HSBC is reengineering its financial functions throughout several geographic locations ranging from Switzerland to US implementing and operating its financial systems to incorporate the ERP Oracle Cloud hubs (Financials, Accounting, Procurement, Payroll, Project and Risk Management) compliant with IFRS16 Accounting standards. Daily responsibilities varied from support across all finance functions, from data management to invoice reconciliation and reporting compilation. Analysis of expenses and active management of employee costs and budgets using Oracle. Gained exposure to Oracle Fusion and high level understanding of composition of global finance functions and operations.Responsibilities Included:• Monthly preparation of financial reports, budgets, cost reports and financial forecasts to aid strategic decision making. Ensuring all financial data is well documented within the department and all records are accurate and up to date• Invoice reconciliation and management to ensure timely payment collection.• Sorting and processing of travel expenses that are recorded on the relevant Oracle Hub. All entries are then cross referenced ensuring close attention to detail is paid to eliminate the possibility of any risks.• Expense management for travelling colleagues deployed on global projects, including creation and automation of cost and budget log.• Project support for coordinating and liaising with senior level management to guarantee industry standards are conformed with. This is mainly done by keeping test controls in place to ensure consistency between individuals and their work.• Production of reporting communications to executive stakeholders for project implementation progress and status.

I have completed the Business Analysis programme also gaining the qualification: BCS Foundation Certificate in Business Analysis . This programme includes the following modules:1. Pro Skills2. SQL3. Excel/VBA4. Business Analysis (with BCS Exam)5. Investigation Techniques/Stakeholder Mgmt/Teamwork6. Business Case/Risk Mgmt/Business Process Modelling7. IS Modelling and Testing Techniques8. Requirements Engineering and Delivering Change

As part of the Global Investments and Solutions (GI&S) function, I had the opportunity to be integrated in the world of Wealth and Asset Management. I worked supporting a large number of portfolio managers, as well as providing front office support to be able to liaise effectively with the private bankers to provide the best experience to the clients. I was able to learn and operate different systems such as Microsoft CRM Dynamics and in-house gold tier systems for customer relationship management. I also became skilled in portfolio trading using the Charles River Trading Systems. This was mainly used to rebalance and remodel client portfolios to align to specific benchmark and models, agreed in-house. The role has allowed me to gain exposure to different instruments of investment such as cash and short maturity bonds, Developed and Emerging Market Equities, Hedge Funds, Commodities and Real Estate.Responsibilities Included:• Onboarding prospective clients, which included due diligence to ensure conformance with regulatory standards for audit purposes. Then use of a gold tier client system to create customer profiles and synchronise personal client data with Microsoft Dynamic CRM systems.• Trading, rebalancing, currency exchanging and liquidating using the Charles River trading systems to ensure portfolios are tightly managed to the models and benchmarks to allow performance to be consistent over the investment length as well as satisfy client demands and expectations.• Responsible for the preparation of monthly bank reconciliations within the given timeframe and reporting any losses or irregularities during the process.• Data remediation and compilation of MI, which was presented at monthly management SteerCo meetings. Presenting a collation of new process evaluations, allowing progression of innovative new projects to help ensure the company portfolio continues to grow and operate efficiently in the sector.

Responsible senior individual of the sales team tasked with providing consistently high levels of customer service on a consistent basis.•Demonstrated proactive behaviours by following delivery schedules and distributing parcels on time.•Shared knowledge and experience with new members of staff and took an active role in their training.•Manage floor merchandise layouts and actively involved in replenishment of stock levels on floor.•Proven to have strong commercial awareness. •Have previously been ranked as providing White retail customer service standards, earned my store a 100% mystery shop visit, which concurrently resulted in achieving the store bonus.