lgvar

Conducted analysis of target organizations by reviewing financial statements and operational results, identifying critical issues affecting transactions for deals ranging up to $30 million. Participated in several large-scale financial due diligence engagements for buy-side and sell-side transactions, covering diverse industries across Europe and Asia. Analyzed and improved various business processes to tailor solutions specific to client needs, resulting in enhanced operational efficiencies and optimized financial performance for clients.

Supported the finance director in formulating and executing strategic financial initiatives, policies, and procedures to bolster the organization's financial targets. Managed daily financial operations across multiple areas, including accounts payable, accounts receivable, payroll, and general ledger. Ensured the integrity and accuracy of financial data through consistent implementation of thorough audits and reconciliations.

Assessed financial situations of over 200 clients, developing personalized financial solutions that improved their financial health by optimizing asset allocations and reducing liabilities. Managed a portfolio of 120+ personal accounts, increasing client retention by 20% through proactive cross-selling of financial products such as mortgages and personal loans. Successfully met quarterly sales targets by achieving a 25% increase in cross-selling financial products, significantly contributing to branch revenue through effective outbound calling and in-person consultations.