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Skills

  • Currency arbitrage opportunities identification
  • Problem resolution
  • Customer service
  • Accounting operations management
  • Invoice generation
  • Financial statement preparation
  • Payment coordination
  • Client relationship management in Portland
  • Automation of trade processes using Microsoft Excel
  • Collaboration with compliance teams

Work Experiences

  • Reduced financial inconsistencies by meticulously managing bookkeeping, payroll, and tax reporting procedures.
  • Scrutinized vendor invoices and expense reports for inconsistencies.
  • Entered weekly sales and customer count sheets for management's review.
  • Resolved financial inconsistencies by accurately reporting figures and account balances to senior management.
  • Prepared bank statements, deposits, and other framework forms with accuracy and speed.
  • Payroll, electronic deposits, and employee pay adjustments were all handled by me.
  • Handled daily financial transactions such as verifying, classifying, computing, posting, and recording accounts payable data, as well as reconciling daily totals to ensure proper accounting.
  • Reduced my liabilities by preparing over 9 tax bills and mailings while processing journal entries, online transfers, and payments.
  • Kept track of expenses and entered deposits into Tableau while reconciling monthly bank accounts to ensure accuracy.
  • Used Tableau to complete payroll for 2 employees, keeping meticulous records for long-term accuracy.

Summaries

  • Trained in project management and well-known for precise math skills.
  • Expert in QuickBooks and quickly and professionally resolving discrepancies.
  • With training in framework techniques, skilled in project management.
  • Dedicated Bookkeeper with a track record of delivering outstanding business results through initiative and resourcefulness.
  • Workflow optimization and stakeholder engagement are highly skilled at creating spreadsheets and preparing targeted reports.
  • Foreign Exchange Trading Assistant is an analytical and well-organized Foreign Exchange Trading Assistant who oversees vendor management and strategic planning with a trained eye.
  • Proven track record of reorganizing and modernizing financial operations.
  • Professional accountant with 6 years of experience keeping financial records and reviewing financial activity.
  • To meet all deadlines, successfully manage multiple tasks.
  • Dedicated to providing excellent customer service, timely payments, and thorough documentation.

Accomplishments

  • Led a project to update the global settlement system, improving accuracy and reducing failed currency trades by 70%.
  • Monitored key economic indicators and integrated this data into trade models to project currency performance, increasing forecast accuracy by 81%.
  • Reduced currency position exposure by 14% by proactively identifying and closing out-risk positions for portfolio managers.
  • Collaborated with back-office teams to ensure seamless settlement of cross-border FX trades, reducing trade failures by 3.
  • Developed training materials and sessions to educate junior team members on using method platforms.
  • Created weekly FX market reports leveraging category and provided insights on currency movements, leading to optimized trading decisions.
  • Maintained compliance with process in all foreign exchange transactions, minimizing legal risks and penalties.
  • Presented risk mitigation strategies during volatile market periods, reducing net FX exposure by 80% for key clients.
  • Provided trade execution support by using framework, minimizing slippage and execution errors by 29%.
  • Identified arbitrage opportunities across different FX markets using real-time data analysis, contributing to increased trading revenue of 6.

Affiliations

  • Mentor, Forex Club for Emerging Markets 2023
  • Affiliate Member, ACI Financial Markets Association
  • Member, Professional Risk Managers' International Association (PRMIA)
  • Collaborator, Risk Management Association (RMA)
  • Participant, Global Financial Markets Trading Simulation Challenge 2024
  • Contributor, FX Market Outlook Group 2015
  • Member, The Institute for Financial Markets (IFM)
  • Certified, Financial Risk Manager (FRM), GARP 2022
  • Contributor, Global FX Trading Network
  • Graduate, Certificate in Capital Markets and Trading, program

Certifications

  • Certified Public Accountant (CPA)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Business Analysis Professional (CBAP)
  • Apple Certified Associate (ACA)
  • Certified Treasury and Finance Professional (CTFP)
  • ACI Dealing Certificate
  • CompTIA Security+
  • Advanced Certificate in FX Trading by Harbor & Co.
  • Global Association of Risk Professionals (GARP) Membership
  • Introduction to FX Markets & Trading by Cedar Works

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