Summary
Overview
Work History
Education
Additional Information
Skills
Timeline
CustomerServiceRepresentative
Ugochukwu Larry Ogunna

Ugochukwu Larry Ogunna

Data Analyst | Fund Accountant | Customer support specialist
Opole

Summary

Customer support/ Data Analyst/ Fund Accountant Skill Financial accounting Customer Service Business valuation Data analysis Advanced excel proficiency My Contact About Me Work Experience Consent Dedicated and detailed oriented customer support specialist/data analyst with over 3 years of experience and a background in fund accounting and management. Skilled at listening to customers, exceeding productivity targets, and maintaining current knowledge of company offerings. Solves problems quickly to retain customers and delivers a high level of service in every interaction. Eager to apply proven-budget maximization skills, maintaining, and completing client billing and reconciliations. I am Seeking to use proven Customer management skills to improve quality, cost, and time metrics.

Overview

4
4
years of professional experience
8
8
years of post-secondary education

Work History

Data Analyst Intern

Quantum Analytics
Abuja, FCT
10.2022 - Current
  • Identified, analyzed and interpreted trends or patterns in complex data sets by finding correlations and visualizing with charts.
  • Completed data cleaning and data validation of existing spreadsheets to promote robust data management platform, resulting in accurate data analysis and entry.
  • Managing master data, including creation, updates, and deletion.
  • Used modeling and analytics to understand how business decisions impacted bottom line.
  • Performed ad hoc data investigations analysis as necessary.

Fund Accountant

Inco Inspection company Ltd
Port Harcourt , Rivers state
08.2018 - 09.2022
  • Prepare timely and accurate Net Assets Values, yields, distributions, and other fund accounting output for subsequent review.
  • Record accurately, and in accordance with the Department policies and procedures, such accounting records as securities positions, corporate actions related, and journal entries.
  • Reconcile various accounts, or reviewing reconciliations prepared by others, and promptly researching and correcting any variances.
  • Identify exceptions and problems affecting accounting records and prices, communicating same to management, and assisting in their resolution.
  • Write reports periodically to management on Fund activities and other related issues.
  • Gained a better understanding of market movements and interrelated fund processes while utilizing macros in MS- Excel and MSAccess.
  • Booked, settled and tied out trades for all securities, allocated cash dividends to securities, verified market rates, reviewed income distribution, analyzed fluctuations of securities as formulated by NAV
    at the end of the day to ensure accuracy of mutual fund for timely submission.

Education

Master of Science - IR in Business

University of Opole
Opole, Poland
10.2022 - 09.2024

Bachelor of Science - Management

Federal University of Technology Owerri
Owerri, Nigeria
01.2009 - 12.2014

Additional Information

  • I agree to the processing of my Accomplishments Interests personal data for the purposes of the recruitment process in accordance with Article 13 (1) and (2) of Regulation (EU)2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data and repealing Directive 95/46/EC (General Data Protection Regulation). I also consent to processing of my personal data for the purposes of any future recruitment processes. Used Microsoft Excel to develop inventory tracking spreadsheets. Persuaded a customer to reconsider the cancellation of a large order worth $12,000 by providing him with deep insight into why letting the sale through will benefit him the most. Product Promotion - Up-sold products by 60% and motivated customers to upgrade current product plans. Reconcile various accounts, review reconciliations prepared by others, and promptly research and correct any variances. Customer Relations - Earned highest marks for customer satisfaction, company-wide. Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction. Won the employee of the month for several months Accomplishments Notice period Available to start immediately

Skills

  • Customer Monitoring
  • Industry Trend Analysis
  • Anomaly Detection
  • Excel Formulas
  • Word Processing
  • Systems Efficiency Evaluation
  • Accounting Management Assessment
  • Document Recordkeeping
  • Journal Entry Preparation
  • Financial Statement Review
  • Mutual Fund

Timeline

Data Analyst Intern

Quantum Analytics
10.2022 - Current

Master of Science - IR in Business

University of Opole
10.2022 - 09.2024

Fund Accountant

Inco Inspection company Ltd
08.2018 - 09.2022

Bachelor of Science - Management

Federal University of Technology Owerri
01.2009 - 12.2014
Ugochukwu Larry OgunnaData Analyst | Fund Accountant | Customer support specialist