CHARLES KIPKIRUI CHIRCHIR

P.O. Box 223 – 00202, Nairobi, Kenya
TEL: +254 728 600 579 ; EMAIL : [email protected]

CAREER PROFILE

Operations & Finance Executive with a demonstrated record of exceeding profitability goals and driving operational excellence across organizations worked for.
I am a high energy leader experienced in leading multi-units in the East Africa region, a champion of strong focus on customer satisfaction and loyalty. I have enhanced my working capacities, professional skills, business efficiencies to generate financial management information that would aid management in making sound managerial decisions in a dynamic business environment to achieve positive results that would benefit all stakeholders.

SKILLS & COMPETENCIES HIGHLIGHTS

• Excellent computer skills (MS Word, MS Access, MS Excel, MS PowerPoint)
• Good interpersonal and communication skills
• Project Management
• Team Player
• LEAN Process Integration
• Conflict Management
• Expense Control and Budgeting
• Expansion/Change Management
• Organizational Leadership
• Staff Development/Training
• New Business Development
• Attention to detail
• Multi-Unit P&L Analysis (Kenya and Uganda)
• Operational Excellence

CORE ACCOMPLISHMENTS

• Spearheaded successful implementation of MoneyWare Investment Management, Business Intelligence and Digital Enterprise systems
• Spearheaded the operational excellence program
• Lead project manager in sourcing, development, implementation and rollout of the Money Market (UTF) mobile transaction platform which significantly increased the client base of the money market fund by over 30% within two years of launch
• Drove client retention to greater than 90% despite shrinking retail customers base in Kenya
• Drove the Net Promoter Score (NPS) and Customer Satisfaction Index (CSI) of the Asset Management Company to +40 and 89% by 30th June 2019
• Honored in 2018 for successful implementation of the CX systems
• Developed key performance composites and attribution analysis used for business development and portfolio management
• Closed and moved client data from AIG Investments core systems to Pinebridge Investments core systems and integrated the same to the new company

EDUCATION

2012 to 2014 KCA UNIVERSITY
Master of Science in Commerce (Finance and Accounting)

2002 Graduate UNIVERSITY OF NAIROBI
Bachelor of Commerce – Finance Option

WORK EXPERIENCE

Jan 2016 to Nov 2019: BRITAM ASSET MANAGERS (KENYA) LTD
Title: Chief Operating Officer

Key Accountabilities & Responsibilities:

• Initiate and manage key projects to ensure effective implementation of the business strategy;
• Provide leadership and oversight to business over the fund accounting, customer experience, institutional & retail operations function and IT projects implementation;
• Originate and execute initiatives to enhance revenue growth in terms of sales channel development and key member of product development committee, quality improvement and cost reduction;
• Develop and establish operating policies consistent with the Company’s broad policies and objectives and ensure their adequate execution;
• Implement best practices in structure, systems of internal control and processes, and ensure that all activities and operations are performed in compliance with regulations, laws governing business operations and company policies;
• Ensure risk control mechanisms are in place;
• Ensure all internally managed funds financial statements are prepared on a timely manner including unaudited semi-annual financial statements board approval for publication per the CMA regulation;
• With the Chief Accountant ensure that the appropriate financial reporting and accounting systems are in place and up to standard to enable effective financial management of the asset management business in line with CMA & RBA regulations and IFRS
• Participate in the development and preparation of short-term and long-range plans and budgets based on broad organization goals and objectives;
• Deliver on performance requirements as defined in the departments’ strategy map, Balanced Scorecard and Personal Scorecard;
• Coach, mentor and supervise direct reports;
• Manage key relationships with internal stakeholders to ensure operational effectiveness and reduce costs;
• Align, upgrade team capabilities to business agenda and build cross functional team working skills.

Jun 2007 to Dec 2015: PINEBRIDGE INVESTMENTS (EA) LTD
Title: Vice President, Head of Operations & Performance Measurement

Key Accountabilities & Responsibilities included:

• Responsible for the portfolio administration/operations & performance measurement policies and procedures;
• Review of monthly fund administrators accounts for the African Funds i.e. trial balances, income statements, capital allocations and the balance sheets ensuring adherence with Generally Acceptable Accounting Principles;
• Review all daily and monthly cash and asset reconciliations for portfolios under management
• Ensure that portfolio mix for all pension funds are compliant with the Retirement Benefits Authority (RBA) guidelines and client/policy mandates;
• Follow up with dealer and portfolio managers to ensure that house-view asset allocation recommendations are adhered to through the portfolio management system;
• Carry out due diligence/ Know Your Client (KYC)to all potential clients before ratification of the Investment Management Agreements and ensure all documentations are safely stored after signup of investment mandates and policies;
• Participate in preparation of the company’s annual budgets;
• Ensure quarterly returns to CMA (Kenya and Uganda), IRA and RBA are done on time.

July 2004 to May 2007: AIG INVESTMENTS (EA) LTD
Title: Senior Portfolio Administrator

Duties & responsibilities included:

• Reconcile the portfolio accounting cash books to custodian bank statements and also reconcile the portfolio valuation report’s accrued incomes i.e. dividends and interest to the banks/ custodian banks Portfolio Valuation Reports. Any differences noted followed up with custodian and explanations for such explanation recorded appropriately;
• Ensure that successful trades agree with confirmation notes from custodian banks;
• Proper filling of all trade documentations;
• Monthly performance calculation and performance attribution.

August 2002 to April 2004: ONLINE KENYA TECHNOLOGIES LTD
Title: Assistant Accountant

Duties & responsibilities included:

• Carry out day to day administration of the preparation of monthly invoices, dispatch, subsequent follow up of payments and updating of debtors’ accounts;
• Maintain cash register and ensure that cash, and financial records are properly stored and safely secured at all times;
• Posting cash and petty cash data into QuickBooks and prepare bank reconciliation statements
• Preparation of journal vouchers and writing Local purchase orders;
• General administrative duties including maintenance of fixed assets register and conducting annual inventory control audits;
• Help in preparation of monthly and annual financial statements;
• Ensuring all necessary documentations are in place to facilitate the end of year financial audits.

MEMBERSHIP

• ICIFA
• ICPAK

PROFESSIONAL GROWTH PROGRAMS

• Client Focus Individual Awareness Program, conducted by AIG Global Investment Co. in July 2005.
• Effective Communication and Customer Service Skills, facilitated by ISCS Corporate Training in September 2012.
• Foreign Account Tax Compliance Act (FATCA) Training in May 2017
• The 7 Habits for Managers in October 2016
• Change Management Training in November 2016
• Fundamentals of Project Management in October 2018
• Lean Six Sigma Training – Yellow Belt Certification in June 2019

R E F E R E ES:

Available upon request