Open to opportunities

Lilian Neema

@lilianneema

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Dynamic financial analyst with expertise in corporate finance and investment.

Kenya

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What I'm looking for

I am seeking a role that offers opportunities for growth, challenges in financial analysis, and a collaborative company culture.

I am a dynamic financial and investment analyst with over three years of experience in corporate finance, investment analysis, and transaction advisory across various East African markets at PKF Consulting (K) Limited. I hold a Bachelor’s degree in Economics and Finance and am a Certified Investments and Financial Analyst (ICIFA) Level 2, currently pursuing Level 3. My expertise includes portfolio management, equity investments analysis, and market risk analysis.

In my role as a Senior Associate, I have led investment due diligence and business valuation assessments, significantly impacting market shares and facilitating substantial buyouts. I have developed dynamic financial models and conducted thorough due diligence reviews, contributing to major investments in the manufacturing sector. My strong analytical skills and attention to detail enable me to prepare comprehensive reports and present insights effectively to stakeholders.

Experience

Work history, roles, and key accomplishments

Current

Senior Associate – Corporate Finance

Current

PKF Consulting(K) Limited

Jan 2024 - Present (1 year 5 months)

Led investment due diligence and business valuation for manufacturing firms, including a significant acquisition that increased market share. Prepared financial model projections and conducted vendor due diligence for a major buyout. Conducted financial due diligence for Norfund, resulting in a $5.5 million senior loan.

Due Diligence Valuation Financial Modeling Internal Audit Risk Mitigation

Associate – Corporate Finance

PKF Consulting(K) Limited

Jan 2022 - Dec 2023 (1 year 11 months)

Conducted market research and trend analysis across East African banking sectors, advising investors on stock performance and regulatory changes. Performed due diligence and financial analysis on manufacturing sectors, identifying inefficiencies and recommending risk mitigation strategies. Assisted in structuring complex investment opportunities and developing financial projections.

Market Research Financial Analysis Due Diligence Risk Mitigation Proposal Development

Education

Degrees, certifications, and relevant coursework

KASNEB

Certified Investment & Financial Analysts, Investment and Financial Analysis

Completed Level 2 and currently pursuing Level 3. Relevant coursework included Portfolio Management, Equity Investments Analysis, Financial Statements Analysis, and Behavioural Finance.

Kenyatta University

Bachelor of Science, Economics and Finance

Graduated in December 2021. Relevant coursework included Financial Economics, Quantitative Analysis, and Regulation of Financial Markets.

Coursera

Certificate, Investment Risk Management

Completed coursework in Risk Analysis using Value at Risk and Treynor Ratio, and Calculating Beta, monthly returns and Standard Deviation.

African Leadership Experience (ALX)

Certificate, Virtual Assistant

Completed relevant courses in Google Suite and Project management tools such as Asana and Monday, planning tools such as Calendly, stakeholder management and expense tracking.