Kenya presents a developing market for banking and finance professionals, with opportunities in commercial banking, investment management, and microfinance. Roles are available for financial analysts, credit officers, and banking managers within established institutions and upcoming fintech companies.20 Banking & Finance jobs in Kenya
Business Development Officer/ Relationship Officer/ Loan Officer
Nairobi, Nairobi
Lolc Kenya Microfinance PLC
Posted 7 days ago
Job Viewed
Job Description
1. Business Growth & Originating Quality Loans:
Marketing and promoting LOLC Kenya Microfinance Bank PLC products and services to potential customers who fit the organization profile. Keep up to date with potential loan markets and develop referral networks in order to locate prospects for loans. br>Reporting Business Promotion activities to the supervisor
Initiation and growth of quality loan portfolio and various incomes according to set targets for the organization.
Engage the clients to understand their financial needs which can be addressed by LOLC Kenya Microfinance products.
Growth of product holding per client to maximize the company’s share of client’s wallet – Cross selling and Up-selling
D velop a healthy client base and business network which shall assure him or her of continuous business generation for both new and repeat business.
Constantly engage clients in order to enlighten them on new products and services being offered by the bank.
Responsible for loan request, disbursements, and recording, verifying, and assessing the chattels offered for loans with assistance of Branch Manager and monitoring collections and recoveries.
Analyse applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans. < r>Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information < r>Submit applications to Branch Manager with recommendations for verification.
Review loan agreements to ensure that they are complete, accurate and fully compliant with the bank’s policies and procedures. < r>Recruiting of new clients, opening of accounts and mobilizing deposits
Responsible for daily, weekly, monthly and quarterly reports as required
Conducting continuous market surveys so as to understand the market and product trends, in order to determine the competitiveness of the bank and also to recommend products and pricing reviews and new product development
Driving and managing market outreach promotional programs to create product awareness and cultivate business networks and customer relations to grow the portfolio.
Implementing and enforcing the board-approved AML & KYC policies within the branch.
2. Customer Relationship Management and Business Support:
Delight clients by efficiently offering services, responding to client queries and complaints within the bank’s stipulated SLA and TAT. < r>Offer appropriate financial solutions to clients’ business needs and challenges while taking care of the interests of the Company. < r>Be the liaison person between the customer and LOLC-K MFB until the loan is processed and disbursed or otherwise communicated.
Participate in organized customer forums for both feedback and training on the bank’s products and services. < r>Handle any customer complaints and take appropriate actions and escalate where necessary to the immediate supervisor to ensure that they are timely resolved.
Provide superior level of customer relationship management and promote the sales and service culture through coaching, guidance and motivation.
Maintain good public relation between LOLC and outsiders e.g., public administration, churches, business community and foster positive image of the bank in all fora.
Ensure high standard of service through follow up of day today problems by liaising with the Branch Manager and support divisions
3. Delin uency Management:
Discuss the repayment schedule which shall include loan period, interest, principal repayment, bank charges etc. to ensure that the customer understands the financialobligations they are entering into with LOLC-K MFB to help them work out their cash flows before making the decision of borrowing.
Post disbursement loan management including negotiating payment arrangements with customers who have delinquent loans.
Ensure that all clients repay their loans on time.
Marketing and promoting LOLC Kenya Microfinance Bank PLC products and services to potential customers who fit the organization profile. Keep up to date with potential loan markets and develop referral networks in order to locate prospects for loans. br>Reporting Business Promotion activities to the supervisor
Initiation and growth of quality loan portfolio and various incomes according to set targets for the organization.
Engage the clients to understand their financial needs which can be addressed by LOLC Kenya Microfinance products.
Growth of product holding per client to maximize the company’s share of client’s wallet – Cross selling and Up-selling
D velop a healthy client base and business network which shall assure him or her of continuous business generation for both new and repeat business.
Constantly engage clients in order to enlighten them on new products and services being offered by the bank.
Responsible for loan request, disbursements, and recording, verifying, and assessing the chattels offered for loans with assistance of Branch Manager and monitoring collections and recoveries.
Analyse applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans. < r>Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information < r>Submit applications to Branch Manager with recommendations for verification.
Review loan agreements to ensure that they are complete, accurate and fully compliant with the bank’s policies and procedures. < r>Recruiting of new clients, opening of accounts and mobilizing deposits
Responsible for daily, weekly, monthly and quarterly reports as required
Conducting continuous market surveys so as to understand the market and product trends, in order to determine the competitiveness of the bank and also to recommend products and pricing reviews and new product development
Driving and managing market outreach promotional programs to create product awareness and cultivate business networks and customer relations to grow the portfolio.
Implementing and enforcing the board-approved AML & KYC policies within the branch.
2. Customer Relationship Management and Business Support:
Delight clients by efficiently offering services, responding to client queries and complaints within the bank’s stipulated SLA and TAT. < r>Offer appropriate financial solutions to clients’ business needs and challenges while taking care of the interests of the Company. < r>Be the liaison person between the customer and LOLC-K MFB until the loan is processed and disbursed or otherwise communicated.
Participate in organized customer forums for both feedback and training on the bank’s products and services. < r>Handle any customer complaints and take appropriate actions and escalate where necessary to the immediate supervisor to ensure that they are timely resolved.
Provide superior level of customer relationship management and promote the sales and service culture through coaching, guidance and motivation.
Maintain good public relation between LOLC and outsiders e.g., public administration, churches, business community and foster positive image of the bank in all fora.
Ensure high standard of service through follow up of day today problems by liaising with the Branch Manager and support divisions
3. Delin uency Management:
Discuss the repayment schedule which shall include loan period, interest, principal repayment, bank charges etc. to ensure that the customer understands the financialobligations they are entering into with LOLC-K MFB to help them work out their cash flows before making the decision of borrowing.
Post disbursement loan management including negotiating payment arrangements with customers who have delinquent loans.
Ensure that all clients repay their loans on time.
This advertiser has chosen not to accept applicants from your region.
0
Finance Officer
Nairobi, Nairobi
Lifebank
Posted 22 days ago
Job Viewed
Job Description
Job position - Finance Officer
Location - Nairobi br>Employment Type - Full time/On Site
Key Responsibilities:
Audit
Determine and detail gaps in process, procedure, and system controls.
Perform information system audits to manage internal controls and assess risks.
Assess potential risks, evaluate controls, and conduct compliance testing.
Facilitate successful internal and external audits by ensuring proper stakeholders engagement, & provision information/ documentation.
Devise and initiate corrective strategies to improve compliance and reduce tax burden
Accounting & Reporting
Prepare monthly reports and annual financial statements for review by management and other stakeholders.
Deposit & reconcile clients and vendor payments and adjust accounts to reflect changing balances.
Develop actionable improvements for existing processes and present to management.
Collaborate with Operations & procurement team to improve procurement and reconciliation processes.
Prepare and administer Monthly, Quarterly, and Yearly Budgets for overall operations and departments.
Produce credits sales report and analyze aging to identify targets for basic and advanced collection strategies.
Oversee accounting needs and maintain all books for Direct Costs and Administrative overheads.
Prepared statutory annual returns to regulatory agencies.
Ensure all transactions are posted on Xero with their supporting documents.
Taxation & Compliance
Managed tax audit exercises by Lagos state internal revenue services and FIRS.
Prepare periodic VAT & WHT returns to Federal and State internal revenue services.
Oversee applications for certificates, clearances, licenses, and business permits.
Ensure timely payment of all taxes and levies.
Payables & Receivables
Handle the processing and documentation of all approved disbursements.
Ensure timely issuance of Invoices for all services with necessary supporting documents.
Prepare monthly statements of accounts for customers to support the collection efforts of the collection team.
Ensure all customers with overdue invoices sign debt acknowledgement form with detailed payment terms.
Ensure adherence to the approved company finance policies.
Carryout periodic follow-ups with customers with outstanding overdue invoices.
Qualifications:
Bachelor's degree/ HND in Finance, Accounting, or related field.
Minimum of 3 years of experience in a finance related role, preferably in a similar capacity.
Strong understanding of financial principles, practices, and regulations.
Proficiency in Google docs, and accounting software like Xero.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team, with a high level of accuracy and attention to detail.
Prior experience with receivables management, tax preparation, and audit support is highly desirable.
Salary: 20,000 - 25,000 KES monthly gross
Location - Nairobi br>Employment Type - Full time/On Site
Key Responsibilities:
Audit
Determine and detail gaps in process, procedure, and system controls.
Perform information system audits to manage internal controls and assess risks.
Assess potential risks, evaluate controls, and conduct compliance testing.
Facilitate successful internal and external audits by ensuring proper stakeholders engagement, & provision information/ documentation.
Devise and initiate corrective strategies to improve compliance and reduce tax burden
Accounting & Reporting
Prepare monthly reports and annual financial statements for review by management and other stakeholders.
Deposit & reconcile clients and vendor payments and adjust accounts to reflect changing balances.
Develop actionable improvements for existing processes and present to management.
Collaborate with Operations & procurement team to improve procurement and reconciliation processes.
Prepare and administer Monthly, Quarterly, and Yearly Budgets for overall operations and departments.
Produce credits sales report and analyze aging to identify targets for basic and advanced collection strategies.
Oversee accounting needs and maintain all books for Direct Costs and Administrative overheads.
Prepared statutory annual returns to regulatory agencies.
Ensure all transactions are posted on Xero with their supporting documents.
Taxation & Compliance
Managed tax audit exercises by Lagos state internal revenue services and FIRS.
Prepare periodic VAT & WHT returns to Federal and State internal revenue services.
Oversee applications for certificates, clearances, licenses, and business permits.
Ensure timely payment of all taxes and levies.
Payables & Receivables
Handle the processing and documentation of all approved disbursements.
Ensure timely issuance of Invoices for all services with necessary supporting documents.
Prepare monthly statements of accounts for customers to support the collection efforts of the collection team.
Ensure all customers with overdue invoices sign debt acknowledgement form with detailed payment terms.
Ensure adherence to the approved company finance policies.
Carryout periodic follow-ups with customers with outstanding overdue invoices.
Qualifications:
Bachelor's degree/ HND in Finance, Accounting, or related field.
Minimum of 3 years of experience in a finance related role, preferably in a similar capacity.
Strong understanding of financial principles, practices, and regulations.
Proficiency in Google docs, and accounting software like Xero.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team, with a high level of accuracy and attention to detail.
Prior experience with receivables management, tax preparation, and audit support is highly desirable.
Salary: 20,000 - 25,000 KES monthly gross
This advertiser has chosen not to accept applicants from your region.
1
Senior Associate II-Commercial Department
Nairobi, Nairobi
Emerge Egress Consulting
Posted 23 days ago
Job Viewed
Job Description
Senior Associate II Vacancy (5+ years PQE) -Commercial Department-Nairobi
br>Emerge Egress Consulting is a HR Management & Training Consulting Firm established in 2017 based in Nairobi. In essence it focuses in Recruitment, Business & Marketing Strategy and Training Programs for various sectors. We partner with clients in various industries and sectors in order to meet their various needs.
Role Objective
A leading medium sized law firm with various accolades in various practice areas is seeking for a competent associate in order to contribute valuably to the firm.
Core Duties and Responsibilities
• Support Partners and effectively work with others. < r>• nvest time and effort to coach and train less experienced team members < r>• P ovide Legal opinion on matters relating to Property & Real estate,Banking and Finance, Conveyancing, Commercial or Corporate law < r>• D afting Conveyancing documents and other Legal documents. < r>• P eparing and Sending terms of engagement and estimates of fees and disbursements < r>• O ersee handling of all client matters before the Lands Registry, Local Authorities and Survey of Kenya & National Lands Commission. < r>• L aising with clients and key stakeholders such as the mortgage lenders, estate agents, land valuers. < r>• P ovide legal opinion, advice on commercial and corporate transactions and matters. < r>• C rrying out the negotiation, drafting and review of commercial contracts, legal documents and ensuring they are duly executed. < r>• O fer legal advice to clients on the legal processes involved in purchasing & selling of property. < r>• C nduct due diligence on conveyancing transactions, prepare sale agreements, completion documents and ensure proper registration of documents. < r>• P epare property lease agreements & ensure contracts are duly signed as scheduled. < r>• L aising with clients and key stakeholders such as the mortgage lenders, Land Registry, Government Departments, estate agents, land valuers and surveyors. < r>• A sist with due diligence and other intellectual property issues related to contracts, agreements and other transactional matters. < r>• E hance the firm’s client base through effective liaison with existing clients.
• S pervise and appraise direct reports based on the firm’s policies and systems.
• R spond promptly and professionally to requests, challenges relating to client matters. < r>• W rk to meet target as set within the department or unit. < r>• A directed by the supervisors follow up billing and accounts receivable. < r>• D monstrate a high level of productivity in work through time and cost control and management of budgets and expenses. < r>• K ep abreast of issues that may affect the industry and the clients. < r>• R main current on client's business and industry to ensure that advice provided is sound and relevant. < r>• R search and apply, as appropriate, new work-related information that may vary in complexity. < r>• P rform any other duties allocated. < r>
Qualifications:
• L B degree from a recognized university. < r>• A vocate of the High Court of Kenya or an equivalent qualification in the Commonwealth (with the intention to immediately qualify to practice in Kenya). < r>• A technically strong advocate in at least their 5th Post Qualification year with solid exposure to Banking and Finance, Conveyancing, Real Estate, Commercial or Corporate law practice in private or as in house counsel. < r>
Competencies
• B oad base of legal practice experience. < r>• D monstrate excellent writing and communication skills. < r>• A ility to foster positive relationships with clients and all individuals across the Firm. < r>• M st have high moral integrity and character. < r>• H ghly organized and good time management skills. < r>• F cused on performance and results. < r>• P ised to work under pressure with very little supervision. < r>• F cused and inquisitive learner, proactively pursues opportunities to build expertise and skills. < r>• D sire and ability to learn from and confer on an ongoing basis with other Advocates of the Firm when the handling matters with a view to continuously developing professional knowledge and expertise. < r>• F exibility to adapt to changing priorities and focus.
br>Emerge Egress Consulting is a HR Management & Training Consulting Firm established in 2017 based in Nairobi. In essence it focuses in Recruitment, Business & Marketing Strategy and Training Programs for various sectors. We partner with clients in various industries and sectors in order to meet their various needs.
Role Objective
A leading medium sized law firm with various accolades in various practice areas is seeking for a competent associate in order to contribute valuably to the firm.
Core Duties and Responsibilities
• Support Partners and effectively work with others. < r>• nvest time and effort to coach and train less experienced team members < r>• P ovide Legal opinion on matters relating to Property & Real estate,Banking and Finance, Conveyancing, Commercial or Corporate law < r>• D afting Conveyancing documents and other Legal documents. < r>• P eparing and Sending terms of engagement and estimates of fees and disbursements < r>• O ersee handling of all client matters before the Lands Registry, Local Authorities and Survey of Kenya & National Lands Commission. < r>• L aising with clients and key stakeholders such as the mortgage lenders, estate agents, land valuers. < r>• P ovide legal opinion, advice on commercial and corporate transactions and matters. < r>• C rrying out the negotiation, drafting and review of commercial contracts, legal documents and ensuring they are duly executed. < r>• O fer legal advice to clients on the legal processes involved in purchasing & selling of property. < r>• C nduct due diligence on conveyancing transactions, prepare sale agreements, completion documents and ensure proper registration of documents. < r>• P epare property lease agreements & ensure contracts are duly signed as scheduled. < r>• L aising with clients and key stakeholders such as the mortgage lenders, Land Registry, Government Departments, estate agents, land valuers and surveyors. < r>• A sist with due diligence and other intellectual property issues related to contracts, agreements and other transactional matters. < r>• E hance the firm’s client base through effective liaison with existing clients.
• S pervise and appraise direct reports based on the firm’s policies and systems.
• R spond promptly and professionally to requests, challenges relating to client matters. < r>• W rk to meet target as set within the department or unit. < r>• A directed by the supervisors follow up billing and accounts receivable. < r>• D monstrate a high level of productivity in work through time and cost control and management of budgets and expenses. < r>• K ep abreast of issues that may affect the industry and the clients. < r>• R main current on client's business and industry to ensure that advice provided is sound and relevant. < r>• R search and apply, as appropriate, new work-related information that may vary in complexity. < r>• P rform any other duties allocated. < r>
Qualifications:
• L B degree from a recognized university. < r>• A vocate of the High Court of Kenya or an equivalent qualification in the Commonwealth (with the intention to immediately qualify to practice in Kenya). < r>• A technically strong advocate in at least their 5th Post Qualification year with solid exposure to Banking and Finance, Conveyancing, Real Estate, Commercial or Corporate law practice in private or as in house counsel. < r>
Competencies
• B oad base of legal practice experience. < r>• D monstrate excellent writing and communication skills. < r>• A ility to foster positive relationships with clients and all individuals across the Firm. < r>• M st have high moral integrity and character. < r>• H ghly organized and good time management skills. < r>• F cused on performance and results. < r>• P ised to work under pressure with very little supervision. < r>• F cused and inquisitive learner, proactively pursues opportunities to build expertise and skills. < r>• D sire and ability to learn from and confer on an ongoing basis with other Advocates of the Firm when the handling matters with a view to continuously developing professional knowledge and expertise. < r>• F exibility to adapt to changing priorities and focus.
This advertiser has chosen not to accept applicants from your region.
2
Finance Officer
Nairobi, Nairobi
Mkulimapay Credit Limited
Posted 24 days ago
Job Viewed
Job Description
Prepare and monitor budgets, forecasts, and financial reports.
Manage day-to-day accounting activities including accounts payable/receivable, bank reconciliations, and general ledger entries. br>Ensure timely submission of statutory returns such as VAT, PAYE, NHIF, NSSF, and other compliance obligations.
Conduct monthly, quarterly, and year-end financial closings.
Analyze financial data and provide insights to support decision-making.
Maintain accurate and up-to-date financial records and documentation.
Support audits and liaise with external auditors as needed.
Monitor cash flow and manage the organization’s financial risks. < r>Assist in the development and implementation of financial policies and procedures.
Ensure all financial practices are in line with statutory laws and regulations.
Manage day-to-day accounting activities including accounts payable/receivable, bank reconciliations, and general ledger entries. br>Ensure timely submission of statutory returns such as VAT, PAYE, NHIF, NSSF, and other compliance obligations.
Conduct monthly, quarterly, and year-end financial closings.
Analyze financial data and provide insights to support decision-making.
Maintain accurate and up-to-date financial records and documentation.
Support audits and liaise with external auditors as needed.
Monitor cash flow and manage the organization’s financial risks. < r>Assist in the development and implementation of financial policies and procedures.
Ensure all financial practices are in line with statutory laws and regulations.
This advertiser has chosen not to accept applicants from your region.
3
Freelance Acquisition Officer Nairobi
Nairobi, Nairobi
Safari Networks Ltd
Posted 25 days ago
Job Viewed
Job Description
DUTIES AND RESPONSIBILITIES;
br>Perform preliminary building search and report on viable locations for sites to ensure possible sales.
Prepare and deliver buildings acquisition presentations to prospective new clients and follow-up with key customer decision makers to close all sales.
From a negotiation standpoint, the position owns the relationship with the property manager, securing building and ability to solicit customers.
Report all site acquisition activities on assigned sites.
Coordinate with the Design, Network and project management teams.
Identify site issues and provide solutions or alternatives when issues arise.
Complete required Agreements and Contracts, update and maintain entries and complete other paperwork in a timely manner.
Education and Experience;
Certificate/ Diploma/ Degree in any Business or IT related field from a recognized Institution.
At least 1 year working experience in a related position is preferred.
Desired Skills and Attributes:
Excellent verbal and written communication skills
Presentation, Negotiation and persuasive skills.
Highly motivated “self-starter”.
Able to deliver under aggressive project schedules.
br>Perform preliminary building search and report on viable locations for sites to ensure possible sales.
Prepare and deliver buildings acquisition presentations to prospective new clients and follow-up with key customer decision makers to close all sales.
From a negotiation standpoint, the position owns the relationship with the property manager, securing building and ability to solicit customers.
Report all site acquisition activities on assigned sites.
Coordinate with the Design, Network and project management teams.
Identify site issues and provide solutions or alternatives when issues arise.
Complete required Agreements and Contracts, update and maintain entries and complete other paperwork in a timely manner.
Education and Experience;
Certificate/ Diploma/ Degree in any Business or IT related field from a recognized Institution.
At least 1 year working experience in a related position is preferred.
Desired Skills and Attributes:
Excellent verbal and written communication skills
Presentation, Negotiation and persuasive skills.
Highly motivated “self-starter”.
Able to deliver under aggressive project schedules.
This advertiser has chosen not to accept applicants from your region.
4
Group Loans Officer
Nairobi, Nairobi
Maqao Investments
Posted 26 days ago
Job Viewed
Job Description
We are looking for mature, self driven and aggressive individuals well versed with group lending metrics, including groups formation, recruitment, training and loan management. This is a performance based role and the role holder is expected to recruit and manage a quality group portfolio. In return we offer a competitive remuneration package with great prospects for growth.
This advertiser has chosen not to accept applicants from your region.
5
Pharmacist-in-Charge & Branch Operations Manager
Meru Meru , Eastern
Career Directions Limited (CDL)
Posted 5 days ago
Job Viewed
Job Description
Job Title: Pharmacist-in-Charge & Branch Operations Manager Location - Meru, KenyaOur client is hiring a Pharmacist-in-Charge & Branch Operations Manager who will lead the Meru branch operations from the ground up. This is a high-impact role responsible for the overall leadership and coordination of all branch functions, ensuring strict compliance with the Pharmacy and Poisons Board (PPB) regulations and WHO Good Distribution and Storage Practices (GDP/GSP). As the Pharmacist-in-Charge (PIC) and Qualified Person for Pharmacovigilance (QPPV), you will ensure product safety, regulatory excellence, and operational efficiency. You will also lead a multidisciplinary team across warehousing, dispatch, invoicing, administration, commercial sales and pharmacovigilance, delivering service in line with the mission of Harley's to be the preferred provider of healthcare and well-being solutions in the region.KEY RESPONSIBILITIES • Branch Operations Management : Lead and oversee all daily branch activities including warehousing, dispatch, inventory, customer service and administration, ensuring efficient operations, budget adherence, inventory integrity and alignment with the company's performance targets and governance standards.• Regulatory Compliance : Ensure full compliance with PPB and WHO GDP/GSP standards by implementing quality protocols, conducting internal inspections, managing audits, training staff, maintaining environmental controls and enforcing the company's SOPs and regulatory policies.• Pharmacovigilance & Drug Safety : Serve as the branch-level Qualified Person for Pharmacovigilance (QPPV), responsible for monitoring and reporting adverse drug events, coordinating with the Head Office QPPV, and fostering a culture of safety and compliance in line with national and internal drug safety requirements.• Coordination & Communication : Facilitate timely and effective communication across internal teams, regulatory departments and external partners, while escalating operational or compliance issues as needed, and supporting senior leadership in executing branch and corporate priorities.RequirementsQUALIFICATIONS & EXPERIENCE • Bachelor's Degree in Pharmacy (BPharm) or equivalent from a recognized institution.• Must be a registered Pharmacist with a valid PPB practicing license. • Minimum of 8 years in the pharmaceutical distribution or operations, with 3+ years in a managerial or supervisory role. • Proven experience in pharmacovigilance and regulatory compliance is required. • Solid understanding of PPB regulations, WHO GDP/GSP, and pharmacovigilance reporting frameworks. • Familiarity with inventory management systems (ERPs/WMS), quality assurance and internal audit procedures.• Exceptional communication and presentation skills as well as strong analytical skills.• Proficient in CRM tools, Microsoft Office, ERPs and data reporting systems.Only the best candidates will be shortlisted and contacted for an interview.
This advertiser has chosen not to accept applicants from your region.
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6
Accountant
001000 Nairobi, Nairobi
Bridge Talent Management
Posted 17 days ago
Job Viewed
Job Description
Job Overview Our client in the communication industry is looking for a detail oriented Accountant. The main goal of the role is to ensure the maintenance of accurate records as well as reconciliation of financial accounts, formulate financial and accounting procedures and policies, prepare and submit final accounts as well as advise management on the company's financial health status.Key Responsibilities. Maintain accurate and up-to-date financial records, including general ledger entries, accounts payable and receivable, and bank reconciliations.Prepare monthly, quarterly, and annual financial statements, ensuring compliance with InternationalFinancial Reporting Standards (IFRS).Ensure timely and accurate filing of tax returns, including VAT, PAYE, and corporate tax, in compliance with the Kenya Revenue Authority (KRA) regulations.Coordinate and support internal and external audits by providing necessary documentation and explanations.Develop and enforce internal financial controls to safeguard company assets and ensure the integrity of financial information.Reconcile revenue collected from various payment platforms (M-PESA, bank, etc.) with system dataFollow up on accounts receivables and manage customer account balances.Track and record company expenditures including petty cash, utilities, and operational costs.Monitor cash flow and ensure liquidity for smooth day-to-day operations.Ensure compliance with statutory obligations (PAYE, NHIF, NSSF, VAT, and other relevant taxes).Liaise with external auditors, tax authorities, and regulatory bodies when needed.Support the development of financial controls and procedures to minimize risks.Assist in streamlining accounting processes to support scalability as the business grows.Support inventory audits and manage stock records related to installations and logistics.Collaborate with the sales and operations teams to align financial records with customer subscriptions and service delivery.Analyze financial and operational data to identify trends, variances, and performance gaps, providing actionable insights to management.Develop simple dashboards or reports to visualize key metrics such as revenue growth, cost efficiency, and customer billing behavior.RequirementsKey requirements Bachelor’s degree in Accounting, Finance, or a related fieldCPA Part II or above (CPA finalist preferred).Strong understanding of accounting principles and hands-on experience with bookkeeping tools ( QuickBooks, Sage).Strong Excel skills (e.g., PivotTables, VLOOKUP, financial modeling).Solid understanding of Kenyan tax laws and statutory compliance (VAT, PAYE, NHIF, NSSF, etc.).High integrity, analytical mindset, and ability to work with minimal supervision.Strong understanding of Kenyan tax regulations, financial reporting standards, payroll systems, statutory filings, and stock management.High attention to detail, integrity, and ability to work independently.
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7
Branch Representative - Eldoret Branch
Eldoret, Rift Valley
Career Directions Limited (CDL)
Posted 25 days ago
Job Viewed
Job Description
Job Title: Branch Representative - Eldoret BranchLocation: EldoretReports to: Business Development ManagerDepartment: Business developmentStaff Reporting Directly to the Job Holder: Customer Service Representative2. Job Purpose Statement To oversee the branch office including its operations and staff and ensuring that branch performance targets are met.3. Key duties and responsibilities a) Raise the company’s profile and enhance its visibility by positioning it strategically in the region.b) Develop effective Sales strategy and creating a sustainable and comprehensive sales plan.c) Develop effective Marketing strategy and creating a sustainable and comprehensive marketing plan.d) Gather market intelligence for the region, advising the Head of Marketing on business opportunities and areas of improvement.e) Develop an effective client management plan, including an up-to-date client portfolio and subsequently, client-retention initiatives, while minimizing attrition.f) In liaison with the marketing team, participate in product development, advising on what works in the respective area of operation.g) Preparation of branch-related statistics and sales reports as required.h) Analyze branch-related data and ensure all relevant issues relating to branch operations are identified and communicated to relevant stakeholders.i) Manage branch budget and minimize costs and expenses.j) Supervise and evaluate the performance of direct report.k) Adherence to the Service Charter.l) Any other duties as may be assigned from time to time, related to your skills, qualifications, experience and in promotion of teamwork and collaboration in the company.4. Key Result Areas i. Branch performance (Regional Sales Targets)ii. Customer Satisfaction IndexRequirementsPerson Specification Education • Degree in business-related course from a recognized university (Essential)• Diploma in Insurance or related insurance course (Desirable)Knowledge and Skills • Excellent knowledge of the insurance industry• Sound commercial awareness• Strategic thinker• Strong interpersonal skills• Good communication skillsExperience • At least 5 years’ relevant experience in the insurance sector, 2 of which should be in branch management • Demonstrable experience in sales and marketing of insurance productsPersonal Attributes • Reliable• Problem solver• Leader
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8