ERP
CAROLINE KALIMI PETER
ACCOUNTANT
NAIROBI
Summary
Experienced accounting professional with a strong track record in financial management. Known for exceptional analytical skills and precision. Adept at driving results through effective team collaboration and adaptability to changing needs. Demonstrated expertise in financial reporting, budgeting, and compliance with a keen focus on accuracy and efficiency. Highly reliable, dependable, and committed to achieving organizational goals.
Overview
2025
2025
years of professional experience
18
18
years of post-secondary education
2
2
Languages
Work History
Regional Manager
Vehicle and Equipment Leasing (T) Limited
11.2023 - Current
- Developed and executed successful business plans that resulted in improved market share and profitability within the region.
- Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
- Expanded regional presence by researching potential markets, developing strategic partnerships, and opening new locations.
- Disposed 80% of the assets in the yard, increasing income of the year.
- Led cross-functional teams to achieve project deliverables on time and within budget, resulting in improved overall performance.
- Implemented cost-cutting measures across the region that led to significant savings without compromising service quality or employee satisfaction.
- Increased customer satisfaction with timely resolution of escalated issues and proactive communication on product updates.
- Motivated regional staff to achieve ambitious sales targets by establishing a competitive incentive structure and celebrating team accomplishments.
- Promoted a culture of continuous improvement through ongoing process reviews, employee engagement initiatives, and open channels of communication.
- Oversee the daily operations of multiple branches within the region.
- Ensure compliance with company policies, industry regulations, and standards.
- Coordinate with various departments to ensure smooth and efficient operations.
- Develop and oversee regional marketing campaigns and promotional activities.
- Collaborate with the marketing team to ensure consistency with the company's brand and objectives.
- Optimized cash flow management strategies, ensuring sufficient funds were available for daily operations.
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
Accountant
Quipbank Trust Limited
10.2022 - 10.2023
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Facilitated smoother audit processes by maintaining organized and comprehensive financial documentation.
- Improved budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
- Trained new employees on accounting principles and company procedures.
- Posting accounts receivable payments made by cash, cheque, or credit card payments and generating quarterly financial reports to detail company revenues and expense
- Used ERP (Odoo) accounting software to perform bookkeeping, invoicing and bank reconciliations, billing, and VAT reconciliation
- Coordinating month-end closing processes to ensure completion ahead of tight deadlines, filing of VAT and WHT computation, and filing of Nssf, Helb, Nita, Nhif, PAYE, and House levy
- Managing and facilitating petty cash, managing fleet budgets, and accountability, and investigating and resolving discrepancies in monthly bank accounts ahead of tight deadlines.
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Front Office
The Nakuru Specialist Hospital Ltd
01.2022 - 10.2022
- Handled billing, running of smartcards, filling, processing of NHIF claims, batch, and forward NHIF claims, admitting and discharging patients under different insurances, and sending preauthorization to different insurances for approval of surgical procedures
- Held customer concerns and escalated major issues to supervisor and customized customer experiences to build brand loyalty
- Identified issues, analyzed information, provided solutions to problems and planned rotter to maintain high service levels while minimizing payroll costs
- Developed excellent working knowledge of industry trends and improvements in processes and resolved customer queries and problems using effective communication and providing step-by-step solutions
- Trained and mentored employees to maximize team performance
- Welcomed and assisted visitors in a friendly and professional manner and handled basic inquiries and sorting mail
- Handled copying, scanning, and filing documents, monitoring office supplies, and ordering replacements.
Accountant-Intern
National Hospital Insurance Fund
- 11.2021
- Learned about bank reconciliation, journal entries, bookkeeping and cash book, approval and authorization of claims, quality assurance and generation of EFTS
- Liaised directly with clients to gather necessary information for accounting staff to complete account reconciliations
- Performed filing, data entry, and record-keeping of client files using HICS software and balanced reports and batch summaries to submit for approval
- Maintained accurate financial records and informed about current legislation relating to finance and accounting
- Assisted the management in the decision-making process by preparing budgets and financial forecasts.
Enumerator
Kenya National Bureau of Statistics
08.2019
- Undertook various survey types and data collection activities, including undertaking volume, classification, and directional surveys at regular programmed sites.
Sales Representative
Njiiri Distributors- Airtel
04.2018 - 01.2019
- Consistently met and exceeded sales goals for advertising and grew customer base by acquiring new customers and identifying needs to deliver relevant products
- Negotiated and closed deals with minimal required support from sales and finance managers and maintained productive relationships with existing customers through exceptional follow-up after-sales
- Boosted client retention, established sales goals, secured targeted rates, improved profitability, and developed pipelines with multiple sales penetration strategies.
Education
Certified Public Accounting (CPA), Intermediate level. - CPA 3
KASNEB
KENYAACCOUNTING
Kabarak University
NAKURU 05.2017 - 12.2021
Computer Applications - Computer Packages
Aberdare Institute Of Management
Karatina 01.2017 - 03.2017
Kenya Certificate of Secondary Education (KCSE) -
Yoder Karwigi Secondary School
EMBU 01.2013 - 12.2016
KCPE
Kitundumo Primary School
KITUI 01.2004 - 12.2012
Skills
Accomplishments
- Participated in Go green expo.
- Led campaign for disposal of vehicles where I managed to dispose 80% of the vehicle.
- Participated in annual audit for Vehicle and Equipment Leasing Ltd in Uganda and Kenya.
- I managed to do statutory audits (NSSF).
- I supported in tax appeal processes.
Software
Timeline
Regional Manager
Vehicle and Equipment Leasing (T) Limited
11.2023 - Current
Accountant
Quipbank Trust Limited
10.2022 - 10.2023
Front Office
The Nakuru Specialist Hospital Ltd
01.2022 - 10.2022
Enumerator
Kenya National Bureau of Statistics
08.2019
Sales Representative
Njiiri Distributors- Airtel
04.2018 - 01.2019
ACCOUNTING
Kabarak University
05.2017 - 12.2021
Computer Applications - Computer Packages
Aberdare Institute Of Management
01.2017 - 03.2017
Kenya Certificate of Secondary Education (KCSE) -
Yoder Karwigi Secondary School
01.2013 - 12.2016
KCPE
Kitundumo Primary School
01.2004 - 12.2012
Accountant-Intern
National Hospital Insurance Fund
- 11.2021
Certified Public Accounting (CPA), Intermediate level. - CPA 3
KASNEB
Languages
English
Swahili
References
- Jackson Gakungu, Head of Accounts, Vehicle and Equipment Leasing Ltd, +254 723 148 237
- Enock Kimutai, Chief Executive Business Developer,Go Electric Limited, +254 722 960 289
- Patricia Githinji, Administrator, The Nakuru Specialist Hospital, +254 713 324 741
Hobbies and Interests
- Community services and humanity power work.
- Customer Service
- Networking
- Spending time with colleagues and friends
- Reading books and watching documentaries
- Being aggressive on technology
References
- Jackson Gakungu, Head of Accounts, Vehicle and Equipment Leasing Ltd, +254 723 148 237
- Enock Kimutai, Chief Executive Business Developer,Go Electric Limited, +254 722 960 289
- Patricia Githinji, Administrator, The Nakuru Specialist Hospital, +254 713 324 741
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