ZIA REHMAN, CFA
Freehold NJ 07728
******@*****.***
WORK EXPERIENCE
Bank of America
Finance/Project Manager
Pennington, NJ
May 2022 – Present
Partner with senior Business Managers to support budgets/forecasting, staffing plans, communications and engagement strategies.
Lead and conduct weekly project meeting and document relevant updates.
Prepare status reports by gathering, analyzing, and summarizing relevant information
Work directly with the existing business management team to build reports and manage supporting functions of the financials for the CTO
Implement processes to manage the administration, planning and financial needs of the division.
Lead and manage O&T strategy projects focused on enhancing value of our technology portfolio and driving transformation to support corporate strategic objectives.
Undertake strategic reviews as requested by management.
Responsible for the general business management of the division.
Support with team goal setting/tracking, budgets/forecasting, staffing plans, communications and
engagement strategies.
Bank of New York Mellon
Senior Specialist, VP
New York, NY
September 2020 – April 2022
Collaborate with Investor relations in creating a peer group and business model specific to industry and establish a process to continually benchmark progress against peers and communicate to stakeholders within the business.
Analyze competitors by inspecting earnings releases, 10-K’s, 10-Qs and annual reports.
Develop materials (i.e., written and presentations) to provide executive management with transparency into the health of the Investment Management business.
Deliver advanced financial analytics and reporting in support of assigned line of business.
Identify and monitor trends, and present findings to finance leadership and/or the business.
Conduct advanced trend analysis on financial data and operating performance.
AT&T
Senior Risk Analyst
Middletown, NJ
March 2020 – June 2020 (Contract)
Perform detailed reviews and risk analysis on firm’s portfolio of accounts in order to assess commercial credit risk as well as assign, maintain, or adjust credit limits
Utilize credit risk analysis skills and business acumen along with available risk assessment tools and third party data to analyze new account requests for open lines of credit as assigned; interfaces with team leads for guidance when encountering unique credit situations
working with the sales organization to recommend credit solutions that will improve revenues and reduce financial risks
Sandoz
Senior Analyst
Princeton, NJ
January 2019 – June 2019 (Contract)
Build financial models to analyze cost and revenue assumptions in assessing profitability and risk
Conduct analysis and make pricing recommendations on product launches, challenges, and new opportunities for retail-class customers, taking into account market conditions, competitive environment, customer strategies, and portfolio mix.
Analyze market dynamics, as well as current and historical results of pricing activity, to identify actionable opportunities, develop ideas, and make recommendations as necessary for pro-active price increases and defensive contracting strategies to maintain share and price
Verizon
Senior Risk Consultant
Basking Ridge, NJ
November 2016 – September 2018
Formulate credit strategy and risk management solutions to capitalize upon opportunities to diminish bad debt and reduce fraud exposure
Statistically measure the predictive value of consumer and business credit scoring models for continuous strategy improvement and reduction of bad debt
Perform advanced data queries and analyze credit strategy results across consumer and business segments
Draw credit score breaks based on probability of default to determine incremental growth
Forrest Solutions Group
Senior Financial Analyst
New York, NY
February 2016 – September 2016 (Contract)
Prepare competitive pricing documents and breakouts for the Sales Department to close new/existing business opportunities and retain existing customer base
Prepare timely, accurate, and detailed cost and price estimates and routinely provide multiple pricing options and scenarios to Sales by comparing different methods of billing
Exercise independent judgement in terms of labor costs, overhead, mark up, G&A
Provide financial analysis to assist in contract negotiations and to help in minimizing the company’s financial risk
Trilogy Global Advisors
Senior Risk Analyst
New York, NY
October 2008 – March 2015
Investigate macro risk exposures across various investment strategies utilizing GRAM Model
Monitor liquidity across accounts and alert portfolio managers
Review counter party credit risk ratings and alert any changes to management
Develop and present risk metrics (standard deviation, VaR, tracking error, alpha, systematic risk, downside capture, etc.) reports to the executive team
SOFTWARE SKILL SET
Applications: Excel, Word, PowerPoint, AXYS, APL, Bloomberg, FACTSET
PROFESSIONAL DEVELOPMENT
MBA in Finance
Seton Hall University, South Orange, NJ
BA in Psychology
Rutgers University, New Brunswick, NJ