- Developed and implemented automated reporting systems using Excel VBA/macros and Power Query to streamline operations processes and procedures, including valuation analysis, data comparison, and calculation of billings. - Conducted daily and monthly reconciliations to ensure the accuracy of financial data. - Utilized Bloomberg Terminal to accurately price assets and verify corporate actions. - Organized reports through the firm's Advent Portfolio Exchange software, including annual and bi-annual pension reports - Prepared monthly and quarterly returns, including PRSA Returns and Central Bank's Client Asset Returns. - Utilized data analysis skills to generate customized reports, helping to monitor data integrity. - Coordinated the documentation and reconciliation of accounts holding funds for liquidation and worked closely with banks and brokers to facilitate the release of client assets

Ocean & General Maritime Agencies Ltd | Oct 2013 - Apr 2015

Account Assistant

- Created and sent invoices to debtors for sales or services rendered, and processed credit invoices and credit reconciliation. - Ensured accuracy of accounts receivable ledger by reconciling payments and posting them appropriately. - Responded to a high volume of customer queries via phone and email, and monitored customer accounts to collect overdue debts in a timely manner - Maintained quotes for each customer in Salesforce. - Generated weekly, monthly, and annual financial reports using G-ATLAS, SAGE, and manual spreadsheets. - Processed supplier invoices, created disbursement accounts and general expenses in the firm's software, and interacted with head office employees to resolve accounts issues. - Tracked the status of shipments and updated customers on the status of their orders

Americana Shipping Group Ltda | Nov 2009 - Apr 2013

Operation Logistic Supervisor

- Successfully negotiated freight contracts with shipping lines and transportation companies to reduce costs and improve efficiency. - Provided expert information on the class rating, destinations, and special handling requirements of our products to partners, enabling them to make informed decisions about freight transport. - Led the Documentation and Operation Department to provide exceptional service and delivery to customers around the world, including those in Germany, France, Argentina, Australia, Ireland, the United States, Canada, and Spain. - Expanded international sales through both imports and exports, and consistently met market goals. - Strengthened and maintained account relationships through regular communication and advocacy. - Made outbound follow-up calls to current and potential customers to pursue quality business opportunities and increase sales.

Americana Shipping Group Ltda | Jan 2009 - Oct 2009

Import and Export Operations

- Organized the transportation of goods via sea, air, or road, and delegated the operations of full container load (FCL) and less than container load (LCL) shipments. - Provided specialized assistance for the shipping of reefer cargo, ensuring that all necessary requirements were met. - Created and submitted a range of documentation, including draft documents, bills of lading, invoices, and receipts. - Coordinated bookings with carriers, agents, and customers using INTTRA and carrier websites, and arranged customs clearance on behalf of clients. Kept clients informed of the tracking of their shipments and provided timely updates

Americana Shipping Group Ltda | Aug 2008 - Dec 2008

Internship

N/A

My Education

Take a look at my formal education

Professional Diploma in Professional Diploma in Finance AdviceUniversity College Dublin | 2019

Postgraduate Diploma, Mutual Funds ManagementFitzwilliam Institute | 2017

Bachelor's degree, International RelationsCentro Universitário Lusíada | 2009

About Me

I am excited to take my passion for data analysis to the next level by transitioning to a data analyst role, where I can use my skills and knowledge to make a bigger impact. I believe that data analysis has the power to drive positive changes.

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