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James K
@jimmy_kjn
CPA Finance Automation and KPI Reports with Make, Zapier
Kenia
Inglés
Sobre mí
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.
Habilidades
James K
desconectado •
Tiempo medio de respuesta: 1 hora
Revisa mis servicios
Informes financieros
I will automate your financial reports and dashboards
Modelos financieros
I will build automated cfo reporting dashboards with kpis
Porfolio
Experiencia laboral
Chief Financial Officer
The Nairobi Women's Hospital • Tiempo completo
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.
