Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

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
Japan
03.2019

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

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Shinya O