Virtual Assistant, Client AccountantVirtual Assistant, Client Accountant

Key Achievements:

Provides various analytical and data driven components for equity financing, financial advisory services, specifically focusing on financial analyses, financial modeling, industry information, etc. ● Continually assesses and provides feedback to the VP regarding market performance, competitiveness, relevance and overall profitability of investment products and services through watchlist simulations. ● Prepares a Watch List report at daily basis provisions for review by management. ● Provides insight on whether the company should buy, hold, or sell shares. ● Assists the team in deal execution. ● Ensures accurate and timely internal, regulatory and ad-hoc reporting. ● Files, safe keeps and maintains documents of the Desk, particularly deal-related customer files. ● Performs other related functions that may be assigned from time to time. ● Business re-engineering of current processes on various departments in order to streamline and gain efficiencies. ● Prepared and submitted monthly reports on the company’s investment activities, including Investments Made and Sold, ensuring accuracy and timeliness. ● Generated detailed reports on Reinsurance and Forex trades, leveraging advanced Excel features to organize and analyze complex financial data. ● Implemented file encryption and secure protocols for all submissions to the Insurance Commission portal, ensuring compliance with regulatory standards. ● Applied data analytics techniques to identify trends and insights, supporting strategic investment decisions and regulatory reporting. ● Demonstrated expertise in financial reporting, data visualization, and advanced Excel functions, including automation and data security measures. ● Developed and maintained the Agents Analysis Report, providing comprehensive insights into agent profitability, production, commissions, and claims across all product lines of the non-life insurance portfolio. ● Conducted detailed Medical Loss Ratio Analysis for the health insurance product line, identifying trends and key drivers impacting profitability and sustainability. ● Delivered accurate, data-driven insights that enhanced strategic planning and operational efficiency for the organization.