Finance Lead

• Financial Operations & Reporting
• Oversee core accounting operations, including Accounts Payable, Accounts Receivable, general ledger, bank reconciliations, and month-end close.
• Assist the Senior Finance Manager in preparing monthly management accounts, variance analysis, and financial performance reports.
• Compile, reconcile, and validate schedules supporting management, board, and statutory reporting.
• Support budget preparation, forecasting, and cash flow projections by providing accurate underlying data and analysis.
• Ensure accounting records are complete, accurate, and compliant with applicable accounting standards.
• Accounts Receivable, Billing, Credit Control & Insurance Claims
• Manage the end-to-end Accounts Receivable process, including invoicing, allocations, reconciliations, collections, and debtor aging analysis.
• Oversee the monthly billing process, ensuring invoices are accurate, timely, and aligned with contracts, insurer tariffs, and approved pricing.
• Coordinate and track insurance claims, including submissions, reconciliations, follow-ups, and resolution of rejections or short payments.
• Assist the Senior Finance Manager in executing credit control policies, including enforcement of credit terms, escalation of overdue balances, and support in credit limit and service continuation decisions.
• Prepare weekly and monthly AR, collections, aging, and claims status reports, highlighting risks, disputes, and recommended actions.
• Revenue Assurance & Cost Management
• Ensure all revenue streams are fully captured, accurately priced, and correctly recognized, including insurance, corporate, and retail revenues.
• Maintain and update price lists and insurer tariffs, ensuring alignment with approved agreements.
• Monitor direct and operating costs, perform monthly reconciliations, and identify cost control and efficiency opportunities.
• Support margin analysis and revenue-to-cost performance monitoring.
• Tax Compliance & Statutory Obligations
• Prepare and review statutory tax schedules and returns in compliance with KRA requirements.
• Ensure timely filing and payment of all statutory obligations and maintain proper supporting documentation.
• Support responses to KRA audits, queries, and reconciliations, working closely with the management and external tax advisors.
• Monitor changes in tax legislation and advise on potential financial and compliance impacts.
• External Audits, Controls & Compliance
• Act as a key finance liaison during external audits, preparing audit schedules, reconciliations, and supporting documentation.
• Support in managing auditor queries and ensuring timely audit completion.
• Implement and strengthen internal controls, SOPs, and approval frameworks to improve audit readiness and compliance.
• Conduct periodic internal reviews to identify control gaps and support corrective actions.
• Financial Systems & Process Improvement
• Maintain the integrity of QuickBooks and related ERP systems, ensuring accurate, well-structured, and auditable financial records.
• Support automation and process improvements to enhance efficiency, reporting accuracy, and control effectiveness.
• Team Leadership & Development
• Supervise and review the work of the Finance Assistant and Finance & Admin Assistant.
• Ensure timely execution of finance tasks and adherence to quality standards.
• Coach and mentor junior staff to strengthen technical competence, compliance awareness, and accountability.

Must have skills
• Bachelor’s degree in Accounting, Finance, or a related field
• CPA (or equivalent)
• Experience handling hospital or healthcare insurance claims and insurer reconciliations
• Solid understanding of Kenyan tax and statutory compliance with practical KRA filing experience.
• Proficiency in QuickBooks, ERP systems, and advanced Excel
• Strong understanding of internal controls, SOPs, and financial governance
• Minimum 5 years’ experience in a senior accounting or finance role, with strong exposure to AR, billing, credit control, and reporting

Good to have skills
• Experience in process automation, system improvements, or ERP implementations.
• Knowledge of IFRS and audit-ready reporting environments.