ROBERT NGUMI GITACHU
PROFESSIONAL OVERVIEW/ACHIEVEMENTS
I am a versatile business and finance professional with expertise in
financial, investment, and operations management. I excel and have a clear
understanding of business strategies and goals within corporate office
settings, comprehension of financial statements, capital markets and risk
analysis as well as budget development and management expertise.
Notable skills and achievements include:
> Proven record of implementing financial and operational controls that
improve Profit & Loss account
> Successfully vetted vendors and aided in the selection/transition of
banking systems from Micro banker to T24-Temenos banking application
> Led several cross-functional teams and coached team members, as
appropriate, to develop skills and confidence in their ability to
examine work processes, create solutions, and measure improvements
PROFESSIONAL EXPERIENCE:
CitiGroup. Columbus, Ohio
Financial/Research Analyst-Corporate Actions and Pricing/Fund Accounting
March 2008 - April 2010
> Part of pioneer group to launch new system for validating,
researching, and maintaining investment security profiles and related
security valuations and through the use of multifonds, apply
appropriate corporate actions and pricing to funds and securities
> Supported business strategies/objectives by developing and
implementing performance-measurement through ORSA (Organizational Self-
Risk Assessment) process system to substantially improve integration
of quality, operational, and financial information.
> Apply expertise in accounting principles and security investment
concepts to ensure the accurate and timely calculation and reporting
of fund net assets and unit values for all the funds in the group.
> On the job experience with executive level MBR( monthly business
reviews) creation and formulation that included sales pipeline
analysis, multiple cost centers reports, resources requests and
forecasts, and P&L analysis.
> Integrated redefined procedures into project plan for newly defined
MultiFonds system
Franklin University. Columbus, Ohio
April 2007 - August 2009
Finance, Economics and Accounting Tutor
> Successfully tutored and led students finance and economics with a
success rate of 90% acquiring greater than B+ in their final
grades
> Re-engineered tutoring methodologies to ensure practical
applications of principles tutored
Alliance Data Systems. Westerville, Ohio
June 2007 - December 2007
Recovery Specialist-World Financial Network National Bank (WFNNB)
> Spearheaded process-improvement projects to ensure accurate, timely
data delivery, reduced production expense, and effective relationships
with regulatory organizations and vendors within third-party
collection agencies
> Successfully negotiated and secured payments and settlements with
customers exceeding $30,000 monthly
> Constantly met goals for funds recovery while managing portfolio
accounts that had been forwarded to the audit department for
collection
Commercial Bank of Africa. Nairobi, Kenya
Service Delivery Officer/Assistant Branch Manager
March 2002 - February 2007
Analyze and lead the accounts payable and receivable process.
Assist in forecasting and planning, budgeting, and product line
reporting for several banking products. Daily analysis of
operational risks, and recapitulation of the branch financials.
Ensure clients banking needs are met and exceeded with exemplary
customer service and solutions. Resolve difficult issues
regarding client complaints and other matters.
> Attained fast-track promotion through series of increasingly
responsible positions
> Prepared and analyzed bank's capital adequacy position within the
entire bank to ensure cash management requirements and regulations
were within tolerance levels
> Successfully monitored and controlled risk management for cash
management
> Contributed to the bank meeting its US equivalent of USD One Million
Annual target within 9-months
> Analyzed, vetted and made recommendations of all applications at
branch level, including but not limited to personal and commercial
loans, local and foreign transfers, credit card applications, foreign
exchange dealings, offshore investments and insurance services
> Supervised reports with responsibilities in financial reporting,
planning, forecasting, information systems, accounts payable, payroll,
fixed assets, and general ledger
> Increased customer base by 40%; Retention rate of clients of 80%
EDUCATION:
Franklin University. Columbus, Ohio
March 2007 - August 2009
Master of Business Administration (MBA) - Finance
Cumulative GPA: 3.80
The University of Nairobi. Nairobi, Kenya
March 2004 - December 2008
Master of Business Administration (MBA) - Strategic Business
Management
Daystar University.
August 1998 - June 2001
Bachelor of Commerce (B.Com). Business Administration &
Management; and Marketing
REFERENCES:
Joel Roimen
Operations/Compliance Manager
CFC-Stanbic Bank Ltd
P.O. Box 305**-***** GPO
Tel: +254-***-******
Email: *******@*******.***
Nairobi - KENYA.
Mrs. Jane Kabutha
Assistant General Manager-Human Resources
Commercial Bank of Africa Ltd
P.O. Box 304**-***** GPO
Tel: +254-**-*******
Email: *********@***.**.**
Nairobi - KENYA.
Mr. Anthony Muiruri
Service Delivery Manager
Commercial Bank of Africa Ltd
P.O. Box 304**-***** GPO
Tel: +254-**-*******
Email: *********@***.**.**
Nairobi - KENYA[pic]