Binuka Poudel
Charlotte,NC
Summary
Finance, Banking, and Data Analytics professional with experience in financial reporting, regulatory compliance, client relationship management, data analysis, and banking operations. Advanced user of Microsoft Excel, Power BI, QuickBooks, and database management systems. Proven success improving workflow efficiency, maintaining audit-ready documentation, and supporting executive-level decision-making in regulated environments. Seeking roles in Financial Analyst, Banking Operations, Data Analyst, or Compliance.
Overview
5
5
years of professional experience
Work History
Tax Assembler
Vision Accounting
- Managed accounts payable and accounts receivable records and reconciliations.
- Verified financial documents to ensure IRS compliance and reporting accuracy.
- Communicated with clients regarding tax documentation and filing requirements.
- Prepared and processed 30+ tax returns daily using Drake Tax Software and QuickBooks.
Digital Relationship Manager
Mega Bank Limited
- Opened 50+ new customer accounts monthly and secured fixed deposits.
- Monitored customer service KPIs and performance metrics.
- Implemented employee recognition initiatives improving engagement by 10%.
- Promoted digital banking platforms and online financial services.
Administrative Lead
The Amadablam Hotel
- Supervised 6-10 employees and monitored productivity metrics.
- Implemented KPI tracking systems improving operational efficiency by 10%.
- Managed customer service escalation, stakeholder coordination, and vendor communication.
- Prepared monthly financial reports, budget analysis, and revenue tracking.
Relationship Banker
Bank of America
02.2025 - Current
- Executed AML, KYC, CIP, and OFAC compliance checks with 100% documentation accuracy.
- Processed deposits, withdrawals, wire transfers, and loan support transactions.
- Maintained audit-ready financial records and regulatory documentation.
- Collaborated with lending, mortgage, and investment departments to increase revenue opportunities.
- Managed client portfolios and delivered customized financial products and banking solutions.
Data Administrative Assistant
Southern Illinois University Edwardsville
08.2023 - 12.2024
- Created Power BI dashboards and Excel reports, improving reporting efficiency by 40%.
- Conducted data validation, cleansing, and reconciliation for operational accuracy.
- Automated administrative workflows increasing process efficiency by 30%.
- Provided executive administrative and analytical support for leadership decision-making.
- Managed financial and student data using Banner database systems ensuring compliance and accuracy.
Education
Master of Science - Business Administration & Quantitative Methods
Southern Illinois University Edwardsville
Edwardsville, IL12-2024
Master of Science -
04-2024
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01-2021
Skills
- Microsoft Excel (Advanced Formulas, Pivot Tables, VLOOKUP, XLOOKUP)
- Power BI
- QuickBooks
- Drake Tax Software
- Microsoft Office Suite
- Google Workspace
- Microsoft Access
- Qualtrics
- Database Management
- Data Visualization Tools
- Workflow Automation Tools
Timeline
Relationship Banker
Bank of America
02.2025 - Current
Data Administrative Assistant
Southern Illinois University Edwardsville
08.2023 - 12.2024
Tax Assembler
Vision Accounting
Digital Relationship Manager
Mega Bank Limited
Administrative Lead
The Amadablam Hotel
Master of Science - Business Administration & Quantitative Methods
Southern Illinois University Edwardsville