Mutua Felix

Conducting product market research, collecting data, analyzing data and making informed conclusions to strategize on mode of marketing of products.
Network, generate leads and grab opportunities to sell company products.
Develop financial plans (investment and cashflow planning) that meet client needs and appealing to them.
Provide strategic advice across various microfinance products.
Researching industry current trends to back up consulting.
Performing financial analysis and credit analysis of potential clients to identify those who qualify for loan.

Gathering requirements (bank statements, m-pesa statements credit card from clients and translating them into and recording them for technical specifications.
Managing financial records (recording transactions, filing, saving online transactions, sorting) and providing general information to clients and staffs.
Answer and transfer telephone calls or messages
Preparing financial reports and reconciling bank statement, maintaining and organizing file records
Migrating data from existing systems to ERP Next software system (data entry).
Performed collection and analysis of clients’ data to provide better financial advices to client and improve ERPNEXT software system.
Providing ongoing support to clients after ERP next implementation.
Recording account payable (liabilities of business) and account receivables (accrued revenue), afterward prepare balance sheet.
Preparing income statement report (revenue and expenses) to show performance of business.
Training clients on how to use ERP Next accounting software users.
Issuing debit notes to clients, collecting credit notes from customers and processing invoices to clients got ERP Next products.
File and sorted receipts of accounts payable and receivable transactions.
Coded, compiled and reviewed financial statements accuracy.
Provided other technical assistance to other departments of IT such as configuring (setting up) of computer and solving troubleshooting (repairing problem) of computers