ZIA REHMAN, CFA

***** ********** ***

Freehold NJ 07728

973-***-****

ad04vq@r.postjobfree.com

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

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