Shadi Darroudi
Redditch,UK
Summary
A highly motivated finance graduate, seeking a challenging finance opportunity, possessing experience in finance and sales roles. Dedicated to establishing and maintaining successful client relationships. Experienced in working independently and constructively as a team. Confident in managing new challenges in fast-paced environments.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work history
Accounts assistant
Robert Oulsnam & Company Ltd
Barnt Green, Worcestershire
2025.10 - Current
- Conducted bank reconciliations regularly to maintain accurate records.
- Liaised with clients regarding overdue payments, facilitated swift resolution of issues.
- Coordinated with various departments regarding invoicing matters, resolved queries efficiently.
- Improved accuracy of financial data by conducting thorough checks and balances.
- Assisted senior accountant for audit preparation.
- Calculated service charges which were owed by clients and prepared invoices and distributed statements.
- Decreased errors in payroll processing with meticulous review of data.
- Processed telephone payments for clients and provided an excellent standard of customer service.
- Uploaded invoices using CFP and processed them through Barclays banking.
- Calculated expenditures in comparison to budget targets and reported on overages.
Project administrator
AFH Wealth management
Bromsgrove, Worcestershire
2024.11 - Current
- Assessed fact find attitude to risk and annual suitability review questionnaire documents to ensure that a strong financial plan is put into place.
- Ensured all client data is accurate and up to date by updating all administration systems.
- Researched and reviewed, where necessary, new and existing legislation and technical, product information.
- Tagged and linked the correct documents for the current year and identified missing documents and updated the names of any documents named incorrectly using xplan.
- Prepared the appropriate correspondence to clients and providers including formal documents, letters and forms.
- Completed the annual review of the ASR letter to be sent by post using xplan to generate the document and load the new thread for the client.
- Completed training on AFH group procedures and standards in relation to money laundering, data security and confidentiality and to complete training and assessment as required.
Accounts assistant
Waterstone’s Finance- Olton, Solihull
Solihull, UK
2023.12 - 2024.04
- Processed tax invoices on the control log using a specific elemental structure and identified the correct tax codes and document codes
- Created a weekly insurance log of insurance invoices using coda and also analyzed the previous year’s values compared to the current year’s
- Identified the correct document number for vat receipts and processed them on coda using the vat journal feature
- Processed turnover rent and bid invoices using the property invoice application on coda
- Used Sage to upload final accounts for month/year end and used it to prepare internal monthly management accounts
- Made journal transactions in order to post corrections in the books of account.
- Prepared Excel spreadsheets to track banking transactions and financial performance.
- Calculated bills owed by customers, prepared invoices and distributed statements.
Sales manager
Sobha Realty
Dubai, UAE
2023.07 - 2023.10
- Built and maintained strong relationships with a network of brokers and real estate agencies
- Informed and explained to brokers and clients, the products and services, offered by Sobha
- Collaborated closely with channel relations
- Developed in depth knowledge of the properties, which were offered by Sobha
- Analyzed market trends locally and internationally in order to prospect potential clients
- Delivered informative presentations to real estate agencies.
- Maintained regular contact and strong relationships with existing customers by providing comprehensive support.
- Achieved exceptional client satisfaction feedback and ratings.
Property Consultant
New Way Real Estate
Dubai, UAE
2022.11 - 2023.06
- Coordinated appointments with prospective buyers to showcase properties
- Generated lists of properties compatible with buyers' needs and financial resources
- Showed residential properties and explained features, value and benefits of available homes
- Counseled new buyers to enhance sales opportunities
- Answered phone calls and emails from potential and existing customers
- Developed in depth knowledge of off plan properties with a broad range of developers in Dubai
- Developed and maintained successful relationships with clients
- Established a valuable network of brokers from different developers and agencies.
- Built centralised CRM strategy designed to engage, convert and retain customers in line with targets.
Frontrunner business analyst
University of Essex
Colchester, UK
2021.03 - 2021.12
- Analysed high volumes of data using statistical techniques and producing detailed reports on findings
- Conducted detailed research in order to keep databases up to date
- Contributed to the creation of surveys and computing the feedback into the university's data systems
- Produced comprehensive written reports on findings and data solutions to present to the relevant departments
- Communicated effectively with colleagues to understand the department needs and addressing any queries.
Education
Bachelor of Science - Banking and Finance
University of Essex
2017.01 - 2020.01
Diploma of Higher Education - Business
Birmingham Metropolitan College
2016.01 - 2017.01
GCSEs -
St. Augustine’s Catholic High School
2012.01 - 2013.01
Skills
- Communication
- Analytical Reasoning
- Attention to detail
- Problem solving
- Target driven
- ACCA exemptions in BT, MA and FA modules
- Applied Quantitative methods Q step programme: achieved with degree
- Proficiency in Microsoft excel, with the ability to use VLOOKUPs and pivot tables Achieved credential from online excel programme
- Working knowledge of Python and SQL
Timeline
Accounts assistant
Robert Oulsnam & Company Ltd
2025.10 - Current
Project administrator
AFH Wealth management
2024.11 - Current
Accounts assistant
Waterstone’s Finance- Olton, Solihull
2023.12 - 2024.04
Sales manager
Sobha Realty
2023.07 - 2023.10
Property Consultant
New Way Real Estate
2022.11 - 2023.06
Frontrunner business analyst
University of Essex
2021.03 - 2021.12
Bachelor of Science - Banking and Finance
University of Essex
2017.01 - 2020.01
Diploma of Higher Education - Business
Birmingham Metropolitan College
2016.01 - 2017.01
GCSEs -
St. Augustine’s Catholic High School
2012.01 - 2013.01