Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Websites
References
Timeline
Generic

Muhammad Uzair Amir

Westfield,IN

Summary

Certified SIE professional with a robust accounting background and foundational knowledge in U.S. Personal finance and investment principles. Transitioning into Wealth management services, seeking entry-level roles to deliver personalized solutions and support client financial growth. Open to opportunities offering training and mentorship in financial advising, portfolio management, or client service.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Accountant

Credence Group
Lahore, Pakistan
06.2018 - 01.2024
  • Recording and classifying financial transactions accurately.
  • Maintaining general ledgers and sub-ledgers.
  • Preparing balance sheets, income statements, and cash flow statements.
  • Reconciling bank statements and accounts payable/receivable.
  • Analyzing financial data to identify trends and potential issues.
  • Preparing financial reports for management, investors, and other stakeholders.
  • Overseeing payroll and expense tracking.
  • Managing accounts payable and receivable.
  • Implementing and maintaining accounting systems.
  • Staying updated on changes in accounting standards and regulations.
  • Facilitated regular meetings to review account progress and address owners' needs.
  • Reviewed and approved monthly journal entries, account reconciliations, and financial statements.
  • Maintained updated records of all assets owned by the company.

Education

BSc - Applied Accounting

Oxford Brookes University
UK
09.2019

Skills

  • Microsoft Excel (intermediate)
  • Microsoft Word (intermediate)
  • Trading strategies
  • Technical analysis
  • Commodity trading
  • Financial reporting and reconciliation
  • Client communication
  • Financial data interpretation
  • Regulatory knowledge
  • Team collaboration
  • Problem solving
  • Python (beginner)

Certification

  • Securities Industry Essentials (SIE) — July 7, 2025
  • Association of Chartered Certified Accountants (ACCA) — December 2018
  • AI-Based Data Analytics (Python) — January 2025

Affiliations

  • Sports
  • Analyzing Financial Markets
  • Travel

References

References available upon request.

Timeline

Accountant

Credence Group
06.2018 - 01.2024

BSc - Applied Accounting

Oxford Brookes University

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