Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Japhet Momanyi Omote

Brampton,ON

Summary

Highly qualified Accountant with a Bachelor of Commerce degree in Accounting from Egerton University, Nakuru, Kenya. Also holds an Accounting and Finance certificate from Skills for Change, Toronto, Canada, and a Diploma in Community Service Worker (CSW) from the Academy of Learning, Toronto, Canada. Demonstrates over five years of experience in financial analysis and comprehensive accounts receivable and accounts payable processing. Possesses exceptional mathematical analysis skills. Seeking a challenging accounting position to apply acquired skills and contribute to organizational growth and success.

Overview

10
10
years of professional experience

Work History

Revenue Analyst

First Service Residential
04.2022 - 11.2024
  • Developed and deepened client relationships to cement profitable partnerships using Salesforce CRM.
  • Delicately orchestrated client-centred financial packages, meticulously factoring in current market trends with the assistance of Microsoft Excel and SAP ERP.
  • Promoted successful investment plans with well-organized and smooth Microsoft PowerPoint presentations.
  • Evaluated the investment potential of companies with thorough assessments of historical data, operational activities, and future objectives using Oracle Financials.
  • Ran and analyzed monthly revenue risk reports for the executive team using SAP BusinessObjects.
  • Identified budget variances and recommended corrective actions, avoiding overruns and maintaining a favourable cash position with the help of QuickBooks.
  • Monitored and analyzed financial, statistical, and operational data trends utilizing SAS.

Accounting Associate

First Service Residential
11.2020 - 03.2022
  • Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
  • Reported financial data and updated financial records in ledgers and journals using SAP, Reconnect data.
  • Directed gathering of required documentation and files for account audits and completed reviews.
  • Reconciled account information and reported figures in the general ledger by comparing them to bank account statements each month using SAP
  • Collected and arranged financial information and entered details into Citrix Workspace financial management system.
  • Input financial data and produced reports using Citrix Workspace.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable using Xerox and Quickbooks.

Financial Trainer

KTDA/IFC World Bank Group
01.2017 - 01.2019
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs
  • Worked with clients to support understanding of rationale and details of financial strategies

Revenue Finance Associate

One Acre Fund
01.2015 - 01.2016
  • Proficiency in using accounting software such as QuickBooks, SAP
  • Familiarity with electronic payment systems for Electronic Fund Transfers (EFT)
  • Experience with invoice processing and coding software
  • Knowledge of expense management systems for processing employee expenses
  • Understanding of A/P aging reporting tools and software
  • Familiarity with document management systems for tracking and filing payment documentation

Education

Community Support Worker

Academy of Learning College
04.2024

Accounting And Finance

Skills For Change
05.2020

Bachelor of Arts - Bachelor of Commerce

Egerton University
2012

Diploma - Accounting

Kisii College of Accountancy
2010

Skills

  • - Proficient in conducting lateral thinking and analyzing data to drive results and explain variances using advanced software such as SAP
  • - Expertise in general ledger account reconciliation and analysis using QuickBooks
  • - Skilled in financial record keeping through journal entry preparation in systems such as Xerox
  • - Experienced and knowledgeable in bank reconciliation using SAP or Microsoft Dynamics
  • - Strong written and oral communication skills for effective interaction at all levels, utilizing communication platforms like Microsoft Teams
  • - Advanced software and application skills, including Excel (IF functions), Access Tracking documents, and PowerPoint presentations within the Microsoft Office suite
  • - Capable of conducting cash flow analysis and preparing financial statements using systems like Hyperion or Tableau
  • - Meticulous with practical time management skills to meet expected deadlines, utilizing project management tools such as Asana or Trello
  • - Proficient in account reconciliation and accounts payable processes, including payment processing in systems like Sage
  • - Strong problem-solving skills, with proficiency in using analytical tools such as SAS or SPSS
  • - Knowledgeable in client and tax-related financial matters, utilizing tax software like TurboTax, H&R Block
  • - Dedicated to providing exceptional customer service, using CRM systems such as Salesforce
  • - Capable of leading and working effectively in a team, utilizing collaboration tools such as Smartsheet or Google Workspace
  • - Skilled in financial and operational reporting using enterprise resource planning (ERP) systems like SAP
  • - Proficient in data entry, with experience in systems such as Microsoft Excel or Google Sheets

Additional Information

  • I participated in developing a new collection system that reduced outstanding sums due form our targeted customers, and upgraded the existing systems which improved processes and doubled efficiencies within the department. Awarded the 'best employee of business operations department' of the year considering excellent analytical, judgmental, quick decision making and great problem solving skills. Proved to be one of the top employees who submitted every due report before time. Acted as a team lead for several minor projects and brought accurate results strictly adhering to the deadlines for which I was always praised. Designed a marketing strategy that saw a 20% increase in sales hence recognition in key book publishers and growth in customer base.

Timeline

Revenue Analyst

First Service Residential
04.2022 - 11.2024

Accounting Associate

First Service Residential
11.2020 - 03.2022

Financial Trainer

KTDA/IFC World Bank Group
01.2017 - 01.2019

Revenue Finance Associate

One Acre Fund
01.2015 - 01.2016

Community Support Worker

Academy of Learning College

Accounting And Finance

Skills For Change

Bachelor of Arts - Bachelor of Commerce

Egerton University

Diploma - Accounting

Kisii College of Accountancy

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Japhet Momanyi Omote