Finance
Lucien François
Accountant
Fort Lauderdale,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
15
15
Accounting
15
15
Finance
5
5
years of post-secondary education
Work History
Financial Services Representative
UNIBANK
01.2015 - 11.2023
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Managed client financial portfolios to minimise risk and optimize returns.
- Developed and delivered financial presentations to drive client engagement.
- Developed and implemented risk management strategies to minimize financial losses.
- Negotiated agreements with clients and suppliers to cultivate favorable terms.
- Prepared detailed financial reports to monitor and assess portfolio performance.
Manager
Desjardins
06.2008 - 12.2014
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Onboarded new employees with training and new hire documentation.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Controlled costs to keep business operating within budget and increase profits.
Education
Bachelor Of Administrative Studies - Accounting
University Maurice Laroche
Port-Au-Prince, Haiti 01.2000 - 08.2004
Skills
- Financial Product Sales
- Sales Quota Achievement
- Account Maintenance
- Financial Services
- Account Documentation
- Customer Service
- Administrative Support
- Customer Relationship Management
- Customer Service
- Administrative Support
- Customer Service
- Administrative Support
- Customer Service
- Administrative Support
- Customer Service
- Administrative Support
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Services Representative
UNIBANK
01.2015 - 11.2023
Manager
Desjardins
06.2008 - 12.2014
Bachelor Of Administrative Studies - Accounting
University Maurice Laroche
01.2000 - 08.2004
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