 Advisory for Investment unit, reviewing controlling the portfolio of the clients & making financial analysis.
 Reviewing existing processes and suggesting & implementing improvements.
 Reviewing financials on daily basis, during the month-end period and reporting issues to finance, comparing Actual to / forecast/ prior period to ensure correct month-end close & investigations.
 Responsible for entire migration process from leading investment division.
 Providing monthly and quarterly financial Reports for financial portfolio.
 Product and Portfolio analysis.
 Coordination of finance related activities.
 Solving operational errors and discrepancies.
 Operation & Client reconciliation.
 Key support in system development and integration.
 Monitor and maintain office equipment; inventory supplies and order replacement supplies as needed.
 Create, update, and maintain personnel records, financial records, and other records/data.
 Support department managers, staff, and CEO.
 Prepare correspondence, documentation, or presentation materials.
 Handle sensitive information in a confidential manner.
 Manage minutes of meetings.