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Finance Officer Control

Location:
Nairobi, Nairobi County, Kenya
Posted:
January 16, 2022

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Resume:

CURRICULUM VITAE

PROFILE

I am a self motivated, team player, industrious, result driven individual with commanding skills in writing and communication, analytical, management and organization skills to achieve results through people and open to career challenges.

BIO-DATA

Name Leonard O. Baka

Marital Status Married with three children

Date of Birth 31st March 1964

Nationality Kenyan

Last Employer Harambee Co-operative Society Ltd

P.O. Box 478**-*****

Nairobi.

Tel: 070*-******/073*-******

Postal Address P.O. BOX 626**-***** Nairobi

Mobile +254-***-****** or +254-***-******

Email adpxua@r.postjobfree.com

CAREER OBJECTIVES

To serve others with humility and respect as well as achieve a rewarding and fulfilling career in Management

EDUCATIONAL BACKGROUND

UNIVERSITY

Jomo Kenyatta University of Agriculture and Technology: 2012 – 2015

Masters in Business Administration

University of Manchester: 1995-2001

Bachelor of Science Degree in Financial Services

KENYA CERTIFICATE OF SECONDARY EDUCATION

Kimobo Friends Secondary School 1982-1985

Division 2.

PROFESSIONAL TRAINING

CHARTERED INSTITUTE OF BANKERS (UK): 1995-2001

Associate Member

INTERNATIONAL CORRESPONDENCE SCHOOLS LONDON: 1993-1994

Diploma in Business Management

KENYA ACCOUNTANTS AND SECRETARIES NATIONAL EXAMINATIONS BOARD: 1986-1987

Accounts Clerks National Certificate

KENYA NATIONAL EXAMINATIONS COUNCIL:

Diploma in Banking 1991-1992

Certificate in office practice 1989

Certificate in store-keeping 1987

COMPUTER COURSES

Basic Computer Concepts

MS Windows

Novel Netware Level 1 users

Bank Master Banking System

Branch Power Banking System

OTHER COURSES

Debt Recovery course

Developing Management Skills

Advanced Credit Analysis Course

Marketing Skills

Professional Ethics

Certified job analyst – Hay Group South Africa

Customer Care

WORKING EXPERIENCE

CREDIT CONTROL OFFICER: Harambee Sacco Head Office – 2017 – March 2021

Preparation and submission of loan check off data to payrolls

Follow up to ensure loan recovery data forwarded to payrolls are effected

Follow up on loan recovery data sent to payrolls which fail to be effected

Maintain contacts with the payroll officers

Monitor loan repayments to ensure action is taken on non performing ones

AUDITOR: Harambee Sacco – Head Office – 2015 – 2017

Conduct regular audits and identify reportable issues and dimensions of risk in the Head Office and all branches in the country

Determine compliance with policies, procedures and statutory requirements

Review the suitability of internal control designs

Review financial records for completeness and accuracy

Communicate audit findings to auditees and draft comprehensive and complete report of audit area

Carry out periodic Branch audits to confirm adherence/compliance to set controls and procedures

Prepare audit reports with recommendations to management

Follow up on implementations of recommendations by external auditors

Conduct investigative audits

Conduct training of audit management trainees

BRANCH MANAGER: Harambee Sacco Nairobi -February 2013 to date.

Managing Branch assets, appraisal of credit applications, recommendation of loan applications above branch limits to Head office, disbursement of loans, monitoring of loan repayments.

Participate in strategic management committee of the organization and projection of annual activities.

Coordinating the activities of risk champions in the branch and compilation of monthly reports from other branches and present them to the management and the board

Representing the society in credit union conferences local and international

Management of staff matters in the branch such as staff recruitment, leave management, training and mentorship, appraisals, recommendations and salary reviews.

Managing service delivery, promote performance culture, handling member complaints, maintain confidentiality of members information, cross selling of products to members, managing Branch cash holding, managing ordering and delivery of ATM cards to members.

Participate in the organization of annual delegates elections in the counties and recruitment of new members.

Member of new product development team.

People management

Budgeting planning, control and evaluation for the smooth running of branch operations

Lead business growth development of the branch by organizing marketing and selling activities to members in the region, make regular visits to county and provincial officials in the region.

Cash Management

Secretary Fosa Board Committee

BRANCH MANAGER: Harambee Sacco Coast Region - February 2010 to February 2013.

Managing Branch assets, appraisal of credit applications, recommendation of loan applications above branch limits to Head office, disbursement of loans, monitoring of loan repayment

Managing service delivery, promote performance culture, handling member complaints, maintain confidentiality of members information, cross selling of products to members, managing Branch cash holding, managing ordering and delivery of ATM cards to members

Participate in the organization of annual delegates elections in the counties and recruitment of new members.

Management of staff matters in the branch such as leave management, training and mentorship, appraisals, recommendations and salary reviews.

Budget management, control and evaluation of branch allocation.

Lead business growth development of the branch by organizing marketing and selling activities to members in the region, make regular visits to county and provincial officials in the region.

Managing procurement of items/services and dealing with suppliers and service providers including security providers

Management of Motor Vehicles and their maintenance and controlling drivers

Dealing with Management Agents of Premises and all Utilities such as water, light, telephones and review and approval of the same for payment.

BRANCH OPERATIONS MANAGER: Gulf African Bank-August 2007- February 2009

Managing Branch service delivery by ensuring service delivery is as per the service level agreement (SLA), ensuring customer complaints are acted upon promptly within the set time frame to minimize level of dissatisfaction, ensuring set guidelines are followed and any deviations are addressed promptly, cultivate performance culture aimed at improving business relationship with clients, monthly reporting on level and trend of complaints are done promptly, ensuring confidentiality of customer information and cross selling of Bank products and services to new and existing customers.

Communicating to staff on changes on policy matters and products communicated to branches by Head Office.

Holding of regular Branch meetings to review branch progress, challenges and coming up with suggestions from the team on the best way forward.

Managing of Branch Staff by ensuring staff are trained on all Bank products and services, monitoring of staff performance, effective use of staff through planning and assessment of adequacy of branch staff. Above all, mentoring and provision of excellent leadership to the team.

Management of Branch Assets i.e Branch Premises, furniture and equipment, integrity of branch system data, monitoring all system transactions, coordination of the operations of all the departments in the branch.

Managing Branch profit and loss account – by ensuring revenue collection is enhanced and costs are minimized.

CASH OFFICER: National Bank- January 2004 – July 2007.

Managing Branch cash holdings as required by Bank policies and guidelines, Branch ATM operations and supervision of staff in the Department.

CUSTOMER SERVICE OFFICER/SALES TEAM LEADER –

National Bank June 2002 – Dec. 2003

Opening and managing customer accounts, marketing and selling of Bank products to increase revenue base, provide effective and efficient customer service and ensuring KYC & AML policies are adhered to. Carrying out local market intelligence to understand what competitors are doing and asses the likely impact to our market share of the business and supervision of staff in the Department.

CORPORATE RELATIONSHIP OFFICER: National Bank-

January1997- May2002

Appraisal of credit facility applications, disbursement of loans, monitoring of loan repayments, perfection and custody of securities, acquiring new corporate clients, Marketing and selling of Bank products to existing and new clients and undertaking regular customer site visits.

FINANCE OFFICER: National Bank Finance Department 1992-1996

Preparation of financial accounts, preparation and control of management accounts and reconciliation of creditors accounts.

CLERK: National Bank-Finance Department October1988-1991

Settlement of invoices and reconciliation of Head office inter-branch account.

AWARDS

Awarded certificate and cash for being one of the best employees in product innovation and fraud detection in 2002.

ACHIEVEMENTS

Turnaround of Harambee Sacco Mombasa Branch performance from loss making to profit making, training of staff, mentorship, creating quality loan portfolio and providing good leadership to the teams.

CHALLENGES

Meeting customer expectations, maintaining clean loan portfolio, sophisticated fraudulent transactions and system failures.

REFEREES

Mr. Gidion Ndambuki

Credit Control Manager

Harambee Co-operative Savings & Credit Society Ltd

P.O. Box 478**-*****

Nairobi.

Mobile: 072*-******

Albert Bwire Onyango

Former Commissioner

Independent Electoral and Boundaries Commission (IEBC)

P.O. Box 45371 -00100

Nairobi.

Telephone: 072*-******

Joseph Okana

Head of Credit

Kenya Bankers Co-operative Society

P.O Box 73236 - 00200

Nairobi.

Telephone: 072*-******



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