Statement of Qualification Nairobi, Kenya
Joseph Jack
Finance & Statistics Graduate — Reconciliation, AP/AR & Remote Operations
Available: Immediate Based: Nairobi (UTC+3) Open to: Remote, worldwide

A Finance and Statistics graduate with hands-on experience in financial reconciliation, invoice processing, and accounts payable/receivable support. Comfortable working across Microsoft Excel, QuickBooks, and financial reporting workflows, with a habit of building tools rather than just using them — including a full budgeting workbook and an independent company financial analysis, both listed below. Looking to bring precision and remote-operations discipline to a distributed finance team.

May 2026 —
Jun 2026
Finance & Admin Assistant (Contract)
Zikhara Solutions
  • Supported financial reconciliation and accounts payable/receivable processes
  • Maintained accurate transaction records under short-term contract deadlines
May 2024 —
Aug 2024
Finance Attachment Trainee
Safetyplus Consulting
  • Maintained accurate financial records and supporting documentation
  • Processed invoices and payments in line with internal procedures
  • Assisted in account reconciliations, identifying discrepancies for correction
  • Supported preparation of financial reports and documentation
Sep 2023 —
Jan 2024
Customer Service & Sales Representative
Kenindia Assurance
  • Handled client communication and sales support in an insurance services setting
Financial Ops Reconciliation · Accounts Payable · Accounts Receivable · Invoice Processing · Financial Reporting
Software Microsoft Excel (Advanced) · QuickBooks · Google Sheets · Microsoft Office Suite
Operations Remote Business Operations · Data Entry & Documentation · Administrative Support
Interpersonal Client Relationship Management · Negotiation · Written & Verbal Communication
Languages English (Fluent) · Swahili (Fluent)

Independent work

Excel · Financial Planning

Wedding Budget Planning Toolkit

Multi-sheet workbook for a ~450-guest event (KSH 531,300 total) with live formulas, cross-sheet references, a category breakdown chart, and dropdown-validated inputs.

Financial Analysis

Safaricom PLC Financial Analysis

A 12-section independent report with six supporting charts, produced as portfolio work to demonstrate applied financial analysis and reporting.

BSc, Finance & Statistics — Mount Kenya University · Second Class Honours
2025
KCSE — Ringa Boys High School · Grade B-
2018
Advanced Excel in Data Analysis — Corporate Finance Institute
CFI
Wealth Management — Corporate Finance Institute
CFI
Excel Certification — Corporate Finance Institute
Jul 2026