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Financial Analyst Customer Service

Location:
Alameda, CA
Posted:
February 24, 2024

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Resume:

FREDY S. NASHON

510-***-**** Mobile ad3vln@r.postjobfree.com Alameda, CA 94501

SUMMARY

Seasoned Financial Analyst with problem-solving expertise, strategic vision and strong communication. Finance expert with a background in quantitative/statistical analysis,Marketing & sales,budgeting, Credit analysis, accounting, and forecasting, as well as an education in Finance Management and hands-on banking and financial experiences.

IMMIGRATION/WORK STATUS – F1 STUDENT OPT (Optional Practical Training) running One year after graduation in May 2023, effectively from August 19,2023- July 13,2024.

PROFESSIONAL EXPERIENCE

Project analyst, Phil & Grace Homes Inc November 28,2023 to date.

Researching, collecting, and analyzing data for the strategic decision-making process in new project.

Coordinating projects, contributing to project planning, preparing, and maintaining documentations.

Reviewing contracts and financial information.

Monitoring project and activities and evaluating the overall business trends.

Inventory /Food Clerk, Albertsons/Safeway Oct 13, 2023 – Nov 30,2023

Keeping tracks of all supplies and determine the exact prices.

Determine the desired level of customer service, to allow cost efficient operations, and minimize/maximize the inventory management.

Forecast demand in the overall business operations.

Coordinate with vendors, check stock of items, and conduct data entry.

Project Inventory specialist, Unique Assignment Robert Half Sept 27- Sept 29,2023.

Identifying parts and equipment for inventory and documenting

Forecasting demand in the overall business operation

Determining the desired level of customer service, to allow cost efficient operations, and to minimize the inventory investment.

Track supplies and determine the exact prices.

Peer Tutor Lincoln University, Oakland, CA USA August. 2022 – May 2023.

Facilitating tutee insights into learning and learning processes.

Providing a student perspective on learning and University success.

Personalizing learning.

Promoting independence in learning.

Financial analyst Lincoln University Student services Dept., Oakland, CA USA Oct. 2021 – May 2022.

Analyze financial data and provide forecasting support.

Prepare reports and projections based on financial data.

Support creation of materials for various management reviews and meetings.

Participate in annual budget process and cost saving activities.

CEO & Co-Founder Areso Company Limited & Financial Services Tanzania Jan. 2019 – Aug. 2021

Creating and implementing the company’s vision and mission.

Communicating on behalf of the company with shareholders, government entities, and the public.

Assessing risks to the company and ensuring they are monitored and effectively minimized.

Setting strategic goals and making sure they are measurable, describable, and achievable.

Senior Credit Officer / Team Lead Access Bank Group, Tanzania July 2013- Jan. 2019

Gather data to understand the trends affecting a specific type of product, geographical region, and/or industry to help clients make important investment decisions.

Analyze financial data and provide forecasting support.

Prepare reports and projections based on financial data.

Recommend individual and collections of investments (portfolios).

Credit officer Access Bank Group, Tanzania March 2013 – June 2013

Promoting and marketing the loan products and conducting first-contact meetings with potential credit customers of the bank, in and outside the bank’s premises.

Gathering and verifying all documentations from applicant needed for credit disbursements and Evaluating loan securities, gathering, and verifying documentation of loan securities.

Appraise loan applications using professional techniques including financial ratios, business history and management ability.

Formulating proposals to the credit committee regarding credit applications in accordance with credit procedures and technology.

Junior Credit officer Access Bank Group, Tanzania May 2012 – Feb 2013

Promoting and marketing loan products and conducting first-contact meetings with potential credit customers of the bank, both in and outside the bank’s premises.

Gathering and verifying all documentations from applicant needed for credit disbursements and Evaluating loan securities, gathering, and verifying documentation of loan securities.

Appraise loan applications using professional techniques including financial ratios, business history and management ability.

Formulating proposals to the credit committee regarding credit applications in accordance with credit procedures and technology.

Assistant Field Supervisor, Data collector - United States Agency for International Development and Tanzania Bureau of Standards (USAID & TBS) Jan 2012 – April 2012

Questionnaire work ensuring the collected information are from accurate sources.

Data collections- gathering information and daily data entry and database maintenance.

Data analysis. – examining data, putting data point into a data input, and using statistical software for creating models.

Report presentations to management following reporting guidelines and regulations.

Finance and accounts Intern East Africa Sea Trade, Tanzania Oct. 2010 – Feb 2011

Maintain of account payables and receivables.

Posting transaction to various books of accounts such as general ledger.

Preparing and reviewing monthly financial statements and maintaining monthly journal entries.

Preparing sales tax returns and other financial reports as well as Store and inventory managements.

Finance and accounts Intern Orion Transport Ltd, Tanzania Feb. 2009 – July 2009

Maintain of account payables and receivables

Petty cash, bank reconciliation and cash office management.

General ledger management and Fixed asset register updating.

Statutory and taxes computations such as PAYE, SDL, NSSF, Withholding Tax and VAT and Payroll management.

SKILLS / STRENGTHS

Interpersonal communication.

Professional-grade accounting.

Leadership and Management skills

Expert-level analytical thinking and Financial Modeling.

Proficiency in Tally, and Microsoft Business Suite: Word, Excel, Power Point, et al.

EDUCATION

Certificate of course completion, Project Destined Global Academy for Successfully Completing Levels 1, 2 and 3 of the Project Destined Global Real Estate Academy Awarded on May 30, 2023

Master of Science in Finance Management, Lincoln University, Oakland, CA USA Aug. 2021 – May 2023

Bachelor of Business Accounting and Finance, Mzumbe University Morogoro Tanzania Sept. 2008- Aug. 2011

Certificate of Accountancy, Mzumbe University Morogoro Tanzania Aug. 2007 – Aug. 2008

Advanced Certificate of Secondary school Jitegemee High school Tanzania, in Math, Macro & Microeconomics -Feb 2005- Feb 2007

Certificate of secondary Education, Masonga Marist Brother Tanzania Jan 2000- November 2003



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