HR & Finance Officer
INTERSOS
Total years of experience :7 years, 8 Months
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Plan, coordinate, manage and implement support packages to help clients deal with difficulties and overcome dependencies
•Interview service users and assess their current condition, needs, strengths and weaknesses
•Address each case as a unit and set tailored measurable goals
•Monitor and evaluate clients' progress and modify treatment plans accordingly
•Offer information and counseling on the best course of action during sessions
•Maintain accurate records and report on clients' status
•Attend case conferences and provide evidence in court
•Act as a key-worker and cooperate with multidisciplinary teams
•Refer clients to community services to help them in recovery
Responsibilities:
•Identify customer needs and fulfilling it with proper bank's products or services.
•Handle customer requests/inquiries related to their accounts, products & services in a professional manner & serving all customers regardless of segment up to the level of their full satisfaction.
•Promote & sell bank products/services to achieve the yearly set targets.
•Migrate customers to various channels (PB, IB, ATM, cheque deposit box, SMS).
•Ensure that brochures are up to date and in place.
•Carry/handle efficiently custody items, keys as per custodian matrix and relevant P&P.
•Adhere to Branch Operating Model.
•Carry out any task requested by BM.
Responsibilities:
•Preparing accounts and tax returns
•Monitoring spending and budgets
•Auditing and analyzing financial performance
•Financial forecasting and risk analysis
•Advising on how to reduce costs and increase profits
•Compiling and presenting financial and budget reports
•Ensure that financial statements and records comply with laws and regulations
•Keeping account books and systems up to date.
•Provides financial information to management by researching and analyzing accounting data; preparing reports.
•Prepares asset, liability, and capital account entries by compiling and analyzing account information.
•Documents financial transactions by entering account information
•Recommends financial actions by analyzing accounting options
•Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
•Substantiates financial transactions by auditing documents
•Maintains accounting controls by preparing and recommending policies and procedures
•Guides accounting clerical staff by coordinating activities and answering questions
•Reconciles financial discrepancies by collecting and analyzing account information
•Secures financial information by completing database backups
•Maintains financial security by following internal controls
•Prepares payments by verifying documentation, and requesting disbursements
•Answers accounting procedure questions by researching and interpreting accounting policy and regulations
•Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
•Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
•Maintains customer confidence and protects operations by keeping financial information confidential
Conduct research on economic issues and disseminate research findings through technical reports or scientific articles in journals.
•Study economic and statistical data in area of specialization, such as finance, labor, or agriculture.
•Compile, analyze, and report data to explain economic phenomena and forecast market trends, applying mathematical models and statistical techniques.
•Formulate recommendations, policies, or plans to solve economic problems or to interpret markets.
•Supervise research projects and students' study projects.
•Teach theories, principles, and methods of economics.
•Develop economic guidelines and standards and prepare points of view used in forecasting trends and formulating economic policy.
•Explain economic impact of policies to the public.
•Provide advice and consultation on economic relationships to businesses, public and private agencies, and other employers.
•Study the socioeconomic impacts of new public policies, such as proposed legislation, taxes, services, and regulations.
•Forecast production and consumption of renewable resources and supply, consumption, and depletion of non-renewable resources.
•Provide litigation support, such as writing reports for expert testimony or testifying as an expert witness.
•Testify at regulatory or legislative hearings concerning the estimated effects of changes in legislation or public policy and present recommendations based on cost-benefit analyses.
Responsibilities:
•Maintains the work structure by updating job requirements and job descriptions for all positions.
•Maintains organization staff by establishing a recruiting, testing, and interviewing program; counseling managers on candidate selection; conducting and analyzing exit interviews; recommending changes.
•Prepares employees for assignments by establishing and conducting orientation and training programs.
•Maintains a pay plan by conducting periodic pay surveys; scheduling and conducting job evaluations; monitoring and scheduling individual pay actions; recommending, planning, and implementing pay structure revisions.
•Ensures planning, monitoring, and appraisal of employee work results by training managers to coach and discipline employees; scheduling management conferences with employees; hearing and resolving employee grievances; counseling employees and supervisors.
•Maintains employee benefits programs and informs employees of benefits by studying and assessing benefit needs and trends; recommending benefit programs to management; directing the processing of benefit claims; obtaining and evaluating benefit contract bids; awarding benefit contracts; designing and conducting educational programs on benefit programs.
•Ensures legal compliance by monitoring and implementing applicable human resource and Worker Law requirements; conducting investigations; maintaining records; representing the organization at hearings.
•Maintains management guidelines by preparing, updating, and recommending human resource policies and procedures.
•Maintains historical human resource records by designing a filing and retrieval system; keeping past and current records.
•Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
•Completes human resource operational requirements by scheduling and assigning employees; following up on work results.
•Contributes to team effort by accomplishing related results as needed.