Carlson Ayimboh Longla
Indianapolis,IN
Summary
Highly motivated and results-driven Accountant/Analyst with a strong passion for achieving success. Known for delivering exceptional financial analysis and reporting, adept at identifying opportunities for process improvement and cost reduction. Keen eye for detail and commitment to accuracy, proven track record of ensuring compliance with regulatory requirements and optimizing financial performance. Seeking new challenges to leverage expertise in driving organizational growth and contributing to the achievement of strategic objectives.
Overview
3
3
years of professional experience
Work History
Independent Financial Advisor
Experior Financial Group
Indianapolis, IN
07.2023 - Current
- Built strong relationships with vast categories of clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Housekeeping/ IT Supervisor
Envive Healthcare
Indianapolis, IN
05.2023 - Current
- Installed, configured, tested and maintained operating systems, application software, and system management tools.
- Served as a liaison between IT department and executive leadership team, effectively communicating project updates and strategic initiatives.
- Established IT budget management processes, tracking expenses to ensure alignment with company financial goals.
- Conducted regular audits of hardware and software assets, identifying areas for improvement or replacement as needed to maintain optimal performance levels within the facility’s infrastructure.
- Developed comprehensive training programs for new hires, ensuring a smooth onboarding experience with facility’s equipment.
- Communicated with executive team and CEO to maximize development efficiencies and resolve technology issues.
- Wrote strategic business plans outlining need for departmental information technology resources.
Field Finance Specialist
Participatory Development Associates
Ghana
11.2021 - 03.2023
- Created and supervised 30 financial groups for the program, and the number to 50 because of the success of the program.
- Developed tools and templates to simplify ways of gathering data and preparing reports.
- Reviewed accounts, and tracked recurring expenses for accrual entry.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Collected and reported monthly expense variances and explanations.
- Maintained integrity of general ledger and chart of accounts for financial groups.
- Trained new financial group personnels on accounting principles and program procedures.
- Trained new field operators and supervised them throughout the project lifecycle.
- Diminished outstanding debts by analyzing accounts for issues from various financial groups.
- Implemented best practices in financial management to consistently achieve optimal results for stakeholders.
- Analyzed trends in expenses, revenues, and key performance indicators to identify growth opportunities for the project.
Education
Associate in Science (A.S.) - Data Analytics
Ivy Tech Community College
Indianapolis, IN08.2025
Bachelors in Business Administration (B.B.A.) - Accounting and Finance
Higher Institute of Commerce and Management
Bamenda12.2018
Skills
- Teamwork capabilities
- Leadership Qualities
- Client Relationship Building
- Goal-oriented mindset
- Risk Assessment
- Client Relations
- Cash Flow analysis
- Budget Compliance
- Business Development
- Technical Analysis
- Problem-Solving
- Teamwork and Collaboration
- Honest and Dependable
- Attention to Detail
- Time Management
- Multitasking
- Excellent Communication
- Critical Thinking
- Organizational Skills
Timeline
Independent Financial Advisor
Experior Financial Group
07.2023 - Current
Housekeeping/ IT Supervisor
Envive Healthcare
05.2023 - Current
Field Finance Specialist
Participatory Development Associates
11.2021 - 03.2023
Associate in Science (A.S.) - Data Analytics
Ivy Tech Community College
Bachelors in Business Administration (B.B.A.) - Accounting and Finance
Higher Institute of Commerce and Management