IQRA AKMAL
Sterling,VA
Summary
Enterprising financial analyst with a track record of success in recommending appropriate financial plans based on accurate data collection, financial monitoring, and business strategizing. Skilled in financial analysis and reporting, contract management, and forecasting. Demonstrates a commitment to maintaining high standards of quality and resolving issues through effective financial planning. Utilizes exceptional communication skills to build and foster long-term relationships.
Overview
3
3
years of professional experience
Work History
Associate Financial Analyst
Haier
Lahore, PK
11.2023 - 08.2024
- Performed in-depth financial analysis to aid business decision-making.
- Utilized Oracle Financials for managing and scrutinizing financial information, ensuring accuracy.
- Developed annual financial forecasts exceeding $100 million, maintaining variance under 2%.
- Developed dynamic Tableau dashboards to display essential financial and operational metrics.
- Generated monthly, quarterly, and annual financial reports for performance assessment.
- Expedited month-end closures by efficiently reconciling AP/AR transactions.
- Managed cash flow by monitoring daily balances and forecasting liquidity needs.
Financial Advisor
Standard Chartered Bank
Lahore, PK
04.2022 - 07.2023
- Developed and nurtured client relationships, managing a portfolio of over 150 clients.
- Enhanced financial guidance leading to a high client retention rate of 95%.
- Maintained adherence to bank policies during financial planning.
- Developed retirement objectives and broad insurance programs.
- Formed new client relationships through comprehensive needs assessments.
- Advised clients on financial topics and suggested investment opportunities tailored to their specific needs.
- Advised clients on investment opportunities, ensuring personalized financial solutions.
Finance Trainee
Pak Elektron Limited
Lahore, PK
06.2021 - 11.2021
- Contributed to the creation of financial reports, balance sheets, and income statements, offering significant insights into financial performance.
- Handled over 100 supplier and client accounts by managing payable/receivable processes efficiently.
- Supported the finance team in monthly closing activities by ensuring accurate documentation and data entry.
- Identified discrepancies while reconciling accounts.
- Compiled and reviewed financial journals for month-end closing.
- Performed consistent reviews of budget vs. actual analysis reports, identifying variances.
Education
Bachelor Of Business Administration - Banking and Finance
University of Education
Lahore05.2024
Faculty Of Science - Pre-Engineering
Punjab College
Lahore, Pakistan 09.2019
Skills
- SQL Data Analysis
- PeopleSoft Proficiency
- Oracle ERP Cloud
- Financial Data Analysis
- Tableau Proficiency
- Financial Statement Analysis
- Proficient in Microsoft Office Suite
- Skilled in Point-of-Sale Systems
Timeline
Associate Financial Analyst
Haier
11.2023 - 08.2024
Financial Advisor
Standard Chartered Bank
04.2022 - 07.2023
Finance Trainee
Pak Elektron Limited
06.2021 - 11.2021
Bachelor Of Business Administration - Banking and Finance
University of Education
Faculty Of Science - Pre-Engineering
Punjab College