MERELYN TAYLAN

** **** ******* **., *** Beach, Hawaii 96706

808-***-****

adwvrh@r.postjobfree.com

OBJECTIVE

To seek a position that it will take advantage of my education and experience as well as offer me the opportunity for increasing levels of responsibility and growth. Works with professionalism and maintains positive work ethics.

EXPERIENCE

PRU LIFE UK

Financial Advisor

Oct 2014 – Jan 2023

Meeting individually with clients to determine their financial objectives and risks tolerance

Offering strategies advice on products and services such as savings, investments and insurance coverage

Preparing financial documents such as income projections, and investment reports

Maintaining compliance with rules and regulations in the financial industry

Identifying and pursuing potential clients to maintain a strong client base

Assisting clients in creating a long term budgeting plan based on their income, personal expenses needs and outstanding debts

Regularly provide continuous after sales service (policy review)

TOYO CONSTRUCTION CO., LTD.

Project Accountant

Sep 2007 – Sep 2010

Processing of Accounts Payable (checking Billings of various suppliers)

Banking transactions (such as deposits, withdrawals,etc.)

Handles summary off expenses and cash flows

Prepares and keeps record of payroll, VAT and EWT reports

Provided costs estimates and prepares invoives

Review project budgets

Report to accounting heads and provide pre billing information for Project Managers to review

Assisting in the preparation of Financial Statements, Bank reconciliation

OMNICO NATURAL RESOURCES, INC.

Accountant/ Admin

Oct 2006 — Aug 2007

●Responsible for disbursements

●Maintaining accurate financial records

●Compiling, analyzing and reporting financial data

●Reconciling bank statements

●Handles purchasing matters, prepares Purchase Orders, dealing with various customers and suppliers

●Banking transactions

●Keeps and prepares payroll

●Interview applicants (keeps 201 files)

●Negotiates with government agencies

●Handling incoming calls

●Other relative office and administrative works

EDUCATION

Divine Word College of Laoag, Laoag City Philippines

Bachelor of Science in Accountancy

SKILLS

Cash Handling

Financial knowledge

Computer literate

Monthly Financial Statements

Cash flow projection

Suppliers engagement

Banking matters

Client needs AssessmentCost Savings and Expenses Control

Customer Account Review

Business Development

Making Insurance Decisions

Serve Clients Needs

Financial and Estate Planning

I hereby certify to the correctness and truthfulness of the

aforementioned facts and circumstances.

MERELYN TAYLAN

Applicant

Contact this candidate