SUMMARY:

• Organized and performance driven finance professional with 6 + years of experience in assisting customers and company clients while delivering exceptional customer service as a means of achieving growth targets and financial objectives. My goals involve building upon my experience in a progressive work environment where my exposure in different business related functions adds value to an employer’s operation.

PROFESSIONAL EXPERIENCE:

Confidential

Service Officer

Responsibilities:

• Maintaining effective professional communication while assisting all inquiries via phone, email and in person Researching and providing accurate information based on client inquiries Acting as the primary contact for assigned issuer companies Building and maintaining relationships with assigned third parties Actively assisting issuer companies with initial onboarding by reviewing our forms, policies, and procedures Representing Confidential in a professional manner at client functions, presentations and sessions, Staying up to date with all policies and procedure in a fast - paced environment,
• Reviewing weekly transfer reports, Collaborating with all stakeholders and financial institutions to assist with transfers and providing transfer status updatesVerifying incoming documents and communicating any recognized deficiencies, Coordinating with teams/departments to ensure transactions are processed accuratelyn and any identified issues resolved in a timely manner,Following up with clients, Exempt Market Dealers or company issuers on any outstanding/pending documents required to complete transactions within tight deadlines,Coordinate team meetings and acting as a mentor for Account Coordinators, providing insight and instruction to them as need,Adhering to a thorough understanding of the company and industry policies and procedures such as KYC and AMLATB Financial

Confidential

Service Advice Specialist

Responsibilities:

• Receive inbound calls from exciting and potential clients,Adhere to strict security protocol to protect clients’ accounts and information,Actively engage in effective calls involving connection, building rapport, discovering clients’ needs and offering specific banking solutions that benefit clients experience,
• Executing clients requests in a timely manner,Adhering to a 24hr callback/follow-up policy, keeping the client informed through the problem-solving process,Generating and tracking leads in a target oriented environment,Providing technical support for online banking, mobile banking, and telephone banking,Troubleshooting and providing technical support for MasterCard clients,Meet special project deadlines in a goal-oriented fast-paced environment,Organize, prioritize and perform all tasks with keen attention to detail,Ensure data integrity, timeless and accuracy in all tasks.

Confidential

Management Accountant

Responsibilities:

• Prepared accounting manuals and guides,
• Produced financial statements to comply with the requirements of accounting standards for private enterprises (ASPE) and international financial reporting standards (IFRS),
• Prepared and filed personal, and corporate tax returns,
• Developed tax planning strategies to minimize tax obligations,
• Prepared business plans and budgets,
• Drafted financial forecasting and models for small businesses,
• Assisted in asset allocation and financing decision-making.

Confidential

Business Banking Advice Specialist

Responsibilities:

• Received inbound calls from exciting and potential clients,
• Connected and build rapport to discover and understand client needs,
• Actively offered solutions that benefit client experience,
• Followed-up and kept client informed through process of executing requests,
• Actively networked and prospected potential clients,
• Actively built and maintained relationships with existing and prospect clients,
• Utilized Microsoft Excel, Outlook/Email and Word for internal processes and communicating to clients with excellent oral, written and interpersonal communication skills,
• Met deadlines in a goal oriented fast paced environment,
• Organized, prioritized and performed all tasks with keen attention to detail,
• Ensured, data integrity, timeless and accuracy in all tasks in a fast paced environment.

Confidential

Management Accountant

Responsibilities:

• Drafted and presented financial budgets, targets, and audit reports Analyzed sales, expenses and inventory management reports, identified variances utilizing the Pilot system Prepared and presented full financial statements and variance analysis reports Recommended strategies to solve issues to the Board of Directors and implemented with management team Overseeing the management of all movable and non-movables assets Managed the establishment and implementation of company policies.

Confidential

Jnr Business Analyst

Responsibilities:

• Prepared daily KPI reports identifying budget variances and presented them in daily strategy meetings,
• Prepared and periodically updated the rolling forecast of the KPI budgets,
• Provided analytical support, ad-hoc analysis reports and identified areas for further review,
• Undertook special projects and solved complex issues relating to business processes,
• Developed annual financial budgets for each department,
• Reviewed company payrolls and reconciled benefits account.