Julius T. Mwakaleja
Beaverton
Summary
Results-driven Financial Analyst specializing in financial forecasting and data analysis. Enhanced reporting techniques and optimized budgets to support strategic decision-making. Strong analytical skills and organizational expertise contribute to impactful recommendations.
Overview
19
19
years of professional experience
2
2
Certifications
Work History
Financial Analyst
NOVA TERRA SOLUTIONS
Topeka
09.2016 - 01.2026
- Created financial forecasts to project future financial performance.
- Analyzed current and past financial data to support decision-making.
- Analyzing financial results.
- Analyzing investment projects.
- Preparing financial statements and other reports.
- Gathering data, organizing information, generating reports and making recommendations.
Logistic Manager
Brianna Transport Inc.
Wichita
06.2014 - 08.2016
- Ensured on-time delivery of loads to customers by coordinating driver schedules.
- Coordinated drivers and dispatchers, streamlining operations for efficiency.
- Monitored driver daily logs for errors or violations and tracked working hours and equipment usage.
- Managing proof of delivery paperwork from customers.
- Ensured drivers followed safety procedures while transporting cargo.
- Conducted thorough inspections of vehicle mechanical components for safety.
- Training drivers to drive different types of semi-trucks.
- My job and responsibilities include making sure drivers deliver goods from distribution centers to customers' different locations using semi-truck.
- Perform inspections before and after a trip, and unload trucks to customer facilities.
Tax Analyst/Accountant
Liberty Tax Services
Overland Park
08.2010 - 05.2014
- Prepare Federal, Multistate, State, Local sales and tax returns.
- Calculating sales and use tax on State, County, City and District levels.
- Reviewed and prepared Liberty Tax account reconciliations and journal entries to ensure accuracy and compliance.
- Prepare account receivable and work with the bank to collect customer payments.
- Prepare account payable reports and process account payable.
- Prepared month-end financial reports, including income statements and balance sheets, to support organizational financial oversight.
- Compiled and analyzed financial information to provide insights for decision-making within the organization.
- Performs financial forecasting and reconciliation of internal accounts.
- Develop annual operating plan and coordinate with department leaders throughout the planning process.
Customer service Manager
Sprint Nextel TekSystem
Overland Park
04.2007 - 09.2008
- Ensuring customer satisfaction and delivering the best possible customer service experience.
- Managing customer service team: Hiring, training and motivating team members.
- Resolved customer complaints and issues by implementing effective solutions in a timely manner.
- Provided information and processed customer inquiries, concerns, and requests regarding products and services.
- Setting goals for the team and tracking progress.
- Collected customer information and assessed issues through thorough evaluation and analysis.
- Diagnose and resolve technical hardware and software issues involving internet connectivity, cellphone clients, and landlines.
- Identified and escalated priority issues based on client specifications.
Accounting and Tax Software Analyst
CCH Incorporated
Wichita
09.2006 - 04.2007
- Test accounting and tax software to validate functionality and ensure accurate performance.
- Ensure software complies with both Federal and States tax laws and regulations.
- Audit tax returns that are rejected by the IRS and resubmit after audit is complete.
- Assist CCH customers via telephone, chat, and email during tax season to resolve inquiries and provide guidance.
- Detect software failures so that defects may be discovered and corrected.
- Document and report software anomalies and issues to manager for timely resolution.
- Generate historical analysis of test results.
Education
MBA - Finance
University of Saint Mary
Leavenworth, KANSAS12-2016
BA - Accounting
Newman University
Wichita, KANSAS12-2009
Skills
- Financial modeling
- Odoo accounting
- QuickBooks
- PeopleSoft
- VLOOKUP
- Pivot table
- Reports
- Budgets
- Payroll
- Billing activities
- Banking activities
- Data security
- Data recovery
- Microsoft Excel
- Microsoft PowerPoint
- Operating systems
- Windows OS
- Analytical skills
- Time management
- Organizational skills
- Writing skills
- Speaking skills
- Data security
- Data recovery
Skills And Software Experience
- Odoo accounting
- PeopleSoft
- QuickBooks
- Peachtree
- ProSystem FX Tax Notebook
- ProSystem FX Complete Tax
- Microsoft PowerPoint
- Microsoft Excel
- Knowledgeable in all Microsoft and Windows operating systems with ability to adapt quickly to proprietary systems
- Strong analytical, time management, and organizational skills; triaged and prioritized needs daily
- Complemented for phone skills, both tone of voice and patience with clients.
- Written and verbal communication skills, inbound & outbound communication
- Swiftly transcribe data accurately using VLOOKUP and pivot table
- Setting up a new company working with center and lists, working with business forms
- Banking and billing activities
- Working with reports and budgets
- Payroll
- Advanced reporting techniques
- Protecting and backing up data
Languages
English
Professional
Swahili
Professional
Certification
Quickbooks Accounting
Timeline
Financial Analyst
NOVA TERRA SOLUTIONS
09.2016 - 01.2026
Logistic Manager
Brianna Transport Inc.
06.2014 - 08.2016
Tax Analyst/Accountant
Liberty Tax Services
08.2010 - 05.2014
Customer service Manager
Sprint Nextel TekSystem
04.2007 - 09.2008
Accounting and Tax Software Analyst
CCH Incorporated
09.2006 - 04.2007
MBA - Finance
University of Saint Mary
BA - Accounting
Newman University