Summary
Overview
Work History
Education
Skills
Skills
Certification
Languages
Timeline
Generic

Joan Njeri

Tacoma,WA

Summary

Highly motivated individual with combination knowledge in Finance, and Information technology who is willing and ready to take on new responsibilities to meet team and organizational goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Executive Assistant

Ensign Group Inc
06.2023 - Current
  • Creating and managing office systems to efficiently deal with documentation.
  • Managing office inventory, tracking supplies and placing orders to ensure smooth daily operations.
  • Contributing to budget management by monitoring expenses and providing detailed expenditure reports regularly.
  • Supporting executives in decision-making processes by conducting research and presenting findings in clear formats.
  • Managing mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Maintaining confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Served as a liaison between departments to facilitate effective communication throughout the company.
  • Updating spreadsheets and databases to track, analyze, and report on performance.
  • Writing reports, executive summaries and newsletters.
  • Answering high volume of phone calls and email inquiries.
  • Delivering exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
  • Preparing and editing presentations on behalf of executives for both internal meetings and external conferences.

GRADUATE ASSISTANT

Emporia State University
08.2020 - 08.2023
  • Conducting research into Analytics topics to assist professors on research projects
  • Documented attendance and completed assignments to maintain full class and student records.
  • Facilitated student success by identifying areas of improvement and providing constructive feedback on assignments and exams.
  • Provided tutoring support to students requiring additional assistance in subject matter comprehension and skill development.
  • Developed strong communication skills by presenting research findings at conferences, meetings, and academic gatherings.
  • Collaborated with faculty members on research projects, contributing to the advancement of knowledge in their respective fields.
  • Served as a liaison between faculty members and students for addressing concerns or issues related to coursework or academic policies.
  • Improved department efficiency by streamlining administrative processes and implementing organizational improvements based on best practices.
  • Supported graduate students in conducting research projects and compiling data for academic papers.
  • Organized events and workshops for promoting learning outside the classroom, fostering a sense of community among students.
  • Managed administrative tasks such as grading, scheduling, and record-keeping to ensure smooth operations within academic departments.
  • Assisted faculty members with data collection for potential academic publications.
  • Taught small groups of students focused on specific parts of coursework.
  • Coordinated with faculty members to develop course syllabi and materials.
  • Supported faculty members in the design, implementation, and analysis of various research projects or initiatives.

FINANCE OFFICER

East Africa Cargo Logistics
02.2018 - 12.2019
  • Supervised team of 4 finance associates
  • Ensured timely month-end closing procedures by consistently meeting deadlines for account reconciliations and journal entries.
  • Improved resource utilization with data management systems, reducing costs through strategic coordination and contract analysis.
  • Managed relationships with vendors effectively, negotiating favorable payment terms that improved overall cash flow management.
  • Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
  • Established and enforced controls on revenue and expenses to protect company assets.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Worked with both internal and external users to create detailed financial reports.
  • Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Assisted in the successful completion of annual audits, preparing necessary documentation and responding to auditor inquiries.
  • Enhanced quality and currency of financial information by overseeing revenue collection systems.
  • Coordinated effectively with department heads during budgeting process to ensure accurate forecasts were developed and adhered to throughout the fiscal year.
  • Improved cash flow management with timely invoicing, follow-ups, and reconciliations.

FINANCE OFFICER

HAKI Africa
02.2014 - 12.2017
  • Management and monitoring of grants revenue Participation in company financial audits Payroll management and processing of statutory payments Petty cash management
  • Ensured compliance with regulatory requirements by staying current on industry standards and updating policies accordingly.
  • Generated financial and operational reports to assist management with business strategy.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Verified compliance of financial policies and accounting procedures against federal regulations.
  • Utilized financial software to prepare consolidated financial statements.
  • Created financial dashboards to provide insights into key performance indicators.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Established strong relationships with key vendors, negotiating favorable terms to benefit the organization''s bottom line.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Managed a high-performing finance team, providing mentorship and professional development opportunities to improve overall performance.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.

FINANCE INTERN

Lafarge holcim
11.2012 - 08.2013
  • Supported assessments and audits of internal controls related to business systems
  • Assisted in budget management for improved cost control and increased profitability.
  • Reconciled cash and inventory account balances and resolved variances with middle office
  • Contributed to cross-functional projects designed to improve or refine area of assignment
  • Analyzed accounts to detect improper accounting procedures and ineffective controls
  • Compilation of financial revenue statistics, making journal entries for revenue and expenses, preparation of daily cash collection summary reports, preparation of petty cash reports Participation in stock controls & monthly stock tacking
  • Accepted and processed account payments
  • Assisted with account reviews and preparation for account reviews
  • Assisted with month-end closing processes and verified journal entries.
  • Analyzed financial data and presented meaningful insights to senior management.
  • Contributed to audit preparations by organizing financial records and addressing discrepancies promptly.
  • Prepared and posted financial journal entries using technically relevant software(ACCPAC).

Education

DUAL MASTERS - MBA & MASTER OF SCIENCE INFORMATION TECHNOLOGY - MANAGEMENT , ADMINISTRATION & INFORMATION TECHNOLOGY

Emporia State University
Emporia, KS
12.2023

BACHELORS - BUSINESS MANAGEMENT - FINANCE

Moi University
Kenya
12.2014

CERTIFIED PUBLIC ACCOUNTANT GRADUATE (KENYA) - FINANCE AND ACCOUNTING - Finance And Accounting

KASNEB
Kenya
06.2014

Skills

  • Revenue Forecasting
  • Strategic Planning
  • Administration and Reporting
  • Business Administration
  • Training and Development
  • Computer Skills
  • Cost Control
  • Teamwork and Collaboration
  • Excel Proficiency
  • Data Analytics: Tableau, Power BI, RapidMiner, or Google Analytics Data mining
  • Programming Languages: Basic programming skills in Python for data analysis and automation
  • Database Management; SQL
  • Project Management ToolsFinancial Analysis
  • Enterprise Resource Planning (ERP) Systems

Skills

Budgeting, Analytical thinking, Mathematical skills, Financial reporting, HTML, Python, Java, C++, SQL, Linux, Windows, Power BI, Excel, SPSS, Planners Lab, Tableau, RapidMiner, Python

Certification

  • CPA - Certified Public Accountant

Languages

English
Full Professional
Swahili
Full Professional

Timeline

Executive Assistant

Ensign Group Inc
06.2023 - Current

GRADUATE ASSISTANT

Emporia State University
08.2020 - 08.2023

FINANCE OFFICER

East Africa Cargo Logistics
02.2018 - 12.2019

FINANCE OFFICER

HAKI Africa
02.2014 - 12.2017

FINANCE INTERN

Lafarge holcim
11.2012 - 08.2013

DUAL MASTERS - MBA & MASTER OF SCIENCE INFORMATION TECHNOLOGY - MANAGEMENT , ADMINISTRATION & INFORMATION TECHNOLOGY

Emporia State University

BACHELORS - BUSINESS MANAGEMENT - FINANCE

Moi University

CERTIFIED PUBLIC ACCOUNTANT GRADUATE (KENYA) - FINANCE AND ACCOUNTING - Finance And Accounting

KASNEB

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