and accounting support tasks to maintain accurate records and support audit readiness.

Studied data analytics with Excel to strengthen reporting and data management skills on a part-time basis.

Grade: Passed Section 3

Completed CPA Intermediate Level (CPA2) and passed Section 3.

Pursued a Bachelor of Commerce with an Accounting option and graduated in December 2021.

Grade: Distinction

Completed a Certificate in Leadership and Youth Mentorship at Kenyatta University and graduated with Distinction.

Grade: Passed Sections 1–2

Studied CPA Foundation Level (Sections 1 and 2) and passed.

Grade: Distinction

Completed a certificate in computer applications and graduated with Distinction.