Data Entry Assistant Accounting

JANNETH VERHAN MSUYA CV

P.O.Box **, ARUSHA;

Mobile: +255-***-****** ;+255-***-******.

E-Mail: *******@*****.***

PERSONAL INFORMATION

Date of Birth : 16/03/1994

Place of Birth : Arusha, Tanzania

Sex : Female

Marital Status : Single

Nationality : Tanzanian

Language : Fluent English and Swahili

CARRIER OBJECTIVE

I aim to leverage my knowledge in financial reporting, tax compliance, and budgeting to contribute to the financial success of a dynamic organization in Tanzania. I am committed to continuous learning, adhering to ethical standards, and utilizing modern accounting practices to support accurate decision-making and long-term financial stability. My goal is to grow professionally, while ensuring that the company maintains strong compliance with local tax regulations and financial best practices."

EDUCATION BACKGROUND

2015-2020 : INSTITUTE OF FINANCE MANAGEMENT

Bachelor in Tax Management (BTX)

2013-2015 : BABATI DAY SECONARY SCHOOL

Advance Certificate of Secondary Education

2009-2012 : ST THERESA THE CHILD JESUS SECONDARY SCHOOL Certificate of Secondary Education Examination

WORKING EXPERIENCE:

Jan 2023 to date: DELIGHT POLYCLINIC LTD

Post: ACCOUNTANT

Responsibilities:

• Maintain accurate financial records, including patient billing, payments, expenses, and insurance claims.

• Prepare regular financial statements, such as profit and loss accounts, balance sheets, and cash flow statements.

• Track revenue streams for all sectors (dental, laboratory, OPD, pharmacy, etc.) and analyze financial data.

• Assist in preparing the clinic’s annual budget, including forecasting revenue and controlling expenses.

• Track actual performance against budgeted goals and adjust forecasts as needed.

• Ensure timely payment of taxes (corporate tax, VAT, withholding taxes, PAYE, NSSF, etc.).

• Prepare tax returns and ensure compliance with Tanzania’s tax regulations.

• Maintain records for audits and collaborate with tax authorities when needed.

• Oversee payroll processing for all clinic employees, ensuring timely and accurate salary disbursement.

• Manage statutory deductions such as NSSF, PAYE, and other employee benefits.

• Monitor the clinic’s revenue cycle from patient billing to payment collection, ensuring minimal delays or loss.

• Handle billing for insurance claims, track payments, and manage outstanding debts.

• Analyze operating costs (e.g., rent, salaries, supplies, equipment) and suggest cost-saving measures.

• Ensure that vendor payments and supplies purchases are made efficiently without impacting operations.

• Ensure that financial practices comply with legal regulations and industry standards.

• Prepare financial data for internal or external audits.

• Track key performance indicators (KPIs) such as profit margins, revenue growth, and expense ratios.

• Provide financial insights and advise management on areas of improvement and potential growth.

• Ensure that the clinic maintains healthy cash flow for day-to-day operations.

• Forecast short-term and long-term cash needs and coordinate with banks for funding or overdrafts if needed.

• Provide financial input in decision-making for the clinic’s expansion (e.g., adding the OPD, laboratory, pharmacy).

• Analyze the financial viability of new services or investments in equipment and technology. June 2021 to Sep 2022: ASSEMBLE INSURANCE (T) Ltd at Arusha Branch Post: SALES REPRESENTATIVE

Responsibilities:

• Identify potential clients through various channels such as networking, referrals, cold calling, or attending community events.

• Use marketing strategies (such as online ads or collaborations) to generate leads for potential insurance sales.

• Present and sell insurance products (health, property, vehicle, etc.) to clients, tailored to their needs and financial situation.

• Explain policy features, terms, coverage options, and the benefits of each plan to clients to ensure they understand what they are purchasing.

• Build and maintain strong, long-term relationships with clients to foster trust and loyalty.

• Provide ongoing support to existing policyholders, including handling policy renewals and making adjustments as needed.

• Address client queries, concerns, or complaints promptly and professionally.

• Conduct thorough needs assessments for potential and current clients to understand their insurance requirements.

• Recommend appropriate insurance products based on clients’ risk exposure, budget, and goals.

• Customize insurance policies to fit clients’ specific circumstances, such as adding riders or special coverage.

• Work with underwriters to develop and adjust policy options based on client profiles.

• Meet or exceed monthly/quarterly sales targets set by the insurance company.

• Track personal sales performance and report to management regularly.

• Assist clients with filing claims and provide guidance throughout the claims process.

• Ensure clients understand the claims process and help facilitate communication with claims adjusters if necessary.

• Ensure all sales activities are compliant with local and national insurance regulations in Tanzania.

• Maintain accurate records of transactions, customer interactions, and contracts.

• Stay informed about new insurance products, competitors’ offerings, and changes in the market.

• Suggest new sales strategies or products to management based on market trends and customer feedback.

• Educate customers on the importance of insurance and the different types of policies available.

• Provide seminars or workshops to increase awareness of insurance benefits within the community or business sectors.

• Work with marketing, underwriting, and customer service departments to ensure smooth operations and accurate policy issuance.

• Collaborate with the claims department to ensure clients receive timely and accurate support.

• Implement strategies to retain existing clients, such as offering loyalty programs, regular check-ins, and policy reviews.

• Encourage policy renewals and offer cross-selling opportunities to expand client portfolios.

• Maintain detailed sales records and provide management with regular updates on performance, lead conversion rates, and client retention statistics.

• Stay updated on the latest insurance products, policies, and regulations.

• Participate in training sessions or professional development courses to enhance sales techniques and product knowledge

OTHER SKILLS

• Preparing Final Accounts.

• Computer literacy with good report writing skills and Presentation.

• Accounting software QuickBooks.

• Microsoft Excel, word, and power point.

INTERESTS

• Reading Books & Newspaper, Watching TV, Movies and News,

• Interactions with Friends and Sharing Options/Ideas with constructive discussions,

• Sport particularly Volleyball and Swimming.

• Am also in love with adventures and travelling

REFERENCES

Judica Nkya,

Operation manager at Tanzania Commercial Bank,

Arusha branch.

Mob :( +255-***-***-***

Richard Fue Kiangi, PhD Economics

Lecture and Head Department of Economics and Tax Management, Institute of Finance Management,

Dar es Salaam

*************@***.**.**

Mob: +255-***-***-***

Dr Imanueli D. Mnzava, PhD. Finance,

Deputy Rector-Academic, Research and Consultancy,

Institute of Finance Management

Dar es Salaam

Mob: +255-***-***-***

Dr. Arnot Magulilo,

Branch Manager at Assemble Insurance (T) Ltd,

*********@********.**.**

Arusha

Mob: (255-******-***

CERTIFICATION

I, the undersigned, certify that to the best of my Knowledge and belief, these data correctly describe me, my qualifications and experience.

Janneth Verhan Msuya.

Signature

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