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Financial Assistant Analyst Resume

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Pleasanton, CA

SKILLS:

  • EViews
  • Excel
  • R
  • R OG0­041 Open FAIR

PROFESSIONAL EXPERIENCE:

Financial Assistant Analyst

Confidential, Pleasanton, CA

Responsibilities:

  • Create and maintain trade promotions in SAP ERP software using customer event details in Confidential Sales Data Planner.
  • Build working relationship with Sales Managers; analyze and communicate contract exceptions via weekly spreadsheet reports and own resolution of issues.
  • Assist the finance team to initiate financial trade accruals by ensuring correct financial information and confirming guidelines.
  • Collaborate with Sales finance team to develop summaries of SAP transaction reports by importing data from text files, Confidential sales planner queries and other Confidential databases.

Junior Tax Associate

Confidential, Santa Clara, CA

Responsibilities:

  • Assisted in the preparation of individual tax returns by inputting client information using Intuit Confidential Software.
  • Generated quotations for new clients using proprietary spreadsheet.

Administrative Assistant

Confidential, San Jose, CA

Responsibilities:

  • Managed administrative duties such replying and automating emails and appointment times with Confidential Suite.
  • Assisted faculty members with projects of varying scope, ranging from creating presentation slides to assembling learning outcomes.

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