CVRest

Create your CV
Create your CV

Summary

I am a highly motivated and experienced Training Facilitator and Coach with over 15 years of experience in the corporate and finance industry. My in-depth analytical skills, coupled with excellent presentation and facilitation skills, enable me to effectively communicate complex financial and Managerial concepts to diverse audiences, including non-financial individuals.

With a strong background in finances, coaching, mentoring, and training, I have a proven ability to design and deliver effective leadership development programs. I have conducted personal finance training in numerous organizations, including UN Sacco, CBA Bank, Zamara Ltd, Ernst & Young, Stanbic Bank, among others.

Furthermore, I offer one-on-one financial Coaching services to high-achieving professionals, and I am a personal finance mentor in the Ladies Lifting Their Futures Today (LIFT) Program. My passion for training and coaching, coupled with my extensive experience, would enable me to make a valuable contribution to The Kenya School of Revenue Administration's (KESRA) vision of providing quality training and consultancy services in tax and customs administration, fiscal policy, and related fields.

Nationality

Kenyan

Birthdate

19/05/1984

Education

Jomo Kenyatta University of Agriculture and Technology

Statistics and Actuarial Science - BSc. Actuarial Science

2003 - 2006

Experience

The Square Bracket

Lead Financial Coach| Training Facilitator

January 2021 - Now

  • I Deliver engaging and impactful training sessions on a variety of financial topics to corporate clients.
  • I Develop training materials and presentations that effectively communicate complex financial concepts to a non-financial audience.
  • I Conduct needs assessments and collaborate with clients to develop customized training programs that meet their specific needs.
  • I Provide one-on-one financial coaching services to individuals, helping them develop personalized financial strategies and achieve their financial goals.
  • I Assisted clients with developing and implementing financial plans to achieve their goals.

TrainConsult Ltd

Training Consultant

March 2018 - Now

I consult with TrainConsult on a part-time basis. My duties include but arenot limited to:

  • Create Training Programs.
  • Prepare Learning materials for Programs.
  • Provide Consultations after trainings on behalf of the client.
  • Conduct Trainings on behalf of the Client.
  • Research new teaching methods.
  • Provide Consultations after trainings on behalf of the client.

Financial Counselling Ltd

Business Development Associate

June 2022 - February 2023

  • Developed and executed sales and marketing strategies to promote financial products and services.
  • Built and maintained relationships with clients and partners.
  • Conducted market research and analysis to identify new business opportunities.

Financial Counselling Ltd

Associate Personal Finance Coach

December 2016 - June 2022

  • Developing and delivering training programs and materials for personal finance coaching.
  • Identifying training needs and evaluating the effectiveness of training programs.
  • Coordinating training logistics such as scheduling, facilities, and materials.
  • Providing feedback and coaching to trainees to help them improve their skills.
  • Collaborating with subject matter experts to ensure training content is accurate and up-to-date.
  • Conducting research and analysis to provide clients with financial advice and recommendations.
  • Providing support and motivation to clients as they work towards achieving their financial goals.
  • Keeping up-to-date with industry trends and changes in financial regulations.

KCB Bank Group Ltd

Credit Compliance Manager

December 2013 - February 2016

  • Oversaw compliance with regulatory requirements and internal policies and procedures on mortgage and Corporate facilities prior to draw-down.
  • Managed covenant tracking and administration of the loan book which stood at approximately Kshs. 35B.
  • Collaborated with other departments to ensure compliance with regulations and company policies.

KCB Bank Group

Assistant Credit Manager, Mortgages

April 2011 - December 2013

  • Assisted in the management of the mortgage portfolio, including underwriting and servicing.
  • Monitored and analyzed credit risk in the mortgage portfolio.
  • Assisted in the development and implementation of credit policies and procedures.
  • Collaborated with other departments to ensure compliance with regulations and company policies.
  • During this period, I was Acting Portfolio Manager for 6 months between July-December 2013.

KCB Bank Group Ltd

Several (Clerk advanced to Credit Section Head)

January 2008 - March 2011

  • Assisted with the processing of loan applications and credit facilities.
  • Conducted credit assessments and analysis.
  • Assisted in the management of the loan portfolio.
  • Developed and implemented credit policies and procedures.
  • Managed a team of credit analysts responsible for underwriting and servicing of credit facilities.

UAP Insurance

Assistant Life Underwriter

June 2006 - December 2007

  • Reviewed and analyzed of life assurance and Pension applications (for both group and individual).
  • Assisted in the administration of the Group and Individual Pension Plans.
  • Conducted risk assessments and analysis.
  • Assisted in the management of the life assurance portfolio.

Skills

  • TRAINING PROFICIENCY

    I am proficient in training of the following topics: Finance Management, Credit Risk, Credit Analysis, Debt Management, Savings & Investments. Insurance, Loans & Mortgages, Pensions and Financial Well

  • TRAINING/COACHING

    At KCB. I was a trainer of Credit Administration, and of the Banks Mortgage certification Course, teaching credit administration and compliance to the team throughout the country.

  • COMPUTER PROFICIENCY

    I’m proficient in use of Microsoft Office packages, Presentation software's, SPSS, T24 banking system and R statistics software.

Courses and Certificates

KCB Proficeincy Certificates

KCB Bank Group Ltd

I obtained certificates for several courses inclusive of: Anti-money Laundering & KYC, Ethics, Personal Financial Management, Operational Risk, Managerial Effectiveness, Leadership Development, IT security Awareness and Credit.

Mentorship Programs

I believe in mentoring others because I believe that everyone has the potential to achieve great things, and by sharing my knowledge, skills, and experience, I can help others reach their full potential and make a positive impact on their lives.

I am a mentor in the following programs:

  • LIFT (Ladies Influencing Their Future Today) - A mentorship program that aims at upskilling young ladies in all facets of life. I mentor the participants in Financial Wellness.
  • Hesabu Dada - A Mentorship Program that aims at improving the wellbeing of ladies via financial literacy.
CV SummaryContact