Forecasting, financial statement analysis, budgeting and consulting.
Resume:
ISAAC SYED
**********@*****.***
** ****** **, ********* ** 12309
www.linkedin.com/in/isaacsyed/
SUMMARY
M.S. Management Graduate with a background in financial analysis and reporting within public finance industry and start-ups and operations strategic planning and lean systems implementation in healthcare industry.
EDUCATION
• Rensselaer Polytechnic Institute Lally School of Management Troy, NY
• B.S./M.S. accelerated 5 year program in Management (Finance) December 2014
• Undergraduate GPA: 3.95
• Graduate GPA: 3.85
• Dean's List 2010-14
• Founders Award, 2014
• Placed 3rd at the I.C.B.C. in Management Information Systems category, 2014
• Placed 2nd at New York State Business Plan Competition Semifinals, 2014
• RPI PBL Vice President of Finance/Vice President of Human Capital, 2011-2014
• RPI Motorsport (Formula SAE} Vice President, 2011-2012
• Beta Gamma Sigma (Honor Society) Member, 2012-Present
PROFESSIONAL EXPERIENCE
1st National Bank of Scotia Financial Analyst Intern Scotia, New York Mar-Aug 2014
• Managed bank-wide budget including forecasts, branch profit and loss breakdown, and actual to budgeted reports. Distributed income and expense accounts according to specific branch breakdown categories, and created ad hoc analyses on branch profitability.
• Transferred collateral bond holdings among municipal accounts, assessed interest rates and bid spreads on municipal bond auctions and assisted in preparing FDIC Call Report statements, tax projections, and holding company investment adjustments and profit reporting.
• Forecasted income and expense accounts, created visual funding mix for board reports, and updated board reports for senior management weekly. Created and maintained bond and security activity updates.
I.A. Syed M.D., F.A.C.S., P.C. Operations Specialist Schenectady, New York 2006-2014
• Coded procedures and diagnoses, billed insurance claims, and scheduled and inputted patient demographics in MEDENT practice management software.
• Initiated and established lean process implementation including determining process flows, throughput, capacity requirements, and bottleneck, created process schedule and implemented lean process tools such as Jidoka, and Kanban.
• Answered telephone calls and handled requests for information, installed and implemented electronic payment system for co-payments and trained employees on how to use the system, formatted new labeling system and trained employees on how to use the system, deposited financial capital at the bank and maintained daily cash-flow reports.
Body Brew LLC Chief Executive Officer Niskayuna, New York 2011-Present
• Develop branding, launching, customer acquisition strategy for Rejavanate® Skin, create and maintain financial budget and break-even analysis, analyzed sources for startup capital including debt and equity financing, and manage financial planning for company revenue projections and investment allocation.
• Develop external and internal competitive analysis and analyze competing firms, manage raw material sourcing and supply chain scheduling and delivery, collaborate on research and development of formula and packaging, respond to media inquiries and establish strategic media opportunities and media buying, and collaborate on market research and go-to-market strategies.
PayWithMe LLC Business Development Manager Troy, New York Jan-Apr 2014
• Forecasted financial outlooks using NPV analysis, managed financial planning for company revenue projections including shareholder investment allocations, and maintained company budget.
• Developed and managed branding strategy and marketing promotions including advertising, telephoning clients and partnering organizations, and social media content. Created contractual documents for affiliate marketing partnerships and privacy policy, and managed database of clients, partnering organizations and potential market participants.
Grace Fellowship Church Volunteer Latham, New York 2013-Present
• Assisted in branding strategy, researched marketing strategies to implement at the church, attended the Global Leadership Summit of 2013, and assist in day-to-day responsibilities of a café including register duties.
TECHNICAL & LANGUAGE SKILLS
PC and Mac proficient; advanced skills in MS Office Suite including Excel; iWork; Tableau 8.2; MEDENT Practice Management Software; Maple 14; Adobe Photoshop; Google Analytics and Facebook Analytics; Spanish proficient.
INTERESTS
Financial Investments; Financial Statement Analysis; Capital Budgeting Analysis; Research; Process Flow Analysis.
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