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Bilingual Wealth Planning Analyst Resume Example

Resume Score: 80%

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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
  • General Ledger (GL) & Finacial Reporting
  • Journal entries & Accounts reconciliation
  • Audit Support & Payroll
  • Microsoft Excel : Advanced level
  • Microsoft Office : Inermediate
  • Accounts payable (AP) & receivable (AR)
  • Budgeting & Forecasting
  • Individual & Corporate Tax
  • Proficient in SAP and Sage 50
  • Proficient in ADP, Salesforce & Naviplan
  • Accounts payable, Tax
  • ADP, Taxes
  • Ad, Tax returns
  • AP, Monthly variance analysis
  • AR
  • Agency
  • Balance sheet
  • Balance sheets
  • Budgeting
  • Budget
  • Bi
  • Cash flow
  • Clients
  • Filing
  • Financial
  • Financial analysis
  • Financial statements
  • Forecasting
  • General Ledger
  • GL
  • Government
  • Insurance
  • Microsoft Excel
  • Microsoft Office
  • Month-end Closing
  • Payroll
  • Profit and loss
  • Reporting
  • Sage
  • SAP
Work History
12/2018 to 04/2019
Tax Preparer, Accounting Aid Society – Detroit, Michigan
  • 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
Assante Wealth Management – Manitoba, Canada
  • 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 – Manitoba, Canada
  • 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 – Manitoba, Canada
  • 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
Manitoba, Canada
  • 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 - Manitoba
MBA
Master of Science: FinanceWalsh, Troy, Michigan
Bachelor: Business Administration
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Tax Preparer, Accounting Aid Society
  • Assante Wealth Management
  • Loblaws Inc

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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