Joseph Kamau Macharia

MBA, BCom, CPA, Accounting Manager

California

510-***-****

ado68g@r.postjobfree.com

https://www.linkedin.com/in/josephmacharia/

A highly motivated, task driven and result oriented professional with extensive experience in various aspects of finance, accounting, administration, and operations management. A proven leader who can successfully balance budgets and provide expert guidance to clients and colleagues. A verifiable record of accomplishment in leading teams, organizing, and managing workflow. Hold a reputation for meeting deadlines, coupled with excellent analytical, technical, communication, and interpersonal skills.

Skills

Organizational Operations Project & Statutory Audit Strategic Planning Operational and project Budgeting Monitoring & Internal controls General Ledger & Reconciliations Capacity Building Financial Reporting.

Experience

APRIL 2021 – PRESENT

Accounting Manager/Manos, Inc, Oakland, California

Lead the General ledger accounts and monthly close process, reconciliations, adjusting entries. Prepare monthly consolidated financial statements and issue accurate financial statements.

Coordinate the financial model preparation and update process that ensures effective cash flow and liquidity forecasting.

Prepare and analyze accounting data for reporting purposes, often completing complex manipulations in Excel to do so. Examples include preparing company metrics and reporting results to the CFO and completing insurance applications.

Review routine accounting tasks performed by accountants, such as payroll procedures, schedules and journals, bonus calculations, accounts payable, etc.

Key in managing timeline related to preparation, testing and completion of annual audits: Balance Sheet, ESOP, Receivables and Workers Compensation and communicate issues with the CFO.

Review and correct draft responses. Answer routine testing questions during audits. Refer complex or contentious issues to the CFO.

Achievements:

Improved the financial model. Embedded a coded budget template that generated budget figures for upload in the accounting system, thus reducing the budgeting process by three days.

Successfully coordinated migration from QuickBooks to Sage Intacct, ensuring efficient data backup, chart of accounts modification, templates development, and upload.

Researched and developed a summary to guide the management on introduction of equity compensation.

Documented various procedures to speed up completion of various routine tasks and reduced the overall monthly closing time by 1.5 days.

AUGUST 2018 – MARCH 2021

Senior Accountant/La Familia, Hayward, California

Led general full cycle accounting including operating expenses, account reconciliations, timely monthly/year-end close process, receivables and payables, fixed assets, bank reconciliations, contract management and invoicing.

Prepared and recorded monthly journal entries which included accruals, prepayments, leases, depreciation, overhead allocation, and recharges.

Managed the investigation and correction of anomalies in the books, prepared the quarterly financial reporting package for leadership review, and participated in the preparation of periodic financial and statistical reports.

Developed and safeguarded finance systems, policies and other standard processes that supported service delivery.

Ensured compliance with GAAP and FASB internal controls and reporting standards.

Led the payroll process for 229 staff members and administered reimbursements and claims.

Achievements:

Documented monthly closing procedures and developed cost allocation templates that reduced monthly closing period from 5 to 3 days.

Introduced regular budget Vs actual review sessions with program managers that ensured timely identification of red flags and effective execution of budgets.

Efficient project cost analysis and advice on discontinuance that saved $144,000 on eight months overheads.

Successfully consolidated accounting data and streamlined finance procedures after a merger.

JUNE 2017 – APRIL 2018

Accounting, Finance and Operations Consultant/Agrisystems Foundation

Provided technical advice and directed general accounting and finance activities, introducing best practices to affiliates operations to improve transparency and accuracy, budgeting, GAAP compliance, and internal controls.

Provided expert guidance in the improvement of finance systems and procedures to support service delivery.

Successful professional set up of finance and administration departments. Developed a handbook that detailed procedures and workflow, ensuring efficient financial resources management.

JULY 2015 – MAY 2017

Finance and Operations Manager/Tearfund, Teddington, UK

Successfully led and coordinated the administrative, accounting, financial reporting, budgeting processes. Developed, maintained, and improved financial systems, policies, and procedures.

Managed and ensured accurate and timely capturing, and processing of transactions, including bank reconciliations, journal entries, fixed assets, monthly accruals, accounts payables and receivables, balance sheet account reconciliations, and flux analysis.

Directed treasury functions including forex hedging and oversaw financial statements translation.

Developed, maintained, and monitored robust internal controls, assessed strengths and weaknesses of financial management strategies, and implemented strategic and tactical steps to improve them.

Monitored and controlled budget expenditures. Conducted cost and budget analysis and ensured shared costs were allocated equitably among the cost centers/departments.

Achievements:

Efficient management of finance, logistics and human resources aspects for projects that resulted 63% growth in revenue from $11 million to $17.1 million through renewal and award of new contracts.

Rolled out and oversaw successful implementation of financial system (PS Financials) in 4 regions, resulting to timely captures of financial data for decision making.

Designed a model that facilitated multiple projects financial management and reporting initiatives.

Improved monitoring by introducing regular collaborative budget Vs actual review sessions.

JANUARY 2013 – JUNE 2015

Senior Finance Officer/Caritas Switzerland, Nairobi, Kenya

Prepared annual operations and project budgets, forecasts, monitored & reviewed performance against them, enabled robust reporting of variances and provided guidance on budget revisions.

Analyzed and interpreted financial rules, regulations, established internal controls, policies, and procedures, provided advice and recommended solutions to a wide range of financial processes.

Successfully oversaw Navision upgrade to version 365, successful data migration and roll out to 3 countries.

Established and implemented internal audit function, staff, and partner’s capacity building.

Led the successful closure and hand over of 3 projects worth $4.8million.

Achievements:

Successfully oversaw Navision upgrade to version 365, data migration and roll out to 3 countries

Lead the revision of regional and country specific finance and administration handbooks

Established and implemented internal audit function, staff and partner’s capacity building

APRIL 2008 – DECEMBER 2012

Finance Officer/Agency for Cooperation & Research in Development (ACORD International), Nairobi, Kenya

Proactively led Sun system upgrade, data migration. Successful rollout in 8 countries in Africa.

OCTOBER 2006 – APRIL 2008

Accountant/Interconsult, Nairobi, Kenya

NOVEMBER 2004 – SEPTEMBER 2006

Accountant/Admin Officer/Wireless Networks (K) Limited, Nairobi, Kenya

Education

Certified Public Accountant (USA) – ongoing

Master of Business Administration (MBA), University of Nairobi, Nairobi City, Kenya, May 2012 – December 2014

Bachelor of Commerce (BCom). The Catholic University of Eastern Africa, Nairobi City, Kenya, April 2009 – December 2011

Certified Public Accountant of Kenya (CPAK). Vision Institute of Professionals, Nairobi City, Kenya, July 2000 – December 2004

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