A certified finance and accounting professional with focus on optimising business performance through planning and execution. An excellent communicator, working diligently with customers as well as internal team members. More than five years of experience in finance, banking, and retail investment verticals. Hands on with financial analysis, modelling, forecasting, budgeting, and reporting. Dedicated to help improve financial wellbeing with data-driven insights.
Certifications
• Attended campus-based events to represent international centre and reach out to potential students.
• Mentored group of international students to develop skills and maximise potential.
• Registered international students on database to maintain accurate information.
• Managed over 25-30 phone calls per day and email enquiries and directed messages to designated recipients.
• Coordinated orientation and informational sessions to welcome incoming students.
• Engaged students with campus activities to increase attendance.
• Created and maintained production process reports for quality check assessments.
• Advised clients regarding stocks, bonds, and commodities to provide investment education.
• Managed client specific teams as well as business process teams.
• Investigated customer queries to provide timely financial solutions.
• Advised clients on financial products as per requirements to achieve corporate revenue targets.
• Supported regulatory compliance with strict adherence to Bank Secrecy Act, Anti Money Laundering and OFAC regulations.
• Collected metrics and identified data points to suggest areas for process improvements.
• Executed sensitivity and scenario analysis to detect risks.
• Utilised financial modelling to predict outcomes.
• Structured financial details using data and graphs to negotiate with clients.
• Consistently met service quality targets by maintaining in-depth knowledge of bank products, services, and best practices.
• Ensured security and confidentiality of client’s data and bank assets, adhering to bank security policies across all tasks.
• Decreased dependence on vendors by 15% by initialising innovative ideas in process.
• Cashed cheques and updated customers on processing turnaround times.
• Balanced accounts and researched outages to minimise financial discrepancies.
• Monitored vendor performance and SLA along with providing feedback and training on process and information security requirements.
• Supported bookkeeping activities to maintain accurate and up-to-date records.
• Developed solid working relationships with clients using exceptional communication skills. • Managed time strategically to prioritise urgent tasks.
• Liaised with internal teams to resolve payment queries.
• Employed Microsoft Excel skills to organise and analyse large data sets.
• Demonstrated superior numeracy and problem-solving skills to spot and rectify errors.
Service and Commitment Award (March 2020)
BPS Star Performer Award (September 2018)
BPS Star Performer Award (May 2018)