Abhay Marocha
New Hyde Park,NY
Summary
- Over 4 years of experience in financial analysis, budgeting and working with diverse stake holders.
- Proven ability to deliver accurate financial reports and strategic insights.
- Proficient in Excel, Word, PowerPoint, and POM-QM
- Strong communication skills for presenting financial data to stakeholders
- Demonstrated expertise in cost optimization and financial forecasting
- Committed to regulatory compliance and ethical financial practices
- Adept at utilizing advanced financial software to streamline processes and enhance productivity
- Fantastic communication with clients and peers.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Webster Bank
Levittown, NY
02.2024 - Current
- Processed all customer-related financial transactions in accordance with the bank's rules, regulations, and guidelines.
- Utilized excellent communication and active listening skills to understand customers' financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service.
- Developed and maintained strong partnerships with various business segments through collaboration and communication.
- Responded to customers' needs accurately and promptly, leveraging available resources and tools.
- Evaluated clients' needs and offered appropriate financial products and services through needs-based conversations to build and deepen relationships.
- Performed routine teller transactions, including deposits, withdrawals, check cashing, loan payments, and other transactions.
- Supported segmentation strategy by implementing sales, retention, and other bank initiatives to drive Banking Center’s growth and profitability objectives.
- Demonstrated strong customer service skills and supported teamwork, fostering a positive working environment
Financial & Procurement Associate
Acutis Diagnostics
New York, NY
11.2022 - 05.2023
- Creation of Purchase Orders
- Ordering and tracking all laboratory needs and inventory.
- Filing overpayments and assisting in reimbursements.
- Retrieving and accumulating incoming checks to be deposited.
- Creation of weekly reports and spreadsheets tracking spending, budgets, and inventory.
- Collaboration with accounting department in order to pay all invoices and handle returns.
- Evaluating and researching financial data and trends.
- Providing data analysis for decision making and purchasing needs.
- Creation and documenting tax exemption forms.
- Budgeting and monitoring cash flow to ensure adequate funding for each department.
- Maintaining all financial records needed for purchase orders, invoice payments, and executing projects.
- Approving Purchases, handling payments, and managing accounts for all suppliers and staff.
Tax Intern
Evolved Tax And Advisory
Manhattan , NY
02.2022 - 10.2022
- Completed tax returns for individuals, trusts, partnerships and corporations.
- Input tax information into GoSystem software to track details and complete returns.
- Prepared engagement correspondence, financial balance reports, and depreciation schedules and entered data for computer applications.
- Assisted professional staff in gathering data for tax return preparation, maintained tax library, and managed client tax and auditing files.
- Invoiced customers, reconciled accounts, and managed other bookkeeping tasks.
Manager
CVS Pharmacy
New York, NY
12.2018 - 06.2020
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
- Evaluated operational trends and made proactive strategy adjustments to maintain alignment between performance and objectives.
- Greeted and encouraged feedback from customers to implement in-store operational changes.
Education
Bachelor of Arts - Finance
New York Institute of Technology
Old Westbury05.2022
Skills
- Process improvement
- Communications
- Business operations
- Software- Excel, Word, PowerPoint, and POM-QM
- Jira
- Meeting deadlines
- Time Management
- Critical Thinking
- Financial Analysis
- Analytical Thinking
Timeline
Relationship Banker
Webster Bank
02.2024 - Current
Financial & Procurement Associate
Acutis Diagnostics
11.2022 - 05.2023
Tax Intern
Evolved Tax And Advisory
02.2022 - 10.2022
Manager
CVS Pharmacy
12.2018 - 06.2020
Bachelor of Arts - Finance
New York Institute of Technology