Erick M

Finance and Investment Officer

Pergamon Investment Bank | Investment Banking in Kenya • Fulltime

Jan 2026 - Present • 9 mos

• Execute post-trade processes by preparing and transmitting trade and transfer instructions to custodians and counterparties. • Validate contract notes and maintain internal trackers for securities and portfolio holdings. • Perform daily trade and holdings reconciliations against custodian and bank reports to ensure accurate portfolio positioning. • Maintain accounts payable schedules, supporting efficient cash management and payment processing. • Conduct bank reconciliations and support preparation of periodic financial and management reports.

Finance and Accounting Operations

Flex Money Transfer • Fulltime

Feb 2024 - Jan 2026 • 1 yr 11 mos

• Serve as the liaison between the Operations and Finance departments, facilitating a smooth flow of data and ensuring timely communication between teams. • Process operational reports into the accounting system with 100% accuracy, ensuring financial records reflect the most up-to-date operational performance. • Reconcile operational data with financial records, identifying and resolving discrepancies with a 95% success rate, improving data accuracy and reducing errors in financial reporting. • Generate monthly financial reports that provide insights into business performance, resulting in a 10% improvement in operational decision-making efficiency