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@simonkinyanjui
Analytical financial professional passionate about solving complex financial problems.
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.
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Work history, roles, and key accomplishments
Britam Company
Oct 2022 - Present (3 years 1 month)
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.
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.
Degrees, certifications, and relevant coursework
Python for Finance, Finance
2024 - 2024
Enrolled in the Python for Finance course, focusing on using Python programming for financial analysis and modeling.
Bachelor of Procurement and Contract Management, Procurement and Contract Management
2017 - 2023
Financial Modelling & Valuation Analyst Certification, Finance
2022 - 2022
Completed the Financial Modelling & Valuation Analyst Certification, which covered financial modeling techniques and valuation methods.
Certified Investment Financial Analysis, Finance
2020 - 2022
Achieved certification in Certified Investment Financial Analysis, focusing on investment strategies and financial analysis techniques.
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.
Kenya Certificate of Secondary Education, Secondary Education
2013 - 2016
Completed the Kenya Certificate of Secondary Education, which provided a comprehensive education in various subjects.
Software and tools used professionally
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