Excel
Arjan R. Lubana
Analyst 2
San Antonio,TX
Summary
Experienced-results oriented Big 4 Analyst with a background in consulting, operations, and audit. Proactive at heading off issues in operations, workflow and production by using uncovering trends affecting business success. Basketball enthusiast.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Work History
Analyst
EY, Ernst & Young
San Antonio, Texas
07.2020 - Current
- Delivered pre-meets and developed quality due outs/observations during client B.P.O.'s resulting in greater visibility of key areas and client procedures
- Lead group of interns and Associate Analysts including performance reviews, mentoring both groups to meet team and client deliverables, understand responsibilities, and maintain positive relationship with clients
- Assists with administration of audit reporting and documentation by compiling data, analyzing results, developing reports, and reviewing workpapers completed by Associate Analysts
- Designed testing updates in client process to better capture fund movement using standards set by EY, GAAP, and Clients.
- Automated previously complex manual processes by using VLOOKUP, SUMIF, COUNTIF, Pivot Tables, Alteryx etc.. improving work quality, time management, and reducing error
- Identified potential audit hazards or unusual relationships of data, real time financial impacts, current market trends to relate to client updates and activities
- Consulted clients to obtain better quality documentation which assisted in completing tasks
- Worked with global and domestic teams maintaining daily efficient communication and deliverables
- Work on 2 separate client engagements during the F.Y. balancing workload, managed quarterly projects for both clients, meeting both teams deliverables.
Office Intern
University Of Texas Rio Grande Valley
Edinburg, TX
08.2018 - 01.2020
- Led the budgeting, recording, and reporting of operational financial transactions
- Prepared journal entries and tax related documents for teams
- Supported coaching staff with financial reconciliations
- Posted data to ledgers reflecting payment of funds
- Provided audits for various accounts
Education
BBA - Finance And Accounting
The University of Texas Rio Grande Valley
Edinburg, TX 08.2015 - 12.2019
Skills
ExcelPivot Tables, Macros, FormulasInnovative Thinking: Consulting, Audit, Analysis, Process Improvement, OperationsProblem Solving: In depth analysis, external sourcesPrograms: Alteryx, SQL
Communication Skills: Verbal and Written
Mentoring and Coaching
Software
Alteryx
SQL
Interests
Emerging Technology
Automation
Big Data Tools
Timeline
Analyst
EY, Ernst & Young
07.2020 - Current
Office Intern
University Of Texas Rio Grande Valley
08.2018 - 01.2020
BBA - Finance And Accounting
The University of Texas Rio Grande Valley
08.2015 - 12.2019