Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Personal Information
Affiliations
Timeline
Generic
ADI ARIFIN

ADI ARIFIN

Jakarta,JK

Summary

Hardworking Financial professional with in-depth understanding of related compliance requirements. Detail-oriented, organized and offering excellent communication, customer service and time management skills. Advance proficiency and report-generation skills. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Overview

15
15
years of professional experience
1
1
Certification

Work History

FINANCE AND TAX SPECIALIST

Independent Management Services
01.2020 - Current
  • Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Developed tax plans and projections to help clients meet objectives.
  • Offered clients recommendations to reduce tax liabilities.
  • Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
  • Developed customized tax strategies to meet individual client needs and goals.
  • Researched complex tax issues utilizing online resources and professional tax software.

Finance and Accounting Manager

MAX RIDE INDONESIA SUBSIDARY OF VIPAR AUTO ASIA
01.2024 - 03.2024
  • Designed and maintained financial models to identify and measure risks.
  • Spearheaded annual audit process, liaising with external auditors to ensure smooth completion of requirements within deadlines.
  • Strengthened internal communication channels between finance team members through regular meetings and collaborative tools.
  • Utilized financial software to prepare consolidated financial statements.

AREA COMMUNITY MANAGER

PT TIPTIP NETWORK
04.2023 - 10.2023
  • Created policies and procedures for successful community management.
  • Streamlined operations by communicating efficiently with clients, keeping meticulous records, budget management, and internal collaboration.
  • Established strategic partnerships with relevant organizations, expanding the reach of the community and generating new opportunities for collaboration.

Sales Associate

FOURPOINTS BY SHERATON
01.2022 - 04.2023
  • Educated clients on current promotional offerings and products using persuasive selling tactics.
  • Monitored customers for signs of security concerns and escalated issues to management.

Personal Financial Advisor

PT ZURICH INDONESIA
01.2016 - 01.2020
  • Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Developed a strong referral network through excellent communication skills and industry expertise, boosting business growth.
  • Presented financial plans and investment recommendations to clients.

PUBLIC RESEARCHER

INDONESIAN BOARD OF AUDIT
01.2014 - 01.2016
  • Investigated effects of invasive species on ecosystems and recorded findings.
  • Utilized cutting-edge technology and software to analyze complex datasets for meaningful interpretation of results.
  • Applied theories and methods of life sciences to interpret and perform analyses of experimental results.


Sales Associate

CONTINENT CENTERPOINT HOTEL
01.2012 - 01.2013
  • Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Developed strong rapport with customers and created positive impression of business.

Personal Financial Advisor

PT PRUDENTIAL INDONESIA
01.2009 - 12.2012
  • Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Developed a strong referral network through excellent communication skills and industry expertise, boosting business growth.
  • Presented financial plans and investment recommendations to clients.

Education

TAX AND FINANCIAL PLANNER -

FLAZTAX
12.2021

ACOUNTANT & COMPANY BUSSINES -

FINATA
12.2021

HUMAN RESOURCES MANAGEMENT -

STIA LAN MAKASSAR
12.2013

No Degree - Financial Forensics And Fraud Investigation

PPATK RI
JAKARTA
2013

No Degree - BASIC SAFETY AND SECURITY FIELD

UNDSS
MAKASSAR
10.2011

FOOD PRODUCTION & HOSPITALITY -

QUALITY TOURISM SCHOOL
12.2008

Skills

  • Chartered Financial Analyst (CFA)
  • Auditing Techniques
  • Problem-solving aptitude
  • Estate Tax Returns
  • Corporate tax preparation
  • VAT and GST Knowledge
  • Financial Statements
  • Certified Anti-Money Laundering Specialist
  • Tax Issue Research
  • Tax Law Compliance
  • Finance

Certification

  • BREVET TAX A/B
  • FINACIAL PLANNER
  • CERTIFIED PERSONAL MONEY MANAGER
  • CERTIFIED TAX ATTORNEY
  • CERTIFIED FRAUD ANALYST

Languages

ENGLISH
INTERMEDIATE

Personal Information

Title: FINANCE & TAX ADVISOR

Affiliations

  • HIPMI
  • AMPI
  • P5 INDONESIA
  • ICMI MUDA INDONESIA

Timeline

Finance and Accounting Manager

MAX RIDE INDONESIA SUBSIDARY OF VIPAR AUTO ASIA
01.2024 - 03.2024

AREA COMMUNITY MANAGER

PT TIPTIP NETWORK
04.2023 - 10.2023

Sales Associate

FOURPOINTS BY SHERATON
01.2022 - 04.2023

FINANCE AND TAX SPECIALIST

Independent Management Services
01.2020 - Current

Personal Financial Advisor

PT ZURICH INDONESIA
01.2016 - 01.2020

PUBLIC RESEARCHER

INDONESIAN BOARD OF AUDIT
01.2014 - 01.2016

Sales Associate

CONTINENT CENTERPOINT HOTEL
01.2012 - 01.2013

Personal Financial Advisor

PT PRUDENTIAL INDONESIA
01.2009 - 12.2012

TAX AND FINANCIAL PLANNER -

FLAZTAX

ACOUNTANT & COMPANY BUSSINES -

FINATA

HUMAN RESOURCES MANAGEMENT -

STIA LAN MAKASSAR

No Degree - Financial Forensics And Fraud Investigation

PPATK RI

No Degree - BASIC SAFETY AND SECURITY FIELD

UNDSS

FOOD PRODUCTION & HOSPITALITY -

QUALITY TOURISM SCHOOL
ADI ARIFIN