Catherine Katumo

CPA CATHERINE WANZA KATUMO P.O BOX 2-00515 Email:-Cell: - Membership Affiliations: Institute of Certified Public Accountants (ICPAK) Personal statement An experienced business development person with a strong history of driving corporate development efforts and managing client relationships, I can significantly contribute to the accomplishment of your objectives in the role of an Enterprise Development Officer Expertise in management, programming and planning of complex audit assignments for Limited companies, Insurance companies’, banks and Non-governmental organizations. Practiced in design and planning of audit assurance and non - assurance engagements and conducting due diligence. Summary of Skills: Extensive knowledge in the field of Business Development  Develop and sustain solid relationships with the organization’s stakeholders and customers.  Collaborate with organization’s executives to determine the most viable, costeffective approach to pursue new business opportunities.  Meet with potential investors to present company offerings and negotiate business deals.  Analyze financial data and developing effective strategies to reduce business costs and increase project success.  Evaluation of projects, financial performance and recommend on the same. Extensive knowledge in the fields of Accounting, Auditing and Finance             Proficient with ISA’s and IFRS principles and accounting standards Superior data interpretation and data formatting skills Ability to study data, draw conclusions and prepare reports Strong observational, analytical and error detection skills Skilled in drafting reports on audit findings and giving suggestions Strong problem-solving and teamwork skills Possess high integrity standards and fondness of working with people Good knowledge of various accounting software’s Good knowledge of various auditing software Good interpersonal skills Detail oriented with an ability to solve problems. Knowledge of extensive use of computer applications. Work Experience Cezam & Associates Ltd Financial Consultant • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. • Answering client questions about financial plans and strategies and giving financial advice. • Advising strategies for clients in insurance coverage, investment planning, cash management another areas to help them reach financial objectives. • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. • Preparing or interpreting financial document summaries, investment performance reports and income projections for client • • • • Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Horwath Erastus &co. Nairobi (October 2015-December 2018) Audit senior Duties and responsibilities • Schedule, conduct and organize audits of full complexity for conformity with policies and procedures of company • Review audit reports and work papers created by other auditors • Provide training to new staff • Plan and prepare risk assessments and audit plans • Analyze potential risk to the company's objectives and draw logical conclusion • Generate management reports as demanded by the audit director • Provide suggestion and recommendation to improving business operations • Inspecting if any fraud is practiced. • Bank transaction reconciliations • Maintaining fixed asset register for clients • Assessing procurement procedures. Horwath Erastus &co. (September 2014-September 2015) Senior Audit Associate: Duties and responsibilities • Oversaw and planned the work of two to three staff auditors, providing monitoring and coaching. • Evaluated the effectiveness of internal control policies concerning preparation of financial statements and recommended areas of improvement. • Analyzed financial statements to identify trends and anomalies in financial data. • Effectively resolved accounting issues. • Plan and perform operational and financial audits to ensure that financial statements are fairly presented in accordance with Generally Accepted Audit Procedures. • Perform substantive testing of account balances to determine reasonableness • Prepare and present to financial reports on audit findings, which include material misstatements of financial information or severe control deficiencies and provide recommendations on improving these shortcomings in the future. • Brought accounting fraud into the notice of the client and monitored their action Key Accomplishments • Prospecting and acquiring new clients by utilizing internal leads, contact networks, and referrals • Delivering outstanding customer experiences during every client interaction, leading to unparalleled customer loyalty, an impressively high rate of referral business, and an increase in long-term business partnerships. • Utilizing superior communication and time management skills and training to drive business success. • Entrusted to run audit engagements within one year of hire. • Ensured full adherence to guidelines affecting financial statements. • Excellent track record of team building Thomas Daniel & Associates-Nairobi (2014 March -2014 August) Audit associate: Duties and responsibilities • Auditing the organization's balance sheet, profit and loss statements and ledger accounts. • Verifying the accuracy and legality within the documents and approving them with a signature. • Reviewing financial documents and judging the liquidity, solvency and credibility of the organization. • Drafting audit report to point out the discrepancies within the data and make suitable suggestions to correct them • Requesting the organization heads and collecting the requisite documents for performing the audit. • Comparing and inspecting the departmental accounts, supporting documents against ledger accounts. • Drafted account reconciliation report, audited reports and assets. • Evaluated payroll, sales and purchase records, and financial investment of clients. • Provided complete, accurate, and unbiased reports on audit findings to the clients. • Evaluated client's internal controls and financial reporting system. Specific Assignments Audit Training –Visits to Harare, Zimbabwe culminating to about one month, training on auditInternal Controls and use of audit software. Life care Insurance Brokers Limited. - Due Diligence - Life care group is an independent insurance broker company with headquarters based in Dubai. Education and professional training Certified Forensic Fraud Examiner (CFFE) Module one Duration:- Mount Kenya University Bachelor of Commerce Duration: 2021-to 2024 Eagle Business School Certified Public Accountant CPA (K) Duration:- Makueni Girl’s High School Grade BDuration:- Referees David Tua Director of Audit Hlb Cezam Cell:- Email:- Diana Wandurwa Audit Manager PricewaterhouseCoopers Nairobi Cell:- Email:- Robert Kimoret Accountant Maxam Limited Cell:- Email-