Finance Lead

JOB SUMMARY

Must have skillsBachelor’s degree in Accounting, Finance, or a related field CPA (or equivalent) Experience handling hospital or healthcare insurance claims and insurer reconciliations Solid understanding of Kenyan tax and statutory compliance with practical KRA filing experience. Proficiency in QuickBooks, ERP systems, and advanced Excel Strong understanding of internal controls, SOPs, and financial governance Minimum 5 years’ experience in a senior accounting or finance role, with strong exposure to AR, billing, credit control, and reportingGood to have skillsExperience in process automation, system improvements, or ERP implementations. Knowledge of IFRS and audit-ready reporting environments.

RESPONSIBILITIES

Financial Operations & ReportingOversee core accounting operations, including Accounts Payable, Accounts Receivable, general ledger, bank reconciliations, and month-end close.Assist the Senior Finance Manager in preparing monthly management accounts, variance analysis, and financial performance reports.Compile, reconcile, and validate schedules supporting management, board, and statutory reporting.Support budget preparation, forecasting, and cash flow projections by providing accurate underlying data and analysis.Ensure accounting records are complete, accurate, and compliant with applicable accounting standards.Accounts Receivable, Billing, Credit Control & Insurance ClaimsManage the end-to-end Accounts Receivable process, including invoicing, allocations, reconciliations, collections, and debtor aging analysis.Oversee the monthly billing process, ensuring invoices are accurate, timely, and aligned with contracts, insurer tariffs, and approved pricing.Coordinate and track insurance claims, including submissions, reconciliations, follow-ups, and resolution of rejections or short payments.Assist the Senior Finance Manager in executing credit control policies, including enforcement of credit terms, escalation of overdue balances, and support in credit limit and service continuation decisions.Prepare weekly and monthly AR, collections, aging, and claims status reports, highlighting risks, disputes, and recommended actions.Revenue Assurance & Cost ManagementEnsure all revenue streams are fully captured, accurately priced, and correctly recognized, including insurance, corporate, and retail revenues.Maintain and update price lists and insurer tariffs, ensuring alignment with approved agreements.Monitor direct and operating costs, perform monthly reconciliations, and identify cost control and efficiency opportunities.Support margin analysis and revenue-to-cost performance monitoring.Tax Compliance & Statutory ObligationsPrepare and review statutory tax schedules and returns in compliance with KRA requirements.Ensure timely filing and payment of all statutory obligations and maintain proper supporting documentation.Support responses to KRA audits, queries, and reconciliations, working closely with the management and external tax advisors.Monitor changes in tax legislation and advise on potential financial and compliance impacts.External Audits, Controls & ComplianceAct as a key finance liaison during external audits, preparing audit schedules, reconciliations, and supporting documentation.Support in managing auditor queries and ensuring timely audit completion.Implement and strengthen internal controls, SOPs, and approval frameworks to improve audit readiness and compliance.Conduct periodic internal reviews to identify control gaps and support corrective actions.Financial Systems & Process ImprovementMaintain the integrity of QuickBooks and related ERP systems, ensuring accurate, well-structured, and auditable financial records.Support automation and process improvements to enhance efficiency, reporting accuracy, and control effectiveness.Team Leadership & DevelopmentSupervise and review the work of the Finance Assistant and Finance & Admin Assistant.Ensure timely execution of finance tasks and adherence to quality standards.Coach and mentor junior staff to strengthen technical competence, compliance awareness, and accountability.

REQUIRED SKILLS

Financial analytics and forecasting, Financial reporting, Budgeting, financial planning, Financial analysis

REQUIRED EDUCATION

Bachelor's degree