Business Consultant

Rate, USD
$33 / hour
Work schedule
Contract, Full Time,
Language skills
English
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About me

Using my experience/expertise in finance and accounting along with my education to further my career and add value to the business.




Education

2019/2021 MBA @ Webster University
2010-2015 BA @ Edward Waters University

Experience

July2022/July2023 Business Consultant @ Ernst and Young

A strong understanding of the Wealth & Asset Management (WAM) industry and a good understanding of typical Finance processes (e.g., Reporting, FP&A, Operations etc.)
• Strong knowledge on various asset classes such as fixed income, equity, derivatives across front office, middle office and back office for either or both “buy” and “sell” side of business
• Strong communications skills and evident working with people and teams from different ethnic backgrounds.
• Leverage technology to continually learn to improve service delivery and maintain our leading-edge best practices.
• Problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry.
• Strong stakeholder management skills in understanding strategic direction and being able to convert into cohesive change management strategy and plans
• Ability to develop client opportunities and identify market growth opportunities
• Exposure to portfolio management, trade execution, data control and operations and portfolio administration
• Support client to maintain financial model and prepare periodic reporting along with presentation of financial results
• Work with SQL, Oracle, Power BI, Jira, on various projects

April2018/July2022 Business Analyst @ Genpact/GE

Work closely with SPA to collaborate with key Finance and Accounting stakeholders, team members, and client resources across various locations to test, in Account Management of multi-million dollars accounts
• Supported efforts to instruct business clients on solution for optimization, generalization, and standardization general business practices
• Use Oracle and Jira to implement new software
• Wrote SQL queries against databases to provide data analysis
• Coordinated end of the month closing procedures under accordance with GAAP
• Coordinated the full month end procedure, including preparation of balance sheets, income statements, and trial balance statements
• Coordinate with sales, finance, and upper management to reconcile major accounts to ensure deliverables are complete in accordance with established timelines
• Evaluate credit risk and analyze account discrepancies in concert with risk analysis Work with IT team to implement Bot that help collector pulls invoices directly from one platform,
• Proactively identify issues within invoicing and contracts that lead to disputes on billing
• Prepared general ledger and journal entries analysis
• Cooperated with internal and external auditors


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