financial officer

  • General Administration Support

project controller

  • Providing support and delivery of adhoc pieces of work as needed.
  • Proper record of both electronic and soft copies of the projects and apply proper version control. 
  • Ensured master document to be updated and send to tool owner for weekly updates. 
  • Ensure Diary management.  
  • Tracking of resources and time management. 
  • Assist the Project Manager in ensure time capture for budget monitoring and tracking by all resources. 
  • Excellent interpersonal skills, ability to partner and collaborate as a team member with colleagues across the globe i.e. working with 42 countries, within various finance disciplines.

financial professional

  • Help people of all income levels create appropriate financial strategies, build financial confidence and pursue financial independent. 
  • Work with clients to create a customized strategy to protect them and their family.
  • Educating individuals, families and business owners that financial decision made today are critical in determining their financial future. 

investment associate

  • Represented fund on the board of Plastic Logic (plastic electronics),   Artimi (UWB chipsets), SPI Lasers (fiber lasers), Forth Dimension Displays (novel displays),  Valista (ewallet), Cambridge Broadband (wireless equipment) 

finance specialist

  • Query resolutions – internal and external

junior trader

  • Forming new trading strategies
  • Forming risk management models

financial adviser

  •  Job responsibilities include to achieve the target assigned by unit manager, collect and verify KYC Documents. 
  • After Sales Service to the Customer. 
  • Report to Manager 

junior financial analyst

  • Organize deliverables and enter them into databases promptly and properly

account service representative

  • Explain bookkeeping requirements for customers to implement insurance program.

certified financial planner

  • Managed portfolio size of approx. 40 lakhs by analyzing client’s financial data and developing strategies to structure financial plan specific to client’s goals. 
  • Conducted comprehensive portfolio review to re-evaluate financial objectives. Recommended and projected performance of investments with stress testing. 

financial coordinator

  • Understand and manage appropriate accounting procedures and processes. 
  • Monitor bank service fees and address quality issues. 
  • Meet with cash management banks to plan cash management needs. 
  • Evaluate alternative long-term borrowing strategies and make recommendations in accordance with the capital structure guidelines. 
  • Manage, direct, and develop Cash Management staff. 
  • Recommend, implement and maintain process improvements. 
  • Provide technical and other support for mergers and acquisitions and other projects as needed. 

finance associate

  • Calculating taxes and other deductions for individuals and companies and entering them correctly in the system
  • Filing income tax returns for individuals-salaried & professionals, firms and companies
  • Complete the reconciliation for merchant monthly.
  • Post the adjustment (if any).
  • Follow up with Cash Office if any discrepancy for Promo Voucher.
  • Perform SAP clearing.
  • Perform sales interface reports.

financial services representative

  • Sold consumer accounts and student loans
  • Installed and demonstrated Visa Point-of-Sale Terminals for merchant customers
  • Performed clerical and administrative duties for all branches in the district

financial service representative

  •  Sold traditional bank products and referred non-traditional products to varied clientele, including opening new accounts, offering and closing consumer loans, as well as prospecting for the investment advisors.
  • Brought in over $1MM in new money through the C.D.A.R.S. program for a single client. 

financial aid assistant

  • Trained incoming hires. 

stock broker

  • Conduct economic or commercial surveys to identify potential markets for products or services. 
  • In charge of monitoring of DAX, Nikkei, and Dow Jones markets 

financial data analyst

  • Analyzed transaction data to develop key financial indicators in SAS
  • Evaluated borrowers’ defaults on loan repayments utilizing time series and clustering algorithms
  • Optimized credit rating system and implemented in SAS

credit analyst

  • Reviewed business financial statements and tax returns, performed ratio analysis, completed risk assessments and make sound credit decisions and recommendations via written and verbal presentations 
  • Reviewed loan agreements to ensure that they are complete and accurate according to policy. Commercial credit card lending 

finance analyst

  • Having knowledge in Australia, New Zealand and Singapore payroll.
  • Managed Overtime tool migration for APJ region.
  • Posting data / sales to ledger for outlets And third party Clients.
  • Calculate Ratio of Sales for all trends as on daily / weekly or Monthly Bases.
  • Handling Banking works such as Transfers , Cash-Deposits , Cheque Book Requests.
  • Assist or help staff on data Entry. 
  • Maintain Client Accounts or Data Entry Stuff for Eg. client details, orders wise details, orders forwarded to franchise.

mortgage underwriter

  • Received DE certification in 2013

financial aid advisor

  • Complete paperwork for VA and TAA students are. 
  • Work with 3rd party processing system. 
  • Counseled students and parents about financial aid options and program details
  • Obtained copies of applicants’ credit histories and reviewed paperwork to determine feasibility of granting loans 

financial analyst intern

  • Supported the Regional Financial Analyst in gathering monthly and annual forecast data.
  • Collected financial data and analyzed the data through Microsoft DAX. 
  • Prepared monthly financial statements and measured the accuracy with forecasts and targets.

finance intern

  • Working capital management.

finance executive

  •   Research & clearance of Balance Sheet GL Accounts. Clear the open line items standing for more than 60 days by deep root cause analysis research and follow up with internal and external partners.
  • Management of Forward Cover Contracts & adhering to FEMA compliances for inward/outward remittances 
  • Investment Management for Group Companies 
  • Lead credit rating project for group companies 
  • Assisted in establishing procedures and controls for accounting 

credit officer

  • Ensure compliance with local credit policy, legal, regulatory and government bodiesrequirements
  •  Critically examining all security documentation for completeness.
  •  Ensure that liens are placed on all deposits held as security.  

investment manager

  • Advertising and marketing properties. 
  • Rental inspections. 
  • Handle customer complaints and take appropriate action to resolve them.
  • Compute payment schedules.

financial controller

  • Liaison with auditors, bankers,lawyers,customers and suppliers for the company
  • Ad hoc projects as required by management from time to time
  •  IT Department assistance 
  • Compare 2018 to 2019 and 2020.
  • Prepare the estimate amount of business travel budget for 2020.
  • Establish departments budget master sheet.
  • Review the contracts with TBC for 2019.

credit analyst

  • Major responsibility in this position is to mitigation of credit risk through different financial models.
  • Analyze the proposal of corporate, SMEs’ and individual salaried client to ensure their credit worthiness.
  • Thoroughly analyzed the financial statement and bank statement of corporate and SME clients to analyze their refund capability.
  • Assist the product development team in the process of designing feasible financial product for our corporate client which full filled their needs and also profitable for bank.
  • Meeting  with  SU (Screening unit) department to understand the weakness of system and  advice them to rectify the issues to assure the smooth flow of work.

finance intern

  • Accepted as part of the tenth batch of AGSIP and was assigned to the Business and Technology Services department as a Finance Intern of the Manila Water Company.
  •  Posting of cash float and petty cash float vouchers.
  •  T and S Reconciliation and Vat computation.
  •       Foreign Payment. 

assistant finance manager

  • Prepared and analysed monthly profit and loss accounts, dash boards and review decks on the financial performance on monthly basis for the region, along with the details of reasons for the key variances in comparison to the budget.
  • Prepared Annual Budget and Latest Estimate (LE) by working closely with Regional finance manager. 
  • Planned and executed monthly/quarterly/annual closure schedules, provided monthly financial statements, administered the monthly closing process. 
  • Reviewed, investigated, and corrected errors and inconsistencies in financial entries and documents that led to transparency in reporting to internal and external stakeholders, also ensured compliance with applicable policies, contracts and regulations.
  • Completed corporation reconciliation for two years 2016 to 2018.