financial counselor

• To admit and register incoming patients in all points of entry.
• To answer the phone in a timely manner while transferring calls to the correct place.
• To correctly enter the right insurance plan and collect payments from the patient or person financially responsible.
• Price accounts and obtain authorizations from patients insurance while keeping the patient informed along the way.
• To maintain an organized work place for myself and for my coworkers.
• To work efficiently and with order with the staff and patients so that things can run at a smooth steady past.
• To protect the patients privacy and confidentiality while remaining accurate 

financial administrator/property manager

• Execute two hundred plus monthly payments via ACH direct deposits.
• Receive, record and deposit all monthly rental payments. 
• Generate and distribute all monthly financial owner statements. 
• Perform all bank reconciliations.
• Facilitate all forms of payments for invoices, receipts and vendor payments. 
• Manage payroll, accounts receivable, accounts payable and payroll tax filing. 
• Submit delinquent accounts to attorneys or outside agencies for collection. 

investment consultant

• Opened and maintained private client brokerage accounts
• Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan
• Supported clients with trading platform application
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients’ individual needs, holding a monthly open presentation for current and perspective clients
• Executed customer transactions, including deposits, withdrawals, money orders and checks
• Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports on a daily basis

finance intern

• Recording minutes of the meetings.
•  Gained insight into the working environment and understanding the culture of the firm. 
•  Developing a skill set of gathering questions and asking appropriate personnel for assistance.
• Developing skills required to interact with senior management and staff in a professional manner.
• Developing time management skills and the ability to be responsible for more than one project at a time. 

finance analyst

• Sharing invoice processing status report to HO on weekly basis. 
• Performing dual validation of invoices for accuracy before invoice dispatch. 
• Making sure correct invoices send to the respective collector or Field Service Manager , which is located at all region of India.
• Approximate volume handled 6500 invoices (Monthly)

finance analyst

• Record information about financial status of customers and status of collection efforts. 
• Assess the degree of risk involved in extending credit. 
• Assigning and reviewing credit limits for all of the Indian customers based on their financial reports, AR position & business health. 
• Working closely with the Credit Controller/APJ Regional Manager to release site orders & put customers on credit hold. Approx. one to five thousand orders a month. 
• Obtaining requisite approvals from the credit controller before releasing any customer orders requested by Account Support Managers (ASM) & Service Account Managers (SAM). 
• Ensuring credit controller is apprised of customers with >90 days overdue AR & preventing order release in applicable cases.  
• Spearheading the entire process of invoice distribution for both sales & services teams.  

financial services representative

• Consulted on Insurance matters related to Life and Health for clients of different industries and professions. 
• Analyzed and minimized the risk of probable loss of assets for clients and businesses. 
• Vast experience in cold calling and running sales appointments. 
• Establish and maintain relationships with member’s and provide assistance with problems these member’smay encounter.

tax specialist

• Tax preparation specializing in personal and small business taxes.
• Maintain client confidentiality and information.
• Personnel in charge: 17 members.
• • Personnel in charge: 1 practitioner.

financial adviser

• Providing financial advice, solutions and servicing existing and new clients of Old Mutual via telephone and face to face business model.
• Providing professional financial advice directly to clients via telephone and face to face.
• 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.
• Managing information regarding new products, rates change, processes of clients documents using systems called front office and spotlight. 
• Providing financial advice, solutions and servicing existing and new clients of Old Mutual via telephone and face to face business model.
• Providing professional financial advice directly to clients via telephone and face to face.

assistant finance manager

• Manage accounts payable and receivables activities.Supervise the daily operational tasks of the credit and collections team. 
• Develop and maintain financial statements for future reference. 
• Assist with billing invoices, preparing budgets and managing cash flow.
• Planning Strategic Financial Planning, Cost Reduction and Performance Enhancement Procedures.
• Well versed with International Business and banking activities, including monitoring multiple continents’ taxation and VAT (UK, UAE) submissions.
• Assist the finance manager to make rounds in attending on financial requests pertaining to purchase orders.

finance intern

•  Building financial spreadsheet models.
• Working on various projects to support client relations.
• Worked on a project related to automation using advanced excel, in which they used the macros function to convert logic into programming.
• Gathering information from various files and compiling them into one file which can be used for the automated file. 

mortgage specialist

• Actively networked in community to build referral partners, and promote the BMO brand.
• Generated over $3mm in loan originations in 4 months.
• Obtained and completed mortgage applications, credit histories, financial statements, and other financial information to fulfill BMO requirements.
• Collaborated with underwriters, compliance, and audit departments to ensure loan agreements are complete and accurate according to policy.
• Met with clients to explain the different types of loans and credit options that are available, as well as the terms of those services.
• Stayed abreast of new types of loans and other financial services and products to better meet customers needs.

finance intern

•  Managed income tax returns of the company’s employees.
• Learned how newly introduced Goods and service tax affected the finance department of the company.
• Prepared invoices and vouchers.
• Analysed and inspected the financial statements of the company.
• Learned and managed SAP software.
• Assisted with account reviews and preparation for account reviews. 

finance intern

• Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
• Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position.
• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
• I worked as a finance intern at Delmar.

finance executive

• Key in supplier invoice, intercompany billing and reconcile creditor statement.
• Prepare payment (cheque or online TT payment).
• Handle petty cash and staff claim.
• Monitor Quit Rent and Assessment payment.

financial analyst intern

• Analyzed and conducted research on different markets in Taiwan including futures, equity, bonds, and options.  
• Established how to manage funds and build up a successful portfolio.
• Report and participate in many different trading simulations and market scenarios. 
• Rotated and completed projects for all finance departments

credit analyst

• Handling Multiple Location Bikaner , Nokha , Sriganganagar and Hanumangarh.
• Handling Multi Product Like LAP and HL
• PD Visit of Every file and Analyst to loan amount and Eligibility.
• Prepare CAM and Financial and file decision with in TAT. 
• Case Prepare as per Company Guideline and recommended the case as per policy and deviation matrix. 
• Co-ordination with legal and Technical Vendor.
• Co-ordination with Disbursement Team. 

credit analyst

• Managed multiple projects at a time with ability to work well in a tight-framed environment paying closely attention to details; while using critical thinking skills with minimal information, as well as involved team player communication to identify goals and solve problems.
• Demonstrated ability to continuously create billing procedures more streamlined with end result a more efficient & well-organized automated billing process.
• Prepared monthly statements by collecting data; analyzed and investigated variances; summarized data,information, and trends.
• Minimized accounts receivable collections and reconciled customer billings and statements

credit officer

• Explain to customers the different types of loans and general marketing of all the other SACCO products.
• Receive loan applications  and promptly working on them to ensure timely disbursements with out delaying clients.
• Prepare reports on monthly basis concerning the performance of all loans and present such reports in relevant committees.
• Ensure 95% recovery of SACCO money from all the loan clients at all times.
• Ensure safety and proper maintenance of all SACCO assets in my possession.

finance intern

• Posting of invoices making use of SAP Software
• Reconciliation of supplier accounts.
• Processing payments for accounts that are due.
• Preparation of payment.
• Assisted in the preparation of financial reports.

credit analyst

• Preparation of  CMA Data and projections for Borrower’s Credit Assessment
• Ratio & Trend Analysis of the Financial Statements of the Borrower
• Performing various checks as per RBI Circulars and Guidelines
• Preparation of Appraisal Note for submitting before sanctioning authority 
• Preparation of Sanction Letters, Modification Notes 
• Analyzing the Demands of Temporary/ Ad-Hoc limits by Borrowers  
• Cross Checking with Bank’s various Internal Policies and Circulars/Notifications

finance director

• Manage all transactions,registrations and participants’ emails
• Prepare financial report for all events
• Aid, draft, plan, manage and approve all budgeting and finances
• Liaise with MMI Malaysia’s finance director for matters pertaining to financial accounts

credit analyst

•  Credit Analysis, Accounts Receivable for Honeywell Aerospace. Handling a portfolio of $12 Million
•  Leading the Aircraft on ground (AOG) Team – Managing Orders for the customer’s and releasing high Priority Orders for the sites for aircraft on ground globally. Handling a team of six members 
• Analyzing as well as evaluating the credit worthiness of customers based on various credit reports like Dun & Bradstreet, CRM 
• Setting credit line for customer’s doing business with Honeywell Aerospace. 
• Cash forecasting, for projecting monthly receivables on portfolios with day three variance 

finance intern

• Maintain payments records and accounts.
• Assisted in the conductance of external audit for the year ended 2018.
• Assisted in month end closing and reporting.
• Scanned all the finance record of previous years.
• Prepared daily payment vouchers.
• Performed data reconciliation before initiating any payment.
• Prepared monthly tax sheet and deposited tax for the month.

sr. financial services associate

• Sell various types of insurance policies to Home loan Customer  and individuals , including automobile, fire, life, property, medical and  specialized policies for Home loan Customer
• Given the knowledge about future planning.
• investment
• mutual funds .
• Fixed deposit & Regular deposit.
• Help people for financial planning

finance intern

• Receive and record cheques and cash.
•  Assisting seniors in daily transactions. 
• Studying sources of capital/income and investment opportunities.
• Making daily expense reports and sending them to the seniors. 

finance intern

• Researched and updated all required materials needed for firm and partners
• Managed team of 3 interns, setting objectives, writing reports to the financial director
• Locates properties and investment partners for real-estate deals
• Prepares contracts and Excel spreadsheets containing investment details and creates influential 

financial controller

• Saved $700k in savings on Council fees on recharge
• Review of expenses for savings
• Developed and managed a team of direct and indirect reports in a highly autonomous environment
• Maintaining financial records and regular check & control on proper booking of income , expense , assets and liabilities and off balance sheet items in the system. 

finance intern

• Primary responsibilities will be to provide assistance performing professional analytical and management support activities
• Working with Finance Managers and operations leaders to drive opportunities for improvement
• Develop and maintain standard work and work instructions on overall work activities
• Assisting with reviewing monthly performance reporting, checking revenues and expenses vs forecast and flagging variances

finance director

• Prepare financial or regulatory reports required by laws, regulations, and management.
• Establish procedures for control of assets, records, loan collateral, or securities to ensure safekeeping.
• Review debt collection reports to determine the status of collections and the amounts of outstanding .
• Check and control account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
• Prepare, analyze, and verify monthly and annual reports, financial statements, and other records, using accepted accounting and statistical procedures .