Summary
Overview
Work History
Education
Skills
Languages
Awards
Timeline
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Anu Lama

Summary

An organized and self driven individual aspiring to grow in the field of accounting and finance. With more than five years of experience in accounting, financial reporting and regulatory compliance, I am seeking to leverage my skills and deliver my positive attitude, knowledge and experience with an absolute objective to add the value to the team and entire organization.

Overview

7
7
years of professional experience

Work History

Administrator- Account Transfers

Questrade Financial Group
09.2023 - Current
  • Review and process client's account transfers in or out according to service legal agreement, regulatory requirements and Questrade policies
  • Work collaboratively with team such as AML, Risk and Compliance to ensure the adequacy and daily operation
  • Respond to emails, calls and fax related to account transfers as soon as possible
  • Prepare, edit and proofread correspondences and transfer related documents
  • Maintain automated filing system to add transfer data to internal databases
  • Ensure the departmental policies and procedures are complied with regulations such as IRROC and MFDA
  • Other ad hoc duties as assigned

Accounting Officer

Batas Organization
08.2019 - 03.2022
  • Posted daily transactions associated with payments, receipts, expenses and journals in line with relevant accounting standards
  • Prepared financial reports that include balance sheet, income statement and cash flow statement monthly, quarterly and annually
  • Interacted with customers, bank and vendors for account reconciliations and to deepen the relationships with them
  • Ensures accurate and timely payment to vendors and service providers, including preparing checks, bank transfers and other payment methods
  • Provided support during internal and external audits to ensure all tax documentation is accurate and available
  • Handled petty cash expenses on daily basis
  • Proactively assisted accounting manager on preparation of annual budget and variance analysis on monthly basis

Inventory Officer

Child Education Foundation
03.2018 - 06.2019
  • Assessed and evaluated potential suppliers in the market and negotiate in terms of pricing and other factors
  • Prepared purchase orders and procurement documents and ensure the procurement transactions, vendor contracts and information are recorded and updated regularly
  • Monitored the inventory levels and coordinate with other departments accordingly to avoid operational disruption
  • Conducted the cross-training across team members to mitigate operational risks
  • Developed the procurement strategies and recommended the internal stakeholders in preparing forecasts based on inventory levels and operation of the organization

Education

Financial Planning And Wealth Management -

Lambton College
Toronto, ON
12.2023

Bachelor of Business Administration (BBA) -

Nepal College of Management
Kathmandu, Nepal
06.2017

Skills

  • Certification:
  • Investment Funds in Canada (IFC), Canadian Securities Institute
  • Technical Skills:
  • Well-versed in MS Excel, Google Workplace and SQL
  • ERP Systems: Microsoft Dynamics NAV, PeopleSoft, QuickBooks
  • Proficient in Broadridge BPS and CDS
  • Core Competencies:
  • Strong organizational and analytical skills
  • Attention to detail and quick learner
  • Excellent flexibility and time management abilities
  • Good team player and ability to work independently

Languages

English
Hindi
Nepali

Awards

  • Recognized as the “Highest Scorer” among200+ employees in Microsoft Dynamics NAV Examination, (2021, Batas Organization).
  • 100% scholarship Recipient for BBA program (Kathmandu University).

Timeline

Administrator- Account Transfers

Questrade Financial Group
09.2023 - Current

Accounting Officer

Batas Organization
08.2019 - 03.2022

Inventory Officer

Child Education Foundation
03.2018 - 06.2019

Financial Planning And Wealth Management -

Lambton College

Bachelor of Business Administration (BBA) -

Nepal College of Management

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Anu Lama