Felipe Hawatt

• Risk Assessment: Support in identifying and assessing potential risks within the organization's processes, operations, and systems.
• Audit Planning: Assist in the development of the audit team Risk Based Audit Plan audit plan that outlines the projects and engagements for the current and upcoming fiscal years
• Audit and Reviews Execution: Conducting audits and reviews by collecting and analyzing data, evaluating the effectiveness and efficiency of internal controls, risks and governance
• Reporting: Preparing working paper summaries that summarize findings, highlight areas of concern, and provide recommendations for improvement. These reports are typically shared with management and relevant stakeholders.
• Follow-Up: Help in the monitoring of the Management Action plans
• Departmental Audit Committee: Assist in coordinating Departmental Audit Committee meetings by managing invitations, catering, preparing presentation slides, and compiling the e-binder content for use during the meetings.
• Bid Evaluation: A ssessing proposals submitted by external consulting firms

● Developing financial strategy, including risk minimization plans and opportunity forecasting

● High-level financial reporting and analysis

● Regular budget consolidation

● Cash flow preparation

● Preparing company tax

● Ensuring compliance with statutory law and financial regulations

● Developing financial reviews and providing advice

● Working closely with management or executive teams to share reports and analysis findings

● Monitor and analyze accounting data and produce financial reports or statements

● Establish and enforce proper accounting methods, policies and principles

● Improve systems and procedures and initiate corrective actions

● Coordinate and complete annual audits

● Assign projects and direct staff to ensure compliance and accuracy

● Meet financial accounting objectives

● Establish and maintain fiscal files and records to document transactions

● Record monthly, quarterly and/or annual transactions

● Reconcile accounts

● Prepare trial balance and maintain general ledgers

● Calculate and prepare payroll and government remittances

● Prepare financial statements, including income statement, balance sheet, and cash flow statement

● Regularly prepare financial reports to analyze financial trends

● Develop and maintain relationships with clients and external partners

● Maintain knowledge of and perform all duties under changing financial regulations

● Perform all duties using accounting software, including QuickBooks, QuickBooks Online, Sage 50, Xero or other accounting software

• Asked customers questions to determine, verify and solve common problems.
• Looked for additional ways to expand products to customers by upselling new products and services.
• Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner
• Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self-serve areas of the branch with the goal to deliver an enhanced customer experience
• Suggested operational improvements to enhance quality, improve production times and reduce costs

● Present, promote and sell products/services using solid arguments to existing and prospective customers

● Perform cost-benefit and needs analysis of existing/potential customers to meet their needs

● Establish, develop and maintain positive business and customer relationships

● Expedite the resolution of customer problems and complaints to maximize satisfaction

● Achieve agreed upon sales targets and outcomes within schedule

● Coordinate sales effort with team members and other departments

● Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.

● Keep abreast of best practices and promotional trends

● Continuously improve through feedback

• Worked helping students with business math problems and doubts

● Journal entries;

● Account analysis;

● Balance Sheet analysis;

● Preparation of accounting reports;

● Client visiting to collect information;

● Contract checking (Alteration of partners, change of company address and changing of company´s object(s);

● Contract checking of opening and closing of company;

● Organizing meeting and managing data

● Organizing company events and conferences

● Dealing with correspondence and complaints

● Preparing presentations and reports

● Supervising and monitoring admin staff

● Managing and delegating tasks

● Set up new employees

● Implementing new policies

● Contract analysis

● Internal process conferencing

● Analysis of government bids

● Writing spreadsheets in excel software

● Deal with deadlines