Financial Advisor Client Relations

Salsabila Happy Dwianka

Jakarta, Indonesia +628********** ***************@*****.***

Professional Summary

Dedicated, hardworking, and committed to becoming a dependable and valuable in accounting who assist the auditing team with planning and administration of assignments who work alongside team members to prepare, monitor and analyse financial reports, business process and other documentation related to business assessments. Employment History

Consultant Associate at RSM Indonesia (August 2023 - Present)

• Assists management in identifying and prioritizing areas or processes that require audit attention and focus.

• Gain an understanding of the processes and procedures that run within the company.

• Identifies alignment, or source trouble spots, where procedures and controls are not being implemented correctly.

• Verifying whether internal controls are functioning as designed.

• Provide observations and recommend steps to improve processes and internal controls. Audit Associate at EY Indonesia (October 2022 – May 2022)

• Interact with the clients in order to collect all the necessary data/information, set-up and maintain audit files, prepare leads, etc.

• Clearly and accurately document the execution of specific audit procedures as defined by the engagement objectives, audit client's engagement history, and planned audit approach.

• Recognize potential audit issues or unusual relationships from basic analysis of the financial statements and communicate them to the assurance team.

• Prepared audit working papers and schedules to document audit evidence and conclusions.

• Processed financial transactions and maintained accurate records, resulting in the successful completion of the company’s annual audit.

Internship

Finance Intern at PT Texmura (April 2021 – June 2021)

• Provide support to credit analysts with analysis of financial information and credit reports.

• Prepare financial and collateral analysis and narration in loan reviews.

• Monitor individual loans and compile periodic reviews and analysis.

• Assist with credit presentations also include generating and analyzing reports, taking notes during meetings, preparing statements, entering data into the financial system of the company, developing and utilising spreadsheets and other computer applications, and assisting with audits.

Education

Bachelor Degree of Economoy at Tarumanagara University (August 2018 – January 2022) Finance Accounting Major

Organizational Experiences

Student Representative Council / Dewan Perwakilan Mahasiswa (July 2020 – June 2021) Universitas Tarumanagara

• Successfully restructured the student organization's budget in funding for student activities without exceeding the overall budget for Student Executive / Badan Eksekutif Mahasiwa and Student Court / Mahkamah Mahasiswa’s Reports.

• Implemented a new financial reporting system that increased transparency, making budget and expense reports

• Fostered strong relationships with university administration and external sponsors, securing increased financial support and resources for student activities.

Skills

Hard Skills:

• Financial Analysis : Ability to interpret financial statements, perform ratio analysis, and evaluate financial performance.

• Audit Techniques : Proficiency in audit procedures, risk assessment, internal controls, and audit documentation.

• Business Process Analysis : Analyzing and optimizing business processes to improve efficiency and effectiveness.

• Data Analytics : Ability to use data analytics tools (e.g., Excel, SQL, or specialized audit software) to identify trends and risks.

• Report Writing : Skills in drafting clear, concise, and accurate audit and consultancy reports. Soft Skills :

• Critical Thinking : Ability to analyze complex situations, identify key issues, and develop effective solutions.

• Problem-Solving : Creative and practical approach to resolving issues that arise during audits or consulting engagements.

• Attention to Detail : Precision in evaluating financial documents, processes, and systems to identify errors or irregularities.

• Interpersonal Skills : Building and maintaining positive relationships with clients, colleagues, and stakeholders.

• Time Management : Efficiently managing time to meet tight deadlines while maintaining high-quality work.

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