Junior Operational Analyst
Winson Capital
Total des années d'expérience :5 years, 9 Mois
• Researching insurance providers and creating insurance quotations for clients
• Experience with multi holding investment platforms
• Assisting with the overseas payroll payment process
• Reviewing financial articles
• Assisting in team training and business development
• Performed ad hoc duties as required
• Writing financial blogs for the company's website
• Researching, summarizing and reporting the weekly financial market performances to the company’s local and overseas advisers, clients, partners and investors.
• Calculating exchange rates for client commissions and managing the commissions on the system
• Client administration on the CRM
• Performed ad hoc duties as required
• Responsible for drafting financial statements for the company and guiding them through the process; from journal entries to general ledger, T-accounts and trial balances.
• Setting up meetings with the CEOs and providing expert advice in the field.
• Liable for conducting financial analysis including break-even analysis, and financial forecasting including sales forecast, expenses forecast, alongside forecasted cash flows and other financial statements.
• Researching the gaps and needs of the start-up
• Sourcing IT experts, liaising and explaining the needs of the company, and providing ideas for improving its situation and gauging its financial health
• Assisted in creating a simple financial system to help track the company’s financial performance
- The University of Dundee is located in Dundee, Scotland (which was not in the list)- not Aberdeen. - Grade: Distinction
• AUL-American University Of Leadership: PIIMT, RABAT, 2013-2014 2nd year - Scholarship Award for obtaining a high GPA (3.94)
- IGCSE: International General Certificate Of Secondary Education, British High School Degree from British Council.