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Anna
Finance professional with 5+ years in financial data analysis and client management
Video resume
Contacto
Competencias
Performed detailed analysis of financial reports and maintained data accuracy to support decision-making.
Enhanced financial data organization in Excel for easier analysis and reporting.
Built and maintained client relations through regular follow-ups, referrals, and personalized services.
Advised clients on financial plans and insurance products, contributing to client retention and acquisition.
Ensured high data integrity by validating and reconciling financial data from diverse sources.
Educacion
Resumen
Resourceful finance professional with over 5 years of experience in financial analysis, client engagement, and data management in banking, insurance, and entrepreneurship. Skilled in Excel, financial reconciliation, and research.
Logros Clave
- Extracted and analyzed financial data from East African bank reports, contributing to regional financial research.
- Improved data structuring in Excel, enhancing financial analysis efficiency for multiple projects.
- Built a strong client base as a Financial Advisor, providing tailored financial and insurance solutions.
Experiencia
Data Collection/Entry (Remotely)
Extracted and analyzed financial data from audited annual reports of East African banks., Compiled key financial indicators including assets, liabilities, equity, income, and risk metrics., Performed data validation and reconciliation to ensure accuracy and consistency., Supported financial...
Sales and Marketing Intern
Acquired and on boarded clients, explained loan products, terms, and repayment schedules., Conducted repayment follow-ups through calls and field visits., Negotiated repayment plans with overdue clients while maintaining good client relations., Updated client records, reports, and loan management...
Financial Advisor (Sales Agent)
Provided financial advisory services to individuals and families, focusing on life insurance, education policies and income protection plans., Conducted client need analysis to recommend suitable financial and insurance solutions., Educated clients on financial planning, risk management and...
Entrepreneurship
Developed and executed business strategies to drive growth and profitability., Managed daily operations including planning, budgeting, and resource allocation., Built and maintained relationships with customers and stakeholders., Oversaw financial management, record keeping, and performance...
Accounts Clerk
Maintained books of accounts and performed reconciliations., Prepared and filed sales invoices, income records, and receipts., Organized and maintained financial files and records., Ensured timely filing of statutory deductions (NHIF, NSSF, and PAYE)., Processed payments and reconciled daily...
Electoral Clerk
Operated the KIEMS Kit for voter verification and authentication during the national elections.