Ataklti Tkou
Triangle,VA
Summary
An Experienced Business Intelligence Developer, Expertise in business Intelligence applications design, development, and Maintenance of Power BI, and MS SQL Server Excellent in creating Report, Dashboard, Dataset, Workspace, App, Incremental Refresh, Power BI Gateways, Relationships and DAX.
An Experienced Senior Accountant with extensive experience in financial management, reporting, and analysis. Committed to delivering accurate and timely financial information to drive informed decision-making. Demonstrated expertise in managing budgets, reconciliations, and audits, along with a track record of improving processes and ensuring compliance with accounting standards. Seeking a challenging position to contribute my skills and knowledge to the success of a dynamic organization.Experienced using accounting softwire tools.QuickBook online ,ADP, Peachtree accounting,Microsoft Excel,SAP,Oracle GiveSmart Fundraise etc.
Developing and implementing HR strategies and initiatives aligned with the overall business strategy and managing the recruitment and selection process.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Vice Financial Advisor
Duruj Financial service
Arlington, VA
03.2023 - Current
- Advice for Revolutionize the Financial Ecosystem with Duruj®: Duruj® stands at the forefront of the financial technology revolution, offering a suite of digital technology solutions designed to transform business operations, develop e-wallets, and enhance digital finance capabilities. Catering to a wide array of sectors including Banks, Neo Banks, Telecommunications, Non-Banking Financial Institutions (NBFI), and Enterprise Resource Planning (ERP) systems, Duruj® is your partner in navigating the digital transformation journey. Our payment technologies and digitalization services are engineered to accelerate financial inclusion, offering advanced risk management features to ensure the security and efficiency of your transactions.
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Provided advice on tax-advantaged investment opportunities.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Advised customers on financial investment options and capital expenditures.
- Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
Financial Advisor
Aaron Techs
Lorton, VA
02.2022 - Current
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Knowledge of advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement.
Power BI Developer
TIGRIA MEDIA HOUSE INC
WASHINGTON, DC
01/01/21 - Current
- Interacted with the business users for understanding the business requirements and the existing system
- Involved in requirement gathering meetings and documented business requirements and detailed business rules with vendors and business users
- Working with multiple teams through all phases(Design,develop,test & deploy) project life cycle
- Connected to multiple data sources like SQL Server, Excel work book, and Flat Files and transformed data in Power Query using graphical interface.
- Created KPI's, Partitions, Perspectives, and Calculated Measures, used DAX queries, Roles & created different visualization (Stacked bar Chart, Clustered bar Chart, Scatter Chart, Pie Chart, Donut Chart, Line & Clustered Column Chart, Map, Slicer, Time Brush etc.) in Power BI according to the requirements
- Provide troubleshooting support and root cause analysis for production maintenance, reporting errors, and researching data discrepancies using different troubleshooting tools
- Troubleshoot application deployment issues related to reports, dashboards and workspaces and other BI tools
- Support Reporting servers and services by applying network configuration changes, security configurations, server patching, backup, and other resource customizations
- Drive technical collaboration and engagement outside of CSS (Product Engineering teams, Services, Support, Regions)
- Lead or participate in building communities with peer delivery roles
- Help to managing Power BI workspaces, report access, report deployment, developing best practices in an enterprise environment with customer.
Financial Administrating and HR Head
Tigrai Media House INC
WASHINGTON, DC
08.2017 - 12.2020
- Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.
- Conduct variance analysis and provide insightful commentary on financial performance to stakeholders.
- Manage general ledger accounts and perform monthly reconciliations to ensure accuracy and compliance.
- Lead and coordinate annual external audits, maintaining compliance with accounting principles and company policies.
- Assist in the development and implementation of accounting policies and procedures.
- Monitor and analyze company expenses, identifying cost-saving opportunities and proposing improvements.
- Prepare and file monthly, quarterly, and annual tax returns to meet regulatory requirements.
- Collaborate with management to develop annual budgets and provide ongoing financial forecasting.
- Supervise and mentor junior accounting staff, providing guidance and fostering professional growth.
- Prepared monthly, quarterly, and annual financial reports for management and external stakeholders.
- Managed fixed asset accounting, including depreciation schedules and asset tracking.
- Collaborated with external auditors during annual financial audits.
- Conducted budget variance analysis and provided recommendations for improvement.
- Develop and implement HR strategies and initiatives aligned with the overall business strategy
- Bridge management and employee relations by addressing demands, grievances or other issues
- Manage the recruitment and selection process
- Support current and future business needs through the development, engagement, motivation and preservation of human capital
- Develop and monitor overall HR strategies, systems, tactics and procedures across the organization
- Nurture a positive working environment
- Oversee and manage a performance appraisal system that drives high performance
- Maintain pay plan and benefits program
- Assess training needs to apply and monitor training programs
- Report to management and provide decision support through HR metrics
- Ensure legal compliance throughout human resource management
Education
Associate of Science - Business Administration
Northern Virginia Community College
Alexandria, VA02-2024
Bachelor of Science - Accounting
Adama University
Ethiopia08-2005
Skills
- Power BI
- QuickBooks online
- ADP
- SAP
- Oracle
- Microsoft Excel
- SmartGive Fundraising etc
- Event Organizer
Accomplishments
Optimized slow report with big dataset and poor modeling. Reduced refresh time from 5 minutes to one second.
Certification
- udemy ( QuickBooks Pro & QuickBooks)
- intuit.com (QuickBooks Pro & QuickBooks)
- ADP
- Microsoft Power BI
Websites
References
References available upon request.
Timeline
Vice Financial Advisor
Duruj Financial service
03.2023 - Current
Financial Advisor
Aaron Techs
02.2022 - Current
Financial Administrating and HR Head
Tigrai Media House INC
08.2017 - 12.2020
Power BI Developer
TIGRIA MEDIA HOUSE INC
01/01/21 - Current
Associate of Science - Business Administration
Northern Virginia Community College
Bachelor of Science - Accounting
Adama University