Financial Specialist : customer service, analysis, communication, MS

Farhana Shahnaz

Pearland, TX *****

Pearland, TX 77584 P: 346-***-**** Permanent Resident **************@*****.***

SUMMARY

An accomplished, self-driven, and highly organized professional with an MBA in Finance and Accounting. Experienced with a proven ability to effectively implement intervention plan for client with anger or project/task, focusing on skill acquisition behavior reduction strategies. Proficient in data collection and analysis, maintaining detailed client records, and collaborating with others to optimize outcomes. Demonstrated success in building positive relationships with clients, colleges and managers, providing ongoing progress updates and addressing concerns. Dedicated to delivering outstanding service, achieving exceptional customer satisfaction. Known for adding value and contributing to organizational success, with communication, hardworking and collaboration skills that excel in diverse.

KEY SKILLS

●Strong observation, data collection and analytical skills

●Positive reinforcement

●Client Service

●Lead and mentoring skills

●Eager to support and help people

●Effective communication and interpersonal skills

●Ability to Quickly Learn

●Excellent Planning skills

●Organization & Time Management

●Problem-Solving

●Management System

●Proficiency in Microsoft office suite

●Cloud Data Analysis Software

●Banking & Accounting Software

●Data Management & reporting

WORK EXPERIENCE

Financial Specialist, Corporate Functionalities (Investment Manager Support, Client care and Custody) Toronto, ON

CIBC Mellon Global Investment Jun 2022 – May 2023

●Prepare instruction and execute transaction process using custody management system and online banking platforms.

●Perform verbal and written (by email) communication, verification of payment instructions with clients, vendors, or internal stakeholders before sending instruction to cash processing team.

●Maintain client’s investment accounts, assist in the opening new account, monitoring transaction activities, account reconciliation process through an online deposit system, wire setting, and generate daily/weekly cash reports.

●Coordinate with relevant personnel to provide excellent customer service.

●Works to meet team performance standers including operation loss and reputation of organisation.

●Support special projects related to cash management.

●Track daily money movement deadlines for the Custody team, informed on time and assist to resolve the issues

Support Agent-Administrative Service Aurora, ON

Desjardins Insurance Jul 2017 – May 2022

● Administration, operation, documentation, preparing reports & presentation, and customer service

● Updated client profiles for auto loan clients, decision-making, and funding

● Assisted with maintaining reporting systems and providing technical support

● Collaborated with various groups and provided support during the implementation of project activities

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Credit Risk Rating Specialist Toronto, ON

TD Bank Feb 2016 – Jul 2016

● Reviewed and analyzed customer financial statements, input values into the risk analysis model for critical stress tests, and performed ratio analysis for new investment prospects

● Used GAAP rules, notes to financial statements, and overarching guidelines to accurately identify and input values from financial statements

● Generated Borrower Risk Rating (BRR) calculations for each request based on inputs from financial statements of various businesses

● Applied requested adjustments to financial statements, analyzed and reconciled FRS, accounting activities, processed journal entries, and generated a revised set of modified financial statements for BRR rating

Accountant & Bookkeeper Richmond Hill, ON

Lion Rich Tax and Financial Services Nov 2013 – Feb 2015

● Maintained the company’s full cycle of accounting, including calculation of depreciation, reporting, and forecasting

● Prepared financial statements, analyzed daily transactions, performed reconciliation, and responded to all client inquiries

● Performed daily, monthly, and yearly closings; prepared budget, aging report analysis, and reports; resolved critical issues

● Administered tax receipts, payroll, verification, and HST & tax filings

FAVP & Back/Middle office in-charge (Treasury Department) Dhaka, Bangladesh

Trust Bank Limited Jan 2010 – Jun 2013

● Performed fund/cash management, liquidity management, and fund allocation; supervised and monitored the KYC and ALM desk; analyzed investment ratios to find appropriate investment prospects for critical decision-making

● Oversaw financial instrument transactions, including wires, settlements, deal confirmations, and reconciliation of all accounts, cash, and Nostro accounts

● Verified and approved the trade and treasury product payment processes

● Prepared recurring financial reports for the central bank, government agencies, and for internal and external audits

● Supervised, coordinated communication with 27 staff of treasury departments.

● Assist Treasury Head in efforts to reach profit, performance, and organizational goal.

Branch Manager & Assistant Branch Manager (Retail and Commercial Banking) Dhaka, Bangladesh

Trust Bank Limited Nov 2005 – Dec 2009

● Prepared yearly and monthly budgets, forecasting for the branch and designed financial strategic action plans accordingly

● Managed resources and staff; developed and attained profit goals; delivered excellent customer service

● Performed banking product promotional activities

● Reviews and manage staffing procedures, ensuring that staff assignments and responsibilities are reasonable

● Achieved 100% of monthly and yearly sales targets; award winner for best branch performance and customer service achievement in 2008

EDUCATION

Master of Business Administration in Finance & Accounting

Asian University of Bangladesh

CERTIFICATIONS

Intuit Academy

Tax Level - 1 2024

IFC (Investment Fund in Canada)

Certification 2019

QuickBooks

Part - 1 & Part - 2 2017

Bookkeeping and Payroll 2017

Asset-Liability Management in Bank 2011

Project Management 2011

Written Business Communication 2010

I C & I and Anti Money Laundering Measures 2007

Credit Risk Management 2007

Voluntary: Culture Link, Toronto, Canada

Hobbies: Helping people, Travelling, Painting, Cooking, Continuous Learning and reading,

Reference: As per request

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