Steve A.
FP&A Financial Analyst
Compare at US rates $18,000/mo?
Notable Highlight
Over 9 years of progressive experience in FP&A, corporate finance, investment analysis, accounting, business intelligence, and financial reporting. Supported executive leadership with strategic planning, budgeting, forecasting, and financial performance analysis. Built dynamic financial models, rolling forecasts, and 13-week cash flow models for multi-entity operations and long-term growth strategies.
Performed private equity real estate investment analysis using DCF, yield capitalization, and cash flow modeling techniques. Supported mergers and acquisitions through financial due diligence, valuation analysis, transaction structuring, and post-merger integration. Developed automated Power BI and Tableau dashboards that enhanced reporting accuracy and operational visibility.
Demonstrated expertise in GAAP and IFRS financial reporting, general ledger management, month-end close, reconciliations, and internal controls. Worked across banking, insurance, healthcare, real estate, professional services, and audit environments in North American and East African markets. Proficient with enterprise financial systems including NetSuite, Oracle, SAP, Microsoft Dynamics NAV, Planful, Anaplan, Jirav, Yardi, QuickBooks, Xero, and Sage. Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) Candidate.
Experience Summary
Steve is a results-driven FP&A Financial Analyst and Business Intelligence Manager with over 9 years of progressive experience spanning financial modeling, investment analysis, risk management, and strategic decision-making across East Africa and North America. He has held dual-capacity roles at firms including a previous company, IL, IMB, GT, and AHA, operating across private equity real estate, M&A, banking, insurance, and NGO sectors. A Certified Public Accountant (CPA) and active CFA candidate, Steve specializes in DCF analysis, rolling forecasts, variance analysis, and multi-entity financial reporting under both GAAP and IFRS. He is highly proficient in enterprise BI tools (Power BI, Tableau, SQL) and a wide range of financial software platforms including NetSuite, SAP, Oracle, and Anaplan.
Key Achievements
Led and supported high-value transactions and investment decisions exceeding $80M in combined portfolio exposure, including 3 completed M&A deals at IMB, $20M+ in private equity real estate investment analysis, and strategic oversight of a $50M insurance and investment portfolio at ID measurable financial performance improvements across multiple organizations, including a 20% increase in forecast accuracy at a previous company, a 15% improvement in budget adherence at IL, and a 30% gain in reporting efficiency at AHA through automated Power BI dashboards. Achieved zero material audit findings and zero material reconciliation errors across all roles, reduced month-end close cycles by 3 days, and cut cross-departmental report turnaround time by 40% through BI process redesign. Drove operational cost savings including a 12% reduction in procurement costs at AHA and a 35% reduction in manual data consolidation time at a previous company
Skills
Brings hands-on experience across Financial Modeling, FP&A, Budgeting and Forecasting, DCF Analysis, Yield Capitalisation and Variance Analysis. Also works across:
- Cash Flow Projections
- Rolling Forecasts
- Private Equity Real Estate
- Mergers and Acquisitions
- M&A Due Diligence
- Transaction Structuring
- Post-Merger Integration
- Investment Analysis
- Risk Management
- Portfolio Management
- Wealth Management
- Financial Reporting (GAAP/IFRS)
- ASC 606 Revenue Recognition
- Internal Controls
- Month-End Close
- General Ledger Reconciliation
- Accounts Payable and Receivable
- Tax and Compliance
- Tax and Estate Planning
- Payroll Processing
- Bank Reconciliation
- Debt Schedule Modeling
- Levered/Unlevered Cash Flow Analysis
- Business Intelligence
- Power BI
- Tableau
- SQL
- MS Excel (Advanced)
- R
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Sage
- SAP
- NetSuite
- Shopify
- Oracle
- Microsoft Dynamics NAV
- Jirav
- Inflo
- Planful
- Anaplan
- Runway
- Cube
- CoStar
- Trellis
- Yardi
- Relay
- Angus
- Asana
- ClickUp
- Canva
- Microsoft Office Suite
- AIA G702/G703
- Data Analysis and Visualization
- Audit and Compliance
- State Tax
Work Experience
FP&A Financial Analyst
HH · Houston, TX · Jan 2024 - Aug 2026
- Built and maintained dynamic financial models supporting strategic decision-making and business planning across a multi-entity portfolio.
- Analyzed financial data and generated management reports identifying key trends, variances, and performance insights, reducing monthly close cycle by 3 days.
- Prepared rolling financial forecasts, annual budgets, and 13-week cash flow projections aligned with organizational objectives, covering over $5M in managed expenditures.
- Conducted profitability, risk, and growth potential analyses, presenting actionable findings to senior management and the managing principal.
- Supported mergers and acquisitions due diligence for multi-entity portfolio transactions, including preparation of Quality of Earnings (QoE) analyses to validate normalized EBITDA and working capital positions.
- Ensured accuracy and integrity of financial data across reporting systems and general ledgers, maintaining a 99%+ reconciliation rate.
- Collaborated cross-functionally with operations and project teams to streamline financial processes and improve operational efficiency.
Financial Analyst
IL · Nairobi, Kenya · Nov 2023 - Jan 2025
- Led financial data analysis including risk detection, trend analysis, and performance assessment to support strategic decisions across insurance and investment portfolios valued at over $50M.
- Developed rolling forecasts, annual budgets, and financial models to inform planning and investment value assessments.
- Contributed to mergers and acquisitions evaluation of investment portfolio holdings, including preparation of Quality of Earnings (QoE) assessments to support deal underwriting and valuation decisions.
- Monitored market trends and industry dynamics, providing timely insights on risk mitigation and opportunity capture for senior leadership.
- Managed BI tools and dashboards (Power BI, Tableau) to improve data accessibility and reporting efficiency across 5+ departments.
Investment Analyst (Banking & Real Estate)
IMB · Nairobi, Kenya · Oct 2021 - Oct 2023
- Managed in-house bookkeeping, financial records, expense tracking, and monthly reporting, maintaining accuracy across $10M+ in transactions.
- Facilitated mergers and acquisitions transactions, managed deal databases, and coordinated with cross-functional teams; served as core team member on M&A due diligence, Quality of Earnings (QoE) preparation, transaction structuring, and post-merger integration across 3 completed deals.
- Conducted private equity real estate investment analysis including DCF modeling, performance monitoring, and market analysis, informing $20M+ in investment decisions.
- Managed high-value transactions, refinancing, and recapitalization exercises, and prepared investor RFI responses for institutional clients.
Audit & Accounting Data Analyst Associate
GT · Nairobi, Kenya · Jan 2021 - Sep 2021
- Verified company financial information and supported daily accounting and audit operations across multiple client engagements.
- Assisted in mergers and acquisitions due diligence engagements, contributing to Quality of Earnings (QoE) analysis and financial statement normalization for client transactions.
- Performed data analysis and managed accounting software systems for accurate financial reporting and audit trail documentation.
- Prepared audit reports, handled accounts receivable/payable reconciliations, and conducted bank reconciliations with zero material misstatements.
- Processed payroll, supported compliance activities, and responded to client audit queries in a timely and professional manner.
Financial and Research Analyst
AHA · Nairobi, Kenya · Jan 2017 - Dec 2020
- Performed DCF, yield capitalization, debt schedule modeling, and levered/unlevered cash flow analysis to support investment and project financing decisions.
- Contributed to mergers and acquisitions and Quality of Earnings (QoE) analysis for real estate and debt restructuring transactions, supporting investment and project financing decisions.
- Developed Power BI strategies and business analysis financial reporting for real estate projects and debt restructuring initiatives.
- Monitored supplier operations and eliminated process discrepancies through continuous improvement initiatives.