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概要
Detail-oriented Financial Analyst with background leveraging finance graduation and hands-on experience in quantitative / statistical analysis, budgeting, accounting, and forecasting. Provide robust modeling and reporting to facilitate executive-level decision making. Strong analytical skills; support operations through analysis of key performance indicators and trends. Consensus-driven communicator; liaise across various business units and promote organizational success. Tech Savvy professional.
项目
工作经历
Investment Operations and Risk Analyst
• Research, analysis, implementation, and strategy development for a broad client base, in relation to corporate action, asset allocation and portfolio development. Member of 5-person Investment Operations team actively managing operations of GBP 300 million of asset base across the market cap and client spectrum.
• Instrumental in creating business efficiency while serving as a liaison between Financial Advisors and Wealth Management Clients administering guidance on several platforms while troubleshooting complex concerns creating a quality white glove experience.
• Post-trade review and reconciliations of current day’s trades to prepare data for the next trading period. Perform required manual calculations and escalate the appropriate notification protocol to Investment Operations.
• Daily processing of cash flow activities based on client requests and execute daily trading activities, assigned value added activities and other operational services in a timely, complete, and accurate manner; work with internal and external parties to investigate questionable values.
Financial Analyst
• Methodically formulated and analyzed management accounts by each division to monitor performance. Built analytical models using both financial and non-financial data to forecast operating performance. Collected analyzed and managed quantitative data and created meaningful reports to facilitate business flow optimization.
• Review operating expense with team leaders of cost centers to ensure budgets and headcounts are on target.
• Mastered payroll processing of MTBC Group through use of ADP Workforce. Ensured compliance and resolved tax matters of company in lieu of various state regulations (filing, registration).
• Received “Employee Performance Recognition Award” for the month of October 2019.
Audit Intern
- Obtain, analyse and evaluate accounting documentation, previous reports, data, flowcharts- Prepare and present reports that reflect audit’s results and document process- Assist in developing internal audit scope and annual plans- Facilitate and execute the tasks assigned by the Chief Internal Auditor- Engage to continuous knowledge development regarding sector’s rules, regulations, best practices,tools, techniques and performance standards
Risk Intern
Operations Intern
