Bilingual Wealth Planning Analyst Resume Example
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BILINGUAL WEALTH PLANNING ANALYST
Professional Summary
Highly analytical Accountant with 5+ years of experience. Ability to multitask and prioritize work effectively for greater results. Learn new tasks and concepts quickly while managing time effectively to achieve optimal results. Strong attention to detail and great problem solving skills. Enjoy working as a team member as well as working independently.
Skills
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Work History
12/2018 to 04/2019
Bickford Senior Living – Clinton , IA
Bickford Senior Living – Clinton , IA
- Reviewed clients' tax filing papers thoroughly and conducted interview.
- Prepared accurate federal, state and city tax returns for clients.
Bilingual Wealth Planning Analyst, 12/2016 to 06/2018
Catholic Community Services – Salt Lake City
Catholic Community Services – Salt Lake City
- Completed customized financial analysis for High Net Worth clients (+$1 million).
- Prepared Retirement & Estate plans and life insurance analyses.
- Recommended investment products for clients based on their profiles.
- Reviewed financial data from software and ensured accuracy.
Bilingual Financial Analyst, 04/2016 to 12/2016
Loblaws Inc – City
Loblaws Inc – City
- Resolved issues with Canada Agency Revenue and got $5 millions back to the company.
- Reviewed financial data and performed monthly variance analysis.
- Performed reconciliations of payroll accounts and balance sheets accounts.
- Completed Month-end Closing Transactions.
- Assisted with special projects and ad-hoc reports.
Finance Coordinator, 07/2015 to 04/2016
Loblaws Inc – City
Loblaws Inc – City
- Oversaw team of 6 analysts handling +100 corporate filings (franchise taxes reporting).
- Prepared, posted and processed journal entries and other business transactions.
- Reviewed invoices and prepare checks/wire payments.
- Supported internal and external audit requests.
Summer Student / Accounting Assistant, Internal Trade Secretariat, 05/2014 to 07/2015
City
City
- Completed bi-weekly payroll for 5 employees, including calculating taxes, vacation and sick time.
- Prepared government remittances-source deductions, payroll taxes and others.
- Reported financial statements such as balance sheet, cash flow and profit and loss.
- Assisted with the preparation of annual budget and monitor its variances.
- Performed monthly budget reconciliations and actuals.
- Prepared monthly bank and expense reconciliations.
- Generated and sent out invoices and statements to customers.
- Received payments via checks/wire transfers and apply to accounts accordingly.
Education
BBA: 2015
University of Saint - State
University of Saint - State
MBA
Master of Science: FinanceCity, State
Bachelor: Business Administration
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Resume Overview
School Attended
- University of Saint
Job Titles Held:
- Bilingual Wealth Planning Analyst
- Bilingual Financial Analyst
- Finance Coordinator
- Summer Student / Accounting Assistant, Internal Trade Secretariat
Degrees
- BBA : 2015
MBA
Master of Science : Finance
Bachelor : Business Administration
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