Financial Analyst Mental Health

Afeez Opeyemi Agboola Financial Analyst Profile

adglqr@r.postjobfree.com Linkdin.com/in/adglqr@r.postjobfree.com 763-***-**** Maple Grove, Minnesota 55311

Dynamic and detail-oriented professional with progressive experience in conducting financial analysis and monitoring financial indicators to support strategic decision-making. Competent in analyzing corporate finances, managing complex projects, and providing key insights to achieve business mission. Strong ability to manage cash functionality of the bank with adequate periodic reports. Proven success in managing and building customer portfolio by offering a wide range of financial products and tailored structured solutions. Ability to analyze complex data and generate strategic reports utilizing advanced technologies to solve finance-related problems and improve forecasting. Possess a strong commitment to team environment dynamics with the ability to contribute expertise in relationship development, active listening, composition, and presentation. Areas of Expertise include:

Financial Analysis and Reporting

Credit Risk Assessment / Mitigation

Regulatory / Legal Compliance

Process Improvement / Automation

Client Acquisition and Retention

Audit Planning and Execution

Forecasting and Variance Analysis

Team Coordination / Support

Issues Identification / Resolution

Education & Credentials

Master in Business Administration HAMLINE SCHOOL OF BUSINESS St. Paul, MN 2019

Graduate Certificate – Accounting Ethics and Auditing, Colorado State University - 2019

Bachelor of Science (B.Sc.) Accounting UNAD, NGA 2015

Professional Experience

ANOKA HEALTH CENTER Minneapolis, MN 2019 to Present

Mental Health Practitioner

Manage incidental transportation while adhering to safety guidelines. Streamline and perform wide range of housekeeping tasks to expedite the workflow. Cultivate a productive and hygienic environment through instituting H&S initiatives. Support clients with conversational skills leveraging outstanding communication and interpersonal proficiencies.

Key Accomplishment:

Earned positive feedback and recognition from senior management for displaying dedication and performance excellence in client experience management.

MINNESOTA DEPARTMENT OF REVENUE St. Paul, MN 2019

Revenue Auditor

Conducted detailed analysis of accounting records and systems to ensure strict compliance applicable regulatory standards. Spearheaded the end-to-end management of income tax returns audits to ensure the accuracy and transparency of financial records, fixed assets purchase, and disposal and administration to rectify tax liabilities. Remained at forefront of evolving taxation and accounting standards to effectively analyze financial data. Reviewed taxpayer finances to assess tax liability utilizing sound understanding of interest and discount rates, valuation of securities, and amortization of disposable assets.

Key Accomplishment:

Led full life cycle management of multiple audits while finalizing deliverables within predefined time and scope constraints.

BANK OF AMERICA N.A Minnetonka, MN 2017 to 2019

Business Banker

Delivered best-in-class advisory to leading corporate enterprises to optimize performance and cultivate positive rapport. Remained abreast evolving economic trends and provided key insights to support informed investment decision making. Managed the cash position of the branch for daily, weekly and monthly vault balancing. Oversaw the activities of the branch tellers on the branch daily cash transactions and movements. Liaise with the central vault to coordinate the branch cash for adequate, regular and timely shipment. Prepared weekly, monthly and quarterly cash reports as statutorily required. Prepared the audited cash position of the branch for branch monthly reports. Monitored and manages the cash flows of the branch reports for management decisions. Led the branch’s cash management team by supervising the tellers and branch cash shipments. Formulated clients’ investment performance reports, financial document summaries, and income projections while ensuring accuracy and transparency of data. Led all facets of application processing of clients’ new and existing savings accounts, IRA, Roth, college education savings, and retirement products. Conducted extensive market research and delivered comprehensive insights to assess the profitability and growth of multiple product lines. Updated and maintained detailed investment database while ensuring strict compliance with confidentiality guidelines to safeguard vial data.

Key Accomplishment:

Exceeded sales targets and expanded customer base through providing world class client experience and customized financial solutions/products.

WELLS FARGO BANK N.A New Hope, MN 2014 to 2016

Banking Consultant

Assessed client needs and proposed results-driven merchant products, such as ADP/payroll, POS, remote deposit device, credit card processing, and FDI terminal payment device. Nurtured and strengthened lucrative relationships with existing and new clients through interactive collaboration. Cultivated positive rapport with clients’ advisors to gain sound understanding of financial goals. Performed detailed analysis of clients’ financial data to assess credit worthiness and minimize default risk. Maintained consistent coordination with cross-functional departments to acquire key financial information.

Key Accomplishment:

Administered the account opening application process for DDA, Term Deposits, Loans/overdraft, credit appraisal/ renewal of existing credit facilities while adhering to corporate policies and procedures.

STERLING BANK PLC. Lagos, NGA 2010 to 2013

Financial Analyst - Trade Services Department

Built and administered public portfolios of both marketable and non-marketable debt securities with consolidated value of $200M to drive business success. Prepared and delivered detailed cash flow analysis to ensure smooth execution of government project. Optimized utilization of finances through administering cash flow, asset and liability levels, and credit and investment income. Prepared and delivered wide range of financial reports to support executive management in informed decision making. Formulated income/expense forecasts, generated diverse reports, and orchestrated impactful investment strategies to translate business mission statement into realization.

Key Accomplishment:

Functioned in close collaboration with treasury department to trade government securities, such as bills as well as bond and treasury inflation-protected securities (TIPS) via TreasuryDirect Program.

Additional experience as Risk Analyst Credit Risk Department at Equitorial Trust Bank.

Additional Involvement

Tax Specialist, Prepare and Prosper

Technical Skills

Microsoft Office Suite, SharePoint, SAP, PeopleSoft, Gentax, QuickBooks, Swift

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