Created client presentations ahead of strategic meetings and pitches; prepared credit papers; analyzing client information, supporting client strategic reviews and client planning
Incorporated Environmental, Social and Governance considerations into our client solutions, ranging from sustainable supply chains to raising green bonds
Insight into how relationship bankers and broader coverage teams across geographies work with product partners and other HSBC functions such as legal, credit, and risk.
Audit, Tax & Corporate Finance
Bright Network
08.2021 - 09.2021
Internship Experience in Audit, Tax & Corporate Finance, over three days where I was able to soak up valuable information from professionals in current positions in top firms such as EY, Lloyds TSB, PwC, HSBC and BDO
Insightful, useful process made up of many videos, followed by an interesting case study task, set in a work scenario.
Investment Banking & Asset Management Intern
Bright Network
06.2021 - 07.2021
Conducted financial ratio analysis and utilized the discounted cash flow model to establish entity value
Identified three possible acquisition targets with data points to calculate takeover premiums paid
Systemically organized information using excel and informed the Managing Director over email.
Sales Associate
TK MAXX
09.2020 - 01.2021
Assess customers’ needs and aid information on product features
Suggest ways to improve sales (e.g
Planning marketing activities, changing the store’s design)
Remain knowledgeable on products offered and discuss available options
Team up with co-workers to ensure proper customer service.
Assistant Accountant
Metropolitan Sunday Football League
07.2020 - 08.2020
Responsibility for recoding and controlling for club’s income and expenditures
Communicate effectively, able to cut through and present financial data with succinct written commentary and analysis to non-financial managers
Prepared tax returns and ensured on time payment of taxes
Closely monitored income and outgoings, including rapid rectification of any discrepancies
Preparing VAT returns and Assisting with month and closure including fixed assets register and prepayments.
Accountant Assistant
AIC Clothing Brand
01.2020 - 06.2020
Liaised with various departments to confirm the accuracy of financial records
Created and reviewed statutory and monthly management accounts
Filed annual accounts and assessed tax returns
Kept records of all transactions and entered them into xero
Issuing invoices in respect of goods services provided.
Education
Certificate of Higher Education - Accounting and Finance
Middlesex University
London, UK
09.2021 - 06.2024
Level 3 Business Studies - undefined
Southwark College
London, UK
01.2019 - 04.2020
Level 2 Business Studies - undefined
Lewisham College
London, UK
01.2018 - 04.2019
Skills
Spanish (Fluent)
Italian (Intermediate)
Portuguese (Advanced)
Managing accruals and repayments
Budgeting and forecasting
Reconciling bank balances
Assisting with cash flow and forecasting
Answering purchase/sales ledger queries
Timeline
Head Start Programme Intern
HSBC
08.2023 - 10.2023
Certificate of Higher Education - Accounting and Finance
Head Start & Early Head Start Program Director at Northern AZ Council of GovernmentsHead Start & Early Head Start Program Director at Northern AZ Council of Governments