Sam Kim Email & Phone Number

Los Angeles, CA, US

GB

St Louis, Missouri, US

- Advanced formulas in excel- Qlik Sense- Tableau- SQL

London, GB

• Worked as the liaison among stakeholders and developers to elicit, analyze, and document requirements for changes to business processes and information systems using Waterfall and Agile methodologies.
• Created user stories and use cases after gathering requirements from stakeholders to meet project expectations.
• Produced vision and scope documents for various projects.
• Created and owned functional, non-functional, and design requirement documents.
• Formulated business and operation process models using Visio.
• Developed interactive prototype websites and wireframes using Axure based off requirements.

• Offered organizational input and analytic thought processes to operate and manage the business processes across company’s departments.
• Designed and implemented the current Intake Officers and Tax Preparers pay plan and payroll through excel for Go Cap Tax (Bonuses,Salary, Commission Based Pay).
• Managed and directed the current budgets applied for the operational materials, tools, and contracts for all departments by performing acost benefit analysis through excel modeling.
• Ensured that functions and operations are in correspondence with the regulations and policies of the firm and Crosslink
• Maintained an up-to-date affiliate information spreadsheet (PTIN #, User ID, Efin #) in excel and Crosslink.
• Knowledgeable with contacting, establishing and maintaining meaningful relationships

Guaynabo, PR, US

• Executed background checks on current clients and cold called potential clients interested in buying municipal or junk bonds.
• Trained and was taught the responsibilities required to be a trader and the different types of bonds, maturity dates, and yield rates underthe Bloomberg system.
• Researched and assessed the performance of different bonds under the Bloomberg system and recommended buy/sell strategy basedupon the bonds current and predicted strength.
• Learned about the different roles in a financial services company, which includes bond analyst and bond broker.
• Supported the company with all generic administration tasks from organizing conference calls and meetings as well as formatting Excelfiles and presentations.
• Maintained an up-to-date inventory list for all the bonds in the company.

• Managed a team of 6 employees all while handling key business tasks such as payroll, bills, and work schedule.
• Participated in social networking to advertise for special events and coupons for potential clients.
• Scheduled appointments with customers, cold called potential clients, and provided excellent customer service.

Taught and coached kids the fundamentals of basketball. The camp was five days long and it was held for the community of Oxford.