Rohan Dhillon
Coventry,Warwi
Summary
Highly analytical and adaptable individual with strong interpersonal skills and a proven track record in problem-solving and time-management. Demonstrates exceptional organisation and efficiency, with proficiency in delivering presentations and utilising Bloomberg Terminal, various accounting software and Microsoft Office. A dedicated team worker committed to leveraging skills for continuous improvement and career advancement.
Overview
7
7
years of professional experience
Work History
Accounting and Business Services (ABS) Assistant
UHY Hacker Young
Nottingham
09.2023 - 08.2024
- Prepared financial statements, VAT returns, reconciliations and general bookkeeping, ensuring accuracy and compliance with accounting standards.
- Applied analytical, problem-solving and time-management skills to meet internal and external deadlines.
- Strengthened my attention to detail and ability to interpret financial statements effectively.
- Maintained clear communication with colleagues and clients to resolve discrepancies and provide progress updates.
- Managed multiple priorities efficiently, balancing independent work and collaborative problem-solving.
- Adapted to new challenges by taking on senior-level responsibilities when required.
- Developed proficiency in Excel and worked with cloud-based accounting software such as Xero
- Presented on multiple occasions to my team, delivering our weekly '10 @ 10' meeting.
- Actively promoted work-life balance by participating in the firm's running club and a charity fundraising marathon walk
Wealth Management Advisor
Leam Financial Services
Leamington Spa
03.2023 - 03.2023
- I assessed clients' investment portfolios, evaluating whether they were aligned with their risk preference and financial objectives. I identified areas for improvement and compiled my findings into suitability reports, which were used in client-advisor meetings.
- I analysed investment performance reports to identify how client funds are invested and understand the rationale behind fund allocations. This helped me understand the key drivers of investment decisions and the impact of macroeconomic trends.
- I observed how wealth managers interacted with clients to gain insights into their needs and tailor investment strategies henceforth. I supported the team by emailing financial reports to clients and communicating with banks to solve queries.
Customer Advisor
Argos
Coventry
07.2022 - 09.2022
- Developed strong interpersonal and problem-solving skills by assisting customers with collection orders, product selection, handling queries and resolving complaints.
- Managed multiple tasks in a dynamic environment, ensuring operational efficiency whilst meeting key performance targets.
- Responsibilities included: Picking collection orders, liaising with customers, organising the stock room, packing returns and packing deliveries.
- Achieved targets for selling insurance cover on selected products.
- Processing returns in line with company policies to maintain compliance and prevent financial loss.
- Regularly documented inventory to minimise discrepancies for relevant financial reports.
Investment Banking Programme
Invest In
12.2020 - 12.2020
- Interactive live talks and simulations with investment bankers and managers
- This invaluable workshop helped to consolidate my understanding of universal banking, partaking in various tasks such as negotiating and executing our own merger & acquisition deal
Virtual Work Experience
Young Professionals
06.2020 - 06.2020
- Insightful talks from a lineup of professionals from various finance and accountancy firms, providing me an insight into the daily workings of such financial institutions.
Volunteer
British Heart Foundation
Coventry
02.2018 - 06.2018
- I volunteered at the British Heart Foundation to gain workplace experience and support the charity.
- Developed confidence, teamwork and communication skills through customer interactions and assisting with store operations.
Education
Economics with International Banking and Finance -
Nottingham Trent University
09/2021 -
A-levels - Economics, Politics, Sociology and Level 3 Mathematical Studies
Finham Park Sixth Form
Coventry 09/2019 - 07/2021
Skills
Analytical
Adaptable
Team worker
Strong interpersonal skills
Time-management
Problem-solving
Organisation and efficiency
Delivering presentations
Bloomberg Terminal
Various accounting software
Microsoft Office proficiency
Affiliations
- Fitness and Wellbeing, Food, Travel, Cars, Finance and Investing, Podcasts and Music
Languages
English
Native
Punjabi
Fluent
References
References available upon request.
Extracurricular Achievements & Certifications
- Bloomberg Market Concepts, 2024, I completed the Bloomberg Market Concepts Certification, which covered essential financial topics like: Economic Indicators, Currencies, Portfolio Management and more. This course enhanced my practical skills in using the Bloomberg Terminal by analysing market trends, interpreting economic indicators and evaluating investment opportunities.
- Bronze Duke of Edinburgh award, 2018, This award provided me with an array of skills; problem solving, communication, teamwork and resilience.
- Business Student Leader, 2018, This role involved organising events within the school to make a profit for our chosen charity. Additionally, my teamwork and leadership skills improved from this experience as I co-led the weekly team meetings, where we worked collaboratively to come up with new ideas for events.
Timeline
Accounting and Business Services (ABS) Assistant
UHY Hacker Young
09.2023 - 08.2024
Wealth Management Advisor
Leam Financial Services
03.2023 - 03.2023
Customer Advisor
Argos
07.2022 - 09.2022
Investment Banking Programme
Invest In
12.2020 - 12.2020
Virtual Work Experience
Young Professionals
06.2020 - 06.2020
Volunteer
British Heart Foundation
02.2018 - 06.2018
Economics with International Banking and Finance -
Nottingham Trent University
09/2021 -
A-levels - Economics, Politics, Sociology and Level 3 Mathematical Studies
Finham Park Sixth Form
09/2019 - 07/2021
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