Business Analyst System

Haroon Azhar

Cell no: 203-***-**** Email: ******.*****@*****.*** linkedin.com/in/haroon-azhar

Objective

To obtain a position where my leadership, communication and analytical skills are challenged while allowing me to utilize my knowledge and 4+years of broad experience.

Experience

Leadership Experience

Mortenson Construction: May 2024-September 2024

Finance System Analyst (Oracle)

Working along the technical teams to better support the finance team of company in their day-to-day issues in Oracle Cloud, also worked closely with vendors and site teams to post correct entries in invoices and purchase order using Procore software while integrating with Oracle. Did testing on Orbit GL and Oracle newer releases while giving teams with more in detail insights about the new issues and its solutions using Service Now platform.

Wayne County Detroit September 2023- February 2024

Senior Business Analyst (Oracle)

In this role I am helping Budgeting team to transition their current process of work into Oracle EPM. I was creating a user stories and diagrams and also doing a presentation of various fields of oracle financial planning and Narrative reporting too.

H&R Block February 2023- May 2023, January 2024- April 2024

Senior Tax Analyst

Currently helping businesses and individuals with tax returns and working on bookkeeping for small businesses. Also doing a financial analysis on small businesses expenses and cash flows while doing a schedule C compiling to complete the return. Helping the clients with Payroll Tax issues, also help clients in W-4 preparation. I have an experience in preparing payroll taxes for small businesses.

Bank of New York Mellon

Senior Quantitative Analyst May 2022- February 2023

Working on OTC products which Includes Credits, FXOs, Forwards, Swaps and some other derived products. Managed Day to Day Trade Operations for Clients such as Bridgewater, T.Rowe Price, Managing Prudential Portfolios and providing them with daily Markit Prices. Also did Analysis for IA for onboarding and getting verified trades. Also was working on DPX the software that derives prices and report errors on differences accurately.

Also worked on Black rock Aladdin platform and capturing trades for Arrow and other Hedge funds. Pulling trade ticket information directly from their interface without waiting for their team to send to us.

Did a thorough financial analysis on market conditions using a Bloomberg tool for commodities such Oil and Gas. For reconciliation of prices used a Pivot and Vlook up tools on excel.

Variance analysis has been performed while using the pricing model for options both European and American.

Have an experience of working with international teams and perform various financial analysis on securities like FXOs and commodities in Asian and European markets.

Also follow KPIs and participate in initiatives to onboard new clients (Hedge funds and investment banks).

For doing reconciliations also perform risk analysis by using bespoke Macros in excel.

Data mining has been done while compiling a big junk of data from client side.

Based on that software I am making daily trade analysis at the end of day and also calculate the missing.

Liberty Tax Service June 2021- February 2022

Finance Analyst

Gained experience by working as a client representative and manage client account queries and escalations. Prepare forecast analysis across a broader spectrum of clients.

Also develop budget forecasts for clients along with my upper management.

Did analysis on financial statements of various clients and also provided the financial reviews to clients and company.

Gained an experience of doing cost benefit analysis on various businesses.

Goldman Sachs, NY June 2020- July 2020

Intern

Gained insight on how to develop and manage accounts, financial forecast to increase profit, expense accruals and index analysis.

Education

Westcliff University March 2024 – Present

Phd in Data Analytics and Finance

Wharton Business School University of Pennsylvania December 2020- March 2021

Entrepreneurship Acceleration Program

University of Connecticut, School of Business, Hartford, CT September 2019-December 2020

Masters, Financial Risk Management ( Financial Engineering) CGPA 3.36/4.0

Capstone Project

Responsible for preparing analysis on eight indices across different sectors while applying risk management models to complete research for Ernst and Young China. The models utilized were Markowitz, Risk Parity, Index, Garch Model. Leveraged R code and Excel to perform detailed analysis. In addition, applied the model utilizing financial industry, index analysis as well as utilizing concepts in RWA and projects in loan structure and detailed studies about syndicated loans.

Final Project

VBA based Excel analysis to price Swap and performed detailed analysis on developing Macros for Option pricing and Black Scholes Model. In addition, utilized model on Fixed Income Analysis and trading securities.

Skills

SAP, Microsoft Suite, Financial Analyst

Financial Modeling R code, Net Suite, Excel Expert

Forecasting, VBA, People Soft, COGNOS, SQL

Python, Investment Analysis, Team Player and Self-Learner

Problem Solving, Oral and Verbal, Risk Analysis, Fluent in English, Urdu, Hindi and Punjabi.

Certifications

Bloomberg Market Concepts Certified.

Student Managed Fund Participant.

Contact this candidate