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Service Agent Administrative Assistant

Location:
Portland, OR
Posted:
March 21, 2023

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Resume:

Yitawes Tadesse

Vancouver, WA *****

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

+1-617-***-****

Authorized to work in the US for any employer

Work Experience

Research Analyst

Change Global Investments LLC - Camas, WA

April 2018 to Present

• Responsible for global emerging and frontier market research and team coordination.

• Responsible for company and industry research in the region of LATAM with a focus on fundamental research and investment analysis.

• Assist with company and industry research in the region of Central and Eastern Europe.

• Right-hand man to the founder and Managing Director. Associate II Investor Services

State Street Corporation - Boston, MA

September 2016 to April 2018

• Acted as a point of contact and escalation point for over 60+ clients

• Acted as an advisor for Global Markets Openings, Proxy-Voting POAs, and Tax reclaims.

• Led external and internal meetings to ensure effective and timely flow of critical information is passed onto relevant parties.

• Responsible for client on-boarding, conversions, deconversions, and global account openings

• Assisted clients in filling out all necessary documents

• Ensured all client need are met in a timely and professional manner Accounting and Reporting Specialist

BNY Mellon - Boston, MA

March 2016 to July 2016

• Completed financial statements and reported daily, quarterly, and monthly valuation for clients

• Processed Trades, In-kinds, incoming and outgoing wires

• Entered complex Journal entries, Fund share Outstanding, Dividend Accruals

• Verified Prices and Calculated the Net Asset Value for accounts daily

• Gathered and Processed Corporate Action/Direction Letters Budget & Administrative Assistant

Northeastern University Provost Research - Boston, MA September 2015 to March 2016

• Reviewed financial expenditures and reconciled monthly accounts per the Associate Director

• Assisted balancing monthly budgets for multiple accounts and maintained each account

• Created requisitions and submitted to procurement for approval using Banner Finance

• Completed accounting operations (accounts payable and receivable)

• Tracked account receivable payable invoices on excel spread sheet and assisted with account set-up

• Reviewed travel reimbursements and maintained records

• Performed administrative and operational duties as assigned within the division Finance Auditor Intern

Aramark Corporation - Boston, MA

June 2015 to September 2015

• Oversee concession stands inventory in relation to cash, credit and coupons collected

• Perform nightly inventory and revenue audit utilizing ARCS (Aramark’s reporting System)

• Reconcile inventory discrepancies for each Red Sox home games

• Collect daily cash and sales data from Macros, Aramark’s software programs, and spreadsheets

• Manage inventory and enter over/shorts data accurately into Microsoft Excel spread sheets

• Ensuring all paperwork for each stand is filled out properly and signed by stand managers

• Execute other tasks and projects as assigned

Market Research Analyst Team Leader

Suffolk University Yourbar Factory - Boston, MA

January 2015 to May 2015

• Managed a group of six students and structured research plan with weekly deadlines and meetings

• Defined and analyzed client's problem as well as competitive advantages

• Performed in-depth research and analyzed industry trends and competitive landscapes globally

• Identified distributors, competitors target markets, level of sales, and prices

• Implemented business level strategies using various models and framework

• Performed profitability analysis for three out of eighteen countries

• Recommended international expansion into six different countries

• Consulted the Chief Executive Officer bi-weekly

Business Development

Kandu Global Enterprise - Boston, MA

June 2012 to December 2014

• Created different revenue stream and assisted the CEO in altering business and marketing plan

• Implemented and oversaw growth strategy and operations for start-up

• Secured pharmaceutical products and supplements distribution channels in emerging markets

• Researched, contacted, and negotiated prices for potential markets

• Completed necessary documents and work orders according to international laws and regulations Guest Service Agent / Private Branch Exchange Operator Revere Hotel Boston Common - Boston, MA

June 2011 to September 2014

• Provided four-diamond guest experience while checking patrons in and out

• Offered assistance with issues and questions, acted as a "one-stop shop"

• Ensured that all inquiries were resolved, from directions to reservations with a follow-up when necessary

• Managed bank for customer conveniences and ensured shifts were closed out and balanced Education

Bachelor of Science Business Administration in Finance SUFFOLK UNIVERSITY - Boston, MA

2011 to 2015

Skills

• Proficient in Microsoft Office Suite programs, Bloomberg Terminal, StatPlus: MAC-Analyst Software, General Ledger & Peachtree, Macros, Banner Finance, ARCS, Micros Opera, and Social Media. Including, familiarity with CMS, GSP, WESTEP, and SaaS Languages

• English - Fluent

• Amharic - Fluent

Certifications and Licenses

Bloomberg Training Program in Foreign Exchange, Commodity, Equity, and Fixed Income Essentials



Contact this candidate