Summary
Overview
Work History
Education
Skills
Hobbies
Languages
Timeline
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Petra Dragovan

Brusnice,SN

Summary

Knowledgeable economist with solid background in asset management, leveraging analytical skills to support investment strategies and portfolio optimization. Successfully contributed to development of comprehensive financial reports and asset valuation assessments. Demonstrated proficiency in data analysis and financial modeling, ensuring accurate and timely asset management.

Overview

10
10
years of professional experience

Work History

Asset Management Analyst

Hella Saturnus Slovenija D.o.o.
09.2021 - Current
  • Managed a diverse range of assets including equities, fixed income, and alternative investments, ensuring optimal diversification for clients.
  • Maintained compliance with industry regulations by staying up-to-date on relevant laws and ensuring accurate record-keeping practices were followed consistently.
  • Streamlined reporting processes, saving time and increasing accuracy in data presentation for clients.
  • Participated in ongoing professional development opportunities to stay current on industry trends and best practices, ensuring continuous improvement in service delivery for clients.
  • Provided insightful recommendations to senior management on new investment opportunities, contributing to overall company growth.

Accounting Associate

PwC
01.2019 - 09.2021
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Maintained a high level of confidentiality and professionalism when handling sensitive financial information, promoting trust among clients and colleagues.
  • Directed gathering of required documentation and files for account audits and completed reviews.
  • Enhanced financial accuracy by consistently reconciling accounts and resolving discrepancies.
  • Collaborated with auditors to ensure compliance with regulatory requirements during annual audits.
  • Assessed data and information to verify entry, calculation, and billing code accuracy.
  • Completed bi-weekly payroll for company employees.
  • Addressed and resolved complex and unexpected variances.

Student Administrative Assistant

Ekonomska Fakulteta Ljubljana
09.2017 - 01.2019
  • Maintained accurate student records, ensuring confidentiality while adhering to university guidelines and regulations.
  • Reduced wait times for students seeking assistance by swiftly resolving inquiries and directing them to appropriate resources or personnel.
  • Managed incoming correspondence efficiently by sorting mail, responding promptly to emails, and routing phone calls appropriately.
  • Streamlined administrative processes by implementing efficient filing systems, resulting in a more organized office environment.
  • Facilitated communication between students and faculty members by acting as a liaison when necessary, fostering positive relationships within the university community.
  • Supported academic staff by coordinating schedules, organizing meetings, and maintaining up-to-date calendars for optimal time management.
  • Conducted research on behalf of academic staff, collecting data from various sources to support curriculum development efforts.
  • Greeted incoming office visitors, answered questions, and directed individuals to office locations.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.

Accounting Assistant

Schindler Group
09.2015 - 09.2016
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
  • Expedited invoice processing with effective communication between internal departments and external vendors.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.

Education

Bachelor of Science - International Economics

Ekonomska Fakulteta V Ljubljani
Ljubljana
06-2016

Skills

  • Technical analysis
  • Asset allocation
  • Corporate finance
  • Strong organization
  • Financial and operational reporting
  • Data collection & research
  • Microsoft Excel
  • Flexible team player
  • Documentation skills
  • Data inputting
  • Customer relationship management
  • MS office suite
  • Administrative support
  • Project management
  • Data analysis
  • Accounting assistance
  • Accounting principles
  • Auditing procedures
  • Statistical analysis

Hobbies

Travel, sports, reading, yoga, nature

Languages

English
Advanced (C1)
Croatian
Bilingual or Proficient (C2)
German
Intermediate (B1)

Timeline

Asset Management Analyst

Hella Saturnus Slovenija D.o.o.
09.2021 - Current

Accounting Associate

PwC
01.2019 - 09.2021

Student Administrative Assistant

Ekonomska Fakulteta Ljubljana
09.2017 - 01.2019

Accounting Assistant

Schindler Group
09.2015 - 09.2016

Bachelor of Science - International Economics

Ekonomska Fakulteta V Ljubljani

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Petra Dragovan