j
jimmy_kjn

James K

@jimmy_kjn

CPA Finance Automation and KPI Reports with Make, Zapier

Quênia
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
Tired of manual reconciliations and messy reports? As a CPA & former CFO, I build Make.com + Zapier automations that connect QuickBooks, Xero, Excel, Google Sheets & banks — delivering real-time KPI dashboards automatically. You get: • Automated invoicing & reconciliations • Real-time budget vs actual KPI reports • Finance-ready Make + Zapier integrations Recent win: Cut month-end reconciliation from 3 days to 4 hours (40% time saved). I speak finance AND automation — fully compliant. Message me your pain point for a free 15-min workflow outline. Turn your data chaos into time & money.... Saiba mais

Habilidades

j
jimmy_kjn
James K
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Relatórios Financeiros
I will automate your financial reports and dashboards
A partir deUS$ 30 /projetoMais detalhes
Modelagem Financeira
I will build automated cfo reporting dashboards with kpis
A partir deUS$ 120 /projetoMais detalhes

Portfólio

Experiência profissional

Chief Financial Officer

The Nairobi Women's Hospital • Período integral

Jan 2019 - Feb 2023 • 4 yrs 1 mo

Contributed to the development of the business strategy, aligned the finance strategy to the business strategy and provided an advisory role to the business. Developed investment plans to support the long-term growth of NWH and carried out feasibility studies to assess the viability of these investment plans. Developed tools and systems and provided critical financial and operational information and strategic recommendations to the CEO and made actionable recommendations on strategy and operations. Managed all aspects of financial reporting, including accounting, business planning, budgeting, cash flow management, collections, management reporting and continuous monitoring of business performance.