Bolortsetseg (Bolor) Purevragchaa

Fairfax, Virginia 22030

703-***-****

admv5t@r.postjobfree.com

*Eligible work in the US

PROFILE

Certified Public Accountant with strong skills in Strategic and Business planning and team management, Good at Pricing system and estimating units and products profits. QuickBooks Certified ProAdvisor with financial statements, bank reconciliation, accounts receivable and payable.

Skilled professional with 12+ years of experience in Budgeting, Forecasting, Financial Analysis, Cost Control, Project Accounting, Variance Analysis. Good at Financial Statements, Reconciliation, Managerial Accounting. 6 years of experience in Casualty and Property Insurance Company. Experienced in Life and Health and Annuity Insurance. TECHNICAL QUALIFICATIONS

• Knowledge of business intelligence, dashboard visualization tools, accounting software

• Excellent in Advanced Excel, spreadsheet modeling, pivot tables, and Lookups

• Certified Public Accountant

• Certified QuickBooks ProAdvisor

• Advisor of Balanced Scorecard

• Licensed Property and Casualty Insurance Agent

• Licensed Professional for Life & Health & Annuity PROFESSIONAL EXPERIENCE

Financial Controller – AUA Inc. (2020- 2021)

Responsible for analyzing financial reports and projections for accurate reporting, reviewing accounting structure and procedures on regular basis to identify areas in need of improvement

• Managed tracked and monitored business transactions

• Reconciled account balances and bank statements

• Maintained general ledger and prepared month-end close procedures

• Analyzed financial reports and ratios

• Planned, scheduled and reviewed staff’s work

• Advised and trained staff

Licensed Insurance Specialist - RLI Insurance (2015- 2021) Responsible for selling and quoting insurance products to small businesses and individuals, monitoring premiums reports, making transactions, updating daily CRM information, assisting clients, and filing policyholders’ documentations

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• Updated policy by requests of mortgagees, lienholders, and clients

• Contacted underwriters and advised about policies coverages

• Answered any questions policyholder have with their policy

• Issued certificate and sent the certificates to third party

• Explained features of policies from different companies

• Sent reminder of premium payments and notified customers of any rate changes

• Managed tracked and monitored premium transactions and financial updates

• Make premium transactions

• Explained coverage option to the customers

• Monitored and adjusted monthly report

• Sent emails and schedule inspections

• Assisted with making payments and sending invoices Professor - Washington Theological Seminary (Jan,2019-Jun,2019) Responsible for inspiring students to pursue academic and personal excellence in leadership and management, specifically in church life. Consistently strive to create challenging and engaging learning environment in which students become leaders in life.

• Taught introductory and upper level course in leadership and church management

• Wrote course materials based on my research paper about “Business Strategies on Fortune -500 companies” and other materials

• Guide students in making business plans by groups and studying successes of the selective companies.

• Encourage students commitments to lifelong learning by using course materials Director of Planning and Pricing Department, Golomt Bank (2007-2012) Responsible for managing team with preparing annual business plan and evaluating budget performance, managing Balanced Scored Card team and measuring key performance, monitoring price policy, and reporting unit’s profitability

• Worked with branch directors and provide them technical assistance and annual budget forms to prepare budget

• Monitored receives and interprets for budget and ensured that all reconciliation are made accurately

• Prepared and analyzed Historical information, current macro and micro economic researches for forecasting

• Prepared Financial Statement for Bank of Mongolia through GAAP and calculated prudential ratios

• Managed performance analysis and other statistical information in the investment strategy process

• Measured strategic goals by Balanced Score Card in management system, evaluated key performance indicators of branches and units

• Controlled banking price policy based on cost accounting and profit margin

• Managed Balanced Score Card Committee

• Managed Investment Committee

• Participated in meetings for ALCO and Cost Control PDF created with pdfFactory trial version www.pdffactory.com Senior Economist of Strategic Planning Department, Golomt Bank (2005-2007) Responsible for working on and developing Management Information System, preparing external and internal analysis for the business plan, preparing and overseeing budget, making pricing research

• Performed macro and micro economics research such as GDP, inflation, currency rate, and unemployment

• Determined products’ price based on cost-plus and a value-based pricing techniques

• Measured separately unit’s profit by using Transfer pricing system

• Prepared branches’ and units’ financial statements with real profits to Management Information System (MIS)

• Prepared annual business plan for branches and units

• Worked with branches’ directors to prepare and monitor budget and cost Economist of Strategic Planning Department, Golomt Bank (2001-2005) Responsible for calculating branches profit, implementing cost and managerial accounting in between branches and units, developing Management Information System, and overseeing some limited expenses

• Implemented the first step of Transfer Pricing in between Treasury and Lending Division, specifically calculated selling and buying prices for deposits

• Allocated fixed costs such as management, marketing, administration costs to the business units

• Screened some activities and calculated activity based costs, such transaction, money counting, transfer costs

• Did pricing researches of commercial banks’ to determine product pricing

• Estimated expense limit and monitored usage

EDUCATION

• Master of Business Administration – in Accounting, Virginia International University Dec 2014

• Finance Bachelor - National university of Mongolia SKILSS & OTHER ACTIVITIES

• Language Skills: Mongolian: (Native), English: (Proficient), Russian: (Working)

• Computer Skills: Mac and PC, Microsoft Office, Photoshop, QuickBooks, ORACLE, Catalyst, CRM

• Teacher for Church Children Ministry, Leader of Women’s Group PDF created with pdfFactory trial version www.pdffactory.com

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