Pursuing all documents provided by the Financial Advisor/Client Service Officer and ensuring all documents/information provided are compliant for the purpose of preparing the Financial Report/Forecasts.Analyze and evaluate the client’s cash flow position, asset position and debt portfolio based on the client’s risk profile and current financial performance.Compile a draft net worth statement based on the documents provided by the Financial Adviser/Client Service Officer; including income and expenditure statements and financial long-term/short-term cash flow scenarios, assets, liabilities forecasts and discuss with the Financial Advisor. Undertaking research both independently and with the Financial Advisor to identify suitable solutions to meet the client’s goals, needs and objectives. Managing and motivating a team of individuals whilst maintaining the Financial Planner/Client Service Officer relationship with the company.

Successfully conducted a study on the Company's Goods Receiving, Invoice Verification and Payment Process. Made recommendations for improvements and presented a report titled "GRN/GRIR Process Study and Recommendations for Improvements" to the management.Acquired familiarity of the company's BPO and InfoMate services. Gained experience in the Company's SAP IS Retail ERP system.

Effectively prepared an investment proposal for an insurance company, by preparing forecasted financial statements along with an industry and competitor analysis, which was thereafter presented and approved by the management.Acquired advanced Microsoft Excel skills.Gained familiarity with various financial ratios and its significance.Acquired insight into capital structure and valuation of firms by completing various assignments.