Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
MUGI DAVAATSEREN

MUGI DAVAATSEREN

Lewisham,NSW

Summary

Analytical professional with strong background in financial modelling and investment research. Skilled in providing financial consultations and solutions for businesses of all sizes. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Warehouse Casual

Camilla Australia
02.2022 - Current

CAMILLA is Australian leading luxury fashion brand as famous by kaftans and resort wears

  • Coordinating stock-unpacking, packing and stock taking- nearly 1000 style stock intake and replenish
  • Dispatching and wrapping customer orders which is around 250 daily
  • Receiving in returns and stock exit from Boutiques
  • Liaising with couriers and tracking deliveries
  • Inventory Control and Management around 10000 stocks
  • Cooperate with Inventory Management
  • Managed time efficiently in order to complete all tasks within deadlines.

Finance Intern

Aspiram Financial
09.2022 - 10.2022

Aspiram provides financial planning advice for individual and corporate clients, located in Blacktown. The firm encourages students to gain practical experience

  • Assisted to Client Service Officer for SoA preparation
  • Made comparison of financial products using WealthSolver
  • Analysed and prepared recommendation for clients using XTools and scenario analysis
  • Administration tasks
  • Updated Client circumstances into Plan (Fact Finding and CSA)
  • Prepared documents for Client Review Meeting
  • Assisted with asset allocation portfolio which matches client risk profile

Financial Analyst Intern

F3, AB Asset Management & CFA Societies Australia
05.2022 - 07.2022

F3 manage and organize internship opportunities for young woman who keen to work in finance

  • Collected Financial Data and conducted comprehensive market research
  • Created charts and graphs for Nine Entertainment to analyze revenue and expense trends in last 5 years
  • Cooperated with students and prepared investment research report by team under supervision of Asset Management Experts Valued different business units of NEC (Domain and Stan)
  • Evaluated overall valuation of NEC using Financial Modeling (MS Excel)

Admin Assistant/PA

BellDonLaqua
03.2021 - 11.2021

Small beauty retail boutiques provides beauty and training services for individuals

  • Provided bookkeeping and administration support for the Director
  • Prepared invoices for over 50 clients in Fresha system and sent to them
  • Received payments through Square and FTPOS and confirmed with receipts
  • Worked effectively in fast-paced environments.
  • Applied effective time management techniques to meet tight deadlines.
  • Data Entry and Management of clients and students
  • Inventory Management-adjusted in the system after sale proceed
  • Managed client Inquiry via telephone and e-mail

Senior Teller

Development Bank of Mongolia
02.2017 - 10.2019

TDBM is leading banking and financial service provider of Mongolia. TDB serves approximately 400 major Mongolian corporations in almost all major sector. The bank provides various corporate banking services including corporate lending, trade financing syndicated lending and deposit taking

  • Developed and implemented innovative strategies to improve customer satisfaction and increase sales.
  • Provided high professional customer services for individual and corporate clients
  • Managed and made over 300 transactions daily including international and domestics transfers
  • Controlled and monitored cash allocation of branch-domestic and foreign currency
  • Data Entry into internal bank system
  • Performed transfers and payments with FTPOS, FOB and SWIFT system
  • Complied with bank and professional ethic and standards, regulations Supervised and trained new tellers

Education

Bachelor of Applied Commerce - Financial Planning

TAFE
Ultimo
12.2022

Bachelor of Business Administration - Majoring Finance Management

National University of Mongolia
Business School
06.2016

Skills

  • Proficient Communication Skill
  • Hight Attention to Detail and Accuracy
  • Time Management
  • Self-Control and Self- Development
  • Collaboration with colloquies and client
  • Adaptability
  • Problem Solving
  • Proficiency in MS Office and G-suite
  • Xplan (Fact Finding, WealthSolver, Risk Researcher and Xtools)
  • Competent with MorningStar Advisor Logic
  • Efficient Data Entry to MYOB and Xero
  • Financial Modeling in MS Excel
  • Analytical and Critical Thinking
  • Data Evaluation
  • Financial Documentation

Certification

Training – Foundation of Financial Modeling in MS Excel, LinkedIn [2023], Strategic Planning, LinkedIn [2022], IRESS, Xpan [2022], Morningstar AdvisorLogic, 2022 [2022]

Timeline

Finance Intern

Aspiram Financial
09.2022 - 10.2022

Financial Analyst Intern

F3, AB Asset Management & CFA Societies Australia
05.2022 - 07.2022

Warehouse Casual

Camilla Australia
02.2022 - Current

Admin Assistant/PA

BellDonLaqua
03.2021 - 11.2021

Senior Teller

Development Bank of Mongolia
02.2017 - 10.2019

Bachelor of Applied Commerce - Financial Planning

TAFE

Bachelor of Business Administration - Majoring Finance Management

National University of Mongolia
MUGI DAVAATSEREN