Bilingual Wealth Planning Analyst Resume Example Tax Preparer, Accounting Aid Society

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

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

Bilingual Wealth Planning Analyst Resume Example

Resume Score: 80%

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