Richard

Accounting, Banking & Finance, Insurance, Operations, Sales

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Overview

Looking for full-time work (8 hours/day)

at $18.75/hour ($3,300.00/month)

Bachelors degree

Last Active

April 16th, 2024 (13 days ago)

Member Since

November 3rd, 2022

Profile Description

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

Top Skills

Accounting

Office and Administration » Microsoft Excel

Customer Support » Phone Support » English Speaking

Other Skills

Marketing » Social Media Management » Instagram marketing

E-Commerce » Inventory Management » Quality Control

Accounting » Financial Accounting » Financial Analysis

Accounting » Investment Accounting » Investment Research

Accounting » Bookkeeping

Marketing » Email Marketing

Marketing » Social Media Management » Facebook marketing

Professional Services » Management Services » Inventory Management

Customer Support » Sales Support

Accounting » Tax Preparation

Marketing » LinkedIn Marketing

Basic Information

Age
35
Gender
Male
Website
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Address
Cebu City, Cebu
Tests Taken
None
Uploaded ID
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