United Kingdom
• Analysed financial documents and reviewed confidential information on investment targets • Assisted with Company and Client Compliance with Legislation and Regulatory Changes • Verified and prepared information for various monthly and quarterly reports • Ensured appropriate management of Non-Disclosure Agreements related to potential acquisitions • Shadowed Chief Financial Officer and managers and learnt financial modelling concepts and the background of private equity • Financial Reporting duties – mainly conducting audits
• Communicated with customers to meet their needs and address their queries • Maintained visually appealing and effective shop displays - arranged stock effectively • Processed sales transactions accurately and in a timely manner • Maintained strong relationships with customers
• Logged financial transactions - resolved errors and cross-checked information • Archived confidential documentation and client files • Scheduled appointments and conference calls with clients • Maintained client data • Bank Reconciliations