Administrative Assistant /Financial Analyst / Banking

MAURICIO ROESE

Toronto, ON M*S *H* 647-***-**** **********@*****.***

PROFESSIONAL SUMMARY

Dynamic, adaptable, and solutions-driven Professional with an academic foundation in Administration Business and over 12 years of experience in banking processes, administration and analysis. Offering robust analytical, design, and organizational skills coupled with a strong ability to provide high level of administrative support and build relationships. Highly organized and focuses on achieving results and accomplishing goals. Proven history of successfully delivered services across multiple financial institutions and I.T. sector. Strategic problem-solver with an impressive record of identifying needs and introducing lasting solutions that satisfy immediate and long-term objectives. Confident communicator who effectively exchanges complex data through professional collaboration with diverse stakeholders.

KEY STRENGTHS & SKILLS

Banking processes & Services

Fraud prevention & Money laundry

Negotiation & Reconciliation

Forecasting & Estimations

Risk Management

Portfolio Management

Contracts & Negotiations

Regulatory Compliance

Budget & Inventory Control

Customer Relationship

Fluent in Portuguese

Intermediate in Spanish

Computer Skills: Microsoft Excel Microsoft Word Microsoft PowerPoint Microsoft Access Microsoft Project Microsoft Visual Studio Outlook Express Explorer Linux CRM Internet Explorer VBA VOXCO

PROFESSIONAL EXPERIENCE

Market Research Interviewer Numeris – Toronto, ON Jan 2018 to Nov 2018

•Conducted surveys over the phone for Canadian Broadcasters daily basis

•Entered survey responses into a computer and submitted through VOXCO

•Assisted in the preparation of regularly scheduled reports

Key Achievement:

Scored 100% quality level from data extracted in monitored calls

Peaked 100% of attendance in shifts both regular and overwork optional periods

Business Analyst Lydians – Information Systems – Porto Alegre, Brazil Jun 2014 to Mar 2017

•Supported project managers from multiple departments, customers and associates, tracked root cause of errors, presented solutions based on customer requirements for ERP modules such as payments processing, credit, accounting and receivables

•Researched and compiled information for routine and complex reports from financial institutions, provided detailed documented according to knowledge database through Macros, Pivot Tables and user manuals

•Scheduled and coordinated special assignments and workflows, maintained filing systems, including detailed documentation information with respect to ERP modules

•Provided general support to visitors such as logistics, travel planning, training, and face-to-face presentations of products and services through MS Power Point

•Provided consulting about banking processes and financial analysis in the development of tools for software intended for Banking and Financial Institutions, regarding legislation and financial transactions aspects

Key Achievements:

Made recommendations to consolidate and update business process through training, workshops and communication between the end user communities, generating save time 40% for delivery process

Reduced operational costs in 15% and increased improvement of work methods, reducing 25% of usual working time

MAURICIO ROESE

Page 2-647-***-**** **********@*****.***

PROFESSIONAL EXPERIENCE CONT’D

Account Manager / Financial Analyst SICREDI Cooperative Bank – Porto Alegre, Brazil Apr 2010 to Feb 2014

•Led a profit grown directed profitable growth by providing analysis of results, tracking new metrics for the team, contributed to the achievement of branch business objectives by meeting or exceeding sales goals

•Financial advisement in investment board – funds, stock market, capital investment, exchange

•Developed operating plans, identifying customer needs and prospected new business opportunities

•Sold financial products in several segments as credit operations, chequing accounts, saving accounts, credit cards, leasing, insurance, exchange and health plans

Key Achievements:

Awarded as best customer portfolio management in 5 different seasons, with growth incoming exceeding 50%

Increased customer portfolio from 450 to 800 customers and 210% of profitability

Credit Risk Analyst Santander Bank – Porto Alegre, Brazil Nov 2007 to Jan 2010

•Advice and support for the commercial operators and senior managers for bank credit, customers and partners

•Developed and improved financial processes, management reporting tools, budgeting and estimating processes

•Used analytical skills and presented recommendations regarding company’s interests in order to minimize losses and optimize risk, fraud prevention

•Collected and provided modeling and analyses of structured data used for major business initiatives and minimized risks on fraudulent transactions

Key Achievements:

Awarded as the best result of debtors and pendency portfolio index in Brazil, peaking 0.8% in the season and increasing of 35% in the total monthly value renegotiated;

Integrated the board team of Social Responsibility Programs developing projects for charity and sustainability

Administrative Assistant Bank of State of Rio Grande do Sul – Porto Alegre, Brazil Jun 2005 to Oct 2007

•Supported Account Managers through contracts, reports, and documentation analysis

•Handled incoming mail in effective way

•Answered and directed incoming calls, helped customers with financial issues clarifications

•Received and made payments for both internal and external clients, maintained filing systems and databases

•Compiled information from various sources and utilized the information generating reports for general managers

•Ordered office supplies, negotiated deadlines and payment conditions,

•Reported branch monthly expenses through reports and analysis

•Budgeted and devices maintenance such as printers, faxes, and ATM

Key Achievements:

Reduced by 25% the total expenses about supplies

Reduced and optimized by 20% time spent in devices maintenance

EDUCATION & PROFESSIONAL DEVELOPMENT

Business Diploma Degree Seneca College - Toronto, ON 2018

Bachelor’s Degree in Administration FEEVALE University – Porto Alegre, Brazil 2010 (Assessed by WES equivalent to a Bachelor’s degree four years)

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