Afsoon Monsefi

Team Lead, Corporate Accountant at Medavie Health Services
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Halifax, Nova Scotia, Canada, CA
Languages
  • English Full professional proficiency
  • Turkish Full professional proficiency
  • Persian Native or bilingual proficiency
  • Arabic Elementary proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Hasan Moradi

Afsoon is a perfect teammate and colleague. She is very dedicated, smart, hardworking, trustworthy and careful. I have worked with Afsoon for two years (2015-2017) in Hoerbiger and enjoyed her enthusiasm and focus for best achievements. Afsoon is brilliant and creative-minded specially for brain storming. You will enjoy her accompany on topics due to her wide ranges of ideas and different point of views. I suggest her for all finance affair topics such as financial analysis, reporting, and advising.

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Verified International Academic Qualifications
    World Education Services
    Jul, 2022
    - Nov, 2024
  • Finance Foundations: Risk Management
    LinkedIn
    Oct, 2021
    - Nov, 2024
  • Corporate Finance Foundations
    LinkedIn
    Sep, 2021
    - Nov, 2024
  • Corporate Finance: Robust Financial Modeling
    LinkedIn
    Sep, 2021
    - Nov, 2024
  • Microsoft office
    Islamic Azad University
    Aug, 2013
    - Nov, 2024

Experience

    • Canada
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Team Lead, Corporate Accountant
      • May 2022 - Present

    • Corporate Accountant
      • Feb 2022 - Present

    • Corporate Accountant
      • Oct 2021 - Feb 2022

    • Investment Analyst
      • Feb 2021 - May 2021

      Investment Analyst‐ Reviewed and analyzed financial statements and investment information on various stocks ‐ Completed fundamental analysis of industries and estimation of future profit and loss statements using daily stock and bond reports, Fundamental techniques, economic forecasts, and trading volumes‐ Prepared economic evaluation reports and business trends of financial markets‐ Provided investment proposals, presentations, and recommendations to department manager‐ Compiled advisory reports and made informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios‐ Analyzed previous investment decisions, revised and evaluated portfolio

    • Iran
    • Banking
    • 500 - 600 Employee
    • Financial Advisor
      • Sep 2017 - Mar 2021

      ‐ Assessed client needs and provided ongoing support to reach their financial goals‐ Offered sound guidance on investments and assisted clients in long-term and short-term financial planning‐ Recommended banking solutions for client’s financial or portfolio problems‐ Provided tax, income, and investment tools guidance for clients ‐ Assessed client needs and provided ongoing support to reach their financial goals‐ Offered sound guidance on investments and assisted clients in long-term and short-term financial planning‐ Recommended banking solutions for client’s financial or portfolio problems‐ Provided tax, income, and investment tools guidance for clients

    • Switzerland
    • Machinery Manufacturing
    • 700 & Above Employee
    • Financial Analyst
      • Feb 2015 - Jun 2017

      Financial Analyst & Financial Accountant‐ Prepared financial statement’s forecasts and annual budget concerning capital management and reports‐ Analyzed monthly financial statements and reconciled variances from forecasted budget.‐ Provided account analysis, financial statement analysis and forecasted monthly and yearly cash flow‐ Participated in year and month end close process and prepared trial balance, balance sheet ‐ Performed daily bank reconciliations, reconcile transactions by comparing and correcting data‐ Developed cost saving strategy and increased profit‐ Evaluated financial risks and financing scenarios

    • Junior Financial Auditor
      • Sep 2014 - Feb 2015

      ‐ Examined and analyzed journal and ledger entries, bank statements, and other financial records for clients to ensure financial recording accuracy and compliance with established accounting standards, policies, procedures, and internal financial controls‐ Prepared detailed reports on audit findings and made recommendations‐ Prepared financial statements and reports for management, shareholders, and statutory bodies ‐ Examined and analyzed journal and ledger entries, bank statements, and other financial records for clients to ensure financial recording accuracy and compliance with established accounting standards, policies, procedures, and internal financial controls‐ Prepared detailed reports on audit findings and made recommendations‐ Prepared financial statements and reports for management, shareholders, and statutory bodies

Education

  • Allameh Tabataba'i University
    Master's degree, Finance
    2014 - 2017
  • School of Economic Science
    Bachelor's degree, Finance
    2010 - 2014

Community

You need to have a working account to view this content. Click here to join now