Victor Mate

Experienced finance professional and Certified Public Accountant with extensive experience in financial reporting, month-end and quarterly close, reconciliations, financial analysis, valuation, expense accruals, financial controls, and IFRS-based financial statements. Background spanning financial services, investment operations, fund accounting, corporate finance, and FP&A. Strong ability to work with large financial data sets, reconcile information across multiple sources, investigate discrepancies and variances, and deliver accurate reporting within recurring and time-sensitive deadlines. Experienced with Excel-based financial models, Power BI, NetSuite, SAP, SQL, and other ERP systems. Recognized for improving reporting processes and automating manual analysis.

• Microsoft Excel
• Power BI
• SAP
• SQL

1. Senior Analyst – Fund Operations

   Wellington-Altus Private Wealth

   sept. 2024 to avr. 2026

   • Supported recurring financial reporting processes, including daily NAV calculations, investment valuations, expense accruals, and review of financial information for multiple funds. • Monitored portfolio cash and investment balances and recommended actions to support liquidity and funding requirements. • Reconciled and validated investment information with Finance, custodians, and transfer agents to support accurate recording and reporting. • Reviewed security pricing and investigated discrepancies to ensure accurate valuation and financial reporting. • Supported the preparation and review of financial information used in the production of financial statements. • Coordinated funding and cash movements for investment transactions while ensuring accurate and timely recording. • Reported investment performance and financial information to key stakeholders, including the Office of the CEO. • Worked across multiple data sources and financial records to validate balances and identify exceptions. • Supported process improvement initiatives and automation of financial analysis and reporting.

2. Team Lead – Investment Operations and Finance

   Canada Life

   déc. 2022 to août 2024

   • Oversaw daily fund valuation processes, ensuring the accuracy and completeness of financial information. • Reviewed team deliverables and financial data to identify errors, exceptions, and control issues before reporting. • Guided and trained team members while maintaining quality assurance over operational and financial processes. • Supported the development and implementation of financial control processes to improve accuracy and operational efficiency. • Initiated process improvements to strengthen reporting workflows and reduce manual effort. • Worked within a deadline-driven financial services environment requiring consistent delivery of accurate financial information.

3. Planning and Performance Manager

   d.Light Ltd

   avr. 2021 to août 2022

   • Managed financial planning and performance management processes. • Prepared financial forecasts aligned with business strategy and operational performance. • Coordinated annual budgets and revised forecasts. • Analyzed financial reports to identify trends, performance issues, and significant variances. • Provided management with financial information and analysis to support informed decision-making. • Worked with financial and operational stakeholders to improve reporting and performance management processes.

4. Finance Manager

   Silafrica

   avr. 2020 to déc. 2020

   • Held responsibility for financial stewardship, financial performance, and reporting. • Ensured alignment of financial resources with sales, profit, and cash flow objectives. • Led Finance, IT, and Procurement teams and supported improvements in financial and operational processes. • Led the implementation of the Syspro ERP system, improving data accuracy and financial reporting. • Implemented a Risk Control Matrix to strengthen internal controls and mitigate financial and operational risks. • Supported the review and analysis of financial information to identify risks and improve decision-making.

5. Corporate Finance Manager

   PricewaterhouseCoopers

   déc. 2019 to avr. 2020

   • Delivered management and financial accounts for British American Tobacco Kenya Plc. • Compiled annual statutory financial statements in compliance with IFRS. • Supported the preparation of financial information for external audit. • Conducted monthly analysis of management reporting financial statements to identify trends and investigate significant movements. • Managed Accounts Payable and Accounts Receivable functions, ensuring accurate financial records and timely processing. • Supported financial reporting processes, reconciliations, and data validation.

6. Regional Finance Controlling Manager

   Beiersdorf

   juin 2016 to août 2018

   • Produced accurate regional and corporate financial reports and ensured timely completion of month-end and quarterly closing activities. • Reviewed financial results and management reporting to identify significant trends and variances. • Interpreted business performance and provided financial insights to support management decision-making. • Reviewed and enhanced the quality and accuracy of business update presentations before submission. • Led bottom-up planning and coordinated financial input from multiple stakeholders. • Coordinated annual business plan reporting with leadership teams.

7. Finance and Planning Manager

   GlaxoSmithKline

   juin 2014 to juin 2016

   • Managed financial forecasting and reporting processes for monthly commercial review meetings and planning submissions. • Oversaw operating budgets for business units and account teams. • Partnered with business leaders to provide financial analysis and support decision-making. • Developed and mentored business partners to improve financial capability and performance. • Led Project Goldie, identifying and delivering £1.5 million in cost savings that were reinvested into marketing activities.

8. Finance Controller

   GlaxoSmithKline

   juin 2013 to juill. 2014

   • Oversaw financial activities associated with manufacturing finance and accounting. • Provided financial insights to site leadership and the regional Finance Director to support operating profit objectives. • Assessed investment proposals and new product introductions to support strategic financial decisions. • Supported financial control, reporting, and performance management activities.

9. Finance Planning and Analysis Manager

   GlaxoSmithKline

   oct. 2010 to juin 2013

   • Led financial planning and budgetary control initiatives. • Executed financial and management reporting while maintaining strong controls over data integrity. • Oversaw corporate governance and risk management frameworks. • Supported management with financial analysis, reporting, and performance insights.

1. University of Nairobi

   Bachelor of Arts

• Chartered Professional Accountant (CPA) – CFE Writer

  Western School of Business

• Certified Public Accountant

  Institute of Certified Public Accountants of Kenya