Stephen Ndung'u
Finance /Customer Service and
Marketing Management Professional
Contact
Phone
-
Email
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Address
116/96 Zimmerman Road
Education
2014
M.B.A Finance/ Strategic
Management
Daystar University
2009
B.A Marketing
Kenya Methodist University
Expertise/ Skills
• Financial analysis and forecasting
• Budgeting and financial management
• Payroll management and statutory
compliance
• Customer service and relationship
management
• Marketing strategy development
• Market research and analysis
• Team leadership and supervision
• Proficient in QuickBooks and CRM
software
• Excellent communication and
interpersonal skills
• Office Administration
• Financial Reporting
• Financial Forecasting and Planning
• Business Planning
• Accounts reconciliation
As a highly motivated professional with a strong background in financial management, customer
service, and marketing, I strive to deliver exceptional results and contribute to organizational
success. With proficiency in QuickBooks and CRM software, I bring a comprehensive skill set to
drive organizational success. My goal is to become a valuable asset to your company, leveraging my
expertise to contribute to its growth and profitability
Experience
2020 – Present
Afikia Sacco Ltd
Financial Accountant /Customer Service/Marketing Manager
Responsibilities:
Spearheaded budget preparation and facilitated auditing by working closely with
auditors to prepare annual financial statements.
Prepared accurate expenditure forecasts and presented results to the budget
committee for analysis.
Managed the general ledger and ensured timely closure of monthly transactions,
including bank reconciliations, stock takes, and review of debtors and suppliers.
Administered payroll and complied with statutory requirements such as PAYE, NSSF,
NHIF, and leave management.
Managed customer inquiries promptly and professionally, ensuring high levels of
satisfaction.
Identified sales opportunities and effectively promoted the SACCO's products and
services to existing and potential members.
Developed and maintained strong customer relationships, delivering personalized
service and ensuring ongoing satisfaction.
Collaborated with the marketing team to create compelling marketing materials and
participate in events to promote the SACCO.
Provided financial management support, including budgeting, analysis, and forecasting
for strategic decision-making.
Maintained accurate records of customer interactions, prepared reports, and assisted
with administrative tasks.
Ensured compliance with regulatory requirements and internal policies.
Supervised and guided a team of customer service representatives and marketing
professionals.
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Salad Master Ltd (Bontavita Ltd) Part -Time
Sales and Marketing Consultant
Responsibilities:
Collaborated with cross-functional teams to develop and execute sales and marketing
strategies.
Generated leads through targeted campaigns and consistently achieved sales targets.
Provided exceptional customer service, promptly addressing inquiries and resolving
issues.
Conducted market research to identify opportunities and enhance brand visibility.
Developed and implemented referral programs to expand the customer base.
Utilized CRM software to manage client relationships and track sales performance.
Analyzed sales data to identify revenue trends and opportunities for cost
optimization.
Collaborated with the finance team to ensure accurate invoicing and timely payment
processing.
Assisted in budgeting and forecasting sales revenues, contributing to financial
planning processes.
Experience
.
Evaluated pricing strategies and profitability analysis to maximize sales and revenue.
Supported the finance department in analyzing marketing expenditures and ROI.
Provided financial insights to guide decision-making in sales and marketing initiatives.
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PADA Security and Alarm Systems Ltd
Accounting and Financial Manager
Responsibilities:
Payments Management: Oversaw end-to-end payment process, including QuickBooks
invoice posting and reconciliation, ensuring accurate and timely financial transaction
recording.
Monthly Reports: Generated comprehensive monthly reports, providing a clear
financial overview, including revenue, expenses, and outstanding bills.
Billing Process Optimization: Streamlined billing and payment procedures in
collaboration with the finance team, improving accuracy, efficiency, and collection
speed.
Client Account Reconciliation: Maintained accurate client accounts through regular
reconciliation, promptly addressing any discrepancies.
Customer Communication: Engaged in ongoing communication with customers,
addressing billing and payment inquiries promptly and courteously.
Bank Reconciliation: Ensured accuracy by reconciling financial records with bank
statements, resolving any discrepancies.
Financial Analysis Support: Assisted the finance team with accurate financial data for
analysis, contributing to reports and presentations.
Compliance and Regulations: Ensured adherence to financial regulations and internal
policies, facilitating audits and maintaining data integrity.
Team Collaboration: Actively participated in team meetings, contributing to strategic
discussions and collective goal achievement.
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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,
risks/opportunities, and provided investment recommendations.
identified
Experience
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.
Business Planning: Assisted in comprehensive business plans, including
projections, market analysis, and risk assessment. Guided growth opportunities,
objective setting, and long-term strategies.
Financial Training and Education: Conducted workshops on budgeting, analysis,
and strategic financial management. Empowered clients with knowledge and skills
for informed decision-making and business growth.
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Lynka Communication Limited Part-time
Sales/Business Development Officer
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.
Prepared detailed reports on sales activities, market trends, and competitor analysis,
providing valuable insights to management.
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Zenith Media Company Limited
Office Admin and Marketing Manager
Responsibilities
Successfully prepared annual financial statements, conducted financial analysis, and
implemented budgeting processes to support financial decision-making.
Demonstrated expertise in payroll management and statutory compliance, ensuring
accurate and timely processing of employee salaries and benefits.
Established and nurtured client relationships, addressing their inquiries and resolving
issues promptly to ensure customer satisfaction.
Generated leads and achieved sales targets through effective networking, lead
generation campaigns, and targeted marketing initiatives.
Developed and implemented referral programs, incentivizing existing customers to
refer new clients, resulting in an expanded customer base.
Reference
Mr Eric Kimei
Mr Peter Ngugi
Manager ICT Service Delivery
United States International University
Director
Afikia SACCO Ltd
Phone: -
Phone: -
Email :
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Email :
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