financial services resumes Archives

Preparing project reports, MIS Reporting, Financial Planning, Budgeting.
Looking after Internal Checks, Internal Audits, ICFR Reporting,etc.
Provide information to employees and managers on payroll matters, tax issues and benefit plans.
Assisting in preparation of MIS/MBR and other reports.

Ensure adherence to all SLAs and proper updating of all logs such as TAT, system downtime, errors and exceptions log.
Assisted in carrying out BCP tests.
Assisted in Group related projects.
Good knowledge of accounting & Good English communication skills both written and oral
Knowledge of MS suite of application,s word, excel.
Ability to work with multiple teams across locations.
Ability to independently interact with wide set of stakeholders.

Writing cheques on behalf of the company.
Looking for tenders in the newspapers that relates to the services offered by the company. Helped me to become detail-oriented.
Filing and arranging documents in order helped in making them presentable and easy to find.
Writing queries during meetings. This helped in improving my listening and writing skills
Assisting in data entry. Helped me in accuracy.

Learned practical knowledge of the financial services industry through planning strategies, client engagement skills and presentation skills
Formulated recommendations and illustrations for a mock client project
Attended weekly class sessions and completed homework that reinfored the material
Worked on different niche industries and perform industrial analysis. This required understanding and updating on new government policies and initiatives, comparing and evaluating the top companies in the industry, and evaluation via performance management tools i.e. SWOT Analysis, Porter’s Five Forces, Demand Drivers.

In-charge of Council treasury and Marketing Lead.
Formulated Council budget for the entire year.
Raised and managed sponsorship funds amounting to Rs 2.5 Lakhs.
Built Strong and Fruitful association with Startups.

Preparation of invoice bills
Check data input or verify totals on prepared by others to detect errors in arithmetic, data entry, or procedures.
Preparation of cash flow statement
Preparation of budget reports
Prepared pivot tables
Assisted in making RTGS payments

Responsable to generate business through referrals and in branch selling
Complete necessary documentation to open new accounts
Processing customer request including deposits withdrawals, loan payments, etc.
Daily cash balancing
Provide information to customers regarding the bank products and services
Prepare wires

Prepared financial statements such as IS, BS and CFS
Analyzed financial ratios such as EBITDA, ROE, ROI
Provided feedback about the finances of the University by using the ratios
Analysis of Case Studies addressing client problems and presenting detailed solutions

executed client requests and inquiries quickly and efficiently
excellent phone etiquette and customer service
worked well with back office as well as outside venders to properly handle client inquiries or transfer requests
implemented various office operations as needed to ensure efficient work flow

Open and maintain various deposit accounts
Solve any account problems a customer may have
Carry out cash line transactions
Cooperated with corporate and federal regulations to verify that quality standards were met.

Assisted in Limited Review, Due Diligence, Quarterly and Tax Audit.
Coordinated with the team at the time of merger and given required support.
Responsible for drafting of Reply to Department’s Notices, Preparation of various documents that will be submitted to tax authorities and Appearing before the Tax Authorities.
Filing and preparation of various returns, supervising the books and educating the co-workers about recent updates and amendments.
Computation and ensuring discharge of monthly Tax liabilities.
Preparation of annual GST returns, Reconciliation and Follow up of Un Available GST inputs with the Suppliers.
Assisting in month, Quarter and Year end Closures.

Suggested and implemented budgetary changes to increase company profits by 17%.
Provided timely actuals, forecast and budget data for IT and corporate management.
Created periodic reports comparing budgeted costs to actual costs.
Set clear departmental objectives and developed effective strategies to achieve targeted goals.

To prepare and submit the Bank’s weekly and monthly liquidity reports, financial statements, financial ratios and their analysis to BRSA auditors.
To manage all the activities necessary to ensure the execution of the mandatory decisions sent by the BRSA to the Bank.
To assist in the preparation of the interim unconsolidated and consolidated financial statements and the annual report of the Bank.
To perform check on all financial statements and balance sheets for all users and manage footnote submissions for all reports.
To monitor changes and innovations in Turkish Accounting Standards and International Financial Reporting Standarts and measure their impact on the bank.
To coordinate the annual ordinary general assembly meetings of the Bank and prepare the minutes of the general assembly and submit it to the public.
To prepare a memorandum to the Board of Directors of the Bank on issues such as authorizing the General Directorate for the issuance of capital market instruments, becoming a partner in a new investment or increasing the capital of the Bank and its subsidiaries.

Processed supplier invoices accurately.
Made accounts payable payments weekly.
Company credit card reconciliation
Employees expenses entry – per diem and travel

Managed and supported the PMO duties of tax projects between firm and top financial client.
Developed project pricing models and performs scenario analysis, meeting firm margin and revenue thresholds, for potential new work to be signed between firm and client.
Interacts with project senior leadership teams on a daily basis to report on all financial metrics.
Team managed a 65$M annual revenue budget that grew 45% in 5 years.
Managed multiple priorities and multiple project simultaneously and ability to meet deadlines.
Managed conducted quality reviews and provided feedback on the day-to-day deliverable work of five junior resources.
Helps facilitate internal and external training’s for new and experienced hires in the Project Controller practice

Provided superior client service experience
Supported all aspects of service and sales relationships (new and old)
Strengthened/expanded existing personal and business relationships
Provided financial solutions by conducting consultative conversations
Worked in a testing environment for new channel link software program Consistently recognized for Excellence in Service
Ranked top percentile on company Leader Board for sales

Discretionary trading and investment advisor of over $1,000,000 in client capital
Developed profitable trading strategies across numerous financial instruments including equities, futures, and currencies
Programmed automated trading algorithms in C# and Java
Managed supplier invoicing, budget adherence and project deadlines across multiple Corporate Real Estate projects including: branch consolidations, refurbishments, discretionary and non-discretionary repairs and general upkeep of branches.

Supervising Financial and Inventory clerks as well as Maintenance Helpers to control the financial records
Maintained records of purchase Orders, inventory Control, accounts receivables, accounts payable, and financial deposits and basic bookkeeping.
Customer sales of musical instruments, ordering of instruments and related products for school districts.
Financial Administrator

Managed complex payroll for multiple companies including the banks, Telecommunication Company, Non-profit organizations.
Processed payroll for above 2500+ employees a month.
Reviewed and organized payroll documents, ensuring that all payments were accurate; resolved any issues.
Processed tax payments, prepared tax returns, and benefits payment for more than 2500+ employees.
Worked on constant improvement and automation of payroll department procedures and processes.
Generated payroll reports and activity participated in audits.
Performed other banking and finance duties as assigned by managers.

Trading in G10 currencies and Indian Rupee (spot ,forwards, swaps and options) in OTC market
Proven market-making ability and experience in executing big ticket FX flows in G10 currencies and Indian Rupee
Experience in trading on Exchange Traded Currency Derivatives
Extensive use of programming background for generating trading ideas using back testing
Publish short term and long term FX reports for clients using both technical and fundamental analysis

Determine eligibility of student through NSLDS
Counsel student on Pell and student loans.
Defer student loans.
VA and TAA students.
Work with 3rd party processing system.

Received 93-100% accuracy scores on all decision quality reviews
Routinely achieved monthly quality and sales goals
Recognized as Business Leader
Responsible for analyzing data to determine the risk involved in providing working capital to clients

Over saw the Payroll Department
Coordinate weekly staff meetings for all departments
Responsible for employee training for all positions
Responsible for all licenses, insurance and certifications needed to operate business

Analyzed financial data to ensure it was recorded and reconciled
Assisted in daily and weekly audits of accounts, vouchers, and statutory records
Helped prepare company debit and credit documents
Obtained CMFAS qualifications

Created financial reports and supported all areas of responsibility with the team.
Provided budgeting and financial analysis nationwide.
Represented company on financial reporting to external auditors.
Compliance and Documentation with Internal Controls and relevant policies.

Acting like a bridge between operations team and clients.
Upgrade the quality level of reports and operational standard
prepared all documents to transfer assets to account beneficiaries quickly and efficiently when necessary
retained high percentage of legacy clients

Negotiate and secure inventory financing.
Oversee inventory management and debt reduction.
Design, set up, and manage trade shows.
Perform entry and exit interviews.
Negotiate salary packages and set up insurance.
Create and implement departmental budgets.

Supervise money Counters
Check reports of the money counter and receive money collected
In case of discrepancy, this should be reconciled immediately
Deposit all funds received
Provide voucher and deposit slips of all money deposited and report of the collection to the treasurer
Evaluate and Process requests for fund release

Count money and money handling
Grocery organisation
Help customers with their grocery
Warehouse receiver
Customer Service Counter
Lottery Saleman

Manage and coordinate administrative activities.
Co-ordinate travel, accommodation and catering of project events and functions within budget and specifications.
Develop and maintain accurate reports, update and maintain project issue logs, risk logs and action logs.
Consolidating, collating, uploading and tracking deliverables as per the Deliverable Register and updating progress for reporting purposes.
Monitoring the signed-off of project deliverables.
Updates to the Project Schedules.
Logging of change requests (CRs).

finance executive

finance specialist

finance intern

finance intern

financial secretary

finance executive

financial service representative

finance intern

client service associate

financial specialist

finance executive

finance director

financial controller

finance intern

senior project controller

financial service representative

portfolio manager

financial officer/operations manager

finance executive

fx trader

financial aid advisor

credit analyst

comptroller

finance intern

sr financial analyst, financial analyst, accounting analyst, dual site manager

client service associate

comptroller

financial secretary

cashier clerk/and others

project controller