EPHANTUS MIGWI, CPA-K

P.O. Box ****-*****, Nairobi, Kenya · +254*********

ad47jp@r.postjobfree.com · www.linkedin.com/in/ephantusmigwi PROFESSIONAL SUMMARY:

Experienced and Certified Accountant with a robust background in Accounting, Investments, Financial analysis, and Compliance. Proficient in finance operations, reporting, budgeting, and forecasting, with a track record of ensuring completeness and accuracy in financial transactions. Proven ability to manage financial records, conduct internal and external audits, and drive compliance with regulatory standards. My willingness and commitment to continuous learning ensures that I am continually expanding my skill set. I am currently pursuing data science skills to augment finance expertise, driven by a passion for leveraging technology and AI to optimize insights and automate processes, transforming the efficiency of financial operations. PROFESSIONAL EXPERIENCE:

Assistant Accountant, Reporting Britam Asset Managers (Kenya) Co. Ltd August 2022 – to date Financial Reporting:

- I am proficient in preparing financial statements, including balance sheets, income statements, and cash flow statements, in accordance with IFRS and GAAPs.

- I am tasked with timely end month reporting, including preparation of complete and accurate management accounts for various entities and Funds, and comment on the movement of Revenues and Expenses month on month to give insights on the business performance.

- I also prepare segment reports to the Group, Board packs, and other ad hoc reports as may be needed by the management/EXCO, contributing to informed decision-making. Budgeting and Forecasting:

- Skilled in creating and managing budgets, forecasting financial trends, and identifying cost-saving opportunities to optimize financial performance.

- I am involved with the annual budgeting for the company and departments, revenue and expenses projections and report the same to exco.

- I assist with departmental budget preparation at start of the year and upload the same on timely basis, and also monitor the movements and transfers within the year. 2

Audit and Compliance:

- Experienced in conducting internal audits and ensuring compliance with financial regulations, tax codes, and industry-specific standards.

- I have also successfully facilitated internal and external audits into our financials, ensuring compliance with statutory and regulatory bodies.

- I have ensured 100% compliance with various legal and regulatory authorities including KRA and CMA, through timely filing of the company returns as per the regulator’s’ requirements. General Ledger Management:

- I am involved in maintaining general ledger accounts for various entities by ensuring accurate recording of financial data, and regular reconciliation of the ledgers to ensure any discrepancies are noticed and corrected early. Finance Operations

- I manage journal entries, review bank reconciliations, and ensure data integrity for various entities.

- I ensure timely posting of all monthly journals for end month closure.

- I ensure up to date bank reconciliations for entities and Funds are prepared and ensure that there are no outstanding items in bank reconciliations above 60 days.

- I process all the company payments including payroll deductions, commissions, suppliers etc. Life Businesses Finance Associate Britam Life Assurance Co. Ltd July 2021 – July 2022

- I improved customer retention by streamlining renewal processes and timely communication of renewal terms.

- I achieved 100% account reconciliation status through efficient debtors' reconciliations.

- I processed initial, renewal, and supplementary costings, raising timely debit notes and book them with finance.

- I advised on fund receipting, ensuring timely clearing from suspense within set timelines.

- I ensured that costings and medical underwriting requirements were communicated on time. Accounts assistant (Cash Office) Ruaraka Uhai Neema Mission Hospital Dec 2019 – June 2021

- Handled various payment methods, resolved customer complaints, and addressed inquiries.

- Managed daily reconciliation of transactions and ensured accurate billing and invoicing.

- Compiled financial reports, adhering to established requirements and procedures.

- Tabulated and presented to patient’s/customers accurate bills and raised invoices in a timely manner.

- Confirmed cases of patients whose treatment costs are covered by the respective agency and insurance. 3

EDUCATION:

- Bachelor of Arts in Economics Kenyatta University Graduated July 2019

- KCSE Kirimari Boys’ Secondary School: MEAN GRADE: B PLAIN (62 POINTS) Completed in 2014:

- KCPE Ndemi Primary School: MARKS: 320/500 – Completed in 2010: PROFESSIONAL CERTIFICATIONS:

- Certified Public Accountant (CPA) ICPAK Reg No. ASSOC4116 Completed April 2021

- Certified Investments and Financial Analysts (CIFA) - In Progress (Intermediate Level) OTHER COURSES AND TRAININGS

- Linkedin Learning – Successfully completed several online courses and trainings.

- 2021 - Le Brit - Exceptional Customer Service Course

- 2021 - Ajira Kenya - Transcription and Data Entry

- 2018- Brainway College - QuickBooks, Sage, ERP and Pastel

- 2018–Finstock College - Certificate in Statistical Package for Social Sciences – SPSS

- 2015-Partners Computer Training - Ms Word, Access, PowerPoint and Excel SKILLS

• Report writing.

• Great mathematical abilities

• Strong analytical and problem-solving skills.

• Financial Reporting and Budgeting

• Data analyst with strong computer skills

• Exceptional Customer service skills

• High level of integrity and professionalism

• Good understanding of common IFRSs

OTHER ACTIVITIES AND INTERESTS:

- Enthusiastic about personal and collective growth.

- Avid reader with a focus on diverse topics and genres.

- Participates in recreational activities, including team building, swimming, and nature walks.

- Passionate about connecting with others to share thoughts and ideas. REFERENCES:

Available upon request.

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