Roberto Gomez Email & Phone Number

Halifax Regional Municipality, Ns, Ca

Halifax, Nova Scotia, Canada

As a Financial Services Administrator in the Canadian Armed Forces, I provide critical financial support to military operations and activities. My responsibilities include handling financial administration, general office bookkeeping, and managing accounts payable and receivable. I also play a key role in budget management, ensuring that military units operate efficiently within their financial resources.Key Duties: •Administering financial services and systems. •Performing general bookkeeping functions. •Supporting accounts payable and receivable. •Managing and allocating budgets for military activities.

Halifax, Nova Scotia, Canada

Work with other departments to manage/process client requests for resolution in a timely mannerExecute market orders and respond to client inquiries promptly and accuratelyMaintain complete client files and ensure documentation is in good orderAssist Investment Advisor(s) with daily tracking of transaction summaries, client activity to identify/prevent any errors or omissionsDemonstrate knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & EthicsBe aware of and maintain knowledge of financial markets and current/world events

Edmonton, Canada Area

Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services.Contribute to the achievement of branch business objectives by meeting or exceeding individual sales goals.Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non-credit losses.Be Knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations.

Calgary, Canada Area

Deliver superior client service, by consistently exceeding company service standards and exceeding customer expectations.Identify client needs and requirements offering appropriate recommendations and advice.Process all cash and counter transactions, balance cash and adhere to security protocols.Answer customer inquiries and problem solve client issues effectively and timely.Develop professional, friendly rapport to enhance client meetings and retention.Convey confidence and knowledge by ensuring transactions are thorough and accurate.Engage customers in sales conversations, provide recommendations and make referrals.Adapt quickly to customers from broad cultural/demographic backgrounds.

Prepared capital expenses report for CEO and CFO.Engaged director in report explanations. Accounted for and prepared records for the assets master record, asset retirements and intracompany asset transfers.Reconciled and investigated all variances through paper trail reviews, creative problem solving and diplomatic contact with internal departments.Calculated and processed monthly depreciation values.Trained internal departments on IFRS conversion procedures and accounting for the fixed assets cycle.Executed the month-end close of the fixed assets cycle, which included the evaluation and preparation of Assets reports. Trained my replacement in each of the 4 roles held within the company.Implemented and accountable for IFRS Asset conversion project.

Business Administration, Accounting And Finance

Bachelor Of Business Administration (B.B.A.), Finance And Financial Management Services

Overseas Studies Program: 1 year at Mount Royal University, focus on Business Administration - Finances.

Accounting, Auditing - Finances

Overseas Studies Program: 1 year at Mount Royal University, Calgary, Canada. Focus on Business Administration - Finances. Received.