catherine mutua

Manage end-to-end accounting for multiple client companies, preparing monthly, quarterly, and annual financial statements and supporting external audits. Handle tax computations and compliance while advising clients on tax planning, budgeting, forecasting, cash flow, and cost management.

Coordinated daily sales operations to support field officers with loan processing and client acquisition, maintaining accurate application, disbursement, and repayment records in core banking software. Produced sales performance reports, managed client inquiries and documentation, and supported marketing campaigns and regulatory compliance.

Led and motivated a sales team to achieve revenue targets by developing strategic sales plans, monitoring KPIs, and providing coaching using sales analytics. Managed the full sales cycle, collaborated with marketing and service teams, recruited and onboarded sales staff, and ensured sales operations complied with policies and legal requirements.

Led a team of sales representatives to meet and exceed sales targets by providing forecasts and performance reports to senior management. Conducted market research to identify opportunities, analyzed financial data to support cost and revenue strategies, managed customer databases, and recruited and guided business development staff.

Advised clients on investment and financial product decisions, educating them on education and investment policies, pensions, and trusts. Supported clients through ongoing relationship management, recommended products aligned to individual needs, and identified and approached potential customers to drive new business.

Led the credit control team by reviewing delinquency reports, creating debt collection plans, and actively reducing aged debtor balances. Managed legal debt recovery activities, handled credit notes and billing adjustments, coordinated with residents accounts teams to resolve issues, and ensured escalation of process problems to maintain high customer service standards.

Diploma in Finance with a specialization in Credit Management from the Cooperative University of Kenya.