Ann Congo

CPA CONGO ANN WANGOI Master of Science in Finance Candidate - Email -: Mobile linkedin.com/in/anncongo: LinkedIn Nairobi, Kenya: Address PROFESSIONAL SUMMARY • I am a Certified Public Accountant (CPA) and a registered member of the Institute of Certified Public Accountants of Kenya (ICPAK). • I am also a certified Financial Modeling and Valuation Analyst (FMVA)®. • I have an impressive track record in preparing and analyzing financial reports, performing business valuation, creating financial models and conducting research. • My academic and professional background blends perfectly with the skills needed for finance/ accounting roles. WORK HISTORY Trilogy (Crossover) ACCOUNTANT (INDEPENDENT CONTRACTOR) May/2022 Duties • Expertly handled all intercompany account transactions for the group's vast number of entities. • Reconciled accounts, resolved discrepancies and collaborated with various Finance and non-Finance functions effectively. • Analyzed and posted journals, produced data analysis and reports. • Reviewed month-end close reports. • Assembled the annual audit information for external auditors. • Recommended ways of how to improve efficiency using automation. Sustainable Agricultural Information Initiative Oct/2020 – Mar/2021 FINANCE ASSISTANT Duties • Assisted in reviewing and updating internal control policies and procedures. • Assisted in auditing high compliance donor projects. • Reconciled monthly financial statements and provided timely reports to management. • Advised the managing director on donor compliance policies. • Provided timely financial reports to the managing director. • Supported members of the project teams with financial reporting, analysis and reconciliations. • Ensured the donor compliance handbook is kept up to date. • Ensure proper documentation of payment vouchers and all other supporting documents. Stanbic Bank Kenya Limited CUSTOMER SERVICE CONSULTANT Aug/2015-Oct/2017 Duties • Ensured that all required controls were put in place to minimize risks associated with handling confidential information. • Coordinated with internal and external auditors by addressing audit requests. • Ensured proper housekeeping of records, and total adherence to processes and procedures. • Identified process bottlenecks and implemented new, improved business processes. CFC Stanbic Bank FINANCE OFFICER Oct/2012-May/2013 Duties • Ensured payment of invoices was completed within a timely manner and in accordance with the payment’s terms. • Performed monthly account payables reconciliations to the general ledger. • Supported the finance team in application of appropriate internal controls • Coordinated with internal and external auditors by addressing audit request Led the resolution of disputed third-party invoices. • Managed petty cash accounts, per diem and remittances. • Verified financial transactions, ensuring they were complete and complied with laid down policies and procedures. Kirunga and Associates- [AUDIT FIRM] INTERN • • • • Audited books of accounts by ensuring they represented and true and fair view. Reconciled financial statements and prepared financial reports. Performed bookkeeping functions and archived financial records. Ensured proper documentation and filing. National Bank of Kenya Limited INTERN • • • • Apr/2011-Jul/2011 May/2010-Jul/2010 Ensured safe custody of documents. Prepared returns pertaining to government taxes. Assisted in system administration. Responsible for banker’s cheques reconciliation. PROFESSIONAL QUALIFICATION • Financial Modeling and Valuation Analyst (FMVA)® Corporate Finance Institute (CFI) • Certified Public Accountant (CPA-K) ICPAK Membership number: 26024 • Financial Markets Operations International Capital Markets Association (ICMA) Scholarship Programme. ACADEMIC QUALIFICATIONS • Master of Science in Finance Kenyatta University 2019 – Present • Bachelor of Commerce (Accounting Option) Kenyatta University- Second Class Honors Mean Grade B (Plain) • Kenya Certificate of Secondary Education Bunyore Girls High School- Key Subject: Mathematics (A) TECHNICAL SKILLS Mathematics, Business and Research • Financial accounting • Financial reporting • Financial planning • Advanced audit Computer Applications& Technology • Accounting software • ERP systems: SAP, Oracle NetSuite • MS Excel, Word and Power Point • Computer Concepts SOFT SKILLS • • • • Keen on due diligence Avid team player Integrity Problem-solving skills • • • • Stakeholder relationship management Communication Skills Presentation skills Interpersonal skills EXTRACURRICULAR ACTIVITIES KPMG Virtual Experience Program Participant 2020 Participated in the open access KPMG Virtual Experience Program with InsideSherpa. Tasks Completed: • Data Quality Assessment • Data Insights • Data Insights and Presentation Future Impact Virtual Experience Program Participant 2020 Participated in the open access Future Impact Virtual Experience Program with InsideSherpa. Tasks Completed: • Investment Management • Fixed income investing • Make an investment recommendation for Apple stock REFEREES Tabitha Mbithe, MBA Asset Custodian Thika Branch Stanbic Bank Kenya Limited P.O Box- Nairobi, Kenya Mobile Number:- Email:- Stephen Kirunga Managing Partner Kirunga & Associates Certified Public Accountant CPA (K), CPS (K), F.C.CA P.O. BOX 2090 Eldoret, Kenya. Mobile:- Email:- Job Omagwa, PhD Lecturer, School of Business Kenyatta University P O Box- Nairobi, Kenya Mobile Number:- Email:-