joel lobo, Financial Accountant

joel lobo

Financial Accountant

KGOC

البلد
الكويت - الكويت
التعليم
ماجستير, Banking
الخبرات
15 years, 8 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :15 years, 8 أشهر

Financial Accountant في KGOC
  • الكويت - الأحمدى
  • أشغل هذه الوظيفة منذ أغسطس 2014

• Prepares monthly statements by collecting data; analyzing and investigating variances; summarizing data, information, and trends.
• Prepares state quarterly and annual statements by assembling data.
• Responds to financial inquiries by gathering, analyzing, summarizing, and interpreting data.
• Provides financial advice by studying operational issues; applying financial principles and practices; developing recommendations.
• Prepares special reports by studying variances; preparing budgets; developing forecasts.
• Updates job knowledge by keeping current with financial regulations and accepted practices; maintaining personal networks; participating in professional organizations.
• Accomplishes finance and organization mission by completing related results as needed.
• Preparing Memos, emails, drafts to the concerned department..

Administration في Nouri Industrial Establishment Company
  • الكويت - الكويت
  • سبتمبر 2013 إلى يوليو 2014

•Dealing with Shipment related to Bill of lading and Letter of Credit.
•Checking the cargo's and shipment received.
•Receiving and making a payment to banks in different currencies as per the companies location.
•Produces information by formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.
•Organizes work by reading and routing correspondence; collecting information; initiating telecommunications.
•Maintains department schedule by maintaining calendars for department personnel; conferences, teleconferences.
•Completes requests by greeting customers, in person or on the telephone; answering or referring inquiries.
•Prepares reports by collecting information.
•Maintains office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
•Keeps equipment operational by following manufacturer instructions and established procedures.
•Secures information by completing database backups.
•Provides historical reference by utilizing filing and retrieval systems.

Secretary في First United
  • الكويت
  • أغسطس 2013 إلى سبتمبر 2013

•Produces information by formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.
•Organizes work by reading and routing correspondence; collecting information; initiating telecommunications.
•Maintains department schedule by maintaining calendars for department personnel; conferences, teleconferences.
•Completes requests by greeting customers, in person or on the telephone; answering or referring inquiries.
•Prepares reports by collecting information.
•Maintains office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
•Keeps equipment operational by following manufacturer instructions and established procedures.
•Secures information by completing database backups.
•Provides historical reference by utilizing filing and retrieval systems.

Senior Customer Manger and as a Motor Paper Handler في Accenture
  • الهند - مومباي
  • ديسمبر 2008 إلى أبريل 2012

DEC 2008 with Accenture as Senior Customer Manger and as a Motor Paper Handler
Senior Customer Manger Key Deliverables: • Building relationship with the customers understanding their problems trying to solve the problem in a given stipulated time pitching on cross sales for 2nd Motor, Pet and Home Insurance.
• Servicing the policy, Providing Quotes on new policy.
• Conducting a conference call with the competitors and trying to settle the motor insurance claim.
Motor Paper Handler Key Deliverables: • PowerPoint presentation for the new agents to understand about the Motor Paper Department.
• Preparing documents and letters on clients request relating to their Motor Insurance.
• Supporting Service Department to send policy booklets and handling critical fraud policies.
• Encouraging new agents and boosting their confidence by helping and providing strategic ideas for them to improve and complete task in given stipulated frame of time.

SENIOR EXECUTIVE and as a QUALITY ANALYST في ADITYA BIRLA GROUP
  • الهند
  • يونيو 2007 إلى نوفمبر 2008

June 2007 with ADITYA BIRLA GROUP as SENIOR EXECUTIVE and as a QUALITY ANALYST.
• Servicing Credit Card for Customers and Analyzing and mitigating the errors of Service representatives.
Key Deliverables: • Building relationship with the customers understanding their problems trying to solve the problem in a given stipulated time.
• Analyzing and providing feedback to the agents and submitting reports to the vice president of ADITYA BIRLA GROUP. Quality Report shared with agents, managers, auditors and vice president.
• Conducting a conference call with the US clients and bargaining of calls by both parties of agents to understand that both process in US and INDIA are on same line.

• ORGANISATIONAL HIGHLIGHTS OF ACCENTURE

الخلفية التعليمية

ماجستير, Banking
  • في University Of Belgium
  • سبتمبر 2012
الثانوية العامة أو ما يعادلها, Banking and Insurance
  • في Mumbai University
  • يناير 2007

T.Y.B.COM (Banking and Insurance) Mumbai University 2006 - 2007 64

الثانوية العامة أو ما يعادلها,
  • في Royal College
  • مارس 2004

H.S.C Maharashtra State Board 2003 - 2004 60

Specialties & Skills

Team Coordination
Analytics
HANDLING OF CLIENTS
CREDIT CARD
POWERPOINT
SERVICE DEPARTMENT

اللغات

الهندية
متمرّس
الانجليزية
متمرّس

التدريب و الشهادات

NA (الشهادة)
تاريخ الدورة:
June 2006
صالحة لغاية:
June 2007

الهوايات

  • Chess and Cricket