Lucio Klaus | Freelancer Resume

Lucio N. Klaus- C urriculum Vitae CURRICULUM VITAE Personal Details Name: Lucio N. Klaus Postal Address: P.O. Box 70636 - 00400, Nairobi. Email: - Telephone Number: -,- Nationality: Kenyan ID Number: - Passport Number: A843108 Marital Status: Married Date of Birth: 30th October, 1978 Languages: English, Swahili, German Personal Profile I am a diligent, hardworking, honest and ambitious team member and leader, willing to undertake new challenges and can work under pressure to deliver exceptional results. Career Objective To deliver exceptional services that contributes to great success of an organization and attracts recognition. Competencies Planning & organizations - Able to think ahead in order to establish an efficient and appropriate course of action for self and others. Prioritizes and plans activities taking into account all the relevant issues and factors such as deadlines, staffing and resources requirement. Resilience - Can maintain personal effectiveness by managing own emotions in the face of pressure, setbacks or when dealing with provocative situations. Can demonstrate an approach to work that is characterized by commitment, motivation and energy. Analytical Thinking - Able to simplify complex problems, processes or projects into component parts to explore and evaluate them systematically. Able to identify working relationships, and construct frameworks, for problem-solving and/or development. Decision Making - Ready and able to take initiative, originate action and be responsible for the consequences of the decision made. Communication - Able to get message(s) understood clearly by adopting a range of styles, tools and techniques appropriate to the audience and the nature of the information. Leadership - Able to motivate and mobilize teams to achieve the common goals of an organization. Can influence teams to produce the desired output without supervision. Page 1 of 9 Lucio N. Klaus- Curriculum Vitae Managing Relationships - Able to build and maintain effective working relationships with colleagues and customers. Self Development - Able to identify and apply opportunities for learning and development. Professional Experience Jun 2018 to Jan 2020 – Market Dimension Ltd Position: C ommercial Director Responsibilities: General Management of Operations, Accounts, Technical and Marketing Units; Outlining the overall market strategy for the company; Chairing weekly sales and marketing meetings; Organizing, Meeting and closing deals on behalf of the Company; Maintaining consistent contact with customers to meet sales deliverables and provide service; Developing efficient distribution network and routing to ensure timely deliveries; Conduct regular market surveys to check availability of company products in the market, competitor’s activities and look for new business opportunities; Dealing with customer queries and complaints; Coordination of various marketing and promotional activities for clients; Digital and social media marketing for clients; Organizing marketing events for various clients; Review and confirmation of monthly books of accounts; Managing quarterly sales budgets and objectives for the company. Organization and planning on jobs execution in the technical unit; Human Resource management & Recruitment; Key Achievements: Developed a comprehensive operations, sales and marketing strategy for a major client; Implemented the operations, sales and marketing strategy for the company; Reviewed all monthly books of accounts for the company; Prioritized and coordinated operations and technical tasks; Managed business relationships with our main clients; Established and coordinated the creative and digital marketing unit of the company; Designed and implemented different sales and marketing strategies for our clients; Conceptualized and implemented Zuizi Funfest Event which is running on a quarterly basis; Documented various sales and marketing proposals for clients; Page 2 of 9 Lucio N. Klaus- Curriculum Vitae Jan 2015 to May 2018 - Barbecue Central Bar & Restaurant Position: A dministration and Operations Director Responsibilities: Coordination of HR functions related to staff vacancies advertisements, Interviews, recruitment, separation, training, appraisal and promotion; Review and approval of monthly payroll and allowances; Chairing of Weekly Management meeting with Restaurant, Kitchen, Accounts, Procurement and Bar manager; Projects planning, implementation, budget control, reporting and closure; Projects tracker update and review; Weekly and Monthly Budgeting for the company; Bi-weekly stock review, analysis of consumption and restocking; Supplier Payments scheduling, verification, approval and transfer of funds. Dry goods and Vegetable supplies approvals; Tracking and following up accounts payable to the company; Daily Sales, Mpesa, Cashbook and Bank reconciliation review; Weekly review of Kitchen order book, Store book issuances and records, Food portions analysis report; Cash handover and Stock expiry report; Monthly review of Inventory, Utensils and Equipment, Profit and Loss account, Staff files and medical certificates; Oversight of general cleanliness, various restaurant set ups, queue management and entertainment; Implementation of Operational manual, roles and responsibilities, guidelines and check lists; Implementation of various accounting and operational records required by the business; Automation and coordination of Restaurant ERP system for inventory tracking in the store, kitchen, restaurant and bar; Coordination of surprise audits and stock taking; Analysis and resolution of customer complaints and compliments; Key Achievements: Set up of various accounting and handover books for all units; Spearheading and initiating daily and monthly profit analysis records; Automation of the company ERP System for inventory tracking; Supervision and coordination of all construction projects for the business; Implementation of Operational manual, roles and responsibilities, guidelines and check lists; Ensuring that the business is compliant to all regulatory requirements; Bank negotiation and agreement for staff salary advances and loans; Page 3 of 9 Lucio N. Klaus- Curriculum Vitae Feb 2013 to Dec 2014 – Global Research Insights Ltd Position: R esearch Operations and Marketing Manager Responsibilities: Mapping out geographical marketing and research areas; Online marketing, registration and awareness creation; Organizing meetings with potential clients; Marketing of our products to various institutions and closing deals; Carrying out needs assessment for various organizations and suggesting solutions; Management of relationships with customers and partners; Cross selling various products to existing customers; Conducting awareness training for various customer products; Customer service, complaints and query resolution; Organizing customer service round table meetings; Maintenance of customer records; Market trend research, analysis and response; In charge of communication and negotiations with customers; In charge of monthly sales targets; Customer supply and marketing risk management; Follow up for invoice payments; Bad debts escalation to debt collectors; Training of staff members and Research Agents. Key Achievements: International online marketing that made the organization to acquire 4 international jobs; Coordination of sales and research teams to achieve the desired targets; Research supervision from project rollout, data collection, coding, analysis and transmission to client; Designing and running customer service round table meetings that consequently led to more customer satisfaction and repeat business; Operational set up of urgent meeting venues, panels, focus groups, video and In-depth interviews for clients; Set up of Operations system for Global Research Insights; In charge of strategy tracking for Global Research Insights; Jan 2008 to Jan 2013 - Citibank NA Position: A dministration, Procurement and Accounts Payable Manager Responsibilities: Business expenses management; Page 4 of 9 Lucio N. Klaus- Curriculum Vitae Co-ordination of bank annual expense budgeting process; Management of supplier invoices payment process; Suppliers and employees Maintenance in the payment system; Financial reporting to Kenya Finance Unit, Johannesburg and London admin teams; Month end accrual and variance reporting; Human resource Benefits and tax payments process management; Co-ordination of bank and staff insurance payment; Organizing meetings and training events i.e. Hotel booking, Air tickets, Training materials, payments, etc. Fixed asset registration, inventory and disposal management; Managing the annual fixed asset verification exercise; Fleet and premises management; Bank suppliers and outsourced services relationship management and appraisals; Contracts negotiation, renewal and update; Procurement of bank’s consumables, software, hardware, office equipment and furniture; Electronic and Manual requisition verification and approval of Local Purchase Orders; Preparation of Bids and Request for Proposals documents; Supplier sourcing and performance evaluation; Projects Manager for Kenya Global Corporate Services (GCS) unit; Communication and reporting to Senior management on status of various projects; User needs analysis, Customization and set up of systems for Citi Kenya; Planning of resources and implementation of various projects; Testing and Rolling out of new systems for Citi Kenya; Continuous control, review, reporting and communication of system performance; Liaising with the Global project teams on behalf of Citi Kenya; Systems and products review and solution development; Tracking and coordinating of customer calls and enquiries; Collating information for responses on various customer queries; Customer error reporting, tracking, analysis and resolution; Carrying out customer surveys on various departmental products and services; Coordinating annual customer’s feedback action items; Training of Local and International Staff on new systems; Compliance risk and control self assessment review for the unit. Key Achievements: Presentation and discussion of annual budget estimate figures for Citibank Kenya from 2010 onwards; In charge of month end accruals and expense provisions for 3 years; Page 5 of 9 Lucio N. Klaus- Curriculum Vitae Overseeing the bidding process of various suppliers using online procurement rating system; Implementation of online P2P system for Citibank Kenya; Review and resolution of unresolved P2P supplier payments; Spearheaded implementation of automated requisition and Purchase Order System; Spearheaded implementation of Citi Travel and expense system; Spearheaded outsourcing of Local currency invoice processing to South Africa; Spearheaded Outsourcing of Foreign currency invoice processing to Hungary; Lead role in automation of Procure to Pay invoice processing system for Citi Kenya; In charge of a staff expenses processing project; In charge of KRA audit for VAT and Income tax; Jan 2004 to Dec 2007 - Citibank NA Position: F unds Transfer Supervisor Responsibilities: Keeping up to date with new products development and procedural changes relating to funds transfers; Authorizing payments in the Imaging and Banking system; Export and Import Documents analysis, Verification and authorization for processing; Letters of Credit, Government Bonds, Bid Bonds and Guarantees analysis, Verification and authorization for processing; FX deals, Money markets and Loans processing; Online payments transmission authorization and supervision; Training staff on the various products; Internal Auditing of accounts used by other Units e.g. Cash and Tellers, Trade, Funds transfer, Clearing and Treasury Operations. Key Achievements: Development of SMS and Email Notification system for transaction posting; Clearing of old outstanding payments by setting up a complete database of unclaimed items; Centralization of Citibank Orbiflow Imaging system to Johannesburg and Mumbai; Implementation of Main banking system i.e. Flexcube; Centralization of Funds Transfer processing to India; Online payments migration to new platform of paylink for cheques and Electronic funds transfers; Mar 2003 to Dec 2003 - Citibank NA Position: D ata Centre and Systems support administrator Responsibilities: Installation and upgrades of Operating Systems i.e. Win NT, Win XP and Win 2000; Page 6 of 9 Lucio N. Klaus- C urriculum Vitae Network facility troubleshooting and server management; Telephone infrastructure transfers and configuration of PABX; Installation of all banking applications i.e. Micro banker, Documents Queuing System, Paylink managers cheques system, Emgran, credit system, Outlook 2000, Office 2000, Macro media, Adobe, Reuters, Interactive Voice Response, Service Pro5, Fax Server, Payroll system, MIPS III clearing system etc; Projects implementation and documentation; Servicing of servers, Encryptors, Routers, Switches, UPS, Data compressors, VSAT connection, PABX and Cable terminals; Local Ms Exchange configuration and setup on the mail server and client computers. Key Achievements: Involved in Data Centre Operations Migration to India; Implementation of Online helpdesk project; Upgrading of Data store 32 version 3; Implementation of Citibank Intranet website; ATM bridge applications redesign and rollout; Migrated 200 users to the new operating system including supporting applications; Running of end of day programs for Citibank Kenya; Co-ordination of PABX upgrades and associated applications; Academic Qualifications University Education: 1998 - 2002: 2nd Class honors, upper division in Bachelors of Science in Information Technology from Moi University. Professional Studies: 2011 - 2015: Certified Public Accountants (CPA-K) from Nairobi Institute of Business Studies. Foreign Language: 1997 - 1998: Certificate course in German (Zertifikat deutsch als Fremdsprache) Goethe Institute Nairobi. Secondary education: 1993 - 1996: Kenya Certificate of Secondary Education Ichagaki High school. Page 7 of 9 Lucio N. Klaus- C urriculum Vitae Primary education: 1984 - 1992: Kenya certificate of Primary Education Racecourse primary school Workshops attended 01st – 08th Apr 2006 - Organizational Skills (British Council) 21st – 23rd Aug 2006 - Motivation, leadership and team building (Kenya School of Monetary studies) 31st March 2007 - Personal Growth and Development (Citi Training) 07th – 20th Oct 2007 - Core operations Training (Windsor - Citi Training) 16th June 2008 - Performance Management Training (Citi Training) 13th October 2008 - Project Management Skills and application (Citi Online Training) 25 – 27 Mar 2009 - Personal and Team Effectiveness (Citi Training) 31st Mar – 04th Apr 2009 - Procurement Contract Documentation & Management th th (KISM – Panafric Hotel) 13th – 15th May 2009 - Taxation by PWC (Sopa Resort) 17 – 19 Nov 2010 - Citi London Individual Leadership training (Crown Plaza) th th Clubs University: Red Cross, Rotaract and drama. Secondary School: Scouting, Debate, Sanaa, Catholic Action, Wildlife, Drama and Music. Primary School: Debate Leadership Positions University: Director of entertainment and communication for Moi University, Main campus. Secondary School: Assistant head boy, Entertainment prefect, Scouts treasurer, Drama and Music assistant chairman. Primary School: A parade prefect. Interests & Hobbies Interests: Marketing and Relationship management, Customer service, accounts payable, administration. Hobbies: Travelling Swimming Page 8 of 9 Lucio N. Klaus- C urriculum Vitae Shooting Pool Playing table tennis, badminton and soccer Referees: Mr. Albert Mwangi, Managing Director, Market Dimension Ltd, P.O. Box 18248 – 00100, Nairobi. Tel:- Email:-Mrs. Tabitha Ogeto, Chief Executive Officer, Global Research Insights, P.O. Box 56598 – 00200, Nairobi. Tel:- Email:-Mrs. Pauline Marima, Former Head of Global Corporates Services / Citi Shared Services, Citibank NA, Nairobi. Tel:- Email:- Page 9 of 9