Summary
Overview
Work History
Education
Skills
Timeline
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Simon Fisher

Fort Lauderdale,Florida

Summary

Summary Dedicated and results-oriented professional with a high school diploma from Yeshiva Darchi Moshe Lelov. Possesses proficient knowledge in managing and leadership, with a strong emphasis on planning, execution, and reliability. Skilled in principles of accounting, customer service, and managing accounts in QuickBooks. Proficient in Microsoft Office, particularly Excel, with exceptional analytical thinking skills specializing in financial analytics and strategic planning in business intelligence.

Overview

3
3
years of professional experience

Work History

01.2023 - 07.2023
  • Took a hiatus from work due to personal illness, during which I underwent medical and psychological treatment Now fully recovered and ready to re-enter workforce with renewed sense of purpose and dedication.

Investment Analyst

Capital Solutions USA
11.2021 - 01.2023
  • Collaborated closely with team members to ensure accuracy in project requirements
  • Managed multiple projects and tasks while maintaining focus on analytical reporting, spreadsheets, and presentation development
  • Created in-depth spreadsheets detailing trends and forecasts for revenue, profitability, and expenses
  • Developed comprehensive financial analysis reports and presentations based on acquired financial principles
  • Guided investment decisions through thorough data analysis and projected financial outcomes
  • Mediated between project directors and investors, fostering symbiotic relationships.
  • Developed financial models to assess potential investments and identify potential risks
  • Created financial strategies to optimize portfolio performance and reduce risk
  • Conducted due diligence on potential investments and presented findings to investors

Remote Bookkeeper

PCS Credit Company
03.2020 - 11.2021
  • Generated financial reports by collecting, analyzing, and summarizing account information and trends
  • Calculated totals, cross-checked figures, and addressed issues with physical and digital files
  • Processed payroll, electronic deposits, pay adjustments, and invoices
  • Maintained daily cash logs, managed deposits, and provided accurate financial reports
  • Defined and documented bookkeeping policies and procedures to effectively track and manage financial data
  • Analyzed financial data to assist in budget creation and forecasting
  • Managed vendor relationships and negotiated contracts to obtain best prices and value for money
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses
  • Handled day-to-day accounting processes to drive financial accuracy
  • Matched purchase orders with invoices and recorded necessary information

Education

High School Diploma -

Yeshiva Darchi Moshe Lelov
New York, NY
2017

Skills

  • Skills
  • Managing and Leadership
  • Planning and Execution
  • Principles of Accounting
  • Customer Service
  • QuickBooks
  • Microsoft Office Suite (Excel, Word, PowerPoint)
  • Financial Analytics
  • Strategic Planning
  • Analytical Thinking

Timeline

01.2023 - 07.2023

Investment Analyst

Capital Solutions USA
11.2021 - 01.2023

Remote Bookkeeper

PCS Credit Company
03.2020 - 11.2021

High School Diploma -

Yeshiva Darchi Moshe Lelov

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Simon Fisher