Jade Kunz

Experience

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  Groupe BPCE

  Dec 2014 - Jul 2015

  Commercial Support Agent at the Business Banking Centre

  • Coordinated with the business centre department, real estate department and debt collection department to ensure a smooth workflow. • Answered to business customers inquiries on the phone and face to face. • Conducted banking transactions. • Processed credit card orders and account statements. • Closed inactive bank accounts. • Acquired and maintained customers data for the business centre/ real estate department/debt collection department. • Classified and archived client records. • Inspected release funds forms for compliance. Show less

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  AS et Associés

  Feb 2016 - Jul 2016

  Jr. Financial planner

  Created in 1997 the AS & Associés Group is one of the main independent real estate investment and asset management companies in France. • Assisted financial planners in providing customised proposals and financial plans to help new clients reach personal financial goals. • Prepared and organised customer meetings. • Wrote summary notes as part of asset analysis or risk analysis. • Provided clients information on basic financial planning questions and new and existing products and services. • Used and updated the customer relationship management system (CRM). Show less

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  APREP Diffusion - Groupe AG2R La Mondiale

  Oct 2016 - Aug 2018

  Commercial Assistant at the Sales Management Department

  Since 20 years APREP Diffusion is a platform specialising in the fields of savings, retirement and foresight wealth management. • High level of interaction with the Managing Director and other executives. • Supported the commercial management department (10 people). • Used Coda accounting software to make and track deposit payments to suppliers. • Handled and directed inbound phone calls according to operational procedures. • Organised internal and external events (conferences, meetings..). • Arranged domestic and international travels for CEO and other key employees. • Compliance inspections. • Updated and distributed commercial documents (in partnership with other entities of the AG2R La Mondiale group). • Wrote weekly and monthly meeting reports. • Monitored and updated several commercial databases. • Conducted email marketing campaigns. Show less

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  Helly Hansen

  Nov 2019 - Jun 2022

  Jr. Financial Accountant

  Helly Hansen is a global leader in workwear and technical sportswear especially for mountain and water sports.• Carry out monthly and annual closings based on a task list and deadlines (monthly closing in 3 days, annual closing in 5 days).• Handle customer accounts: opening of account, management of debts and reminders, financial disputes, financial agreements.• Improve accounting controls by preparing and recommending policies and procedures: reorganisation of shared mailboxes, harmonisation of customer payment conditions in the database, improvement of the customer account opening procedure with additional control, numerous written procedures.• Assisting in preparing Audits.• Coordinating with the management and staff to prepare the Budget. • Enter and prepare the payment of 32 travel expenses reports per month. • Handle payments to suppliers in different currencies as well as payments of taxes.• Preparation of debt collection files and follow-up with lawyers. • Reconciliation of bank accounts and open items.• Reconciliation of e-commerce remittance Show less

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  STAAR Surgical

  Dec 2022 - Apr 2024

  Financial Analyst

  - Develop strong partnership with local and international teams and act as the key point of contact-Coordinate and conduct monthly financial review with international business units-Support Finance Team in preparation the month end closes-Collaborate, support and advise business partners on strategic and financial aspects of the business with an eye to financial goals-Perform additional or ad-hoc analysis using MS Excel on request of Finance management for fact-based decision making-Proactively implement ways to improve accuracy and quality of financial data Show less