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Customer Service Financial Analyst

Location:
Queensland, Australia
Posted:
March 08, 2015

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Resume:

Curriculum Vitae

Ranjeet Singh

Unit *, ** Dorinda Street

Greenslopes, QLD 4120

acomws@r.postjobfree.com

042******* DOB – 06/10/1986

Academic Qualification

• Masters in Professional Accounting & Business Administration (High Distinction)

- James Cook University, Queensland, Australia. July 2012 – July 2014.

• Bachelors of Commerce (Accounting and Finance)

- Delhi University

• MS Office Fundamentals – MS Excel, Access, PowerPoint and Word.

• IELTS (Reading – 8.5, Listening – 8.5, Speaking – 7.5, Writing – 6.5).

Work Experience

StarTrack

Customer Care Professional (Sept 2014 – Jan 2015)

Job Responsibilities

• Resolving enquires on first contact with the caller.

• Dealing with customer queries, requests, orders or complaints.

• Researching required information for callers using available resources.

• Essentially receiving up to 80 incoming calls from customers, daily.

• Accurately recording details of calls and issues on logging software.

• Working on multiple screens at the same time.

• Having a professional and courteous manner at all times.

• Taking ownership on all calls and queries answered.

4 years – American Express

Lead Financial Analyst (Sept, 2008 – July 2012) Corporate Services

Job Responsibilities

• Analysing and calculating the Financial Statements (Audited, unaudited, 10-K, 10-Q, Compiled Reviewed, Company Prepared, Company Tax Returns, Personal Tax Returns and Personal Financial Statements- both fiscal year and interims, of companies (Middle and Large Segment) which are new Corporate Clients for AMEX America.

• Responsible for analysing financial information to assess Risk and Credit worthiness of Middle and Large applicants.

• Review Set up Sheets and establish corporate hierarchies.

• Setting up corporate card hierarchies and corporate card accounts.

• Generating daily account reports and ageing reports on daily basis by using MS Excel and sending the same to the team and management.

• Preparing report on weekly basis, analysing the delay in process.

• Generating weekly/monthly ageing reports, researching and analysing accounts, compiling and preparing monthly data.

• Responsible for analysing payment patterns & performance of the applicant by reviewing payment history on Siebel.

• Understand the regulatory changes being proposed by the concerned authorities.

• Study and analyse the latest regulatory changes in the area of financial risk globally.

• Prepare simplified condensed reports for ease of understanding.

• Balance sheet analysis and reporting.

• Researching and analysing financial information relating to specific companies.

• Coordinating and consolidating of annual business plans.

• Providing phone coverage by screening calls, responding to enquiries.

• Providing analytical perspectives to important strategic decisions.

Skills

• Detail-oriented Lead Financial Analyst with background leveraging professional accountant credentials and hands-on.

• Provide robust modelling and reporting to facilitate executive-level decision making.

• Strong analytical skills; support business operations through analysis of key performance indicators and trends.

• Knowledge of banking regulations and also deregulation issues.

• Understanding of banking products.

• Consensus-driven communicator; liaise across various business units and promote organizational success.

• Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access, and broad range of statistical software to Create Reports, and maintain all kinds of data as well as information strong understanding of metrics and business environment.

• History of excellence in understanding Financial Statements.

• Reporting Processes Joint Ventures and Partnerships Capital Expenditures (CAPEX) Financial Statement Preparation Multi-industry/Sector Expertise Due Diligence / Mergers Trend Forecasting - Statistical Software Tools Executive Presentations.

• Able to work under pressure - a calm, organized approach and able to prioritize.

• A self-starter with a high degree of analytical rigour.

• Good Working Interpersonal and Negotiation Skills.

• High Result Orientation.

• Verbal, Written communication including delivery of business presentation(S) to target audience.

• Ability to handle information of confidential nature, and lead implementation of Compliance as well as Work Ethics Guidelines.

Awards & Appreciation

• Selected to be a Student Mentor at James Cook University

• Student Ambassador for CPA, Brisbane

• Customer Service Award Quarter 3 2009

• Customer Service Award Quarter 2 2010

• Customer Service Award Quarter 2 2011



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