financial services resumes Archives

Responsible for coordinating office activities for Finance section and other programs within the branch, ordering/maintaining and inventory supplies and equipment for colleagues, purchasing and procurement processes.
8 years’ experience in AASIS (Arkansas Administrative Statewide Information System) preparing requisitions and time keeping,
Preparing monthly and quarterly reports/invoicing for Bioterrorism grant, Hospital Preparedness grant and Arkansas Nuclear One Entergy Agreement
Maintaining/producing Memorandum of Agreements, Memorandum of Understanding and Technical Service Agreement, assisting with grant processed for various grants/sub grants, processing sub-grants for Nuclear One
Running commitment reports, updating and maintaining internal Personal Control reports ,completed inventory for asset commodities.
8 plus years’ experience with negotiating contracts with external vendors for various meetings, purchases of goods and services along with maintenance agreements for software and equipment warranties.
Preparedness Human Resource Coordinator, responsibilities include processing job vacancy request, hire packets, employee badge information and various other duties.

Reconciled bank accounts statements
Prepared Credit Memos and Sales Invoices to send to clients
Filed hard copies and soft copies of received checks and insured clients’ information
Sent out renewal policies information

Working as a pay reporting lead for Corporate Functions team
Preparation of monthly balance sheet holistic review packs presented to Group Financial Controller
Analysis of P&L account on monthly basis and providing commentary on the variances from the budget
Assisting the planning team for preparation of budget/forecast for various P&L items
Preparation of fixed asset register for management reporting
Processing various month end journals and accruals as part of month end closing process
Preparation of various balance sheet reconciliations which are presented to Group CFO

In charge of total distributor for Malaysia and Brunei.
In charge of distributor claim process.
Giving advice regarding problems with customers.
Handling AMEX Distribution Financing Program.
Doing debtor aging and collection forecast.

Assist senior brokers with day to day activities, populate revise and fix Microsoft excel SQL worksheets, create and sent shipments to new and existing clients, reach out to existing clients over the phone, answer main phone line of firm to assist callers with questions or concerns, look up clients in client source database to retrieve account information, make copies, faxing records.
Used BigQuery to gather and analyze data for daily and monthly forecasts.
Reconciled discrepancies efficiently and in a timely manner for daily transaction for corporate clients.
Corrected vouchers with disallowed invoices and resubmitted the corrected documents to ZIMRA.

Searched for speakers and sponsors for the conferences all over the world. Created lists of potential clients based on regional markets.
Increased profits and number of clients through providing excellent customer service.
Resolved customer complaints or issues to ensure satisfaction of service provided.
Achieved sales goals by developing interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.
Motivated sales team to increase number of participants in each conference.

Participated in training programs and seminars to learn and gain knowledge about investment avenues.
Generated leads for company.
Completed clerical tasks auch as filing, copying and distributing mails.
Hnadled many calls to address customer inquiries and concerns.

Full Cycle Accounts Payable. Processed up to 250 invoices/month averaging $1.5 million.
Allocation of work load among the team members.
Responded to vendor payment inquiries. Investigated pricing discrepancies.
Provided accruals and proposed journal entries for month end reporting.
Quality check on the invoices on monthly base.
Give a monthly report on the invoices cleared by the team.

Handle inbound calls.
Prepare letter to the student who never make payment.
Follow up on the student to make them to settle payment.
Enter data and maintain updated records

Receive and count cash at the beginning and at the closing of shifts
Identify customers, validate and encash cheques
Receive cash and cheques for slip deposit
Process cash and cheque withdrawals
Perform specialized tasks like preparing managers cheques, personal money orders and exchanging foreign currency
Verify and receive loan and Bills payment as well as mortgage payments
Record all transactions correctly and in compliance with bank guidelines

Maintenance of Fixed Asset Registers, Depreciation calculation and Entry.
Handled Accounts payable processing, handling accounts of Vendors/Suppliers.
Communicating with higher levels of authorities for getting on time approvals.
Working on the inquiries of vendors and providing them with necessary details by communicating through e-mails and telephone calls.

Network within communities to find and attract new customers
Approve, reject, or coordinate the approval or rejection new loan applications
Prepare financial or regulatory reports required by management
Develop or analyze information to assess the effectiveness of the scheme.
Coordinate and carry out property inspections
Establish and maintain relationships with customers and other stakeholders
Serve on different committees and task forces as may be assigned by management.

Determine clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
Build and maintain client bases, keeping current client plans up-to- date and recruiting new clients on an on-going basis – Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the financial adviser – Guide clients in the gathering of information such as bank account records, pension plan information, medical insurance and wills – Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans and real estate – Contact clients periodically to determine if there have been changes in their financial status – Generating own leads/Business Development – Cold calling – Mentoring of new Advisors.
Identifying new creative means of achieving sales and campaign goals.Compliance with government regulations because the state is too strictly when it comes to financial companies.
Adapt to change to be able to fit in with changing business operational requirements to ensure ongoing customer management.

Analyzing the Customer loan requirement
Offer to customer for Finance Quotation
Clear Explanation of all the banks rate of interest and Loan charges.
Handling the Objections Relating to the Finance
Sent the bank executive to customer place for the Documents pick up
Daily follow up with all the bankers to loans processing
After approval, explain the clear to customer

Providing a personal touch to relationships with residents and investors.
Building trust with honest and open communication.
Prioritizing technological and operational advancements to bring efficiency and innovation to both renting and investing.
Providing not just a place to live for residents, or a paycheck for investors, but an experience and community to join.

Selling domestic and overseas properties by working with the International Property Management vertical of the company as a Portfolio Manager.
The role comprises of giving real estate solutions to the clients by suggesting them properties as per there intent i.e. self-use or investment by effectivelY researched comparable properties, tax liens and judgments.
Working with developers from more than 5 countries and depending on the client’s requirement, the best investment solutions are presented to the client and coordinate up till closure and handover to the CRM Team.
Delivered convincing oral sales presentations to potential clients and investors.
Building relations with Channel Partners who can help in generating leads and hence the business.
Handling HNI clients belonging to different nationalities during my tenure in Dubai.

Process the payment of Vendors (Both Project as well as General Vendor of the Company) on the basis of Approval.
Process the Fund Transfer of Employees (Tour Advance, Travel Settlement and Miscellaneous Expenditures).
Record Keeping of Invoices of Vendors in excel format which is further sent for approval.
Develop and modify accounting entries related to Taxation by making use of current computer technology.
Trained Trainee on accounting principles and company procedures.

Reconciling consumer credit
Debtors and Creditors reconciliation
Monthly financial reports
Monthly budgets
Cash book and bank reconciliation

Process bills
Process Band feeds and credit card
Reconcile Bank and inter-Co loan
process Payroll, Utility bills
Prepare Income Statement
Analysis of Financial Statements

Preparation of Cash Flow statement, Fund Utilization Report.
Preparation of Age-wise Payables and Receivables Statement.
Preparation of Prepaid Expenses Statement, Provision, calculation and Accounting.
Assisting in monthly Customer billing.

Build positive and productive relationships with clients for business growth.
Building and maintaining relationships with clients and key personnel within customer companies.
Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.
Inform clients about company products, services and promotions.
Discuss business contracts and cost with clients.
Understand client needs and customize existing business programs to meet their needs.
Manage and close client businesses to achieve profitability.

Reviewed supporting documents on vouchers from UNDP projects and programmes, UNFPA and UNWOMEN that were submitted to UNDP Finance Office to be processed for payment.
Coordinated between the UNDP Finance Office and UNDP projects and programmes to ensure smooth flow of paperwork for approval and processing of payments.
Processed employees’ travel allowances that were paid through a mobile payment solution and provided the service provider with enough documents to make the payments.
Recorded and reconciled DSA Schedules of Daily Subsistence Allowances (DSA) paid through Standard Chartered Bank and a mobile payment solution.
Ensured that payments processed and other Finance documents were properly scanned and filed in an organized manner.
Maintained the Finance E-Archive system to ensure the security of finance documentation.
Prepared VAT (Valued Added Tax) documentation and vouchers that were submitted to the Zimbabwe Revenue Authority (ZIMRA) to facilitate the vat refund process.

Prepare, examine, or analyze accounting records to assess accuracy, completeness, and conformance to reporting and procedural standards.
Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts. and accounting systems, making use of current computer technology.
Providing project-wise details of Sales, Purchases and Expenses to the Management.
Assisting in Preparation and calculation of capitalization of expenses and WIP Reconciliation Statement.

Doing this job needs to deal with a wide age range of customers from 8-year-old to 50-year- old.
The main aims to keep a good and ongoing relationship with clients and our business.
Responsible for client coordination, team revenue target, vendors tie-ups & brand partnership.
Promoted to head the bridal service department in a stint of 6 months.

Maintaining the database for the pension customers.
Handling customer queries through E-mails.
Filing of documents through clients web portal.
Collection of documents from the customer in case of any discrepancies.
Preparing the setup for portfolios.
Valuation of portfolios to examine the performance.

Client acquisition across various product ranges, financial and industry analysis to make recommendations and continued monitoring of portfolio before SME unit was established.
Instrumental in the development of the SME Division through immense client acquisition by leveraging excellent analysis skills and sales acumen to pioneer first sales in each category of retail product offering resulting in a business case for the launch of the division.
Received recognition for producing the best work in Sub-Saharan Africa for excellent financial analysis and research skills, as well as strategic thinking implemented in business acquisition resulting in my business proposals becoming the model guides for the rest of the region.
Assessment and Decision giving to consumer credit applications

Maintain an accurate record of all club income and expenditures
Seek and apply for funding from funding sources (sponsorships)
Keep track of Conference finances and reimbursements
Have a well find tune relationship between finance and sales departments to accomplish giving the client the best experience possible.

Analyze credit data and financial statements for prepare reports that determine the degree of risk involved in extending credit or lending money
Complete loan applications, including credit analyses and summaries of loan Requests, and submit to loan committees for approval
Evaluate customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity
Generate financial ratios, using computer programs, to evaluate customers’ financial status also ensures documentation is correct
Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations
Consult with customers to resolve complaints and verify financial and credit transactions.

Handling the process of account payables for a third party client of HP.
Working for US clients on invoice processing and indexing and managing vendor accounts.
Reviewing delegating forms to set approver limits for invoices.
Reduce cost of delivery by doing process improvement of 3 kaizens successfully
Prepare journal entries and account reconciliation, documenting and evaluating current procedures.
Managed financial departments with responsibility for Payroll, Accounts Payables and Receivables.
Handling new vendor creation, mass, modify existing vendor and extend vendor requests in SAP.

Organised and finished loan applications for underwrite review
Reviewed and verified income, credit reports and employment history of each borrower
Engaged in marketing of the available services to attract potential clients
Coordinated with the rest of the team to create more appealing business strategies

administrative analyst

finance intern

senior finance analyst

assistant finance manager

finance intern

client relationship manager

finance intern

financial associate

finance intern

client service associate

finance executive

finance administrator

financial adviser

finance executive

portfolio manager

portfolio manager

finance executive

financial controller

finance executive

junior finance executive

client relationship manager

finance intern

finance executive

client relationship manager

financial associate

credit analyst

finance director

credit analyst

financial associate

credit officer