Detail-oriented and dedicated professional with a BA in accounting. Currently pursuing a Master of Science in Accountancy from California State University, San Bernardino. Seeking a challenging role in accounting or finance where I can leverage my education and skills to contribute to organizational growth and development.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Investment Banking Associate
Deutsch Bank
Santa Ana, USA
09.2020 - 01.2022
Advised client companies on investment banking services, providing strategic guidance on financial transactions and capital market activities
Managed and reviewed account setups for onboarding clients within the company's internal systems, ensuring proper documentation and compliance with regulatory standards
Reviewed and approved transaction payments across general ledger accounts, ensuring accuracy and timely processing
Performed monthly regulatory reporting, reconciling month-end general ledger balances across departments with high-value payments, minimizing errors and discrepancies
Bookkeeping Assistant and Customer Service
Automobile Club of Southern California
Corona, USA
10.2019 - 09.2020
Provided technical support to clients regarding a wide range of company products and services, ensuring client satisfaction and swift resolution of issues
Applied salesmanship skills to engage customers, offering tailored solutions to encourage continued business
Inputted financial data into accounting systems, maintaining the accuracy and integrity of system information to prevent data breaches and errors
Assisted in maintaining updated financial ledgers, ensuring timely and accurate documentation for reporting and analysis