Finance, Strategy & Operations Executive

Decision-ready financial and operational leadership for investors, boards, and operators.

DCF valuation, project finance modeling, FP&A, and the operating discipline to run what the model recommends, built to institutional standard and stress-tested before a number ever reaches a decision-maker. Over a decade across underwriting, business development, portfolio management, and enterprise risk, spanning Nairobi, Lexington, and New York.

Kevin Otieno Okeyo · MSF · CFA Level I Candidate · FMVA®
Kevin Otieno Okeyo
Independent Financial Consultant · Self-Employed Expert Consultant · GLG (Gerson Lehrman Group) Expert Consultant · Catalant Board Member · Dr. Net Technology Labs Chair, Audit Committee · Goal Quest Group Published Researcher · Credit Without Credit Histories →
TRACK RECORD

Verifiable results, sourced to the model behind them.

Every figure below traces to a documented model, a managed account, or a named engagement.

$0M
Equity portfolio actively managed · UK Student Managed Investment Fund
+0%
Annual return vs. S&P 500 benchmark
0+
Commercial insurance accounts at zero attrition
0+
Companies covered in Q4 2024 earnings journal
HOW I HELP

Four practice areas, one analytical standard.

Read the full advisory philosophy →

01

Financial Modeling & Valuation

DCF, comparable company analysis, and multi-scenario project-finance modeling.

For: investors, PE/VC, boards
02

FP&A, Strategy & Operations

Driver-based budgeting, rolling forecasts, cost allocation, variance analysis, and the process design and reporting controls that make a team run without you in the room.

For: operators, CFOs, finance teams
03

Insurance & Risk Training

Underwriting fundamentals, pricing discipline, and regulatory frameworks.

For: brokers, insurers, agent networks
04

AI-Forward Analytics

Applying AI and statistical modeling to strengthen risk assessment and forecasting.

For: teams adopting AI in finance/risk
EQUITY AUM MANAGED $6.0M ANNUAL RETURN +23.0% vs S&P 500 ▲ INSURANCE ACCOUNTS 130+ · ZERO ATTRITION COMPANIES ANALYZED 31+ · Q4 2024 EARNINGS JOURNAL PROJECT FINANCE MODEL · LEVERED IRR ~21% · MOIC ~6.0x CFA LEVEL I CANDIDATE · FMVA® · MSc FINANCE, UNIV. OF KENTUCKY