Assistant Financial Analyst
Aspire World Investments
Total years of experience :5 years, 8 Months
▪ Oversee the financial operations of the organization and ensure timely and accurate financial reports and practices including cash management, financial disbursements, ledgers etc. ▪ Responsible for entering financial information and maintaining all financial records for projects and for the organization. ▪ Preparing and maintaining donor agreements and staff contracts. ▪ Obtain approvals from the Director and from the donors on all procurements and purchases for the projects and for the organization. ▪ Provide orientation and training to the organization staff on Process Maker utilization ▪ Ensure that all financial reporting is completed on time and submitted to donors. ▪ Approves payments, purchase authorizations and other financial transactions to ensure compliance with staff rules, financial rules and implementing instruments/authority.
Conducting research on tax laws ▪ Strategizing with clients to minimize tax liability ▪ Communicating with clients to explain tax issues ▪ Preparing tax returns ▪ Estate planning ▪ Keeping clients compliant with their tax obligations
Responsibilities ▪ Assisting the Financial department in making decisions regarding mergers and takeovers and negotiating financial matters ▪ Interpreting financial reports of the company and helping in financial forecasts ▪ Assists in the formulation of investment strategies ▪ Analyze financial terms and conditions during deals ▪ Analyze financial situation of the company ▪ Assists in formulating financial strategies ▪ Oversees and processing invoices, financial bills and statements ▪ Responsible for active client-business interface ▪ Providing financial assistant to customers on phone and mails ▪ Fulfilling all the financial requirements of customers
Create project accounts in the accounting system ▪ Maintain project-related records, including contracts and change orders ▪ Authorize access to project accounts ▪ Authorize the transfer of expenses into and out of project-related accounts ▪ Review and approve supplier invoices related to a project ▪ Review and approve overhead charges to be applied to a project ▪ Review account totals related to project assets and expenses ▪ Investigate project variances and submit variance reports to management ▪ Confer with receivables staff regarding unpaid contract billings ▪ Report on project profitability to management ▪ Report to management on any opportunities for additional billings ▪ Report to management regarding the remaining funding available for projects ▪ Create or approve all project-related billings to customers ▪ Investigate all project expenses not billed to customers ▪ Respond to requests for more detail from customers ▪ Approve the write off of any project-related billings that cannot be billed to or collected from customers ▪ Close out project accounts upon project completion ▪ Create and submit government reports and tax returns related to projects ▪ Compile information for internal and external auditors, as required
Assisting the Financial department in making decisions regarding mergers and takeovers and negotiating financial matters ▪ Interpreting financial reports of the company and helping in financial forecasts ▪ Assists in the formulation of investment strategies ▪ Analyze financial terms and conditions during deals ▪ Analyze financial situation of the company ▪ Assists in formulating financial strategies ▪ Oversees and processing invoices, financial bills and statements ▪ Responsible for active client-business interface ▪ Providing financial assistant to customers on phone and mails ▪ Fulfilling all the financial requirements of customers
MBA
CFA level 1
B.A Economics
Certified Public Accountant , Passed
Quickbooks ,Sage and Pastel accounting Package
French diploma DELF A2