About

Eight years at the intersection of risk, capital, and judgment.

From pricing non-life insurance risk in Nairobi to managing a live $6M equity portfolio in Kentucky, my career has stayed close to one question: what does the data actually say, and what should we do about it.

Kevin Otieno Okeyo
BACKGROUND

The short version.

Finance, investment, and risk professional with an MSc in Finance (University of Kentucky, Gatton College of Business), a Bachelor of Commerce in Actuarial Science (Kenyatta University), and current CFA Level I candidacy. My work spans commercial insurance underwriting and brokerage, active equity portfolio management, corporate FP&A, and independent financial-strategy consulting, spanning Kenya, the United States, and remote engagements globally. I hold the FMVA® (Financial Modeling & Valuation Analyst) charter from the Corporate Finance Institute, and I currently serve as a Senior Domain Expert evaluating AI-generated financial outputs for Mercor.io, alongside expert-consulting work for GLG and Catalant.

What sets this combination apart is range: quantitative modeling (Python, SQL, DCF and LBO construction, sensitivity engines) paired with qualitative, client-facing judgment built across underwriting, brokerage, and board advisory. Few practitioners carry both the modeling depth and the commercial instinct to know which number actually matters to the person making the decision.

MISSION

Decision-ready analysis, engineered for scrutiny.

To give investors, boards, and operators financial models and analysis rigorous enough to bear real capital decisions, translated clearly enough that no one in the room has to take the number on faith.

VISION

Rigor as the baseline, applied without exception.

A practice where institutional-grade modeling discipline, stress-tested assumptions, attribution-checked results, is simply how financial advisory is done, for a first-time entrepreneur and an investment committee alike.

CAREER TIMELINE

Where the numbers come from.

May 2026 –
Present
Senior Domain Expert
Mercor.io · Remote
Contributing finance and analytical domain expertise to AI-related project work: evaluating, validating, and improving AI-generated financial outputs for analytical rigor and professional-grade accuracy.
Jan 2024 –
Present
Independent Finance & Strategy Advisor
Self-Employed · New York, and Expert Consultant, GLG & Catalant
Advises organizations, investors, and leadership teams on financial strategy, valuation, and risk management. Key deliverables include 10-year integrated project-finance models with four-scenario engines, DSCR analysis, and two-way IRR sensitivity grids.
Nov 2024 –
Dec 2025
Data Analyst, FP&A
University of Kentucky · Markey Cancer Center · Remote
Built driver-based cost allocation and multi-period rolling forecast models used in the annual budgeting cycle; automated leadership dashboards tracking performance against plan.
Aug 2024 –
Dec 2025
Portfolio Manager & Investment Analyst
UK Student Managed Investment Fund · Lexington, KY
Led active management of a $6M equity portfolio. Built integrated 3-year DCF and scenario models underpinning buy/sell theses; delivered 23% annual return outperforming the S&P 500, verified via Brinson-Hood-Beebower attribution.
Feb 2023 –
Jul 2024
Senior Account Executive
Minet Kenya Insurance Brokers Ltd · Nairobi
Managed a ~130-account commercial book at zero client attrition. Led renewal negotiations with underwriters and structured risk placements across multiple non-life lines.
Dec 2018 –
Jan 2023
Underwriting Officer
Madison General Insurance · Nairobi
Priced and underwrote new business and renewals within delegated authority limits. Developed pricing recommendations using renewal-cohort survival curves and sensitivity analysis.
Jan 2018 –
Dec 2018
Finance & Administration Assistant
Tax Justice Network Africa · Nairobi
Bank reconciliations, multi-currency transactions, accrual schedules, and donor-funded project administration.
BOARD & GOVERNANCE

Where judgment gets tested outside a model.

Board Member

Dr. Net Technology Labs, New York (Jan 2024–Present). Governance oversight and strategic advisory on financial sustainability, growth strategy, and risk management.

Chair, Audit Committee

Goal Quest Group, Nairobi (Dec 2023–Present). Leads oversight of financial governance, internal controls, and organizational accountability.

Founder & Chairperson

Goal Quest Group: a non-profit advocating for children with behavioral challenges, through monthly community outreach and a self-help support wing.

Chairperson, Investment & Budgeting Committee

Gilead SDA Church: oversight of financial controls, budgeting, and reporting.