Financial Reporting Planning

CELINE JAMES

Greater Toronto Area, Ontario, Canada

**********@*****.*** +1-416-***-****

SKILLS

Technical Skills: Financial Modelling Data Analysis Microsoft Package Financial Reporting, Investment Analysis Budgeting Risk Management Accounting Software. Soft Skills: Strategic Planning Client Relationship Management Problem-Solving Communication Time Management.

EDUCATION

DURHAM COLLEGE Jan. 2023-Apr. 2024

FINANCE (4.0 GPA)

• Comprehensive knowledge in financial management, budgeting, and financial analysis.

• Hands-on experience with financial reporting, strategic financial planning, and accounting software.

• Honours: Top 3 in Marketing Competitions, College Honour Roll. WORK EXPERIENCE

CHATTERS LIMITED PARTNERSHIP July. 2023 – Present

Customer Service Representative

● Designed and managed retail operations, resulting in a 15% increase in customer satisfaction scores.

● Conducted retail sales, contributing to a 10% sales increase month-over-month.

● Managed customer interactions through Microsoft Outlook, enhanced operational efficiency by 20%. WORLD FINANCIAL GROUP Dec. 2023 – Present

Financial Advisor

● Provided personalized financial planning and investment strategies to clients, leading to a 25% increase in client portfolio value.

● Conducted in-depth financial analysis, identifying profitable investment opportunities for clients.

● Maintained client confidentiality while managing financial documents and reporting. JASON SINGH FINANCIAL SERVICES July. 2022 – Jan. 2024 Administrative Assistant

● Managed office relations, including scheduling, correspondence and document management, improving overall efficiency by 30%.

● Prepared financial reports, budgets and invoices, ensuring accuracy and timely submission.

● Assisted in the coordination of projects and events, leading to successful execution within budget and deadlines.

● Utilized Microsoft Excel for data entry and analysis, contributing to more informed decision-making processes.

● Maintained confidentiality and handled sensitive information with discretion.

● Filed the taxes and reconciled bank transactions with receipts. CERTIFICATION

MICROSOFT PACKAGE CERTIFICATION

INTERESTS

Reading Watching documentaries Research Volunteering Travelling

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