Avatar of Anggario Winarta.
Anggario Winarta
With Marketing, Client Consultant & Advisor, Financial Management, and Financial Modelling Experience
Profile
Posts
0Connections
Print
Avatar of the user.

Anggario Winarta

With Marketing, Client Consultant & Advisor, Financial Management, and Financial Modelling Experience
A highly ambitious and results-driven Finance Management graduate (GPA 3.98/4.00, Full Scholarship Awardee) with a strong foundation in financial modeling, valuation, and investment research. I am actively pursuing advanced credentials, currently a CFA Level I 2026 Exam Candidate (Scholarship Awardee), and hold multiple certifications including RSA®, CRA®, WMI, and WPPE-P. My professional experience spans: 1. Client Relationship Management: Gained through my internship as a Business and Personal Relationship Officer at Bank Central Asia, including client profiling and providing financial updates to customers. 2. Financial Administration: Expertise in cashflow management, inventory control for high-value assets (gold and diamond merchandise), and meticulous reporting, honed through freelance finance work. 3. Financial Education: Experience as a Financial Investment Educator, leading programs on equity, bonds, and mutual funds for internal and external participants. I am eager to leverage my advanced skills in Microsoft Excel and Power BI to overcome challenges and drive growth in dynamic investment and finance management roles.
Toko Mas Pada Maju
Logo of the organization.
Trisakti School of Management (STIE Trisakti)
Daerah Khusus Ibukota Jakarta, Indonesia
Republic of Indonesia

Featured Resume

Uploaded on Nov 21st 2025

Professional Background

  • Current Status
    Studying
  • Profession
    Corporate Finance
    Analyst
    Faculty & Staff
  • Fields
    Banking
    Education
    Job Training
  • Work Experience
    2-4 years (1-2 years relevant)
  • Management
    I've had experience in managing 1-5 people
  • Skills
    Word
    Canva
    Excel
    Microsoft Office
    Google Drive
    Communication
    Financial Analysis
    Client Relationship Management
    Investment Management
    Valuation Modeling
    Equity Research
    Finance Management
    Management Team
    Analysis & Research
    Customer Relationship Management (CRM)
    Financial Modeling
    Investment Advisory
    Investment Analysis
    Investment Research
    Financial Management Experience
    Data Administration
    Sales and Marketing
    Client Relations
  • Languages
    English
    Professional
    Malay
    Professional
    Chinese
    Beginner
  • Highest Level of Education
    Bachelor

Job Search Preferences

  • Current Status
  • Desired Job Type
    Full-time
    Interested in working remotely
  • Desired Positions
    Banking and Finance, Investment Advisory & Analysis, Client Investment Portfolio, Client Finance Consultant and equity / Investment resear
  • Desired Work Locations
    Republic of Indonesia
    Malaysia
    Republic of Singapore
  • Freelance
    Non-freelancer

Work Experience

Finance and Administration (Remote)

Toko Mas Pada Maju
Freelance
Jan 2024 - Present
Tangerang Regency, Banten, Republic of Indonesia
• Controlled and audited inventory records for gold and diamond merchandise through Excel. • Executed administrative task such invoice, managing vendor billing, and handling petty cash (remote). • Managed cashflow disbursement and income recapitulation. • Report the total sales and income to the head branch every months.

Leader and Supervisor

Dec 2022 - Apr 2025
2 yrs 5 mos
Kota Administrasi Jakarta Barat, Jakarta, Indonesia
• Managed and maintain long-term relationships with companies, partners, and alumni. • Providing and managing job vacancy from companies to TSM students. • Arranged and organize campus recruitments and seminars with 100+ participants. • Managed and prepared students in the Kampus Merdeka Internship Program Batch 5, 6, & 7 and Magang Mandiri Program Batch 2,3, 4, & 5. • Coordinated and collaborated with colleagues in the division and accross division regarding routine task and team project.

Financial Educator Staff

Mar 2024 - Mar 2025
1 yr 1 mo
Kota Administrasi Jakarta Barat, Jakarta, Indonesia
• Teaching equity, bonds, mutual fund market for internal and external participants. • Lead investment literacy programs and courses. • Mentor participants in basic investment decision-making. • Conduct community outreach education programs.
Logo of the organization.

Asisten Dosen

Aug 2023 - Mar 2025
1 yr 8 mos
Kota Administrasi Jakarta Barat, Jakarta, Indonesia
• Teach and give some materials about Advanced Financial Management lessons for college students. • Help students understand the materials given and provide explanation regarding the study materials. • Evaluated 200+ students’ progress and help students achieve study objectives. • Prepared appropriate documentation and report the results by SIMATRIS (University’s Integrated Website). • Assisting in teaching materials on statistical software (Eviews, SPSS, and Warp-PLS) and Microsoft Offices (Excel, Word, and Power BI). • Creating educational statistics and information systems videos for students. • Evaluating and creating exam questions to assess students' abilities.
Logo of the organization.

Internship - Business and Personal Relationship Officer

Sep 2024 - Feb 2025
6 mos
Kota Administrasi Jakarta Barat, Jakarta, Indonesia
• Managed customer and provide them some service or product from database BCA. • Assisted colleagues in closing products according to client needs such mutual fund and bonds. • Customizing banking and investment products (Mutual Fund, Bonds, and Stock) according to client needs from database BCA. • Conducting client profiling, maintaining financial portfolios, and providing financial updates that reflect current market conditions. (20+ client visit)

Education

Logo of the organization.
Bachelor’s Degree
Manajemen Keuangan
2021 - 2025
3.98/4 GPA
Activities and societies
Penerima beasiswa full hingga lulus dengan IPK kelulusan berhasil mencapai 3.98/4.00. Aktif di organisasi UKM di lingkup pengembangan bahasa inggris, kerohanian, dan olahraga. Menjadi bagian dari tim lomba pasar modal dengan mengikuti dan memenangkan perlombaan investasi di pasar modal seperti Equity Research dan Olimpiade Pasar Modal.
Description
Saya adalah seorang yang ambisisus dalam akademik dibuktikan dengan pencapaian IPK yang bagus. Tidak hanya berfokus pada akademik, saya turut mengembangkan soft skill dan hard skill saya melalui organisasi dan bekerja sebagai asisten dosen, asisten staff di divisi pengembangan karir kampus dan menjadi pengajar di komunitas investasi pasar modal. Untuk mencapai relasi eksternal dan pengalaman yang luar biasa, saya juga aktif mengikuti lomba di pasar modal

Licenses & Certifications

Logo of the organization.
Lembaga Sertifikasi Profesi Pasar Modal (LSP-PM), Badan Nasional Sertifikasi Profesi (BNSP)
Credential ID: 66123241300160462025
Expiration Date: Mar 2028

Financial Analyst Course

365 Financial Analyst
Issued Nov 2024
No Expiration Date
Logo of the organization.

TOEFL ITP

ETS
Issued Nov 2024
No Expiration Date
Logo of the organization.
Lembaga Sertifikasi Profesi Pasar Modal (LSP-PM), Badan Nasional Sertifikasi Profesi (BNSP)
Credential ID: 66123242100160462024
Expiration Date: Sep 2027
Logo of the organization.
PT. Tuv Rheinland Indonesia
Credential ID: No.ZID1/246130108/09
Issued Jan 2024
No Expiration Date