
Samuel Mutua
Part-time Accountant

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About me
Business Advisory Consultant, Market Researcher
Education

The Cooperative University of Kenya
2012 - 2016Bachelor's degree - Finance Major Accounting and Business/Management Second Class Honours
Coursera
2018 - 2018Organizational Analysis PassIn sum, this course had three goals: to become familiar with a series of real-world organizational phenomena; to learn different theoretical perspectives that can elucidate these phenomena; and to apply these different ways of “seeing” and managing organizations to cases. In such a fashion, this course was designed to actively bridge theory and practice, exposing students to a variety of conceptual tools and ways to negotiate novel situations.

Coursera
2017 - 2017Intoduction to Corporate Finance PassThis course provides an introduction to the fundamentals of finance, emphasizing their application to a wide variety of real-world situations spanning personal finance, corporate decision-making, and financial intermediation. Key concepts and applications include: time value of money, risk-return tradeoff, cost of capital, interest rates, retirement savings, mortgage financing, auto leasing, capital budgeting, asset valuation, discounted cash flow (DCF) analysis, net present value, internal… Show more This course provides an introduction to the fundamentals of finance, emphasizing their application to a wide variety of real-world situations spanning personal finance, corporate decision-making, and financial intermediation. Key concepts and applications include: time value of money, risk-return tradeoff, cost of capital, interest rates, retirement savings, mortgage financing, auto leasing, capital budgeting, asset valuation, discounted cash flow (DCF) analysis, net present value, internal rate of return, hurdle rate, payback period. Show less

Annex Computer College
2012 - 2012Advanced Computer Pacakges COMPUTER AND INFORMATION SCIENCES AND SUPPORT SERVICES Distinction
Summit Institute of Professionals.
2017 - 2020CPA Accounting and Finance Part II Section 4
Experience

Oleraimax Ltd.
Mar 2014 - Jan 2015Part-time Accountant
Kenya Wildlife Service Training Institute
May 2015 - Aug 2015Accounts assistant Intern
Women Education Researchers of Kenya
May 2016 - Dec 2016Part time Research AssistantWas Involved in conducting the mid-line and baseline surveys of a project dubbed Jielimishe.

Java Blue Lounge
Dec 2016 - Mar 2017Junior Accountant
Consumer Trends Ltd
Jan 2018 - nowROLES Financial analysis, Capital Budgeting and Investment appraisal. This involves assisting organizations: o Analyze financial data and create financial models for decision support. o Analyze past results, perform variance analysis, identify trends and make recommendationso Evaluating financial performance and forecast varianceso Performing forecasting, reporting and operational metrics trackingo Aiding in investment appraisals, capital budgeting and expenditure planning processo Aiding in the development of policiesMarket research and Intelligence. This involves:o Undertaking market surveys and other economic and social research activities, o Analyzing the research data and o Preparing reports thereof.Assisting in business incubation and scaling. This involves:o Connecting businesses with the market realities creating a picture of the organization’s existing markets, potential customers, gaps in the market, competition and growth potential for new productso Assisting organizations in developing market driven productso Assisting in the development of market plans that ensure sustainable market linkageso Institutional strengthening through: Management and staff training, Internal controls strengthening, policy development, organizational reengineering among other activities.o Financial facilitation through linkages with various financial institutions and donorsDevelopment of Strategic Plans and Business Plans. This involves:o Facilitating organizations develop strategic and business plans that help the organizations establish and prioritize business objectives that align with the market opportunities and protect the institution from unwarranted risks.Co-facilitating trainings. This revolve trainings around:o Strategic and Operational planningo Product developments techniqueso Financial analysis techniqueso Financial reporting and relevant statutory compliancePreparation of proposals, concept papers and tender documents Show less RESPONSIBILITIES:1. Oversee the recording and review of financial transactions conducted over a period of time by the bookkeeper 2. Ensure financial records are balanced as part of preparation for annual external audits3. Develop business forecast and analyze annual budgets 4. Produce and present reports (periodic & ad-hoc) which guide the financial decisions of a company5. Implement strategies set by management of effective for limiting tax liabilities and on the other hand ensure consistent tax filing6. Analyze business operations to determine the financial status of a company7. Compile and analyze data to prepare quarterly and annual statements for an organization and investigating variances; summarizing data, information, and trends.8. Develop and implement standards for effective record keeping and data management9. Provide response to internal financial inquiries by collecting, analyzing, and interpreting data10. Ensure compliance with standard financial regulations and policies when carrying out job activities11. Supervise the bookkeeping staff to ensure work activities are in line with set standards Show less
Business Advisory Consultant
Apr 2017 - nowPart-Time Financial Accountant
Jan 2018 - now
Licenses & Certifications

CPA - Part 1
KASNEBDec 2016
Volunteer Experience
Teacher
Issued by Murichu Primary School on Mar 2014
Associated with Samuel Mutua
Languages
- enEnglish
- swSwahili
- kiKikuyu
- kaKamba
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