Highly motivated Finance Analyst
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A highly motivated Finance graduate who can provide key analytical support to company managers. Ambitious and looking forward to playing a vital role in financial decision-making and adding significant value to a business. A high performing individual, demonstrating drive, enthusiasm, and initiative, with the ability to work well under pressure, consistently delivering quickly and accurately and able to prioritize to ensure deadlines are met whilst maintaining a high standard of analysis and insight.
Experience of budgeting, forecasting, and producing monthly financial reports as well as reviewing internal company processes to advise on any improvements which could be made.
Presently looking to join a company that offers long term career prospects and also a opportunity to study towards professional qualifications
Depositary Analyst | March 2022 to Present.
· Maintain asset registers and undertake procedures to verify the fund’s ownership of those assets.
· Undertake daily cash flow monitoring of fund bank accounts.
· Ensure that funds are compliant with fund documentation and any issues are identified, logged, and resolved in a timely manner.
· Review drawdowns and distributions and ensure the expected procedures have been followed.
· Prepare periodic client and fund board reports
Margins Analyst. | December 2020 to March 2022
Barclays Bank PLC,
Corporate executive | November 2019 to December 2020
· Analytics of Corporate accounts (8 million and above), understanding the business needs and setting goals to grow the company by expanding limits and services to gain new business.
· Developing unique price structuring for each client, allowing to achieve higher annual turnover for the corporate bank.
· KYC work to ensure all companies that use Barclays are compliant with the money laundering act 2018
· Analytics of companies’ costs compared to other companies in the same market, creating a financial health of client’s supplier.
Investment management club, Founding member and Board Member In coalition with Ulster University, September 2017 to April 2019
● The preparation and delivery of Accounts Analysis for stock and funds for investment.
● Providing financial information and recommendations
● Analyzing the growth of each stock and investment, making sure we did a weekly risk analysis of each investment
● The most subscribed academic club at Ulster university in 2018 – over 200 applications
● Created spend allocation models to ensure all cost and needs of the club were met.
University of Ulster, Newtownabbey, Belfast
Bachelor of Science in Finance and investment management,
Classification: Second Class Honors, Upper Division (2:1)
