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Financial Analyst Customer Service

Location:
Vaughan, ON, Canada
Posted:
January 29, 2024

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Resume:

RACQUEL M. PEÑAMANTE

** ******* **, ***** ******* L6A 3V8

647-***-**** l ad26zm@r.postjobfree.com

January 29, 2024

Re: Financial Analyst

Dear Ma’am/Sir:

I am writing to express my sincere interest in applying as a Financial Analyst . I am eager to present my strong educational background, professional experience and commitment to contribute to the success of your company.

I completed with Honours the program Business Accounting program at Centennial College, Scarborough, Ontario where I acquired a foundation in accounting principles and financial analysis necessary for a Financial Analyst.

During my studies, I gained practical experience at Mercury Tax in Vaughan, Ontario, where I worked part-time. This experience allowed me to develop skills in bookkeeping, reconciling financial statements, and preparing tax returns for clients.

Currently, I am employed at Money Mart, where I am able to further hone my financial skills and enhance customer service. This experience has provided me with valuable insights into financial transactions, client interaction, and accuracy in financial processes.

In addition, I have seventeen years of extensive professional experience in the banking industry in the Philippines. I have an extensive experience with credit and account management. I am confident that my passion for excellence and great customer service make me a valuable candidate for the position.

Attached is my resume, which provides further details about my professional experience, educational background, and relevant skills for your perusal.

I look forward in contributing to the success of your company. Thank you so much.

Sincerely,

Racquel Peñamante

Racquel M. Peñamante

39 Bachman Dr, Maple Ontario L6A 3V8

647-***-**** l ad26zm@r.postjobfree.com

I am an honest, dedicated, service-oriented, and organized individual with a profound commitment to achieving excellence. For 17 years, I have accumulated invaluable experience in accounting, marketing, and customer service in one of the top financial institutions in the Philippines. My skills include proficiency in tax filing, bookkeeping, various financial services and great customer service.

HIGHLIGHTS OF QUALIFICATIONS

Completed with Honours the program Business Accounting at Centennial College

Financial Acumen, risk management expertise, regulatory compliance knowledge, client relationship skill

Maintained and prepared bookkeeping records of all income, purchases and expenses of clients

Knowledgeable in personal tax returns

Proficient in financial and accounting reports

With passion for excellence

Knowledgeable in Accounts Receivables/Accounts Payable

PROFESSIONAL EXPERIENCE

Financial Sales Representative

National Money Mart, Vaughan, Ontario

October 3, 2022, up to present

Ensures risk assessment in issuing loan applications, cheque cashing and MasterCard account opening

Contacts customers with past due balances and negotiates payment terms and schedules

Handles cash for loan and bill payments

Processes Western Union transactions

Contributes to the store profitability goals

Provides quality and reliable customer service

Accounting Assistant- Part Time

Mercury Tax, Vaughan, Ontario

January 2023 up to present

Prepares tax returns of clients

Reconciles accounts and expenses of corporate clients

Bookkeeping

Payroll

Service Manager/Branch Operations Head

Rizal Commercial Banking Corporation, Philippines

December 1, 2017 To July 15, 2022

Achieved satisfactory audit rating in accordance with bank's policies

Maximized profit and reduced expenses through analysis and expense projections

Presented a solid Branch Financial Statement through proper bookkeeping

Attained customer satisfaction and controlled customer complaints

Developed strategies in supervising bank personnel

Exceeded assigned quota in selling the products and services of the bank such as personal loans, housing loans, car loans, insurance and credit cards

EDUCATION

BUSINESS ACCOUNTING Sept. 2022 to Dec. 2023

Centennial College-Scarborough, Ontario

With Honours

BACHELOR OF SCIENCE IN COMMERCE-Major in Banking and Finance June 1996 to March 2000

St. Louis College, Philippines

Graduated Cum Laude

SKILLS

Microsoft

Quick Books

Organized

Attention to details

Professional Discipline



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