Shinya O
Summary
Organized Auditor with 4+years experience ensuring businesses' financials are accurate and lawful.
Experienced and driven Financial Advisor with 2+years of experience providing clients with optimal assistance with investment advice, tax strategies, and overall support managing their finances.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
AGS Consulting
09.2023 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Educated clients on financial topics and best practices.
Auditor
EY Japan
04.2019 - 09.2023
- Followed established auditing processes to meet internal and regulatory requirements.
- Analyzed data and findings to prepare reports detailing financial information.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
- Interviewed business owners to understand needs and explain audit scope.
Education
Bachelor of Arts - Economics
Doshisha University
Japan03.2019
Skills
- Excellent communication skills and ability to present complex information in easy to understand format
- Tax law expertise
- Financial Advising
- Financial planning
Languages
Japanese
Native or Bilingual
English
Professional Working
Chinese (Mandarin)
Limited Working
Certification
- CPA - Certified Public Accountant
Timeline
Financial Advisor
AGS Consulting
09.2023 - Current
Auditor
EY Japan
04.2019 - 09.2023
Bachelor of Arts - Economics
Doshisha University