financial associate
golden hill
Total years of experience :3 years, 4 Months
*Working cohesively with a financial team in tax department using SAP - AR, AP, Recons.
*Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
*Maintains accounting ledgers by posting account transactions.
*Verifies accounts by reconciling statements and transactions.
*Maintains financial historical records by filing accounting documents.
*Contributes to team effort by accomplishing related results as needed.
*Implementing procedures to improve on various financial and business processes
The training was to deliver personalized investment solutions to help clients work toward their long-term financial goals. Investment advice to private clients .The training also helped me to develop and deepen client relationships