Senior AnalystSenior Analyst

Key Achievements:

Facilitated client onboarding using CRM and firm systems, maintaining accurate client records. Resolved issues from functional and Financial Advisor teams, generated ad hoc reports, and proposed solutions to improve team efficiency. Adhered to firm policies and procedures, and recognized as a top performer in my first year.

Key Achievements:

Managed billing and audit responsibilities for high-volume European countries, previously covering Asia Pacific and Americas. Ensured accurate auditing of intercompany documents, contracts, and claims. Prepared weekly and monthly closing reports for JV countries, supported colleagues and new hires, and collaborated with UPS finance teams to maintain reporting integrity. Recognized as a top performer and Beacon nominee for a customer-first mindset.

Key Achievements:

Maintained and safeguarded financial records, recorded accounting transactions, and prepared disbursements, including check processing. Handled collections, bank deposits, and banking matters while ensuring proper document control and confidentiality. Recognized multiple times as a top performer for accuracy and reliability.

Key Achievements:

Maintained production operations by efficiently storing and issuing spare parts, and coordinated with vendors to purchase required production materials.