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Work Background
Self-employedFinancial Services Consultant
Jan. 2024Provides consulting services to organizations and start-ups, focusing on social impact verification, financial literacy, and sustainability. Key Roles: • Conducts impact verification for a Netherlands-based investor, ensuring alignment with Social Impact Incentives (SIINC) standards for WASH operations. • Produces verification reports to guide additional funding allocation and highlight efficiency improvements. • Offers strategic advisory to a tech start-up supporting SMEs/MSMEs with financial literacy, record-keeping, and inventory management. • Establishes strategic partnerships to enhance revenue potential and expand the client base. • Organizes African Sustainable Development showcases for a global climate summit, coordinating with designers, models, and content creators to deliver impactful presentations. Accomplishments: √ Produced actionable reports leading to increased funding for WASH operations in low-income communities. √ Successfully organized and raised funds through an online auction, advancing sustainability efforts in Africa. √ Played a pivotal role in refining a start-up’s market-aligned offerings, securing partnerships for scaling operations.
Genesis AnalyticsSenior Consultant
Jan. 2023 - Jul. 2023Nairobi County, KenyaKey Roles: • Conducted a landscape analysis on sustainability and climate disclosure requirements across global jurisdictions. • Performed a cost-benefit analysis for South African companies implementing the JSE Sustainability and Climate Disclosure Guidance. • Led an IFC-funded project, including desktop research and 20 stakeholder interviews from ten jurisdictions worldwide. • Managed the development of TDB’s Sustainability and Impact Report for FY 2022, overseeing data analysis, content creation, and stakeholder interviews. • Conducted desktop research to enhance report insights and messaging. • Contributed to toolkits for ESG reporting frameworks tailored for Kenya, Nigeria, and Ghana. • Supported the development of local compliance frameworks and best practices. • Assisted in the strategic development of SVI’s Just Transition business line through competitive analysis and market positioning. Accomplishments: √ Delivered actionable recommendations through cost-benefit analyses, informing corporate adoption of JSE guidelines. √ Produced a comprehensive Sustainability and Impact Report for TDB, enhancing its stakeholder engagement. √ Refined ESG reporting frameworks for African markets, driving regional compliance and transparency efforts.
FSD AfricaConsultant then Assistant Manager - Development Impact
Sep. 2022 - Dec. 2022NairobiKey Roles: • Strengthened monitoring and evaluation practices by conducting research, performing due diligence, and collaborating with partners on best practices. • Supported the development of tools and templates for effective data collection and results monitoring. • Compiled and disseminated FSD Africa’s 2022 Impact Report. • Conducted due diligence for potential portfolio companies and provided transaction advisory services. • Developed and implemented a Knowledge Management pilot program, including facilitating platforms like the "Did You Know" series and Choma Sessions. • Led gender integration initiatives, embedding gender considerations across organizational projects. • Conducted research initiatives to inform program design, develop a learning agenda, and support strategic planning. • Enhanced accuracy and reliability of data audit, monitoring, and evaluation reporting across programs. Accomplishments: √ Successfully launched a Knowledge Management pilot program, fostering organizational learning. √ Embedded gender-sensitive approaches across initiatives, advancing inclusivity in program design. √ Played a key role in the compilation of FSD Africa’s Impact Report, elevating its accountability and transparency.
FSD AfricaStrategy, Capital Markets, Investments, and Development Impact Consultant
Jan. 2021 - Aug. 2021Nairobi County, KenyaKey Roles: • Reviewed and monitored projects aligned with Annual Business Plans and thematic priorities, including Digital Finance, Resilience, Green Finance, and COVID-19 response. • Managed data and stakeholder engagement for Capital Markets, Investments, and Development Impact teams. • Conducted due diligence for portfolio companies, assisting in project design and transaction advisory services. • Oversaw monitoring and reporting for Capital Markets and Green Finance initiatives. Accomplishments: √ Delivered insights that enhanced project alignment with organizational strategic priorities. √ Supported investments in COVID-19-related initiatives, bolstering financial inclusion during a critical period.
Zoel CapitalInvestment Consultant
Apr. 2019 - Dec. 2020NairobiKey Roles: • Conducted investment evaluations, monitoring, and reporting for accounts with a total AUM of approximately $5 million. • Provided transaction advisory services, including due diligence and stakeholder management. • Developed and implemented investment planning and working capital management processes. • Conducted market research and financial modeling to support strategies and identify growth opportunities. • Co-developed the firm’s 5-year business plan, aligning strategic objectives with execution. • Trained SME staff on financial management practices. • Established monitoring and evaluation processes for post-investment opportunities. Accomplishments: √ Advised on transactions totaling millions in private equity, ensuring optimal client outcomes. √ Co-developed a 5-year business plan, laying a strong foundation for organizational growth. √ Improved SME financial prudence through tailored training programs.
Nabo CapitalSenior Associate – Product Development
Jul. 2018 - Jun. 2019Nairobi County, KenyaKey Roles: • Led the structuring of an equity fund for European investors, enabling access to African investments via a Europe-domiciled vehicle. • Built a funding pipeline of €150 million, with an initial launch target of €10 million. • Collaborated with financial institutions, regulators, and higher education institutions to create a tailored savings product for students. • Developed a 5-year strategy and budget for the department, aligning operational goals with broader company objectives. • Conducted market research and financial modeling to guide investment product development. • Provided training on new products to ensure organizational alignment and effective deployment. • Performed due diligence, project monitoring, and performance evaluations for investment products. • Prepared and presented board papers, offering strategic insights for decision-making. Accomplishments: √ Successfully launched an equity fund designed for European investors, attracting significant interest and funding. √ Designed an innovative savings product, fostering financial literacy and inclusivity among students. √ Streamlined product development and performance evaluation processes, driving operational efficiency.
Nabo CapitalSenior Analyst – Investments
Jul. 2016 - Jun. 2018Nairobi County, KenyaKey Roles: • Structured, developed, and scaled Nabo Unit Funds targeting Kenyan and Sub-Saharan markets, achieving $10 million in AUM. • Managed the administration and investment of a $20 million Cash Management Product. • Conducted extensive market research, due diligence, and financial modeling to guide investment strategies. • Presented business cases to the Investment Committee, supporting informed decision-making. • Monitored portfolios and provided detailed reports to clients and management. • Analyzed assets through screening and financial modeling to support investment selection and reporting. Accomplishments: √ Scaled Nabo Unit Funds, solidifying its market presence and investor confidence. √ Achieved consistent returns on the Cash Management Product, demonstrating robust fund management skills.
Nabo CapitalOperations Intern
Dec. 2015 - Jun. 2016Nairobi County, KenyaKey Roles: • Established the operations department, implementing key processes to ensure streamlined workflows and compliance. • Managed client relationships and administrative tasks, contributing to efficient operations. • Facilitated local and global trades, guiding the team through the migration to online trading systems. Accomplishments: √ Pioneered the establishment of a fully operational and compliant department. √ Enhanced trading efficiency by successfully transitioning to online systems.
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