Financial Advisor - Security & Compliance Specialist

OSMAN KABIA

Fairfax, Virginia, USA

Email: *************@*****.***

PROFESSIONAL SUMMARY

Dedicated and results-driven professional with combined experience in security operations, financial services, customer relations, auditing, and compliance. Served as a Financial Advisor and Financial Literacy Educator, guiding clients on savings, investments, debt management, retirement planning, emergency fund management, insurance protection, and wealth-building strategies. Strong background in investigations, compliance, report writing, customer service, and risk management developed through years of experience in auditing and revenue administration, and recognized for professionalism, integrity, communication skills, and the ability to work effectively in fast-paced environments. Also, as an Unarmed Security Guard supporting data centers, office facilities, and commercial environments with expertise in access control, incident response, patrol operations, and emergency procedures.

CORE COMPETENCIES

Financial & Professional Services

Financial Literacy Education

Investment & Retirement Planning

Debt Management Strategies

Emergency Fund Planning

Insurance & Property Protection

Client Relationship Management

Financial Planning & Budgeting

Professional Skills

Customer Service & Communication

Conflict Resolution & Problem Solving

Investigations & Compliance

Team Collaboration & Leadership

Microsoft Office Suite (Word, Excel, Outlook)

Attention to Detail & Professional Ethics

PROFESSIONAL EXPERIENCE

Financial Advisor World Financial Group / World System Builder

2025 – Present

Educate individuals and families on financial literacy, including savings strategies, investment planning, debt reduction, retirement preparation, and wealth-building principles.

Help clients develop personalized financial plans aligned with their short-term and long-term financial goals.

Guide investment opportunities, emergency fund management, and financial protection strategies.

Assist clients with debt-free management solutions to improve financial stability and long-term financial health.

Educate clients on insurance products, property protection, income protection, and wealth preservation strategies.

Conduct financial needs analysis and recommend suitable solutions for retirement planning, insurance coverage, and financial security.

Build and maintain strong client relationships through ongoing consultations, financial reviews, and professional support.

Explain complex financial concepts simply and understandably to support informed decision-making.

Maintain compliance with financial industry regulations, ethical standards, and confidentiality requirements.

Desk Assistant American University

Washington, DC, USA April 2024 – May 2025

Monitored building entrances and enforced guest policies to ensure a secure residential environment.

Verified student identification and controlled building access to prevent unauthorized entry.

Responded professionally to resident concerns, incidents, and emergencies while maintaining accurate communication logs.

Coordinated with residential life staff, maintenance personnel, and campus security regarding safety and operational concerns.

Prepared reports documenting unusual activity, maintenance issues, and policy violations.

Delivered excellent customer service by assisting students and visitors with inquiries and concerns in person and by phone.

Maintained professionalism and sound judgment during high-pressure and late-night situations.

Internal Audit Supervisor National Revenue Authority

Freetown, Sierra Leone April 2015 – June 2022

Led teams to conduct compliance reviews, investigations, and operational audits while ensuring adherence to policies and regulatory standards.

Investigated fraud-related activities and collaborated with enforcement agencies on compliance matters and internal investigations.

Prepared detailed audit findings, reports, and recommendations for management review and corrective action.

Maintained confidential records and documentation with a high level of integrity and professionalism.

Conducted risk assessments and monitored internal controls to identify operational vulnerabilities and improve accountability.

Supervised staff and coordinated assignments to ensure timely completion of audit and compliance activities.

Revenue Officer National Revenue Authority

Freetown, Sierra Leone November 2012 – April 2015

Reviewed records and documentation to ensure compliance with regulations and organizational procedures.

Maintained accurate reports, monitored transactions, and conducted inspections to identify irregularities or compliance concerns.

Assisted in investigations and coordinated with relevant departments regarding enforcement and compliance issues.

Communicated professionally with members of the public while handling sensitive information and resolving concerns.

EDUCATION

American University

Master of Science in Accounting Analytics May 2025

Fourah Bay College

Bachelor of Science in Accounting December 2010

CERTIFICATIONS & LICENSES

Virginia Department of Criminal Justice Services (DCJS) Private Security Registration Card

oAlarm Respondent

oUnarmed Security Officer/Courier

Certified Forensic Investigation Professional (CFIP)

Licensed in Life, Health, and Annuities – Commonwealth of Virginia

Post Graduate Program in Cyber Security

IRS Certified Tax Volunteer

TECHNICAL & PROFESSIONAL SKILLS

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Incident Reporting & Documentation

Access Control & Surveillance Systems

Data Analysis & Record Management

Customer Relationship Management (CRM) Tools

Financial Planning & Budgeting Tools

Risk Assessment & Compliance Monitoring

Report Writing & Professional Communication

Customer Service & Communication

Risk Assessment & Investigation

Emergency Response Procedures

Data Entry & Record Management

Team Collaboration & Leadership

Attention to Detail & Professional Ethics

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