Financial Needs Assessment & Systems Design

• Conduct accounting and finance needs assessments for portfolio businesses and prepare clear narrative assessment reports with recommendations. 

• Design charts of accounts tailored to each business model. 

• Deploy, configure and improve accounting systems , including opening balances, data migration and reporting templates, and ensure data accuracy and effective staff adoption. 

• Develop dashboards that give business owners and management actionable financial insights. 

• Develop, update and implement financial manuals, policies and Standard Operating Procedures (SOPs) for procurement, approvals, payables, receivables, payroll and cash management. 

Financial Reporting & Analysis 

• Oversee the preparation of accurate monthly, quarterly and annual financial statements, and ensure complete, up-to-date accounting records (general ledger, journals, reconciliations). 

• Consolidate portfolio-level financial reports and ensure consistent accounting practices across businesses. 

• Prepare monthly financial analysis reports with clear commentary on revenue, margins, costs and cash flow. 

• Reconcile Profit & Loss figures to source records (bank statements, sales and purchase records) and correct errors. 

• Identify financial risks such as loss-making product lines, insolvency indicators and heavy debt or interest burdens, and advise on corrective action. 

Tax Consultation & Compliance 

• Ensure timely submission of all statutory returns (URA, NSSF), including VAT, PAYE, withholding tax, and provisional and annual income tax returns. 

• Monitor regulatory updates and guide businesses on their compliance implications, including VAT registration and deregistration. 

• Review NSSF remittances and statutory deductions for completeness and accuracy. 

• Draft formal correspondence to URA and compliance notices to business directors. 

Internal Controls, Audit & Risk Management

• Strengthen procurement, approval, payment and reporting controls, and develop internal control frameworks to prevent fraud and errors. 

• Conduct periodic internal audits and special investigations and prepare formal investigation reports. 

• Implement corrective actions, provide actionable recommendations to business owners, and ensure adherence to financial policies. 

• Maintain complete audit trails and support external audits with minimal findings. 

Financial Projections, Cash Flow & Loan Portfolio 

• Analyse unit economics, cost structures and pricing for portfolio businesses. 

• Build financial models, cash flow projections and budgets, track budget vs. actual performance, and assess each business’s financial runway. 

• Provide scenario planning and financial modelling to support hiring, investment and other strategic decisions. 

• Oversee loan disbursement, tracking, repayment and performance monitoring for portfolio businesses where applicable. 

• Prepare investment-readiness documentation and financial inputs for loan and investor applications. 

• Prepare investor and lender materials, including pitch decks and loan applications. 

Project, Grant & Programme Accounting 

• Manage end-to-end project and grant accounting, including cost allocations and burn rates. 

• Prepare programme completion reports and portfolio-level reports for partners and funders  

• Prepare technical and financial proposals, action plans and work plans for tenders and new engagements. 

Team Leadership, Training & Capacity Building 

• Deliver financial management training to business owners and their teams on bookkeeping, cash flow, P&L statements, balance sheets and internal controls. 

• Supervise, coach and review the work of junior accountants and support their recruitment, onboarding and performance management. 

• Act as a long-term advisor, guiding businesses through scaling challenges. 

• Foster a culture of accountability, collaboration and continuous improvement.