Financial Analyst Relationship Manager

Highly-motivated and self-directed financial analyst, with a diverse

educational background, focused on improving the financial status of the company.

PROFESSIONAL SUMMARY

Bank Of America - Financial Analysis & Monitoring

St Louis, MO • 02/2020 - Current

Bank Of America - Relationship Manager

St Louis, MO • 07/2017 - 04/2019

Bayer Pharmaceuticals - Financial Analyst LE Controlling

(Internship)

St Louis, MO • 05/2019 - 12/2019

WORK HISTORY

Creating reports on financial performance and prepare for regular leadership reviews.

•

Analyze current and past financial data and performance to make recommendations.

•

• Recorded inventory sales into organization's weekly income report. Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.

•

Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.

•

Built and maintained relationships with new and existing clients while providing high level of expertise.

•

Generated new business and referral clients in partnership with financial advisors and branch team.

•

Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

•

Developed and analyzed various budgets and performed financial statement analysis.

•

Participate in short term projects across the organization to better leverage capabilities and expertise of the Management Accounting teams.

•

Responsible for working closely with various functions at the production facilities and corporate to ensure financial accuracy of production units supported.

•

Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.

•

SKILLS

• Strong Excel and Microsoft Office skills

• Data management

• Budgeting

• Forecasting trends

• Sales expertise

• Financial Management

Maryville University of Saint Louis

St Louis, MO • 12/2020

Bachelor of Science: Accounting

EDUCATION

• Graduated cum laude

• Member of the American Accounting Association (AAA) QuickBooks Certification

Excel Power User.

Credential ID: 30416982

Bloomberg Terminal.

Credential ID :30659690

CERTIFICATIONS

WEBSITE.

• https://www.linkedin.com/in/ali-khaled-2b5a7a120/ ALI KHALED E: **.******.***@*****.***

P: 314-***-****

A: St Louis, MO 63123

Contact this candidate