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Finance & Operations Officer
BrighterMonday Consulting
Accounting, Auditing & Finance
Banking, Finance & Insurance
Confidential
Easy Apply
Job Summary
To provide strong financial management, ensure operational efficiency, and supervise departmental officers to deliver high-quality service, compliance, and timely execution of UIC initiatives.
- Minimum Qualification : Bachelors
- Experience Level : Mid level
- Experience Length : 3 years
Job Description/Requirements
Reports to: National Honorary Secretary / Board of Directors
Supervises: ICT & Customer Relations Officer, Business Development & Marketing Officer
Job Purpose:
To provide strong financial management, ensure operational efficiency, and supervise departmental officers to deliver high-quality service, compliance, and timely execution of UIC initiatives.
Key Responsibilities:
Finance & Accounting
a) Maintain accurate and up-to-date financial records in accordance with accounting standards and UIC policies.
b) Prepare monthly and yearly financial statements, reports, and reconciliations.
c) Reconcile bank, investment, and petty cash accounts monthly.
d) Monitor member deposits, contributions, and dividends to ensure accuracy and transparency.
e) Support audit processes and ensure full compliance with regulatory and tax requirements.
f) Prepare dashboards and financial insights for decision-making by the Board.
g) Participate in budget preparation and financial forecasting.
h) Track and analyze investment portfolios to maximize returns and manage risks.
i) Provide financial advisory and prepare investment proposals for consideration by management.
Operations & Supervision
a) Supervise the ICT & Customer Relations Officer and Business Development & Marketing Officer.
b) Coordinate daily operations, ensuring adherence to policies and timely completion of tasks.
c) Implement operational strategies to improve efficiency and member satisfaction.
d) Oversee front-office service delivery and ensure member requests are processed promptly.
e) Consolidate departmental reports and prepare monthly operational updates/Board Paper.
f) Conduct staff performance appraisals and provide coaching and support.
g) Identify operational gaps, risks, and corrective actions.
Key Performance Indicators (KPIs):
a) Ensuring members statements are updated monthly by the 10th of each month.
b) Accurate monthly financial reports submitted by the 10th of each month.
c) 100% completion of monthly bank and ledger reconciliations within 5 working days.
d) Zero major audit queries per financial year.
e) Investment portfolio return rate maintained at ≥ 8% annually.
f) 100% compliance with tax and regulatory requirements.
g) Submission of consolidated operational report/Board Paper by the 5th of every month.
h) At least 90% staff performance achievement rate.
i) At least 90% member satisfaction score.
Qualifications & Experience:
a) Bachelor’s degree in Accounting, Finance, Economics, or related field.
b) CPA finalist preferred.
c) Minimum 3 years’ experience in accounting or operations.
d) Strong analytical, supervisory, and reporting skills.
e) Experience working with Microsoft Dynamics Business Central system will be an added advantage.
The Gross Salary is Ksh. 60,000 with a commission awarded at the prescribed rate for selling of the organization’s projects.
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