Summary
Overview
Work History
Education
Skills
Certification
Timeline
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LIZA MARIA JOSEPH

Burnaby,Canada

Summary

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. Willing to relocate, and eager to contribute to a dynamic team and further develop expertise in finance.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Supervisor

Swatch Group Ltd
10.2023 - Current
  • Effectively developed strategic plans within allocated budgets to meet monthly sales targets and helped to achieve 3% conversion rate within store.
  • Proficient in preparation of comprehensive reports, documents, and presentations using MS PowerPoint and MS Excel to facilitate decision-making processes.
  • Elevated from a sales associate to a supervisor within one year, due to consistently surpassing sales goals and delivering exceptional customer service.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.

Sales Associate

Swatch Group Ltd
10.2022 - 08.2023
  • Delivered prompt and courteous service, ensuring efficient transaction processing to minimize customer wait times.
  • Regularly communicated performance observations to store management team, contributes to ongoing efforts to optimize operational effectiveness and customer satisfaction.
  • Managed approximately 30 incoming calls, emails and faxes per day from customers.

Tax Analyst

EY Global Delivery Services
10.2021 - 08.2022
  • Analyzed and applied appropriate methodologies, tools, and technologies to support financial activities, ensuring compliance with established guidelines and procedures.
  • Managed correspondence and tracks cases related to clients, including those concerning privileged and confidential information, while adhering to strict policies and procedures.
  • Provided input for development and enhancement of procedures, leveraging expertise in accounting and financial systems.
  • Collaborated effectively in both independent and team settings, showcasing excellent oral and written communication and presentation skills.

Finance Administrator

Real Tech Engineers
06.2021 - 10.2021
  • Performed gathering, analyzing, and interpreting relevant financial data and monitoring daily transaction records and assisted with payroll administration.
  • Responsible for preparation of financial statements at month-end
  • Moreover, identified financial liabilities and perform risk analysis on liquidity and cash flow.
  • Utilized strong knowledge of statistical analysis and cost benefit analysis to ensure accurate financial reporting and analysis.

Education

Post Baccalaureate Diploma - Finance

Douglas College
New Westminster, BC
08.2024

Master of Arts - Economics

Loyola College
Chennai
04.2021

Bachelor of Arts - Economics

Mar Ivanios College, Thiruvanathapuram
Kerala, India
05.2019

Skills

  • Financial Analysis
  • Budgeting and Forecasting
  • Data Analysis
  • Problem Solving
  • Critical Thinking
  • MS Office
  • R programming
  • Sharepoint
  • Employee Motivation

Certification

  • EY Cybersecurity, 2022, Gained knowledge of the fundamental concepts and applications of cybersecurity and how to apply them to business problems.
  • EY Better Us - Teaming, 2021, Gained foundational knowledge of the key concepts related to teaming which helps to become an emerging leader.
  • Excel Skills for Business: Essentials, 08/09/2020, Macquarie University
  • Entrepreneurship in Emerging Economies, 07/29/2020, Harvard University
  • Statistics and R, 07/27/2020, Harvard University
  • Statistics for Business 1, 07/19/2020, IIM Banglore (EdX)

Timeline

Supervisor

Swatch Group Ltd
10.2023 - Current

Sales Associate

Swatch Group Ltd
10.2022 - 08.2023

Tax Analyst

EY Global Delivery Services
10.2021 - 08.2022

Finance Administrator

Real Tech Engineers
06.2021 - 10.2021

Post Baccalaureate Diploma - Finance

Douglas College

Master of Arts - Economics

Loyola College

Bachelor of Arts - Economics

Mar Ivanios College, Thiruvanathapuram

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