wahida parvin
@wahidaparvin
Finance executive at FinSource Limited processing investment agreements and maintaining accurate financial records.
BangladeshWhat I'm looking for
At FinSource Limited, I review client retirement and investment agreements for accuracy and compliance, then process validated agreements in the Orion Portfolio Management System. I also identify documentation discrepancies and communicate corrections to clients.
I verify cheques and track financial records and reports in Excel for audit and reconciliation purposes. Previously, as an Intern, (Finance & Accounts) at RedX Logistics Limited, I assisted with daily transactions, reconciliations, and month-end reporting.
Experience
Work history, roles, and key accomplishments
Executive, Wealth Management Department
FinSource Limited
Sep 2023 - Present (3 years 1 month)
Review client retirement and investment agreements for accuracy and compliance, and process validated agreements into the Orion Portfolio Management System. Identify discrepancies, verify cheques, and assist in preparing investment plan recommendations while maintaining financial records in Excel.
Intern, Finance & Accounts
RedX Logistics Limited
May 2024 - Aug 2024 (3 months)
Recorded daily financial transactions and assisted with reconciliations. Verified invoices, vouchers, and payment records, and supported month-end closing and audit documentation.
Education
Degrees, certifications, and relevant coursework
Robi Axiata Limited
Robi SheLeads 2.0 Program Participant, Leadership and Career Development
2026 - 2026
Activities and societies: Participated in women leadership and career development workshops; engaged with industry professionals and HR representatives; developed insights into corporate communication and career growth.
Participated in the Robi SheLeads 2.0 Program, a women leadership and career development workshop.
Udemy
Microsoft Excel Certification, Microsoft Excel
2023 - 2023
Grade: Advanced
Completed an advanced Microsoft Excel certification in May 2023.
University of Liberal Arts Bangladesh
Bachelor of Business Administration, Finance
2019 - 2023
Grade: CGPA: 3.59 out of 4
Bachelor of Business Administration with a major in Finance and a minor in Media Studies and Journalism, completed in 2023.
College of Development Alternative
Higher Secondary Certificate, General Studies
2016 - 2018
Grade: GPA: 4.17 out of 5
Higher Secondary Certificate (HSC) completed in 2018.
School of Development Alternative
Secondary School Certificate, General Studies
2014 - 2016
Grade: GPA: 4.78 out of 5
Secondary School Certificate (SSC) completed in 2016.
Tech stack
Software and tools used professionally
Availability
Location
BangladeshAuthorized to work in
Salary expectations
Social media
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