Simon has
over 15 years of expertise in financial management, cash flow management, and
strategic planning. My professional journey encompasses significant experience
with esteemed organizations, including the International Livestock Research
Institute (ILRI), the World Agroforestry Centre (ICRAF), and Catholic Relief
Services (CRS), where I hold the position of Regional Finance Officer. In these
roles, I have provided financial leadership and developed effective risk
management solutions.
I possess
a Master of Science in Actuarial Science and a Bachelor of Commerce in Finance,
in addition to professional certifications as a Certified Public Accountant
(CPA) and a Chartered Financial Analyst (CFA). These qualifications have
empowered me to contribute significantly to the financial sustainability and
governance of our Sacco.
KEY
ACHIEVEMENTS AND CONTRIBUTIONS
Strategic
Leadership:
Co-developed and championed the 2025–2029 Strategic Management Plan (SMP) to
ensure sustainable growth.
Financial
Growth: Played an
instrumental role in guiding the Sacco toward achieving a KES 1 billion asset
base.
Investment
Management:
Contributed to the expansion of the Sacco's investment portfolio to over Ksh 36
million, despite challenges posed by KUSCO during the fiscal year.
Governance
and Compliance:
Advocated for transparency, established sound financial policies, and ensured
adherence to regulatory standards to safeguard members’ interests.
Growth
in Core and Regulatory Ratios:
Oversaw the Sacco’s strategic development over the past five years, enhancing
core capital and effectively minimizing the impact of KUSCCO on Utafiti’s
stability, thereby achieving a 10% return in the fiscal year 2024.