financial officer

  • Financial officer for Edu Syria I, II, and III projects that are funded by The European Union.
  • Reviewing, auditing and approving Partner’s claims.
  • Salaries Issuance.
  • Claims payments.
  • Design and issuance of forms and template -procedures- for financial claims, mileage claim, living allowances for students, cash receipts, reports to project manager, etc.
  • Prepare quarterly and yearly financial reports to European Union.
  • Design and implement policies and procedure manuals for the AUP project, which has been elected to be used as a benchmark for all other projects in the GJU.

financial controller

  • Involve in the review and verification of the fixed asset register inventory report including the assignment, relocation, disposal, and assign of fixed asset items.
  • Assist in the preparation of the budget of the year 2020, prepare the estimate amount of business travel budget for 2020 and different analysis of the budget.
  • Establish master sheet for beneficiary.
  • Establish Departments budget master sheet.
  • Prepare budget per debt allocation to all departments.
  • Establish corporate banking budget. 

sr financial analyst

  • Business advisory services while shaping the deals to achieve maximum profitability.
  • Dedicated Pricing Support and point of contact for Finance support to work Delivery team.
  • Review of Pricing, setting up of contract and managing finance in SAP and other Finance Tools by creating Job set up coversheet.
  • Also setting up of complex contract structures having Multi party implications after considering the tax implication for such structure.
  • Assist with forecast management activities (input collection, processing and report creation)
  • Stakeholder Management and interaction.
  • Reconciling of the time and expenses with the overall Forecast submitted under each contract assigned.

finance specialist

  • Coordinate the approval or rejection of Approval of Requirements
  • Supervise others and provide on-the-job training for new personnel.
  • Prepare finance proposals for large-scale renovation works
  • Prepare financial reports to monitor corporate finances.

finance intern

  • Assisted in vendor and supplier setup using Oracle applications
  • Managed variety of long-term projects and assignments given by superiors
  • Carry out various tasks in order for co-workers to operate more efficiently
  • Effectively communicated and collaborated with peers to complete daily agenda in a timely matter
  • Completed chart of accounts for department to assess expenditures

credit officer

  • Looks after all B2B, B2C, MSME (Loan Ticket Size 5 lacs to 5 Crores) & Tractor loan as an Underwriter.
  • Co-ordinate with Legal & Valuer for successful completion of loan proposal within TAT.
  • Coordinate customer rebates in line with credit terms & processing and allocating Adjustment Notes.
  • Regularly reviewing client’s credit limits and extending or adjusting where needed.

credit analyst

  • Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting agricultural and commercial loans
  • Evaluating the financial status of clients by producing financial ratios through computer programs such as Microsoft Excel
  • Provide recommendations to loan officer tied to analysis and assessment of credit risk and preparing loan applications that are sent to loan committees for their approval
  •  Work closely with the in-country Credit Bankers/Credit Executives andprovides them with comprehensive credit risk analysis of clients – covering industry, business & financial profile; as well as recommendations on credit facilities & riskgrades. 

finance associate

  • Prepared regular reconciliations for balance sheet accounts and bank reconciliations.
  • Processing invoices as per SLA/ effecient targets.
  • Identify and provide report on ground issues for corrective actions.
  • Identify self-performance improvement areas that can drive overall improvement of the teams KPI’s.

financial representative

  • Selling various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  • Seeking out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Selecting company that offers type of coverage requested by client to underwrite policy.
  • Member of the Fidelity Financial Consultant Program (FFCP). The FFCP focuses on delivering comprehensive financial planning as a part of our commitment to exceptional client service.

senior finance executive

  • Accounts payable , ensuring prompt and accurate payment of invoices with a cost control mindset
  • Accounts receivable, ensuring accurate invoicing to both internal and external parties for timely recovery
  • Reporting, to properly maintain P&L and balance sheet accounts such that a true and fair view is achieved.
  • Cash flow management. work closely with treasury to ensure adequate cash in maintained for operational and investment use.

financial secretary

  • Accounts Payable & Receivable 
  • Managing purchasing for Junior and Senior Campuses 
  • Month End, Year End reporting 
  • Liaise with year end  internal auditor 
  • Providing advice of financial and administrative policies and procedures 
  • Other general financial management tasks as designated by the Principal or delegates 

credit officer

  • Obtain and compile copies of loan applicants
  • Analyze applicants’ financial status, credit to determine feasibility of granting loans.
  • Refer patient, client, or family to community resources to assist in recovery from stress and to provide access to services such as financial assistance, legal aid, housing, job placement or education.
  • Managing debtors day outstanding accounts & communicating this with the National Credit Manager.

finance associate

  • Prepare customers statements, bills and Raising Invoices and accounting them in Tally.
  • Prepare graphical representation excel sheets which shows the sales growth and in turn helps in comparison among the months, quarter and yearly.
  • Prepare GST related consolidated excel sheets which helps at the time of auditing.
  • I was also taking care company’s reimbursement whole process from accounting them in Tally to preparing the final sheets every month.
  • Also helping the team at the time of  urgency.   

finance intern

  • Assisted with accounts reviews and preparation for account reviews.
  • Coordinates with supervision and membership holders.
  • Assist with new overseas for membership.
  • Assist Manager in billing work managing dairies typing all the correspondence , documents and reports.

credit analyst

  • Create a positive customer experience while understanding customer’s banking needs and presenting financing options
  • Display strong analytical skills while reviewing consumer credit reports and financial documents
  • Analyze credit information, financial statements (income statements, balance sheets, A/R schedules), and tax returns to identify overall risk in lending new or additional funds
  • Foster strong client relationships while preparing final loan packages, reviewing, and approving loan documents
  • Contribute to the achievement of branch business objectives by meeting/exceeding individual sales goals

client relationship manager

  • Build trust as a liaison between – and advisor to – the company and the clients
  • Oversees cross functional work areas targeted to resolve issues raised by clients.
  • Manages the client service operations, which deals directly with clients and is the first point of contact.
  • Promote company products, services and sales plans.

portfolio manager

  •   get in touch with individuals or businesses that have delinquent accounts 
  • Collect payments on past due bills.
  • Create a list of people who have not made payments.
  • Organize list according to severity of delinquency.
  • Locate customers using credit bureau information, background checks, loan documents, and other paperwork or databases.
  • Call customers using telephone.
  • Utilize computer systems to handle skip tracing.

finance intern

  •  Allocation of payments 
  • Petty cash management 
  • Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks. 
  • Code documents according to company procedures. 
  • Prepare purchase orders and expense reports. 
  • Preparing purchase orders 
  • Checking goods received against purchase orders 

finance executive

  • Responsible for day to day accounting entries in tally ERP 9
  • Accounts Receivable & Payable
  • Maintenance of Cash Book
  • Responsible for all the payment of official expenses 
  • Taking care of all types of Bank Related work like Cheque Issue, cheque Deposit and etc
  • Reconciliations- Vendors, Customers, Banks
  • Employee Reimbursement / Imp rest.

comptroller/ general manager

  • Responsible for Payroll and Accounting for 35 + employees
  • Hiring and termination of all positions 
  • Daily sales , profit and cash management reports for 150 units a month
  • Create policies or procedures for dealer
  • Manage all purchasing and export of inventory
  • Develop pay plans and monthly bonus contest for all departments (BDC, Accounting, Service, Sales, and Financing)
  • Coordinate Reconditioning and service appointments for all vehicles

finance executive

  • Prepare quarterly GST reporting for 3 entities, checking for the GST variance for both import and output tax, mail out big discrepancies to AR & AP for checking. Consolidate group GST report for GST submission.  
  • Liaise with internal auditor and external auditor for yearend audit.
  • Other adhoc duties as assigned, assist in the annual budget, reclass fixed assets, annual stock take.
  • Vendor Advances Tracking List

financial services associate

  • Calculate and quote charges for services such as check cashing
  • Deferred Deposit assistance (Cash Advance)
  • Provide assistance for customers with special billing request
  • Notary service

finance executive

  • Computed taxes owed by applying prescribed rates, laws and regulations like GST, TDS, ESI and PF.
  • Responsibility for monthly inventory stock take, liaise with all departments of stock count, hold the F&B Stock take variance meeting, prepare stock variance report, and checking the variance explanations from department.
  • Monthly export the P&L report by cost centre for each department, email to HOD, and take responsibility for any questions on P&L.  
  • Improve and update the GR55 guideline for each department to generate the P&L by themselves, gave hand-on training for each department, troubleshooting for all the relating issues, and liaise with IT department solve the errors. 

senior finance executive

  • Coordinating with Hotels, Airlines and Agents for timely issue/revision of Invoices for travelling related expenses.
  • Issue of Credit Note/ Debit Notes.
  • Assisted in giving seminars to other employee on Annual budget Preparation
  • Update monthly currency exchange rate.

investment advisor

  • Contact customers to persuade them to purchase financial product with services.
  • Establish the client’s goals and needs and determine appropriate investment option based on risk tolerance and timeframe
  • Execute buy or sell orders for RBC and third-party mutual fund products
  • Open and maintain registered and non-registered investment accounts

financial aid assistant

  • Provided applications, information, and assistance to students regarding available financial aid programs, such as grants, loans, scholarships, and work study jobs.
  • Reviewed financial aid application forms for accuracy and completeness; secured additional information from students as necessary. 
  • Input data into computer terminal for disbursement of checks and proper accounting procedures.
  • Determined student eligibility for financial aid based upon established criteria pertinent to each program.

finance executive

  • Coordinating with Local Supplier Mills for order, production requirements and dispatch of goods.
  • Preparing monthly budgets.  
  • Maintaining Stock.
  • Calculating and preparing GST Return filing like GSTR-3B, GSTR-1.

credit officer/financial assistant

  • Perform daily Banking reconciliations through collection of monies and allocating to appropriate accounts.
  • Collect outstanding debt from customers on hold through placing calls and answering customer enquires.
  • Create new accounts and maintaining relevant information within existing system.
  • Archiving agreements and ensuring that documentation is accessible for 7 years.
  • Managing customer invoices/enquiries through regular contact and communication. Investigating customer queries and escalating to the sales team where required.
  • Investigate claims by liaising with account manager, Customer Service and customer. Administer Credit Notes where due or reject when claim is invalid or outside the terms of company policy.
  • Monitor and regularly reviewing the level of payment arrears through debtors day reporting.

finance executive

  • Calculate clients’ available monthly income to meet debt obligations. 
  •  Post Journal Entries  for Accrued Expenses and revenue
  • Resolves collections by examining customer payment plans, payment history, credit line; coordinating contact with collections department.
  • Summarizes receivables by maintaining invoice accounts; coordinating monthly transfer to accounts receivable account; verifying totals; preparing report.

credit analyst

  • Part of Business Team to undertake credit appraisal for new applicants sourced by Relationship Managers.
  • To make proposal notes for bankable clients and proposing to risk team for sanction of case.
  • To revert on quaries raised by Risk Team for sanctioning of case.
  • To handle portfolio of client for review and transactions.