Katelynn Munien
@katelynnmunien
Financial analyst and operations manager improving margins, KPIs, and processes with reporting automation.
What I'm looking for
I’m an accomplished Financial Analyst and Operations Manager with nearly a decade of experience driving financial performance and operational excellence. I specialize in profitability analysis, margin monitoring, KPI reporting, and translating complex data into clear, actionable business insights.
In my current role, I analyze profitability and operational performance, prepare management reports and KPI dashboards, and lead reporting automation to reduce errors and improve efficiency. I’ve developed consolidated dashboards that increased visibility across departments, and I strengthened financial controls through proactive debtor management and structured customer prepayment approaches.
I also lead day-to-day operations by improving back-office processes, including fuel stock monitoring through daily reconciliation and analysis. Earlier, as an Accounts Administrator and Tour Consultant, I built strong foundations in accounts processing, reconciliations, audit support, and customer-focused execution—backed by Sage Accounting and BCX Back Office Systems training.
Experience
Work history, roles, and key accomplishments
Financial Analyst & Ops
Engen Trafford
Jan 2025 - Present (1 year 5 months)
Analyzes profitability, margins, and operational performance, preparing management reports, financial summaries, and KPI dashboards to support decision-making. Builds consolidated dashboards and reporting tools, improves debtor collection through proactive account management, and strengthens controls and accuracy via reporting automation and daily reconciliation.
Tour Consultant
Shark & Safari
Jan 2017 - Jan 2019 (2 years)
Planned and coordinated travel packages and itineraries while managing client relationships and associated payments and financial records. Drove client engagement to achieve revenue targets.
Education
Degrees, certifications, and relevant coursework
Engen Trafford Abbott's College
Matric Certificate, Matric
Completed a Matric Certificate in 2012.
Sage Accounting
Sage Accounting Software Training, Accounting Software
Completed Sage Accounting software training over approximately three years.
BCX Back Office Systems
BCX Back Office Systems Training, Back Office Systems
Completed BCX Back Office Systems training for fuel stock and related operations.
Availability
Location
Authorized to work in
Job categories
Skills
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