Certified Public Accountant, National Board of Accountants and Auditors since May 2023
Overview
3
3
years of professional experience
Work History
Tax and Transfer Pricing Consultant
TP&Tax Advisors Limited
03.2022 - Current
Engaged with clients from a wide range of industries, including finance, fin-tech, construction, manufacturing (electrical products and plastic products), coffee, tea, fast food, hospitality, horticulture, and mining.
Preparation of transfer pricing documentations
Conducting tax health-check reviews to ensure adherence to the tax laws and regulations
Assisting with tax and transfer pricing compliance matters such as preparation, review and filing of tax returns
Assisting clients in tax and transfer pricing audits with the revenue authority
Transfer pricing advisory and implementation
Provision of tax and transfer pricing advisory
Financial analysis, planning and restructuring
Client relationship management to understand their business operations and advise on effective tax strategies
Assistant Loan Officer
Serene Microfinance
01.2022 - 02.2022
Assisting with reviewing and processing clients’ loan requests
Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
Reviewed and validated details of loan applications and closing documentation.
Customer relationship management
Conducting risk assessments, evaluating collateral, and making recommendations to mitigate risks
Assisting with evaluating the clients’ creditworthiness and risks and approve or reject loans
Monitoring the progress of existing loans
Bank Teller
Azania Bank Limited - Tegeta Branch
09.2020 - 10.2020
Conducting end-of-day cash reconciliations to ensure accuracy and balance between cash on hand, transactions processed, and system records
Accurately counting, verifying, and recording cash transactions, including deposits, withdrawals, and currency exchanges
Assisting customers with their banking needs, providing information about account balances, transaction histories, and explaining bank products and services
Opening and maintenance of customers’ accounts
Assisting in cross-selling bank products and services
Performing administrative duties such as filing, Know Your Customer (KYC)