Joan Achieng
@joanachieng
Passionate finance professional dedicated to delivering tailored financial solutions.
What I'm looking for
I am a well-organized and reliable finance professional with a strong commitment to meeting deadlines and delivering exceptional service. My experience as a Financial Advisor at Jubilee Life Insurance Company has equipped me with the skills to analyze clients' financial situations and provide tailored advice on insurance and investment products. I pride myself on my ability to build and maintain strong relationships with clients, ensuring they feel empowered to make informed financial decisions.
Throughout my career, I have gained valuable experience in various finance-related roles, including my time as a Finance Attachee at Kenya Rural Roads Authority, where I managed contract forms, payment vouchers, and KRA returns. My academic background, including a Bachelor of Commerce with a finance specialization and an Executive Certificate of Proficiency in Insurance, has provided me with a solid foundation in financial principles and practices. I am passionate about leveraging my skills to help clients achieve their financial goals.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Jubilee Life Insurance Company
Jul 2023 - Aug 2024 (1 year 1 month)
Analyzed clients’ financial situations to provide tailored advice on insurance and investment products. Developed comprehensive financial plans and conducted regular reviews of clients’ portfolios. Stayed updated on industry trends to offer informed advice and built strong client relationships through effective communication.
Finance Assistant
Ochitech Construction and General Supplies Limited
Oct 2022 - Dec 2022 (2 months)
Assisted in the creation of bill of quantities and filed KRA returns for completed roadwork projects. Gained practical experience in financial documentation and compliance.
Finance Attaché
Kenya Rural Roads Authority
Jul 2022 - Sep 2022 (2 months)
Worked on creating and filing contract forms, payment vouchers, and KRA returns for completed projects. Managed NHIF and NSSF payments and assisted with fund disbursement for various projects while performing monthly reconciliations.
Finance Volunteer
Leekung Construction and General Supplies Limited
Jul 2020 - Oct 2021 (1 year 3 months)
Volunteered to assist with financial modeling, general accounting support, and account receivables management. Contributed to the annual budgeting process and provided data-driven recommendations for the finance team.
Education
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Joan hasn't added their education
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