1. HUMPHREY DAVID OYATSI
P.O. Box 70455-00400
Nairobi, Kenya
Mobile : 0713342943
Email: Khwaka2000@yahoo.co.uk
D.O.B : 15th
March 1980
SUMMARY
A dynamic, results-driven Retail Sales Manager with 7 years experience in Accounting,
finance and Sales, fully conversant in areas of financial management, risk and re-
marketing. Possesses good commercial and financial skills to manage budgets, P&L and
working capital targets and maximize ROI. A strategic thinker, innovative leader and
people manager with sound professional judgment.
ACADEMIC QUALIFICATIONS
Masters of Arts Degree, University of Glasgow UK, Oct 2007 – Nov 2008
International Accounting and Financial management: Thesis entitled “Determinant of
foreign direct investment in Kenya”
Postgraduate Diploma, University of Heriot-Watt UK, Sept2005 – June 2006
International banking and Finance
Bachelor of Arts Degree, University of Northampton UK, Sept2002 – June2005
Accounting and Finance
High school: Brookhouse International school. O’level
PROFESSIONAL QUALIFICATIONS
Association of chartered certified Accountant (ACCA)-Affiliate Member
Chartered Financial Analyst-student member
WORK EXPERIENCE
Retail Sales Manager (2012-Present
Metropolitan Life- Kenya
My role is to identify the market, design and execute marketing and sales strategies within
the region of operation and meet monthly sales target, within the budget limit. Currently
in charge of 15 professional financial Advisors (PFA) both in Nairobi and western region..
Accountabilities.

2. • Sales revenue: review changes in premium collected within my Sales unit year to
year basis .I provide explanation for those changes, as the reason for those
changes may not be evident to the business development manager
• Review account receivable, mainly comparing policy issued in conjunction with
premium collected. In my unit l realized significant increase in account receivable
due to problems with inability to collect premiums and significant increase in
activity towards the end of the year
• Review accounts payable mainly, documents for claim settlement request from
the client in conjunction with document provided with relevant authority i.e
police and hospital administration
• Review changes in Financial Advisor commission on the basis of policy issued
against commission paid.
• Review report of human resource administrator to see if explanation for
significant differences is noted.
• Development and execution of sales operational activities to include strategy,
sales process, forecasting and reporting of sales revenue
• Sales Planning: plan sales objectives, align practice strategy against region
objectives, develop sales organization model & process, and prioritize
opportunities and resources.
• Analysis: analysis, performance tracking, and KPI. Including sales force trends
and ranking in effort to identify greater efficiencies
• Prepare management information to assist with decision making in claim
settlement and variance action
• Drafting: Collecting sales data from current sales and project the figure to next
year sales. The sales figures are obtained from financial advisors report
submitted on monthly basis.
• Analyze. Evaluating the assumption and targets with business development
manager in order to reach his desired outcome of the company
• Edit: Reviewing each line item, discuss with business development manager and
study its effect on the whole budget. The main line items to be reviewed are
premium collected,
• Commission paid, marketing allowance and number of business submitted.
• Adopt. Meeting and approving the final budget, explaining the revenue
implication to the business development manager
• I report actual results against internal budgets on monthly basis to assess
whether sales targets are being met, to guide decision making and enforce
accountabilities among Financial Advisors who are responsible for generating

3. sales
• I revise the internal Sales budget through a controlled and coordinated process
that maintains clear lines of accountability between budgets estimates and actual
results
• I forecast to manage gaps between Sales budget estimates and actual results to
quickly identify and respond to changes in the external environment or internal
activities
• I Review and improve internal Sales budget process by monitoring the accuracy
and timeliness of budget setting processes to identify areas for improvement
• Recruit, train, develop and mentor financial advisors.
Investment Analyst ( 2011-Jan Dec 2011) Contract
Pinbridge Investments
The job reports to Head of research at Pinebridge Investments Ltd Kenya
The main purpose is to undertake research, provide ideas and information to Portfolio
managers to enable them to make decisions relating to the investment portfolios they
manage.
Key Duties
• Researching and analyzing financial information relating to specific companies, e.g.
a new set of accounts, profit and loss and cash flow statements.
• Conducting regular meetings with the management of the companies, at their
premises, e.g. to discuss their corporate strategy, risk management and financial
controls framework.
• Keeping up to date with market developments, new investment products and all
other areas that can affect the markets, e.g. movements in the economies of relevant
countries.
• Considering how the economic implications of factors such as natural disasters,
weather, wars, etc., might affect the performance of companies and funds.
• Monitoring the financial news using specialist media sources such as Bloomberg
and Reuters.
• Producing summaries of research report for Portfolio managers.
• Making presentations and recommendations as to which funds should be included
in portfolios, and meeting regularly with fund managers.

4. • Maintaining liaison with the management of companies and with fund managers.
Accountant - Sept 2009 to 30 Sept 2010 (Contract)
Total Limited –Kenya
The Job reports to Chief Accountant of Total –Kenya (NETCO Division).
The main purpose is to assist in ensuring financial control policies are in place, are being
complied with, monitoring of the financial control environment and resolve any exceptions
in a timely manner.
Key Duties
• Maintaining and updating documentation of financial control processes and provide
guidance to others for doing the same. Main documentations were: Purchase
requisition approval; cash receipt form approval; time report approval; transfer of
expense approval.
• Monitoring and providing guidance to businesses in complying with control
standards i.e. Goods receipt confirmation; manual signature on check payments.
• Monitoring financial control exceptions and providing guidance to others in
monitoring and resolution of the exceptions.
• Prepare monthly reports for Finance Manager to escalate financial control
exceptions.
• Track all financial control issues and liaise with relevant parties to resolve the issues
within the agreed timeframe i.e. reviewing and certification of transactions
appearing in the general ledger, Monthly reconciliation and certification of
summarized accounts receivable ledger balance to detailed debtor accounts
balances listing.
• Periodic reconciliation of bank statements to Financial Management System review
results and report exception / non-compliance to Finance Manager.
• Liaise with relevant parties to resolve reconciliation issues for both system and
manual reconciliation.
• Responsible for undertaking the business monitoring and testing (i.e. checking the
records, reviewing the transactions) and reporting findings, exceptions and results
from such monitoring / testing activities.
Finance Officer May 2008 – May 30 2009 (Part time)
July 2006-September 2007 (Full time)

5. McKenzie Construction Ltd. (Construction Company based in Glasgow, UK)
Reporting to Operations Manager, the main purpose was to assist in ensuring financial
control policies are in place, are being complied with, monitoring of the financial control
environment and resolve any exceptions in a timely manner.
Key Duties
• Maintaining and updating documentation of financial control processes and provide
guidance to others for doing the same. Main documentations were: Purchase
requisition approval; cash receipt form approval; time report approval; transfer of
expense approval.
• Monitoring and providing guidance to Mckenzie Construction in complying with
control standards. i.e Service receipt confirmation; manual signature on check
payments.
• Monitoring financial control exceptions and providing guidance to others in
monitoring and resolution of the exceptions.
• Prepare monthly reports for Operation Manager to escalate financial control
exceptions.
• Identify financial control weaknesses in Mckenzie Construction and implement
control measures to close the gaps.
• Track all financial control issues and liaise with relevant parties to resolve the issues
within the agreed timeframe i.e. Reviewing and certification of transactions
appearing in the general ledger, Monthly reconciliation and certification of
summarized accounts receivable ledger balance to detailed debtor accounts
balances listing.
• Co-ordinate the periodic reconciliation exercises, and review results and report
exception / non-compliance to Operation Manager.
• Liaise with relevant parties to resolve reconciliation issues for both system and
manual reconciliation.
• Responsible for undertaking the business monitoring and testing (i.e. checking the
records, reviewing the transactions) and reporting findings, exceptions and results
from such monitoring / testing activities.

6. Customer service Advisor Jan 2003-May 2005
Barclaycard (Northampton, United Kingdom)
I was -+ responsible for servicing customer under the priority program by engaging them,
uncovering their needs and providing them with the appropriate products, services and
solutions from the entire range of the Consumer Banking
Key Duties
• Resolving client queries without further escalation.
• Meeting clients’ requirements while ensuring compliance with all regulations and
controls as set by the Bank and external regulatory authorities by all staff.
• Read, understand and comply with all provisions of the Group Code of Conduct.
• Continuous awareness of all the policies and procedures issued in relation to money
laundering prevention.
• Report any suspicious transaction immediately to the supervising officer of Fraud
Control.
• Maintain Record of all outgoing and incoming mail in a form 1 cover.
Maintain duly updated Acknowledgement Book.
• Process card applications for lost/stolen debit /other non ATM cards.
• Issue & Update into the system new debit cards.
• Destruction/deletion of old/replaced/surrendered ATM cards and for closed
accounts.
Computer Skills
 Proficiency in computer Application Packages: MS Office packages
 Proficient in SAP, DataStream, Sage and Oracle.
MEMBERSHIP
Student representative, University of Glasgow,2007-2008
Student representative: This involved representing students’ views to the Academic Board;
providing process improvement recommendations to the University that would increase
student intake.

7. INTERESTS
 Reading Accounting and Business journals
 Long distance/ Marathon
 Photography
REFEREES
Mr George Ndirangu
Business development Manager
Metropolitan Life Kenya
p.o box 46783-00100
Tel:254202243126
Cell:0722300881
Mr Pascal Manyuru
Managing Director of Mission for Essential Drugs & Supplies
P.O Box 78040 Viwandani
00500 Nairobi
Email: pmanyuru@meds.or.ke