Stephen Ndung'u
Financial Accountant / Customer
Service / Marketing Manager
As a highly motivated professional with a comprehensive background in financial
management, customer service, and marketing, I am dedicated to delivering
exceptional results and contributing to organizational success. Proficient in
QuickBooks and CRM software, I bring a versatile skill set to drive organizational
growth and profitability.
Contact
Phone
-
Email
-
Address
116/96 Zimmerman Road
Education
2014
M.B.A Finance/ Strategic
Management
Daystar University
2009
B.A Marketing
Kenya Methodist University
Expertise/ Skills
Experience
2020 – present
Afikia Sacco Ltd
Financial Manager/Customer Service/Marketing Manager
Responsibilities:
processing payments and assisting with all financial transactions.
preparing payroll and direct deposit accounts.
maintaining books including bank statements , transactions and all receipts
Managing customer inquiries, ensuring high satisfaction levels.
Identifying and promoting SACCO's products and services to existing and potential
members.
Developing and maintaining strong customer relationships. Ensured compliance with
regulatory requirements.
Overseeing end-to-end payment processes, including QuickBooks invoice posting
and reconciliation.
Generating monthly reports, providing a clear financial overview.
Streamlining billing and payment procedures and improving accuracy and efficiency.
Maintaining accurate client accounts through regular reconciliation.
Overseeing a high-performing customer service team, ensuring top-notch service.
Resolving complex customer issues promptly and professionally.
Conducting training sessions for team skill enhancement.
Developing and executing effective marketing plans for brand awareness.
Managing social media platforms, driving growth and engagement.
Coordinating successful marketing events and promotions.
Conducting market research for effective strategy development.
• Financial analysis and forecasting
• Budgeting and financial management
• Customer service and relationship
management
• Marketing strategy development
• Market research and analysis
• Team leadership and supervision
• Proficient in QuickBooks and CRM
software
QuickBooks Pro Advisor
• Excellent communication and
interpersonal skills
• Office Administration
• Financial Reporting
• Financial Forecasting and Planning
• Business Planning
• Accounts reconciliation
2023- present
ERC Together (united states based company) Part -Time)
Referral Partner: remote work
Responsibilities:
Proactively identifying and cultivating strategic partnerships with clients and industry
contacts for mutual benefit.
Effectively communicating the value proposition of products/services to potential
clients through multiple marketing channels.
Managing referral pipelines, ensuring timely follow-up and acknowledgment of
successful referrals.
Collaborate with sales and account management teams to facilitate a seamless
transition for referred clients.
Set and achieve realistic referral targets, consistently exceeding performance
expectations.
Adhere to high ethical standards, ensuring trust and integrity in all referral activities.
Analyzing referral performance, providing insights and recommendations for program
enhancement.
Adapting to changing business needs, with a commitment to delivering exceptional
customer service.
Experience-
Keep Content Coming (united states based company) Part -Time
Sales Appointment Setter: remote work
Responsibilities:
Conducted lead generation and appointment scheduling as a results-driven Sales
Appointment Setter.
Researched and qualified leads through various channels, ensuring alignment with
target customer profiles.
Conducted outbound calls, showcasing effective communication skills to engage and
create interest among potential clients.
Led and executed cold calling campaigns, adeptly overcoming objections and
articulating compelling value propositions.
Diligently followed up with leads, utilizing strategic communication to nurture
prospects through the sales funnel.
Maintained accurate and up-to-date records in CRM systems, ensuring efficient lead
tracking and reporting.
Collaborated with sales representatives to understand ideal customer profiles and
continuously assessed lead qualification.
Generated insightful reports on key performance indicators, offering
recommendations for process improvement.
Actively participated in training sessions to stay informed about products/services,
industry trends, and evolving sales strategies.
Adapted to changes in sales strategies, target markets, and product offerings,
adjusting approaches for optimal results.
-
PADA Security and Alarm Systems Ltd
Accounting and Financial Manager
Responsibilities:
Evaluated pricing strategies to maximize sales and revenue.
Supported finance department in analyzing marketing expenditures and ROI.
Provided financial insights to guide decision-making in sales and marketing initiatives.
Prepared reports, analyzed performance, and identified trends for strategic planning.
Collaborated on accurate forecasts and strategic plans.
Assisted in comprehensive business plans, including projections and market analysis.
Conducted workshops on budgeting, analysis, and strategic financial management.
Contributed to fostering a culture of continuous improvement and proficiency in
financial operations.
Managed accounts receivable and payable processes efficiently.
Ensured compliance with accounting policies and procedures.
Implemented automation tools to streamline accounting tasks.
Participated in financial audits and provided necessary documentation.
Supported month-end and year-end closing processes.
Conducted variance analysis to identify discrepancies and areas for improvement.
Provided financial data and analysis for management reporting purposes.
Experience-
Salad Master Ltd (Bontavita Ltd) Part -Time
Sales and Marketing Consultant
Responsibilities:
Implemented targeted campaigns for lead generation and sales growth.
Conducted market research to identify opportunities and improve brand visibility.
Utilized CRM software for efficient client relationship management.
Provided exceptional customer service, promptly addressing inquiries and resolving
issues.
Lead a high-performing customer service team to ensure exceptional service delivery.
Resolve complex customer issues promptly and professionally, maintaining high
customer satisfaction.
Develop and execute effective marketing plans to enhance brand awareness.
Manage social media platforms to drive growth and engagement, resulting in
increased brand visibility.
Coordinate successful marketing events and promotions to boost sales and customer
engagement.
Conduct market research to inform strategic decision-making and enhance marketing
effectiveness.
Conduct training sessions for team skill enhancement in both customer service and
marketing strategies.
-
Self-employed
Accounting & Finance Tutor and Strategic Financial Consultant
Responsibilities:
Tutoring: Provided
comprehensive
tutoring
in
financial
accounting,
financial
management, managerial economics, and managerial accounting. Conducted
personalized one-on-one sessions for exam preparation and addressing individual
learning needs.
Strategic Financial Consultancy: Assisted clients in making informed financial
decisions through strategic consultancy services:
Outsourcing: Assessed financial needs, recommended outsourcing opportunities
for cost efficiency and operational effectiveness, and guided transition
management.
Budgeting and Forecasting: Collaborated on developing and managing budgets
aligned with goals. Conducted financial analysis and forecasting for decisionmaking and resource allocation.
Financial Controls and Systems: Evaluated controls and systems, recommended
improvements for internal controls, risk mitigation, and regulatory compliance.
Implemented efficient financial processes.
Financial Due Diligence: Conducted financial analysis and due diligence for
mergers, acquisitions, or partnerships. Assessed statements, identified
risks/opportunities, and provided investment recommendations.
Financial Reporting and Analysis: Prepared reports, analyzed performance, and
identified trends for strategic planning. Interpreted financial information for
business growth and profitability.
Financial Forecasting and Planning: Collaborated on accurate forecasts and
strategic plans. Utilized data, market trends, and benchmarks for financial planning
and resource allocation.
Experience-
Lynka Communication Limited Part-time
Sales/Business Development Officer
Responsibilities:
Conducted comprehensive market research to identify potential clients and industries.
Developed and executed targeted marketing strategies to promote new products and
services.
Established and maintained strong client relationships, ensuring customer satisfaction
and repeat business.
-
Zenith Media Company Limited
Office Admin and Marketing Manager
Responsibilities:
Identified and cultivated new business opportunities, resulting in increased sales and
revenue.
Developed and executed targeted marketing strategies to promote new products and
services.
Conducted market research to identify potential clients and industries for business
expansion.
Established and maintained strong client relationships, ensuring customer satisfaction
and repeat business.
Reference
Mr Eric Kimei
Manager ICT Service Delivery
United States International University
Phone:
-
Email :
-
Elle Hart
CEO
Keep Content Coming
2310 N. Henderson Ave. #1191 Dallas, TX, 75206
Phone:
Email :
-/--
Mr Peter Ngugi
Director
Afikia SACCO Ltd
Phone: -
Email :
-