I had extensive background in financial services industry, investment accounting and real estate, from sales to back-office support and leadership.
Accumulated Skills:
- Investment Portfolio Reconciliation, Audit, Investment Corporate Action, Real Estate, Insurance, Consultative Selling, Operations, Leadership Accounting Skills: - cash and positions reconciliation, bookkeeping, financial statement preparations, bank reconciliation, billing, invoicing
Accounting Exposure:
- Portfolio Fund Managers, Middle Office, Back Office Operations, Stocks, Fixed Income Securities, Term Loans, Derivatives, Foreign Exchange, Corporate Actions, External Audit Sales Skills:
Sales Exposure:
- Consultative Selling, Life Insurance, General Insurance, Brokerage Insurance, Investment Products, Real Estate, B2B Sales, B2C Sales, Debt Collections
Leadership:
- Leadership in Multinational Insurance Company, Leadership in Real Estate Sales, B2B & B2C outbound and inbound telemarketing, Collections, Agency
Operations Skills: - Leadership, Coaching, Project Management, Lean Six Sigma, Handling Escalations, Quality Control, Resolving Technical Issues, Training, Inventory Management, Deployment, Reporting, Dashboard, Handling Meetings, Workload Assignments, Global Coordination
System Tools Exposure:
- Portia, SS&C Reconciliation, SimCorp, Bloomberg Anywhere Terminal, Quickbooks, SAP, Salesforce, Siebel, Asana, Outlook, Avaya,Ring Central, Microsoft Office, Outlook, Google Tools, Dynamic 365, Power BI, Advance Excel, LinkedIn Sales Navigator, idiCore, World Wide Ticketing Tool,Technical Operations Info Central, Fleetview, Sharepoint, Coupa, Workday,LinkedIn Learnings
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