Associate Banker Financial Analyst

SANDESH

KARNA

adwrfz@r.postjobfree.com 206-***-****

New York, NY 10005

LINKS

https://www.linkedin.com/in/sandesh-k-a24346138/

https://bold.pro/my/sandesh-karna

PROFESSIONAL SUMMARY

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

SKILLS

Financial Management

Research Abilities

Microsoft Office

Oracle E-Business Suite Financials

Financial Modeling

SAP

Market Evaluation

Financial Analysis

Analytical Skills

Oracle

Problem-Solving

WORK HISTORY

Associate Banker JP Morgan Chase 12/2020 - Current

Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Evaluated client financial positions and identified most appropriate banking products.

Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.

Developed tailored solutions to meet individual banking needs.

Closed and updated accounts for customers.

Trained and mentored junior banking staff to maximize performance, efficiency and compliance.

Barista Trainer/ Barista Starbucks 06/2018 - 12/2020

Monitored supply levels at counter and maintained customer areas to meet typical demands.

Elevated customer loyalty by using strong communication abilities to resolve customer problems.

Recommended products based on solid understanding of individual customer needs and preferences.

Pleasantly interacted with customers during hectic periods to promote fun, positive environment.

Handled cash and processed payments accurately to avoid errors.

Taught proper procedures and strategies for success to new employees.

EDUCATION

UNIVERSITY OF WASHINGTON - Seattle, WA 06/2022

Bachelor of Arts: Business Administration - Finance

Relevant Coursework: Financial Risk Management, Financial Policy and Practice, Business Finance, Managerial Accounting, Managerial Economics & Investment

Extracurricular Activities: Intramural Basketball

UW Finance Club Member

ADDITIONAL INFORMATION

References Available Upon Request

LANGUAGES

English

Native or Bilingual

Nepali

Native or Bilingual

Hindi

Professional Working

Spanish

Limited Working

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