Summary
Overview
Work History
Education
Skills
Timeline
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Faezeh Jamali

Windsor,Ontario

Summary

Disciplined Finance Intern pursuing opportunity to further studies and add to hands-on financial services experience. Accomplished at performing quantitative data and producing graphs. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking eager to listen, learn and support superiors.

Overview

8
8
years of professional experience

Work History

Financial Analyst

Shahr Bank
05.2021 - 09.2022
  • Prepared detailed reports discussing risks of lending money to each applicant and prepared report by taking information from Financial Statements and Profit and loss Statements
  • Used Excel to create reports and recommended courses of action to upper management.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Reviewed financial reports and streamlined operations to increase productivity and company profits.
  • Led meetings with directors to analyze spending and provide financial recommendations.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Assisted companies with choosing and timing investments for optimal results.
  • Identified risks associated with projects, contract approvals and other client accounting issues.

Bank Clerk

SHAHR BANK
07.2014 - 04.2021
  • Organized loan information, Prepared monthly balance sheets of checking account customers and Created loan request and credit analysis summaries.
  • Worked on international accounts, translating foreign currency into Rials and vice versa
  • Processed daily trades, transfers, and account changes
  • Updated non-financial information, address, beneficiary, name
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Educated customers on use of banking website and mobile apps.
  • Handled various accounting transactions.
  • Maintained friendly and professional customer interactions.
  • Calculated fees due, interest and change for customer transactions.

Education

Master of Science - Actuarial Science

University of Windsor
Windsor, ON
04.2024

Master Of Science - Finance

Shahid Ashrafi Esfahani Non Profit University
Iran
2015

Bachelor Of Science - Industrial Engineering sep

Islamic Azad University South Tehran Branch
Iran
2009

Skills

  • Proficiency with Excel, including Pivots, V lookups, IF statements
  • Microsoft Word and Power point
  • Fund Accounting Software
  • Exceptional oral and written communication
  • Knowledge of ERP (Enterprise Resource Planning) Software
  • Superior Time Management
  • Cash flow planning and management
  • Problem-Solving Ability
  • Customer Relationship Management
  • Knowledge of Python and R programming

Timeline

Financial Analyst

Shahr Bank
05.2021 - 09.2022

Bank Clerk

SHAHR BANK
07.2014 - 04.2021

Master of Science - Actuarial Science

University of Windsor

Master Of Science - Finance

Shahid Ashrafi Esfahani Non Profit University

Bachelor Of Science - Industrial Engineering sep

Islamic Azad University South Tehran Branch

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Faezeh Jamali