Sales Service Project Accountant
Resume:
MERELYN TAYLAN
** **** ******* **., *** Beach, Hawaii 96706
***********.*******@*****.***
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
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