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Portfolio reconciliation and financial valuation business Analyst

Location:
New York, NY
Posted:
October 26, 2023

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Resume:

Sharif Orfali

U.S. Citizen 385-***-**** ad0m6w@r.postjobfree.com www.linkedin.com/in/shariforfali EDUCATION & TRAINING

University of Utah Bachelor of Science in Analytical Marketing, Honors 2021 GPA: 3.64 Fidelity Investments CRA on Forage Completed 2023

Google Analytics Certificate Completed 2023

Professional Certificate in Technical Project Management - MIT Anticipated 2023 SIE (Securities Industry Essentials) Anticipated 2023 SKILLS, EXPERTISE, PROFICIENCIES

Bilingual in English and Arabic Data & Financial analysis JIRA / Confluence Solve analytical business challenges Strategic & Digital Marketing Planning SQL Fundamentals Microsoft Office Suite Performance & System Enhancement Internal / External Sales Leadership & project management skills Risk & cost management Analysis Critical thinking WORK EXPERIENCE

Goldman Sachs Portfolio Reconciliation & Valuations, Analyst Jul 22 – May 23

− Managed 100s of Controllers reports securities/derivatives products by assessing client’s high expectations by diligently collaborating with the CMBS/RMBS/FX/FICC trading & sales desk to properly set-up of trade valuation statements

− Consolidated sensitive securities for clients and 3rd parties in crafting innovative analytical methods to reduce 87% of discrepancies across multiple reporting platforms proactively

− Subject matter authority on regulatory reporting requirements, guiding internal and external stakeholders. Stay up-to-date on upcoming rule changes, ensuring operational and system flows are adjusted accordingly

− Led the division’s continuous improvement initiatives by ensuring their day-to-day business activities as a reliable resource for new joiners by testing new methods to optimize these processes, resulting in increased efficiency by approximately 46%

− Worked alongside various engineering and specialized teams, skillfully conveying project objectives and expectations, thereby inspiring teams to reach project goals and leading to a 25% enhancement in project efficiency Goldman Sachs OTC Collateral Management, Analyst Oct 21 – July 22

− Highlighted my commitment to meticulousness by overseeing the portfolios of our top 100 clients during client onboarding meetings, fostering well-informed choices, elevating client satisfaction, and receiving acknowledgment for these efforts

− Collaborated closely with Treasury, Settlements, Credit Risk, Controllers, and MO to optimize processes and maintain up-to- date Initial Margin and Variation Margin to generate more than 450 accurate daily margin calls

− Monitored several break reports to improve the firm’s risk profile by lowering cash fails, security fails, and (custodian) breaks through analyzing several SWIFT receipts, resulting in reducing risk exposure by 84%

− Analyzed daily volume and securities reports to manage more than 10 different processes, while simultaneously working on several projects, enhancing, and optimizing the team's daily functions by 65% ADTHING, University of Utah Marketing & Strategic Analyst Aug 20 – May 21

− Assisted the University of Utah Chronicle Newspaper by improving their social media strategies increasing awareness by 67%

− Executed strategies to effectively respond to client's competitive landscape and advancements in digital marketing tools

− Executed e-commerce strategies, encompassing the establishment of an internet retail platform and the application of data- driven methodologies, resulting in a remarkable 42% surge in sales, effectively digitally inclined customers

− Utilized customer information from CRM/CMS data and customer research to understand trends and opportunities INTERNSHIP EXPERIENCE

Zions Bancorporation Content Marketer and Strategic Intern May 21 – Aug 21

− Generated content for the Student Banking Campaign by writing scripts, producing, and filming social media videos

− Composed articles around financial tips by interviewing interns to gather more content to support articles 97th Floor Marketing Agency Search Engine Optimization Intern Feb 21 – May 21

− Collaborated with various teams to deliver targeted KPIs through paid advertising, content marketing, and CRO

− Managed SEO audit tools using MozPro, Google Analytics, Search Console, preparing error reports for client Salt Lake City Chamber of Commerce Marketing and Public Relations Intern Aug 20 - Jan 21

− Assisted in expanding the Stay Safe to Stay Open Campaign, by contacting over 1200 businesses to support the state’s economy

− Supported the Chamber's PR strategy by attending over 50 networking events & executing campaigns on social media platforms



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