Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
Timeline
Generic

Jackson Kuria

Finance & Accounting
Springfield,MO

Summary

A career in Finance & Operations spanning over 10 years. Having a track record of operations management, set up and continuous improvements, investment and cash flow managements, cost management, internal controls and driving productivity through data based performance management. Highly astute in providing financial forecasting to the strategic business units whilst achieving simplicity and accuracy.


Driven out inefficiencies through process improvements in Finance and operations. Have lead teams in strategy formulation and initiatives tracking. Been a change manager and have developed managerial skill set through team development initiatives.


Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.


Insightful with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.

Overview

16
16
years of professional experience
1
1
Certificate

Work History

Manager, Insurance Operations – Projects & Digitalization

KCB Group: Bancassurance Intermediary
Nairobi , Kenya
01.2021 - 01.2023
  • Maximized performance by upgrading core system and reducing manual activities from 35% to 5%.
  • Developed and availed 25 product journey's to digital channels to achieve 10% percent revenue uplift from digital channels.
  • Successfully managed budgets and allocated resources to upgrade core system.
  • Created and managed project plans, timelines and budgets
  • Attended program and project calls to support assigned projects

Head & Principal Officer – NBK Bancassurance Intermediary

KCB Group: Bancassurance Intermediary
Nairobi, Kenya
01.2021 - 01.2022
  • Helped meet revenue target post buy-out by recommending improvements to business systems or procedures.
  • Devised and implemented processes and procedures to streamline operations and implemented new core system in line with group strategy.
  • Evaluated customer needs and feedback to drive product and service improvements improving NPS by 100%
  • Provided reporting for forecast analysis and Bboard reporting in support of business strategy.
  • Evaluated staff performance and provided coaching to address inefficiencies

Finance Manager, Receivables

KCB Group: Bancassurance Intermediary
Nairobi , Kenya
01.2020 - 01.2021
  • Grew balance sheet by USD $ 1.3M in 6 months through enhanced collections.
  • Reduced revenue at risk to less than 5% of revenue from 20% in 6 months.
  • Increased revenue realization to 97% from 70%
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health
  • Created organizational structures to improve accounting and finance functions

Finance & Administration Manager

KCB Group: Bancassurance Intermediary
Nairobi , Kenya
01.2016 - 01.2020
  • Grew investment by over US$ 5M in 2 years
  • Oversaw three year US$ 60M budget strategy which was achieved
  • Oversaw automation of key business processes achieving 90% rate
  • Streamlined operations aligning to risk & compliance
  • Developed business finance and operation policies.
  • Monitored budget and revenue trends, compiling board reports for company inform decision-making and strategic alignment.
  • Managed investments to diversify financial portfolios and grow revenue
  • Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning

Finance Manager, Directline Assurance Limited

KCB Group: Bancassurance Intermediary
Nairobi , Kenya
01.2015 - 01.2016
  • Oversaw US$ 30M budget and transition IFRS 9 seamlessly
  • Managed USD 40M balance sheet with net surplus on Risk Based Capital.
  • Managed in-depth tax audit with recovery of US$ 1.31M
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health
  • Created organizational structures to improve accounting and finance functions
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors
  • Managed investments to diversify financial portfolios and grow revenue while maintaining liquidity and compliance ratios.

Management Accountant - Directline Assurance Limited

KCB Group: Bancassurance Intermediary
Nairobi , GA
01.2007 - 01.2014
  • Introduced chain ladder method of claim reserving to forecast claim liability
  • Maintained 365 optimum days’ liquidity in cash intensive business Managed liability reserve books US$ 40M and worked with actuaries to ensure business is adequately provisioned.
  • Supervised team of accounting technicians, liaising between colleagues and management
  • Generated and compiled internal audits reports and schedules
  • Prepared thorough reports, commentaries and financial statements on monthly basis.
  • Maintained integrity of general ledger and chart of accounts
  • Collected and reported monthly expense variances and explanations
  • Prepared working papers, reports and supporting documentation for audit findings
  • Used chain ladder to conduct financial analysis, presenting findings to management to aid in claim reserving.

Education

MBA-Finance - Finance

Jomo Kenyatta University of Agriculture And Technology
Thika Kenya
12.2014

Bachelor of Commerce-Finance -

KCA University
Nairobi Kenya
12.2010

Certificate of Proficiency -

College of Insurance
Nairobi Kenya

Certified Public Accountant - Accounting And Finance

Kenya College of Accountancy
Nairobi Kenya
06.2005

Skills

  • Financial Reporting
  • Operations Planning
  • Budget Formulation
  • Cash flow Planning
  • Business Strategy
  • Project Management
  • Stakeholder Support
  • Contract Development and Management
  • Staff Management
  • Business Planning
  • Lead Generation

Certification

  • Certificate in Corporate Governance, Centre for Corporate Governance
  • Certificate in Change Management, Prosci Inc.
  • Project Monitoring and Evaluation, Career Point Solutions
  • LOMA- Certification, Continuing

Accomplishments

  • Achieved product digitization through effectively helping with delivery two product journeys for inclusion in a bank mobile application.
  • Achieved a 100% transition and integration of a subsidiary to the group business following a buyout by integrating operations and administrative functions and also system.

Affiliations

  • Project Management Institute
  • Institute of Certified Public Accountant -Kenya (Under International Federation of Accountants)


Timeline

Manager, Insurance Operations – Projects & Digitalization

KCB Group: Bancassurance Intermediary
01.2021 - 01.2023

Head & Principal Officer – NBK Bancassurance Intermediary

KCB Group: Bancassurance Intermediary
01.2021 - 01.2022

Finance Manager, Receivables

KCB Group: Bancassurance Intermediary
01.2020 - 01.2021

Finance & Administration Manager

KCB Group: Bancassurance Intermediary
01.2016 - 01.2020

Finance Manager, Directline Assurance Limited

KCB Group: Bancassurance Intermediary
01.2015 - 01.2016

Management Accountant - Directline Assurance Limited

KCB Group: Bancassurance Intermediary
01.2007 - 01.2014

MBA-Finance - Finance

Jomo Kenyatta University of Agriculture And Technology

Bachelor of Commerce-Finance -

KCA University

Certificate of Proficiency -

College of Insurance

Certified Public Accountant - Accounting And Finance

Kenya College of Accountancy
  • Certificate in Corporate Governance, Centre for Corporate Governance
  • Certificate in Change Management, Prosci Inc.
  • Project Monitoring and Evaluation, Career Point Solutions
  • LOMA- Certification, Continuing
Jackson KuriaFinance & Accounting