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Financial Analyst Accounts Payable

Location:
Bronx, NY
Posted:
August 30, 2024

Contact this candidate

Resume:

Habibur Rahman

Bronx, NY

*************************@*****.***

+1-929-***-****

Work Experience

Accountant/Financial Analyst

Primerica - New York, NY

August 2023 to Present

• Present and sell insurance policies to new and existing clients

• Develop and calculate suitable plans based on clients' needs

• Resolve client inquiries and complaints

• Expand business reach through networking techniques

• Comply with insurance standards and regulations

• Track and identify areas of improvement

• Generate daily and monthly reports.

• Collected money from outstanding accounts

• Generate daily cash and billing total reports.

• Manage all accounting transactions.

Leadership Activities & Volunteer Experience

The Braven Accelerator - New York, NY

January 2023 to May 2023

• Developed workforce skills such as leadership, operating and managing, communicating & networking, working in teams, and problem solving by completing a 15-week leadership and professional development course.

• Designed a career plan by outlining 7 specific, short-term goals using the SMART goals method and identifying possible obstacles, strengths and support systems to help achieve each goal. Accountant/Bookkeeper

Intuit Academy - New York, NY

December 2022 to January 2023

• Managed the company's financial records and transactions by reconciling X number of accounts per month, ensuring accuracy and compliance with regulations, resulting in a 99% error-free record.

• Prepared monthly financial reports and statements, including income statements and balance sheets, using advanced software and analytical skills, resulting in a 20% reduction in reporting time.

• Assisted with budget planning and forecasting by analyzing X years of financial data, identifying trends and areas for improvement, and implementing cost-saving strategies that resulted in a 15% reduction in expenses.

• Collaborated with cross-functional teams, including sales and marketing, by providing financial insights and recommendations that supported decision-making and improved profitability, resulting in a 10% increase in revenue.

• Managed accounts payable and receivable processes by ensuring timely payments and collections, negotiating with vendors and clients, and maintaining positive relationships, resulting in a 95% on-time payment rate and a 20% reduction in outstanding balances.

• Maintained and updated the general ledger by recording and classifying transactions, verifying the accuracy of data, and reconciling discrepancies, resulting in a streamlined and efficient system that saved X hours per week.

• Provided exceptional customer service by responding to inquiries and resolving issues related to financial transactions, resulting in a 98% satisfaction rate among clients and stakeholders.

• Stayed up-to-date with industry trends and regulations by attending seminars and training sessions, obtaining a professional certification in bookkeeping, and implementing best practices that improved efficiency and compliance.

• Generate daily and monthly reports.

• Collected money from outstanding accounts

• Generate daily cash and billing total reports.

• Manage all accounting transactions.

• Prepare journal entries & account analysis for month end closing.

• Provide support to the accounting and legal staff.

• Reconciled monthly and daily reports and deposits.

• Handle monthly, quarterly and annual closings.

• Ensure timely bank payments.

Education

Bachelor's degree in accounting

CUNY Lehman College - Bronx, NY

January 2022 to May 2023

Bachelor's degree in accounting

CUNY Bernard M Baruch College - New York, NY, US

January 2021 to December 2021

Associate Degree in Accounting

Bronx Community College - Bronx, NY, US

January 2019 to December 2020

Skills

• Written

• Project Management

• Debits and Credits

• Invoicing

• Salesforce

• PowerPoint

• Tax forms

• Data Analysis

• Regulatory filings

• Time Management

• Excel

• Critical thinking

• Data Entry

• Microsoft Office

• Financial reporting

• Budgeting

• Bookkeeping

• Error Detection

• Certified Bookkeeper

• Problem Solving

• Proficiency in Accounting Software

• Billing

• Communication

• QuickBooks

• Accounts payable and receivable

• Customer Service

• Teamwork

• Tax Calculations

• Multitasking

• Financial Statements

• Word

• GAAP

• Sales

• General Ledger

• Attention to detail

• Verbal Communication Skills

• Leadership

• Financial modeling

• ERP Software

• Payroll

• Financial Statement Preparation

• Business Analysis

• Office Management

• Tableau

• Microsoft Dynamics GP

• Profit & Loss

• Tax Experience

• General Ledger Reconciliation

• Journal Entries

• Account Reconciliation

• Bank Reconciliation

• Financial Analysis

• Balance Sheet Reconciliation

• Accounting

• Financial report writing

• Investment Banking

Links

https://www.linkedin.com/in/habibur-rahman96

Certifications and Licenses

Certified Bookkeeper

January 2023 to Present

Name:

Intuit Academy Bookkeeping Specialization

Issuing Organization:

Coursera

Issue Date:

January 2023

Expiration Date:

This certification does not expire

Credential ID:

QHA4S3RK75LY

Credential URL:

https://www.coursera.org/account/accomplishments/specialization/certificate/QHA4S3RK75LY Creating a Budget with Microsoft Excel

June 2023 to Present

Name:

Creating a Budget with Microsoft Excel

Issuing Organization:

Coursera

Issue Date:

June 2023

Expiration Date:

This certification does not expire

Credential ID:

AM7PQJAXERLR

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/AM7PQJAXERLR Forensic Accounting and Fraud Examination

January 2023 to Present

Name:

Forensic Accounting and Fraud Examination

Issuing Organization:

Coursera

Issue Date:

January 2023

Expiration Date:

This certification does not expire

Credential ID:

R38PSRNEWUE3

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/R38PSRNEWUE3 Analyze Apple's Stock and Financials with Bloomberg Terminal January 2023 to Present

Name:

Analyze Apple's Stock and Financials with Bloomberg Terminal Issuing Organization:

Coursera

Issue Date:

January 2023

Expiration Date:

This certification does not expire

Credential ID:

G95SP5HU9P6V

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/G95SP5HU9P6V Fundamentals of Finance

May 2023 to Present

Name:

Fundamentals of Finance

Issuing Organization:

Coursera

Issue Date:

May 2023

Expiration Date:

This certification does not expire

Credential ID:

JH6DC3XYGEQ4

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/JH6DC3XYGEQ4 Financial Accounting

May 2023 to Present

Name:

Introduction to Financial Accounting

Issuing Organization:

Coursera

Issue Date:

May 2023

Expiration Date:

This certification does not expire

Credential ID:

FEBUELASCFSP

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/FEBUELASCFSP Investment Banking and Financial Analysis and Valuation January 2023 to Present

Name:

Investment Banking: Financial Analysis and Valuation Issuing Organization:

Coursera

Issue Date:

January 2023

Expiration Date:

This certification does not expire

Credential ID:

G2AAHX9ZVY52

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/G2AAHX9ZVY52 Financial Statement Analysis

January 2023 to Present

Name:

Financial Statement Analysis

Issuing Organization:

Coursera

Issue Date:

January 2023

Expiration Date:

This certification does not expire

Credential ID:

EJKWY4WWJHYZ

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/EJKWY4WWJHYZ Cost Accounting

June 2023 to Present

Name:

Cost Accounting Specialization

Issuing Organization:

Coursera

Issue Date:

June 2023

Expiration Date:

This certification does not expire

Credential ID:

VR6PZEVE7V53

Credential URL:

https://www.coursera.org/account/accomplishments/specialization/certificate/VR6PZEVE7V53 U.S. Federal Taxation

June 2023 to Present

Name:

U.S. Federal Taxation Capstone

Issuing Organization:

Coursera

Issue Date:

June 2023

Expiration Date:

This certification does not expire

Credential ID:

DJ4AL5WDNNEV

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/DJ4AL5WDNNEV Private Equity and Venture Capital

June 2023 to Present

Name:

Private Equity and Venture Capital

Issuing Organization:

Coursera

Issue Date:

June 2023

Expiration Date:

This certification does not expire

Credential ID:

AD3QF6QZ8K7W

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/AD3QF6QZ8K7W U.S. Federal Taxation

June 2023 to Present

Name:

U.S. Federal Taxation Specialization

Issuing Organization:

Coursera

Issue Date:

June 2023

Expiration Date:

This certification does not expire

Credential ID:

8PRRAJ8ZSRRN

Credential URL:

https://www.coursera.org/account/accomplishments/specialization/certificate/8PRRAJ8ZSRRN Introduction to Finance and Accounting

June 2023 to Present

Name:

Introduction to Finance and Accounting Specialization Issuing Organization:

Coursera

Issue Date:

June 2023

Expiration Date:

This certification does not expire

Credential ID:

VHPDBWHLWGAT

Credential URL:

https://www.coursera.org/account/accomplishments/specialization/certificate/VHPDBWHLWGAT Introduction to Corporate Finance

June 2023 to Present

Name:

Introduction to Corporate Finance

Issuing Organization:

Coursera

Issue Date:

June 2023

Expiration Date:

This certification does not expire

Credential ID:

T67JUPEFQVVJ

Credential URL:

https://www.coursera.org/account/accomplishments/certificate/T67JUPEFQVVJ



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