Summary
Overview
Work History
Education
Skills
Certification
Reference
Timeline
Generic

Yeamlak Ayele

Warsaw

Summary

Detail-oriented Financial Analyst with hands-on experience in fund accounting within a prominent investment bank. Dedicated to leveraging analytical skills and industry knowledge to contribute effectively to financial analysis and decision-making processes. Proficient in logging, prioritizing, and escalating support issues. Skilled in building and maintaining client relationships, and adapt at analyzing network trace information. Utilizes salesforce (CRM) to efficiently manage workstreams. Highly driven to gain experience and develop skills that can help improve performance.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Fund Accountant

Bank of New York Mellon
02.2023 - Current
  • Maintaining accurate and up-to-date fund accounting records for a portfolio of investment funds
  • Participate in regular rotation of trade processing and other accounting processes to prepare the fund accounting system
  • Record accurately, and in accordance with the Department policies and procedures, such accounting records as securities positions, corporate actions related, and journal entries.
  • Conduct daily reconciliations of cash, positions, and transactions to ensure accurate and timely reporting
  • Prepare monthly, quarterly, and annual financial statements
  • Researched and resolved discrepancies and exceptions in fund accounting records, collaborating with internal teams and custodians as necessary
  • Prepare fund performance reports and analysis, providing insights to support decision-making processes
  • Contribute to the implementation and enhancement of accounting systems and processes to improve efficiency and accuracy.

Research Consultant

Kale Recruitment
01.2022 - 12.2022
  • Coordinating the full recruitment process of all directly sourced candidates up until the offering stage.
  • Assisting with the coordination of the overall recruitment process including interviews.
  • Screening candidates to learn more about their experiences, qualifications, and other essential info
  • Verification of candidates in ATS and subsequent creation of candidate profiles/applications making sure to keep ATS updated throughout the entire recruitment process
  • Occasionally supporting with the preparation and presentation of offers
  • Preparing reports (Based on the needs of clients and managers)
  • Partaking in briefing/intake calls to learn about open requisitions and current business needs

Customer Success Specialist

Foundever Polska (Previously SITEL Groups)
06.2021 - 12.2021
  • Supporting line for merchants utilizing a credit card processor in the US and Canadian market
  • Technical support on the card processor
  • Troubleshooting hardware and software
  • Assisting merchants in generating invoices, creating inventories, accessing reports, and employing marketing and team management tools on the software
  • Solving complex issues like fraud and identity theft and reporting discrepancies effectively
  • Handling large volumes of incoming calls and following up on emails
  • Effective use of the salesforce
  • Received good percent feedback from customers. Assisted with escalating cases, having the ability to follow guidelines and instructions.
  • Continuously taking additional training concerning software and hardware updates.

Tools Used: Salesforce, Slack, Microsoft Excel, Google sheet, Microsoft PowerPoint, Microsoft Word, Zoom

English Teacher

GB English
12.2018 - 05.2021
  • Certified Callan method English teacher
  • Applied the most effective method (Callan method) to teach English to beginners and intermediate-levelers who would like to improve their communication skills
  • Conduct specific business English classes using Callan Business methodology for apprentices who want to enhance their business English vocabulary and speaking skills for an upcoming opportunity in the business sector
  • Focused on mainly speaking and active listening skills
  • Assessed the English level of new students and assigned levels
  • Effectively conducting classes with people from different age groups.

Senior Customer Support Executive

Ethio Telecom
02.2016 - 01.2018
  • Partnered with IT to optimize existing CRM system capabilities, boosting productivity while maintaining data accuracy throughout interactions with customers.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Conducted regular performance reviews for team members to identify areas of improvement and provide constructive feedback.
  • Meet metric goals in a high volume inbound/outbound call center environment
  • Document customer issues, troubleshooting status updates, and resolution summaries.
  • Process Move Add Change Delete requests and other billable changes
  • Setup call flow as desired by customer and ensure documentation within Case
  • Raise awareness to leadership of large-scale impairments as inbound customer engagement may dictate.
  • Follow up with customers to ensure ongoing high levels of satisfaction and meeting SLOs.
  • Follow processes as outlined in IKBs
  • Follow all guidelines and procedures as outlined in the Call Center environment
  • Understand complex call flows for customers
  • Handle a variety of issues dealing with various platforms, operating systems, applications, inbound / outbound calling, caller ID, calling features, etc.

Education

Bachelor of Arts - Global Business, Finance and Governance, International Finance

Warsaw School of Economics
Warsaw, Poland
01.2022

Skills

  • Financial Analysis
  • Basic: Java Script, HTML, Workflow Network Configuration/Cisco Packet
  • Reconciliation
  • Financial control
  • Excel and Financial Modeling
  • Financial Reporting
  • Data Analysis
  • Risk management
  • Communication skills
  • Attention to details
  • Problem solving
  • Ethical conduct
  • Adaptability
  • Microsoft Excel
  • Team work
  • Service Now

Certification

Banking and Financial Services, Willey Edge, 2023

Reference

Recommendation: I agree to have my personal data processed for any purposes necessary to the recruitment process in accordance with the Personal Data Protection Act of 29 August 1997, Dz. U., No. 133 Item 883

Timeline

Fund Accountant

Bank of New York Mellon
02.2023 - Current

Research Consultant

Kale Recruitment
01.2022 - 12.2022

Customer Success Specialist

Foundever Polska (Previously SITEL Groups)
06.2021 - 12.2021

English Teacher

GB English
12.2018 - 05.2021

Senior Customer Support Executive

Ethio Telecom
02.2016 - 01.2018

Bachelor of Arts - Global Business, Finance and Governance, International Finance

Warsaw School of Economics
Yeamlak Ayele