Dimitris Xerakias

Dimitris Xerakias

Personal Assistant

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  • Timeline

  • About me

    Senior Tax Accountant at Xerakias Konstantinos and Sons Lt

  • Education

    • Alexander Technological Educational Institute of Thessaloniki

      2004 - 2008
      BA Accounting

      Core modules: Financial Accounting, Corporate Accounting, Management Accounting,Tax Accounting, Cost Accounting, Financial Analysis, ERP systems,

    • University of Exeter

      2010 - 2011
      MSc Accounting and Finance

      Core modules: Advanced Financial Accounting, Advanced Management Accounting, Derivatives Pricing, Quantitative Methods for Finance, Behavioral Finance, Fundamentals of Financial Management, Financial Modelling.

  • Experience

    • Hellenic Postbank

      Apr 2008 - Sept 2008
      Personal Assistant

      Bank owned by the Greek Government. Main objective to be a safe harbour for individuals' deposits. Limited selling of Mortgages and Consumer Loans.My responsibilitiesSelling time deposits to clientsHelping the personnel of the branch to forward Mortgages and Consumer LoansActive Member of an advertising Campaign. The goal was to attract parents in order to set up an Investment Depositary Account for their Children.

    • Konstantinos Xerakias and Sons

      Nov 2009 - Sept 2010
      Bookkeeper- Tax Accountant

      Main duties involve bookkeeping of small to medium businesses. Mainly sole proprietorship and Partnership firms. A few of our clients are also Corporations of small size. I am also Involved in preparing wage statements for our clients and their employees. Preparing individual yearly tax statements. Another responsibility of mine involves preparation of quarterly VAT statements for our business clients.

    • Xerakias Konstantinos & Sons Lt

      Oct 2011 - Jul 2014
      Bookkeeper - Tax Accountant

      Main duties involve bookkeeping of small to medium businesses. Mainly sole proprietorship and Partnership firms. A few of our clients are also Corporations of small size. I am also Involved in preparing wage statements for our clients and their employees. Preparing individual yearly tax statements. Another responsibility of mine involves preparation of quarterly VAT statements for our business clients.

    • KMG Capital Markets S.A

      Jul 2014 - Sept 2014
      Administrative Assistant

      Preparing NAV reports and director's reports for the client funds which include equity and property funds.Preparing reports for hedging currency risk of client fundsPreparing Monthly Market commentary for equity fund clients

    • Xerakias Konstantinos and Sons Lt

      Oct 2014 - now
      Senior Tax Accountant

      Main duties involve bookkeeping of small to medium businesses. Mainly sole proprietorship and Partnership firms. A few of our clients are also Corporations of small size. I am also Involved in preparing wage statements for our clients and their employees. Preparing individual yearly tax statements. Another responsibility of mine involves preparation of quarterly VAT statements for our business clients.

  • Licenses & Certifications

    • Passed CFA Level 1 exams

      CFA Institute
      Jun 2012
    • Passed CFA Level 2 exams (June 2015)

      CFA Institute
      Aug 2014