financial services resumes Archives

Reviewed and verified income, credit reports and employment histories for each borrower.
Investigated and evaluated customers for creditworthiness and potential risk factors.
Monitored accounts for signs of fraud and non-payment issues.
Verified declared living expenses of individuals for home loan applications and made changes where appropriate.

Developed annual operating budget and consult with the Director on the fiscal aspects of treasury and cash flow management, and other administrative actions.
Analyzed revenue and expenditure trends and recommend appropriate budget levels to ensure expenditure controls.
Established, maintained and coordinated the implementation of various internal policies and control procedures.
Managed loan portfolio and ensure timely payments of all loans
Preparation of monthly and fortnightly payrolls.
Prepared monthly management accounts and financial reports.
Liaised with Tax Administration Department in relation to all tax issues.

Projection of financials in accordance with need of Head office and management authorities and ensuring the implementation of accounting policies and IFRS.
Fulfilling the statutory requirements of SAMA(Saudi Arabian Monetary Agency) in accordance with Finance Department.
Maintaining financial records and regular check & control on proper booking of Income , Expense , Assets and liabilities, manual payments and off balance sheet items in the system and further ensures the required Accounting Policies.
Maintaining and controls on reconciliations of cash in vault, Statutory and Current account with SAMA(Saudi Arabian Monetary Agency) including overnight placements (Reverse Repo)
Implementing the GL Control function in accordance with Mapping ,Design and Structure.
Ensuring the incorporation of new accounts developments and maintenance of complete chart of accounts (COA) in accordance with business requirements.
Ensuring the GL is maintained & Reconciled in accordance with existing banking products.

Maintain general ledger.
Preparation of TDS Summary and filing of TDS Returns.
Preparation of GST Summary.
Reconcile debtors and creditors on monthly basis.
Reconciliation of Bank statements.

Preparation of Financial statements
Forecasting Expenses on Periodical basis
Preparation of Profit Analysis on monthly basis
Preparation of Purchase orders based on dealer’s requirement
Preparation of outstanding statements of Sundry Debtors on periodical basis
Quickly identify accounting and financial area problem and implement effect solution to meet goal
Effective analysis of debt of client base by looking credit history

Calculated and Filed GST returns.
Created periodic reports comparing income and expenses of company.
Develop and implement policies and procedures for the operation of a department or establishment. Manage accounts activities in timely manner
Confer with vendors by telephone or in person to determine reasons for overdue payments and to resolve other issues pertains to business.

Expertly handle accounts,payments and refund
Preparing of daily return and send to head of department
Posting and reimbursement of petty cash
Reconciliation of M-pesa utility account
Reconcile inter company accounts
Assist in preparing tax returns

Statutory filing of annual return Form MGT-7 under Companies Act, 2013, Form 23AC, Form 23ACA, 20B and Form 66 under Companies Act, 1956, Form AOC-4, Form ADT-1 and other ROC filings under Companies Act, 1956 and 2013.
Assisting in preparation and calculation of capitalization of expenses and WIP reconciliation statement.
Recognizing actual revenue, accrued revenue calculation and accounting.
Handled accounts payable processing and accounts of Suppliers.
Reconciliation of the payments and monitor accounts to ensure payments are made up to date and resolve discrepancies.
Ensuring on-time payments and prioritizing payments.
Working on the enquiries of vendors and providing them with necessary details by communicating through e-mails and telephone calls.

Management of client account and day to day operations
Maintain internal timetables for all clients in terms of dividends and statements
Provide clients with information regarding share transfers, sales and purchases via telephone inquiry
Share weekly, monthly trackers to clients.

Created daily/monthly operations summary, financial performance, budget and productivity analysis reports for senior management in the Professional Billing Office.
Prepared report data using IBM Cognos Query Studio.
Manipulate data using pivot tables, pivot charts and macros.
Evaluated the accuracy of provider charges, including dates of service, procedures, level of care, etc.

Supporting business decision making through analysis and interpretation of financial data
Undertaking monthly financial reviews to assess progress against budgeted and key financial indicators including operational expenditure, management cost, debt management, client invoicing, revenue and profitability
Working with Directors to ensure that all financial planning returns are accurate and reflect a true picture of the profitability of the business
Exercising overall responsibility for day to day operations
Nurturing organization human capital, ensuring appropriate management structures and policies are developed and implemented
Relationship management and networking with business partners, suppliers and banks for favorable terms

Manage the treasury for 7 diﬀerent entities.
Input of all supplier invoices into accounting system and ensuring timely payment through bank transfer or cheque issue.
Issuing employee reimbursements for expenses.
Recording of accrued and prepaid expenses.

Managed patients billing and accounts inquiries.
Coordinated payment plans.
Calculated patients co payments for visits and procedures.
Liaison between office and insurance companies.
Coordinate insurance benefits and authorizations.
Organized all billing records and accounts.
Analyze all delinquent accounts and mad recommendations of possible solutions.

Preparation of Management Reports for Senior Management
Control of Accounts Receivables
Involved in Payroll tasks
Authorizing of Sales Invoices
Control of Accounts Payables

Handle customer inquiries and requests through email
Liaise with different departments for quicker resolution of customer inquiries and requests
Execution of shipment life cycle process including cross functional coordination
Adhere to standardized processes and tasks without compromising customer experience. Proactively reach out to the customers
Manage off-shored or outsourced services in the shipment cycle

Initially employed 2010-2011 as a credit analyst
Returned to assist with credit card reconciliation after a software upgrade.
Filled in for employee on maternity leave as credit analyst (initial position)
Send out/Reply to credit references
Setup new accounts
Posted Payments
Processed bank deposits remotely

Paid all suppliers (ZAR and GBP denominated) to agreed terms to ensure the supply chain remained solid while ensuring cash flow remained healthy through liquidity planning and debtor collection
Initiated, drafted, presented (to EXCO) and implemented Staff Loan Control Policies and procedures encompassing authorisations, pay backs and requirements
Created periodic reports comparing budgeted costs to actual costs (variance analysis)
Processed monthly payroll and staff salary payments

Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
Engaged employees in business processes with positive motivational techniques.
Identified and capitalized on community business opportunities with effective networking.

Perform all accounting Perform check and oversight function of all incoming invoices and financial liquidations related to financing agreements, local subsidies, consultancy contracts, procurement of goods and services.
Liaises with GIZ and co-funding Projects on compliance issues related to financial contracts/ agreements and regular journal processing.
Support in budget preparation & checking for projects funded from GIZ/PDP and European Union delegation in Egypt.
Monthly financial monitoring for projects disbursements and making special financial reports and spreadsheets about projects financial situation.
Assist in establishing Financial Monitoring Information System for projects financial reporting and follow up projects budgets and expenditures.
Follows up with the Grantees to deliver the monthly / quarterly / annually expenditure reports timely.
Support internal and external audits and Ensure compliance with GIZ’s rules and regulations.

Completed medical billing documentation and coding tasks.
Supervised and trained staff members.
Assisted patients with their concerns in the office/ phone.
Provided hospitals with urgent data for surgical requests.
Conducted medical appeals & precertification required for bil
Protect the security of patients medical records to ensure that confidentiality is maintained though HIPAA regulations.

Structured deals and negotiated with financial institutions to get deals financed
Maintained and ensured dealership compliace, both state and federal
Trained and developed new and existing F&I manager utilizing Zurich Streamlined Selling System.
Monitored dealer Contract in Transit revenue to ensure deals were funded in a very timely manner.
Fostered and maintained a solid relationship between the F&I department and the Sales Desk

Assisted with research, filled, data entry, and recorded and maintained accurate and complete financial records. Prepared financial reports, such as balance sheets and income statements, invoices, and other documents.
Prepared research reports on stock bonds and mutual funds as assigned by supervisor.
Developed and analyzed various budgets and performed financial statement analysis.
Assisted with month-end closing processes and verified journal entries.
Assisted with account reviews and preparation for account reviews.
Researched industry competitors and compiled detailed analysis data.

Critically review business plans, financial projection, and financial statements for Small and Medium Business.
Prepare and Analyze financial information, e.g. company results, profit and loss, balance sheet and cash-flow statements to determine how an organisation is positioned to deliver for investors, and provide recommendations accordingly.
Conduct Due Diligence that MBC Africa considers investment ready in Côte d’Ivoire.
Build financial models and projections by identifying the right assumptions.

Delivered the first unqualified audit opinion in over 10 years
reduced suspense balances from over UGX 300 Bn to UGX 35 Bn
Finance team lead for ERP system upgrade
Negotiated the highest return on all deposits
Negotiated ideal credit terms with suppliers
Reduced debt recovery turnaround time to less than 30 days
Prepared monthly budgets for approval by the Minister of Finance

Capturing of meter readings on the billing system, running and analyzing the exception report before billing to maintain an accurate capturing of electricity meter readings and performing a monthly electricity billing
Prepare monthly revenue reconciliations, rates reconciliations, debtors reconciliation, grant reconciliation
Ensuring that all direct deposit are allocated on monthly basis to relevant accounts.
Prepare and verify all payment vouchers to be processed for payments to different creditors
Prepare expenditure reconciliation, bank reconciliation and also do necessary journals for adjustments
Prepare Vat reconciliation and submit the Vat return to SARS
Assist in ensuring compliance and Implementation with Municipal Finance Management Act

Managed office inventory and ordered new supplies when items were running low.
Gathered and collected all financial transactions (BIlling) for business and verified accuracy in system.
Close cooperation with other teams on various projects
Involvement in Initial Public Offering process that led to AVG NYSE listing in 2012

Generation of finance quotes, and input of credit applications to the quoting and tracking system
Preparation of a client credit file for assessment by credit analysts.
Liaising with various stakeholders to obtain information for decision making
General credit administration duties such as file maintenance, collating and maintaining credit application statistics
Generate finance quotes for customers and introducers (Chattel Mortgage, Finance Leases and Hire Purchases)
Collating and maintaining credit application statistics and using the data to prepare basic reporting
General administration duties

Aid and assist in auditing other GJU projects, through reviewing contracts and assuring the consistency with the GJU policies and issuing a detailed final report.
Other tasks from the accounting department that included auditing accounts and reviewing Journal entries.
Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.

Examined effectiveness of direct to consumer website design and advertising strategies.
Worked in programs such as NetSuite and Shopify to consolidate company records and transactions.
Calculate revenue, sales, and expenses, using financial accounting software and Microsoft Excel.
Analyze competitive companies in the industry to determine potential strategies for improving product interface online.

Contact Lenders from Loan institutions fore approvals
Overlook finance solicitors
structure and approve the vehicle purchase and lead them into the right direction to purchase a vehicle.
Train finance solicitors
Checked Video from every finance transaction to protect Ancira organizations from any legal problems
Maintained 2200-2600 a copy

credit officer

financial controller

financial controller ,regulatory reporting

finance specialist

finance executive

finance executive

finance intern

finance executive

client service associate

finance intern

financial controller

finance administrator

financial counselor

finance executive

sr. finance associate

credit analyst/accounting clerk

senior finance manager

senior finance manager

junior financial officer

administrative analyst

finance director

finance intern

finance analyst

financial controller

finance intern

finance specialist

credit officer

financial officer

finance intern

finance director/manager