Simon Kinyanjui
@simonkinyanjui
Analytical financial professional passionate about solving complex financial problems.
KenyaWhat I'm looking for
I am an analytical and strategic financial professional with a passion for solving complex financial problems. My expertise lies in developing strategic investment plans, financial models, and comprehensive reports that drive informed decision-making. Currently, I work as a Financial Advisor at Britam Company, where I provide expert advice on investment strategies and risk management, achieving an average annualized return of 16% for my clients' portfolios.
Throughout my career, I have honed my skills in financial analysis and modeling, utilizing tools such as Microsoft Excel and Python to create detailed projections and insights. My experience also includes conducting cost-benefit analyses and managing procurement budgets during my tenure as a Procurement Attachee. I am committed to leveraging my analytical and problem-solving skills within a team dedicated to excellence.
Experience
Work history, roles, and key accomplishments
BCFinancial Advisor
Britam Company
Oct 2022 - Present (2 years 7 months)
As a Financial Advisor, I provided expert advice on investment strategies and risk management, achieving an average annualized return of 16% for client portfolios. I analyzed complex financial situations, leading to an average annual tax reduction of 20%, and utilized financial planning software to create detailed projections and reports.
Procurement Attachee
Thika Sub-County
Jan 2022 - Apr 2022 (3 months)
In my role as a Procurement Attachee, I conducted cost-benefit analyses of procurement projects and assessed financial risks. I monitored procurement budgets to ensure adherence to allocated funds, contributing to effective financial management within the department.
Education
Degrees, certifications, and relevant coursework
3S365 Data Science
Python for Finance, Finance
2024 - 2024
Enrolled in the Python for Finance course, focusing on using Python programming for financial analysis and modeling.
JTJomo Kenyatta University of Agriculture and Technology
Bachelor of Procurement and Contract Management, Procurement and Contract Management
2017 - 2023
CICorporate Finance Institute
Financial Modelling & Valuation Analyst Certification, Finance
2022 - 2022
Completed the Financial Modelling & Valuation Analyst Certification, which covered financial modeling techniques and valuation methods.
Star College
Certified Investment Financial Analysis, Finance
2020 - 2022
Achieved certification in Certified Investment Financial Analysis, focusing on investment strategies and financial analysis techniques.
Nairobi Institute of Business Studies
International Computer Driving License, Computer Studies
2017 - 2017
Completed the International Computer Driving License program, which provided foundational skills in computer operations and software applications.
Njiiri School
Kenya Certificate of Secondary Education, Secondary Education
2013 - 2016
Completed the Kenya Certificate of Secondary Education, which provided a comprehensive education in various subjects.
Tech stack
Software and tools used professionally
Availability
Location
KenyaAuthorized to work in
Job categories
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