Margaret O
Financial Management Specialist
Habilidades

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Portfólio
Experiência profissional
Financial Management Specialist
Ministry of Defense • Período integral
Jan 2023 - Present • 3 yrs 6 mos
Process monthly payment of invoices from different Telecoms Vendors on behalf of customers Analyze and reconcile complex accounting transactions to ensure accuracy Interpret financial data and provide actionable insights for decision-making Resolve complex accounting and reporting issues through detailed financial analysis Develop and monitor internal controls to maintain financial integrity Improve operational efficiency and accuracy of financial reporting systems Provide financial management support to operational managers
Assistant Sales Support
Cumulus • Período integral
Jan 2022 - Nov 2022 • 10 mos
Supported sales operations across pre-sales and after-sales processes Maintained customer and contract data within CRM systems Prepared offers, NDAs, and business documentation Conducted market research and identified new business opportunities Managed sales pipelines and updated CRM (Sage CRM) Coordinated internal and external meetings and communications
Consultant – Private Investment Team
Allianz
Mar 2021 - Sep 2022 • 1 yr 6 mos
Managed client investment portfolios and supported asset management activities Identified and developed new business opportunities Built and maintained strong client relationships Provided advisory support on financial products, including ETFs and index funds Delivered accurate and timely responses to client inquiries