Accounting Technician Resource Planner

Joseph Kimeli Burgei

Po Box 405**-*****, Nairobi-Kenya

Telephone no: +254 723 -743- 266, Email: *********@*****.***

Personal Profile

Over 13 years of experience as a Finance professional. Conscientious, organized, detailed, task-oriented, financial professional experienced in providing accounting and financial management, business administration, human resource & benefits administration, information systems management, and risk management in the corporate sector.

Academic Education

Jan 2017 - Dec 2020

University of Nairobi, Bachelor of Commerce (Finance)

Attained- 2nd Class (Honors) Lower Division

Feb 2000 - Nov 2003

Lelwak Secondary School, Kenya Certificate of Secondary Education

Attained: High school Certificate (C+)

Jan 1989 - Nov 1999

Ng’atipkong Primary School, Kenya Certificate of Primary Education

Attained: Primary School Certificate (B+)

Professional Education

July 2010- Dec 2012

Strathmore University, Certified Public Accountants (CPA-Kenya) Examination

Attained- Pass

May 2005- Dec 2006

Ol’Lessos Technical Training Institute, Accounting Technician Certificate (KATC)

Attained: Pass

IT programs

Computer Packages - Ms. Word, Ms. Excel, Ms. Access, E-mail, and Internet.

Accounting Packages - Sage Premier HR payroll, Sage ERP, Systematic ERP, Syspro ERP

Key Skills

Budgeting and Finance Expertise, Financial Monitoring and Forecasting, Financial Reporting, Staff Management, Inventory Management, General Accounting, Cost Accounting, Strong Interpersonal, Process Improvement Techniques, Crisis, and Emergency Communications, Sound Judgement, Approachable, and Strategic Thinker.

Work Experience

Nov 2016- Present

CKL Africa Limited (#1 Animal Health Products & Farm Inputs Supplier)

Position: Financial Accountant (FA)

Duties and Responsibilities

Deputize the Head of Finance. In the absence of Head of Finance, I take charge in Providing department leadership and supervision. I also act as a representative of her in weekly, monthly, and half year review meetings. In her absence, I prepare and circulate special reports for Board of Directors.

Financial Planning & Controlling. I play the role of coordinating the annual budget making, by sharing with the departmental heads, the previous periods actual expenditure, and receiving as well as putting together the estimates from departmental heads. Keeping the departments spending within the budgets approved by the Board of Directors is my main area of controlling.

Financial Reporting and Analysis. In strict adherence to IFRS/IAS, I am responsible for preparation, analysis & presentation of periodic financial reports. This responsibility also extends to planning and coordinating of financial audits by external auditors (RSM East Africa LLP & BDO East Africa LLP).

Fixed assets Management. This role requires me to strictly adhere to CKL’s fixed asset management policy, and compliance with applicable reporting standards on CKL’s fixed assets.

Tax Management. The role requires accuracy in recording, compliance with Kenya tax laws in reporting, and timeliness in filing.

Payroll & Staff Deductions Management. This role requires that I possess deep understanding of the Kenya employment laws, as well as good knowledge of statutory provisions on submission of staff deductions to the respective government bodies.

Working Capital Management. Creditors, debtors, and inventories management form a key part of company’s financial health. Desirable Credit policy when put in place, and religiously adhered to, yields optimum cashflows thus keep the company in a going concern status. I take good care of this at CKL.

Achievements

Suggested and now guiding on the creation of financial management and tax reporting package/dashboards using Microsoft Power Business Intelligence (MS Power BI)

Suggested and now guiding on transition to Sage 300 people from Sage VIP & HR payroll system

July 2013- Nov 2016

Honda Motorcycle Kenya Ltd (Motorcycle Assembly & distribution)

Position: Company Accountant (CA)

Key Roles and Responsibilities

Financial & Operation Management Systems. Being the founding accountant at HMK, and for the record of proper financial and assembling operations, and desirable accounting book-keeping, I suggested and managed implementation of an enterprise resource planner (Sage Evolution). This replaced the inadequate QuickBooks accounting system that was in existence between March and September 2013.

People, payroll management, and Systems. Immediately I was engaged by HMK, and after review of administration and HR operations, I suggested to the management the need to have an internal payroll management system. I later managed implementation of the approved system (Sage VIP Payroll & HR). From September 2013, the costs of outsourcing services of payroll preparation by an accounting firm was cut to zero. Together with the Human Resource Manager, we proposed and implemented a provisional pay and grading structure for HMK.

Financial Planning & Controlling. I was responsible for coordinating the preparation, presentation to the Gempo CEO/MD & Chairperson, and submission of annual original budgets (OB) and revised budgets (RB) to Honda Motor Co., Ltd, via BOFC System.

Financial Reporting and Analysis. With strict adherence to IFRS/GAAP/IAS, I was responsible for preparation, analysis & presentation of periodic financial reports, initially to Honda Motor Europe (EMEA regional reporting office), and later to the newly created MEA office at Honda Motor Co., Ltd headquarters. This responsibility also extended to planning and coordination of financial audits by external auditors (KPMG) and tax advisors (PWC & Grant Thornton).

Cost Accounting & Pricing. I was responsible for costing of all imports, which included spare parts, CKD parts, and plant, assembly PPE.

Gempo Administration & Finance Management Policy. Together with the human resources manager, we managed to design and implement the policy that guides the operational of the department.

Tax management. I was responsible for preparing and submitting (via i-Tax system) Corporate Tax, VAT, PAYE & Withholding taxes for Honda Gempo in Kenya (HMK).

Achievements

Successfully managed the implementation of financial, people (access controls), and payroll systems for Honda Gempo in Kenya (HMK).

Successfully implemented administration and financial management policy for Honda Gempo in Kenya (HMK).

July 2008- June 2013

MIBM Limited – Nairobi

(Furniture Manufacturer & Ricoh Business Machines dealer)

Position: Finance Assistant (FA)

Duties and Responsibilities

Reviewed financial transactions for completeness, accuracy, and proper authorization.

Updated accounting journals, ledgers and other records detailing financial business transactions.

Ensured payments are made to suppliers /received from customers consistently, accurately and within credit terms.

Liaised with Import-export department regarding import & export documentation and clearing process.

Prepared and submitted of all statutory payroll deductions within stipulated time as per Kenyan government regulations.

Prepared and filed Value Added Tax and withholding taxes within stipulated time.

Prepared financial statements and supporting schedules for the annual financial audit.

Worked with both internal and external auditors during financial and operational audits.

Implemented internal controls within financial and administrative circles of the company.

Periodical preparation of financial reports to determine proper handling of financial transactions.

Reconciled all nominal ledger accounts, creditors, sales, payroll, statements of expenditure and bank accounts.

Managed the Purchasing functions of the Organization and maintained good relationship with suppliers.

Manage and ensure the staff under me in a way that ensures high degree of motivation, efficiency, and discipline in all activities.

August 2007-May 2008

Impact by Design Limited- Nairobi (Public Relations & Communication Co.)

Position: Accounts Assistant (AA)

Duties and Responsibilities

Verified the accuracy of invoices and other accounting documents or records,

Prepared payment vouchers and disbursing accounts payable checks.

Reconciled payables, receivables & general ledgers

Ensured all documentation relating to payments is in accordance with all regulations and maintaining high level of vigilance.

Certificates, Awards, & Hobbies

Oct 2020-Corporate Tax Training, Kenya School of Revenue Administration

Feb 2019- Deferred Tax Training, Ernest & Young LLP - Nairobi

Dec 2013- One Week Hyperion Financial Planning Training, Honda Motor Europe Co., Ltd- Slough, London, United Kingdom.

Sep 2013-Basic HR & Payroll Training, Sage Software (Pty) Ltd

Hobbies

Reading Accounting publications, articles, and leadership books.

Community Work

Watching Football

Referees

Mr. Julius E. Waka,

Head of Finance & Supply Chain,

Ecolab East Africa,

P.O Box 3186-00100 Nairobi

Tel: 072*-***-***

Email: ******.****@*****.***.

Christine N. Ndeto,

Head of Marketing,

CKL Africa Limited.

Po Box 40596- 00100 Nairobi

Tel: 071*-***-***

Email: ******@***.******.

Ms. Petronilla N. Kioko,

Human Resource Manager,

Honda Motorcycle Kenya Limited,

P.O Box 3387-00506, Nairobi

Tel: 072*-***-***

Email:**********.*****@*****-**.***

Contact this candidate