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Financial/ operations analyst

Location:
Salt Lake City, Utah, United States
Posted:
February 06, 2018

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Aurangzeb Akbar

*** ******** ******, ***, **, ***11 801-***-**** ac4daw@r.postjobfree.com

Professional Experience

OPERATIONS ANALYST MORGAN STANLEY NOVEMBER 2015 TO SEPTEMBER 2016

Provided operational expertise to facilitate efficient and accurate account opening with a focus on account surveillance and fraud prevention

Provided support to financial advisors, portfolio managers and sales personnel with account opening requests and inquiries

Performed research and analysis to ensure validity of account opening documentation

Conducted thorough reconciliations of account information to ensure accuracy, adherence to federal compliance standards and Patriot Act requirements

Performed troubleshooting and prioritized escalated issues as needed by clients and sales personnel FINANCIAL ANALYST CRESSET TECHNOLOGIES OCTOBER 2013 TO JULY 2015

Performed book closing activities, forecasting and budgeting and ad-hoc analysis for the operations and marketing teams

Created and managed the operations ($4M) and marketing ($2M) annual budgets

Prepared reports and analysis for company leaders including executives and reviewed variances

Updated Quarterly forecasts

CUSTOMER CARE ADVOCATE ALLIANCE DATA SYSTEMS SEPTEMBER 2011 TO MAY 2012

Identified and resolve client concerns about their credit accounts in a timely and professional manner

Offered administrative assistance to appropriate personnel, including updating loan data, processing correspondence and assembling documentation on member loans

Assessed client credit risk for credit line extension requests Education

MASTERS OF BUSINESS ADMNINISTRATION 2017 D’YOUVILLE COLLEGE

GPA: 3.6/4.0

Recipient of the Sister Mary Charlotte Barton Kinship Scholarship for academic excellence

Member of the D’Youville Investment Banking Club, Finance Society, and International Students Organization BACHELORS OF ARTS 2012 DENISON UNIVERSITY

Major: Economics

Recipient of the Tyree and Parajon Scholarship for academic achievement and leadership Skills and Accomplishments

Proficient in Power Point, Excel, Word, Outlook, Cognos, MS Access & Hyperion

Language proficiency in Urdu, English, Hindi and Punjabi; read Arabic



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