Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
6
6
years of professional experience
Work History
Financial and Sales Compensation Analyst
SADA GDC
10.2022 - 07.2023
Implemented 10+ financial and payment models for various compensation plans, enhancing process accuracy and efficiency.
Conducted in-depth analysis and reconciliation of 100+ monthly commission requests for the Sales team.
Optimized commission processes, reducing a 1-week task to 1-2 days and streamlining a 2-day task to just 2 hours.
Executed commission calculations and generated reports for 5 distinct commission models across 200+ compensation plans.
Analyzed compensation plan changes, aligning them with sales forecasting and strategic planning to drive sales and profitability.
Produced precise sales forecasts and delivered comprehensive reports to senior executives.
Gathered, organized, and analyzed data, resolving discrepancies and providing valuable insights.
Regulatory Reporting Manager
HSBC Bank
06.2021 - 10.2022
Managed, coordinated, and implemented procedures and systems to establish a robust operational control environment for regulatory reporting.
Prepared and reviewed over 30 monthly internal and external reports, meticulously identifying errors, conducting result analysis, and implementing necessary changes.
Enhanced financial reporting and control processes, significantly reducing time-consuming tasks from 8 hours to just 2 hours.
Developed internal performance indicators and regulatory reports to monitor and improve financial performance.
Provided valuable support and recommendations to business partners on the implications of new regulatory rules and requirements.
Successfully implemented more than 30 analyses of large borrowers' exposure and currency rate sensitivity on a weekly basis.
Initiated, participated in, and led ad hoc investigations and projects related to regulatory reporting, ensuring compliance and accuracy.
Demonstrated flexibility by efficiently managing a variety of ad hoc projects and procedures as required.
Excel Automation Expert
German Sparkassenstiftung For International Coop.
02.2022 - 12.2022
Automated various business processes and tasks using Excel.
Developed and implemented Excel-based automation tools and applications for business games, including "Managing Climate Resilience" and "Farmers Business Game".
Enhanced Excel-based automation tools for business exercises, such as the Savings Game and Micro Entrepreneurial Simulation Training.
Automated calculations, final results, and presentation and summary report generation in up to 20 languages, and enhanced automation tools used in more than 10 countries.
Significantly improved efficiency by enhancing tools that reduced a labor-intensive, 3-day manual process to just 1 hour, included data input, result calculations, reporting, and presentation preparation.
Credit Reporting and Projects Officer
HSBC Bank
05.2019 - 06.2021
Improved loan drawdown process efficiency fivefold through an innovative automation tool.
Streamlined complex loan rate change process from a manual HR and risk procedure into a 1-hour automated workflow using advanced Excel tools.
Oversaw 15 daily, weekly, and monthly facility reports, ensuring accuracy and timely submission to Central Bank Loan Register and Credit Bureau.
Achieved over a threefold improvement in property and car release process efficiency through automation.
Conducted daily and monthly data reconciliation across risk and software systems, identifying errors, and suggesting improvements.
Contributed to bank-wide automation projects.
Managed credit bureau reporting validation and exceptions.
Updated and created departmental procedures and manuals.
Excel Automation Expert
German Sparkassenstiftung For International Coop.
09.2019 - 04.2020
Automated various business processes and tasks using Excel.
Developed and implemented Excel-based automation tools and applications for business games, including "Micro Business Game" and "Savings Game".
Enhanced Excel-based automation tools for business exercises, such as the Savings Game and Micro Entrepreneurial Simulation Training.
Automated calculations, final results, and presentation and summary report generation in up to 20 languages, and enhanced automation tools used in more than 10 countries.
Significantly improved efficiency by enhancing tools that reduced a labor-intensive, 3-day manual process to just 1 hour, included data input, result calculations, reporting, and presentation preparation.
CRM and Analytics Specialist
HSBC Bank
08.2018 - 05.2019
Generated over 50 KPI and Sales reports monthly for 100+ salespeople and bank branches.
Produced management information, setting data expectations, and extracting data for various campaigns, projects, and initiatives.
Planned and coordinated all CRM (Customer Relationship Management) activities, including defining target group objectives.
Prepared business reports with different periodicities (daily, weekly, quarterly, semi-annually) for local and Group use.
Created reports and dashboards to offer insights on customer behavior and engagement.
Credit Reporting Agent
HSBC Bank
07.2017 - 08.2018
Conducted daily, weekly, and monthly reporting of new loans, cards, overdrafts, and trade products to ACRA Credit Bureau and CBA Loan Register.
Played a key role in CBA reporting projects, including a full migration during the transition of CBA Loan Register reporting systems.
Performed inter-system reconciliations, proactively identifying errors and making necessary corrections.