Enthusiastic financial advisor with a proven track record, eager to gain more experience. Dedicated work history as a Financial Analyst at Interactive Telecom Solutions, where I manage the company's finances. Experienced in auditing financial documents and generating reports using Excel, with a keen eye for detail. Strong foundation in Excel, QuickBooks, and financial auditing, coupled with a passionate commitment to all of my work! Currently studying for the CFA exam to further enhance my expertise in financial analysis.
As a financial analyst, I was given the responsibility of managing the company's finances. My role consisted of:
- Reconciling monthly commissions from international and domestic carriers.
- Rectifying and distributing agents' monthly commissions through ADP software.
- Generated and audited monthly financial statements and projections, ensuring accurate tracking of company sales and finances.
- Maintained accurate balance statements through QuickBooks.
- Compiled quarterly tax documents utilizing QuickBooks.
- Accounts Payable / Receivable
- Coordinated communications between carriers and agents on commissions and opportunities.
- I immediately made an impact on financial management by leveraging my experience with Excel spreadsheets.
This is the sister company of Interactive Telecom Solutions. I am responsible for:
- Generating monthly customer invoices utilizing QuickBooks.
- Generating financial reports using Excel.
- Auditing financial documents.
- Accounts Payable / Receivable
- Established and nurtured strong client connections.
- Prepared quarterly tax documents.