DILIP GERBA

**** ********** **., ******* ** ***** 832-***-**** acv0vl@r.postjobfree.com

EDUCATION

2014

B ACHELOR O F B USINESS A DMINISTRATION IN F INANCE

C . T . B AUER C OLLEGE O F B USINESS

U NIVERSITY O F H OUSTON

AREAS OF EXPERTISE

Analysis Workflow Management

Modeling Visualization

Mining Massaging

PROFESSIONAL EXPERIENCE

D ATA A NALYST

A LLIANTGROUP, L P . A UGUST 2015 PRESENT

Analyze and interpret client Enterprise Resource Planning systems

Massage, prep, and consolidate raw client information into usable forms

Mine client data from various reports, and sources; seamlessly integrate for analysis

Interpret data and trends to project managers and advise how to proceed with clients/

how to position analysis

Designed and implemented data visualizations and set standards for client reports

Instructed excel training courses to increase associate productivity and workflows

PERSONAL T UTOR A UGUST 2014 A UGUST 2015

Assess troublesome areas and devise long-term plan to improve foundations

Design lesson plans for middle to high school level students to further academic and continued

education goals

Coached new strategies and methods to attack challenges and problems

Prepared students by instilling proper methodologies for studying, note taking, scheduling, and

creating their own tools for reviewing and processing new information

INTERN

SCOTTRADE, INC. SEPTEMBER 2012 - A UGUST 2014

Managed client deposits, withdrawals and other asset flows to accurately gage productivity and find areas

of improvement

Knowledgeable of FINRA, SEC, and FDIC, banking laws and regulations

Provide effective levels of customer service by working in conjunction with the Manager, and Investment

Consultants through processing of client data and managing of workflows

Implemented new data processing methods to ensure fast and reliable analysis of client information, docu-

mentation, and storage

Activities: Beta Alpha Psi, Finance Association

ACHIEVEMENTS

Deans List: Spring 2012, Fall 2012, Spring 2013

1

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