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Skills

  • Data trending knowledge
  • Delinquent account management
  • Team Leadership
  • SPSS/STATA/SAS software proficient
  • Corporate tax planning knowledge
  • Account auditing
  • Account reconciliation specialist
  • Staff development
  • Statutory Reporting
  • Method equipment

Work Experiences

  • Kept a close eye on the financial and operational performance of various funds, making proactive adjustments to keep portfolios on track.
  • Collaborated with management to identify and mitigate unusual expense variances in various areas.
  • Analyzed costs and revenues to forecast future trends.
  • Taught management strategies for reducing tax liabilities.
  • Advised
  • Performed field audits on a wide range of clients using the Quick Books system.
  • Assisted department employees by performing a variety of clerical and administrative duties.
  • Managed
  • Used automation software to revise and streamline inefficient work procedures.
  • Kept track of everything.

Summaries

  • Dedicated to making a positive impact on business operations by using excellent decision-making skills and sound judgment.
  • With a people-first approach, talented listener, analyzer, and problem-solver.
  • Expert
  • Expert data entry skills and knowledge of accounts receivable and payable principles.
  • Through professional credit management, the company has been successful in fostering goodwill with customers.
  • Pragmatic
  • Excellent interpersonal and conflict resolution skills.
  • Project coordination, inventory control, and documentation are all areas where this enthusiastic Account Assistant excels.
  • For Accounting and Finance-type clients and business organizations, meticulous Investment Analyst with advanced competency in cross-functional collaboration.
  • Account Assistant with a proven track record of providing timely, accurate, and high-quality support.

Accomplishments

  • Led a thorough valuation analysis of a distressed asset in Accounting and Finance, resulting in a successful acquisition by the firm at $7% below market value, adding significant value to the client's portfolio.
  • Worked closely with clients to maintain strategic portfolio benchmarks, directly contributing to a 25% improvement in client satisfaction scores.
  • Collaborated with legal, compliance, and external auditors to correct discrepancies in historical portfolio reports, resulting in $7 in cost savings.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Recouped $18 from delinquent client.
  • Collaborated with team of 11 in the development of procedure.
  • Effectively utilized initiative to monitor trends in the equities market, outperforming relative benchmarks by 81% during a three years downturn.
  • Directed preliminary screening and due diligence processes for investments exceeding $12, resulting in over 4 high-quality investment opportunities.
  • Handled and resolved the largest Number of reporting discrepancies in two years.
  • Presented quarterly financial performance insights to senior executives, helping to align company portfolios with emerging market trends, boosting returns by 66%.

Affiliations

  • Graduate Management Admission Council (GMAC)
  • Society of Quantitative Analysts (SQA)
  • Freemason
  • New York Society of Security Analysts (NYSSA)
  • Association of International Wealth Management (AIWM)
  • Association of Investment Management and Research (AIMR)
  • Financial Planning Association (FPA)
  • European Financial Management Association (EFMA)
  • Association for Supply Chain Management (APICS)
  • Association for Financial Professionals (AFP)

Certifications

  • Chartered Financial Analyst (CFA), framework
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Treasury Professional (CTP)
  • Derivatives and Risk Management Certificate - Brightline
  • Certified Investment Management Analyst (CIMA)
  • ServSafe
  • FRM Part I & II – method
  • Salesforce
  • Accredited Investment Fiduciary (AIF)
  • Data Science for Finance Certification (Coursera) - program

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