Financial Analyst

• Jul 2021 - - Kini

Investment Analyst

• Dis 2016 - - Kini

• Provide financial planning and investment advisory services.• Research and present investment strategies. • Break down carrier’s market outlook into client’s language.• Implement risk management and tax planning strategies.• Coordinate estate planning. Open, transfer, and manage client accounts.• Manage client relationships. • Develop and grow a book of business.• Prepare financial policy and procedure documentation. • Provide financial planning and investment advisory services.• Research and present investment strategies. • Break down carrier’s market outlook into client’s language.• Implement risk management and tax planning strategies.• Coordinate estate planning. Open, transfer, and manage client accounts.• Manage client relationships. • Develop and grow a book of business.• Prepare financial policy and procedure documentation.

Staff Financial Analyst

• Mac 2015 - Ogos 2021

• Cconsolidate and analyze financial data (budgets, income statement forecasts etc.) taking into account company’s goals and financial standing• Assemble and summarize data to structure sophisticated reports on financial status, budget, margin, and risks reported directly to Vise president, CFO, • Assess and improve financial models, conduct benchmark and process analysis• Track and determine financial status by analyzing actual results in comparison with forecasts• Analyze supply chain including automation enhancement, demand planning system improvement• Model forecasted demand for various customers accompany with timely and monthly forecast summarization and validation.• Conduct business studies on past, future and comparative performance and develop forecast models• Develop Company Sales Analysis dashboard• Support month end process of journal entries input and providing sophisticated general ledge reports for further financial analysis.• Gain and update job knowledge to remain informed about novelty in macro economy, market, industry and finance.

Financial Advisors

• Dis 2014 - Sep 2016

• Provide financial planning support to clients• Support investment professionals to cultivate client relationships• Prepare financial plans and check their accuracy• Respond to prospective customer queries about financial planning• Assist Senior Financial Advisors in the development plans for the company and Clients• Maintain awareness of latest legislative changes that may affect financial planning • Provide financial planning support to clients• Support investment professionals to cultivate client relationships• Prepare financial plans and check their accuracy• Respond to prospective customer queries about financial planning• Assist Senior Financial Advisors in the development plans for the company and Clients• Maintain awareness of latest legislative changes that may affect financial planning

Junior Accountant

• Ogos 2013 - Mac 2014

Responsible for billing, cash management, reconciliations, account receivable, monthly statement processing and other billing tasks and special projects as assigned by the Financial director.• Day to day collection activities by phone email to ensure the speedy collection of all accounts when due.• Review and analyze aged accounts for bad debts, reconcile accounts as necessary to resolve disputed amounts.• Processing vendor invoices and employee expense reports, participate in complex accounting activities, the month-end close process to ensure accurate, compliant and timely month-end and year-end closings.• Interface with multiple internal departments, maintain a smooth flow of communication between management and cooperators.

Company Founder & Director

• 2012 - 2013

Analyze sales data, conduct market assessment and develop business plans for attracting investment• Motivate sales force and design incentive programs to achieve short and long-term sales goals, built the steady client relationships• Manage business capitals, inventory, and staff training. Analyze sales data, conduct market assessment and develop business plans for attracting investment• Motivate sales force and design incentive programs to achieve short and long-term sales goals, built the steady client relationships• Manage business capitals, inventory, and staff training.