Financial Data Analyst
Fisher Investments
Total years of experience :4 years, 1 Months
• Analyzing stock and bond trends and managing investment
• Market analysis and diversification of investments in different sectors
• trading forex financial markets
• trading stock markets.
● Follow up and continue A/R for cash collection.
● Bank reconciliations for multiple bank accounts with multiple currencies.
● Matching vendors statement (invoices & payments)
● Prepare & recompute the sales invoice, verifying payment terms & acquire formal approval from
management.
● Monitor expenses and reorient them properly and report to management.
● introduce and check general journal .
● Completion of the accumulated depreciation & balance of accounts.
● Computing of tax cycle & tax report submission.
● Preparing all mandatory reports.
● Developing the basic skills and knowledge for more efficient work and time management.
● Completed accounting tasks such as contributing to financial reports, calculating payroll, and daily data
entries.
● Maintained constant contact with clients in order to ensure that their needs are satisfied and their
accounts
Courses ● Advanced Tax Program | International Group Consultation Academy – Morison KSi (2018) - Computing of tax cycle & tax report submission. - Calculate and supply VAT. ● Practical Accounting | International Group Consultation Academy – Morison KSi (2018) * Covered Topics: General accounting principles, Financial Statements, Income Statement, Balance Sheet, Financial performance analysis. ● Advanced Excel User | International Group Consultation Academy – Morison KSi (2018) - Invoicing and posting of invoices, processing of accounting cycle, follow-up of suppliers and customers, processing of financial statements and analyzes.