Experienced finance professional with a background in finance, banking, and insurance. Proficient in financial analysis, banking operations, and risk management. Skilled in project management, client relations, and regulatory compliance. Strong communicator with a focus on problem-solving and attention to detail. Seeking to apply expertise and grow with the company.
Overview
5
5
years of professional experience
Work History
Case Manager
Great Oak VFA
03.2023 - Current
Managed intake procedures, conducting thorough assessments, and gathering financial documentation.
Collaborated with lawyers, insurance, forensic accountants, and other stakeholders involved in a client's case to ensure effective coordination and communication.
Maintained accurate documentation and case records in compliance with regulatory standards.
Drafted comprehensive reports, schedules, and documents vital to case management.
Managed invoicing processes, ensuring accurate and timely billing for services rendered.
Prepared and delivered final reports to law firms and insurance companies, facilitating seamless communication and collaboration.
Chief Financial Advisor
First Ukrainian International Bank
Kyiv, Ukraine
11.2018 - 11.2021
Advised clients within the small and medium business segment on a comprehensive range of banking products and services.
Fostered strong client relationships through personalized consultation and tailored financial guidance.
Managed various government projects for businesses through our bank, facilitating access to financial resources and support for clients.
Recognized as the best employee of the month and subsequently as the employee of the quarter for achieving outstanding sales results.
Conducted training sessions for new employees, ensuring they were equipped with the necessary knowledge and skills to excel in their roles.
Education
Master of Science - Finance, Banking, And Insurance
Kyiv National Economic University
Kyiv, Ukraine
03-2021
Bachelor of Science - Finance, Banking, And Insurance (With Honors)
Kyiv National Economic University
Kyiv, Ukraine
06-2019
Skills
Data Entry and Analysis
Client Relationship Management
Project Management
Problem Solving
Documentation proficiency
Organization and Multitasking
Languages
English
Full Professional
Ukrainian
Native/ Bilingual
Timeline
Case Manager
Great Oak VFA
03.2023 - Current
Chief Financial Advisor
First Ukrainian International Bank
11.2018 - 11.2021
Master of Science - Finance, Banking, And Insurance
Kyiv National Economic University
Bachelor of Science - Finance, Banking, And Insurance (With Honors)