Muhammad Uzair Amir
Carmel,IN
Summary
Financial professional with SIE, Series 7, and Series 66 licenses, and an ACCA-backed accounting foundation. Brings a strong understanding of U.S. personal finance and investment principles, with a growing focus on Shariah-compliant and ethical wealth management.
Actively pursuing entry-level roles in financial advising, portfolio management, or client services, with an interest in Islamic finance and values-aligned investment strategies. Aims to deliver personalized solutions that support sustainable, long-term financial growth while adhering to client values.
Authorized to work in the U.S. without sponsorship.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accountant
Credence Group
Lahore, Pakistan
06.2018 - 01.2024
- 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
UK09-2019
Skills
- Microsoft Excel (intermediate)
- Microsoft Word (intermediate)
- Technical analysis
- Commodity trading
- Financial reporting and reconciliation
- Client communication
- Financial data interpretation
- Financial Regulatory knowledge
- Team collaboration
- Problem solving
- Python (beginner)
- Accounting and bookkeeping
Certification
- Securities Industry Essentials (SIE) — July , 2025
- Series 66 — Nov, 2025
- Series 7 — Dec, 2025
- Association of Chartered Certified Accountants (ACCA) — December 2018
- AI-Based Data Analytics (Python) — January 2025
Timeline
Accountant
Credence Group
06.2018 - 01.2024
BSc - Applied Accounting
Oxford Brookes University