Finance Analyst at a Reputable Company

Finance Analyst at a Reputable Company | Iko Kazi

Job Description

Financial Reporting and Analysis

Ensure daily updates of QuickBooks with transactions from all sources - bank accounts, MoMo, cash, etc.
Reconcile payments made on the admin back end with payments received in: iPay, Bank, Mobile Money Deposits – Checks, cash, etc.
Generate receipts for delivered items or payments.
Review payments received via third-party payment processors to ensure accuracy.
Collaborate with third-party payment processors to resolve payment issues promptly.
Retrieve monthly Mobile Money reports and analyze transactional activity
Performance Management and Development
Complete professional development activities and apply new knowledge
Meet performance standards outlined in KPI document
Collaborate with the various departments to enhance service delivery and resolve customer issues promptly.
Invoice and Payment Management
Create customer invoices promptly for the payment of fees due.
Follow up on invoices within 2 business days to ensure they are paid or send reminders.
Track outstanding employee purchases and manage payroll deductions for loans.
Ensure timely payment of salaries to employees and contractors by the 25th of each month.
Develop a system to track outstanding member payments effectively.
Ensure refunds are tracked and processed promptly upon request

Budgeting and Financial Planning

Assist in preparation of annual budgets by the start of each year, with a preliminary budget ready by November.
Assist to monitor and minimize bank account transaction fees.
Exceed financial income projections while minimizing expenses.
Identify and mitigate unprofitable company activities and suggest improvements.
Identify and reduce costs to improve profitability.

Financial Controls and Compliance

Ensure only fully paid items are delivered to customers.
Provide monthly reports on concierge fees, duty collected, service revenue, shipping expenses, and customs duty.
Generate weekly reports to verify transactional entries (P&L, Balance Sheets).
Complete payment tracker reports for shipments promptly.
Ensure funds are available for quick import/export shipments and customs clearance.
Handle company deposits and withdrawals.
Flag suspicious activities and report them to management promptly.
Ensure compliance with regional and national institutions

Operations Support and Customer Service

Execute concierge purchase requests within 15 minutes from when notified.
Follow up on daily purchases to ensure no processing issues, cancellations, etc.
Notify Operations team promptly of all incoming Mobile Money payments.
Create tickets for internal financial issues (e.g., refunds, lost/damaged items).
Execute concierge purchase requests within 15 minutes from when notified.
Follow up on daily purchases to ensure no processing issues, cancellations, etc.
Notify Operations team promptly of all incoming Mobile Money payments.
Create tickets for internal financial issues (e.g., refunds, lost/damaged items).
Collaborate with other departments for purchasing, updating, processing, shipping, clearing, and delivering packages.
Test and deploy new releases or bug fixes related to payment processing with the development team.
Provide user support on payment processes via phone or in-person.
Maintain excellent customer service standards in interactions with customers.
Quickly learn and update training guides for existing or new processes.
Respond promptly to emails, calls, and messages, ensuring timely communication

Performance Metrics and Reporting

Assist to track and report on key financial metrics such as revenue growth, financial sustainability, and gross profit margin.
Monitor internal business processes such as Kaizen (Continuous Improvement), timely financial reporting, and accuracy of financial reports.
Assist to measure customer satisfaction through efficient cross-functional collaboration and prompt response to internal and external customers.
Monitor performance indicators like error rates and completion/timely submission rates

Requirements

Note

This position requires the candidate to start immediately

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