EMEA Tax Analyst

• Jul 2021 - Present

EMEA Tax Analyst Intern

• Jan 2021 - Jun 2021

Investment Analyst

• Oct 2020 - Jan 2021

▹ Operating a real-life financial portfolio under the guidance of industry experts, the Trinity SMF is a non-remunerated organization with long-only equity portfolio of €250,000 managed by students. ▹ Involved in the development of the investment strategy of the fund by working with a team of 30 analysts in the discretionary sector. ▹ Conducted researches and evaluated potential investments, identified medium-to-long term profitable stocks to be added to the portfolio. ▹ Gained key skills in valuations and financial analysis using DCF’s and Comparable Multiples and delivered bi-weekly stock pitch to the financial sector and Investment Committee. Show less

Customer Service Representative

• Dec 2014 - Dec 2020

◉ Worked in different businesses while studying full-time, providing customer service support: Leeson Inn, Mercy International Centre, Foodie Cafe and Catering, Subway, and West Wood Club. ▹ Provided professional, friendly, and efficient customer service, anticipating customers’ needs. ▹ Identified and assessed customers’ needs to achieve satisfaction. ▹ Handled customer complaints, provided appropriate solutions and alternatives within the time limits, and followed up to ensure resolution. ▹ Escalated all complex issues and appealed to management appropriately for follow up. ◉ Achievements: ▹ Ensured the extra mile was taken in order to meet the targets and deliver great results. ▹ Accurately completed inventories and provided reports to management. Show less

Treasury Operations Analyst

• Sep 2012 - Aug 2014

▹ Managed orders and executed cash, foreign exchange bonds, and derivative transactions. ▹ Created procedures for internal and external auditing purposes. ▹ Assured legal compliance guidelines relative to banking products and trade operations. ▹ Promoted continued education on current banking products and services. ▹ Analyzed documents, clearances, certificates, and approvals from local, state, and federal agencies. ◉ Achievements: ▹ Maintained friendly and professional client interactions, communicating properly, and anticipating needs regarding invoice and payment discrepancies. ▹ Maximized work in a timely manner providing exceptional support to the department by servicing customer calls, promptly resolving customer issues, and following up with stakeholders. ▹ Developed and implemented strong controls to transactions in cooperation with external auditors during reviews and audits. ▹ Held confidential information safe, including pay rates, transactions, and bank account numbers. Show less

Financial Analyst

• Nov 2009 - Aug 2012

▹ Monitored and analyzed financial, statistical, and operational data trends. ▹ Built and maintained databases for forecasting future financial performance. ▹ Produced financial reports to the board of directors. ▹ Created precise and accurate models, charts, and reports. ▹ Participated in monthly meetings with directors to analyze spending and financial decisions. ◉ Achievements: ▹ Demonstrated leadership initiative by working closely with management controller, managing projects, supervising and training interns. ▹ Generated budgets and forecasts for the management team, as well as reviewing and assisting with monthly bank reconciliations. ▹ Provided key indicators to month-end and year-end close reports, financial statement preparation, and budget variances, assisting the management and Finance team to resolve variances. ▹ Interacted with different departments to evaluate and validate financial information. Show less

Sales Representative

• Nov 2006 - Nov 2009

▹ Oversaw current sales and promotions, policies, payment, exchanges, and security practices. ▹ Generated monthly and annual inventory. ▹ Responsible for orders and maintaining inventory of supplies on a daily basis. ◉ Achievements: ▹ Led the sales team to exceed sales target by over 20% for two consecutive years. ▹ Processed cash and credit payments rapidly and accurately. ▹ Provided training to the team, supervised staff, and guaranteed that the appropriate information and procedures were shared. ▹ Improved customer satisfaction due to a closer follow up of each case, accelerating the process of solving issues and exceeding expectations. Show less