Elijah Mwendwa

Posted financial entries in QuickBooks, completed bank reconciliations, and resolved period discrepancies while ensuring expenses were recorded in the correct period. Prepared consolidated group financial statements, monthly management accounts, budget monitoring/forecasting, and trained junior staff on GAAP and ASC guidance.

Prepared standalone and consolidated budgets and produced monthly/quarterly management accounts for group entities and subsidiaries. Supported IFRS financial statement consolidation, annual audits, ERP rollout, regulatory/tax compliance, and board paper preparation.

Built and maintained financial models, forecasts, and budgets in Excel, and performed ratio-based analysis to identify trends, risks, and performance drivers. Developed Power BI reports and dashboards (including DAX), supported valuation for M&A using DCF/IRR/LBO and 3-statement models, and analyzed investment opportunities.

Reconciled monthly trial balances, trained interns on correct transaction posting, and produced ad-hoc and monthly financial reports. Managed Sage X3/WASP fixed asset accounting and cost capitalization (including depreciation), prepared budgets and cash flow reporting, and supported tax exemption renewal work with KPMG consultants.

Verified construction invoices and supporting documents, posted payments in Sage X3, and reconciled construction C-WIP ledgers for accurate financial reporting. Managed monthly VAT and I-tax reconciliations, bank reconciliations, fixed-asset register maintenance, and procurement/payment controls to support timely compliance and payments.

Extracted and analyzed ledger data from Sage X3 to reconcile building/construction, land, and contractor transactions against financial statements. Verified correct withholding tax (3%/5%), VAT and withholding treatment for imported goods/services, and assessed potential tax exposures by matching figures to invoices and records.

Reviewed client-submitted claim documentation and insurance policies to validate coverage and calculate claim inputs, including indemnity period, sum assured, excess factors, and incident dates. Performed financial analysis (including value-at-risk and gross profit calculations) and prepared BI analysis outputs and draft claim correspondence for loss adjusters.

Posted daily sales, customer invoices, and cash transactions in Tally ERP, and ensured losses/variances were recorded and reconciled. Managed VAT/withholding/PAYE and payroll processing, maintained fixed asset registers, handled accounts reconciliations (including M-Pesa), supported audits and budgeting, and prepared tender documentation.

Conducted financial control and compliance audits to ensure reporting was true and fair and aligned with IFRS/IAS, while performing budget and ratio analysis and fixed-asset/bank reconciliation reviews. Managed credit control follow-ups, designed and implemented controls to reduce losses, supported system/IT and forensic reviews, and reported findings to the board.

Received and posted cash/cheque deposits and withdrawals, performed daily cash balancing, and prepared back-office reports and reconciliations for head office. Processed M-Pesa, Western Union, and Moneygram transactions with adherence to internal controls, and supported petty cash voucher posting and payments while providing customer-facing service.

Posted RTGS and SWIFT transactions and supported teller operations. Provided customer care and assisted with branch accounting, loan administration, account opening, and bancassurance/insurance sales support.

MSc in Accounting and Financial Management at University College London (in collaboration with the University of London), awaiting graduation.

Grade: Upper Second Class (2:1)

BSc in Agricultural Economics at Egerton University, graduating with an Upper Second Class (2:1).

Grade: A- (Minus)

Kenya Certificate of Secondary Education (KCSE), achieving a mean grade of A- (minus).