Aniruddh "Shiva" Bhatia
Los Altos,CA
Overview
2
2
years of professional experience
Work History
Banking Client Service Advisor
Wells Fargo Advisors
10.2023 - Current
- Excelled as a Banking Client Service Advisor at Wells Fargo Advisors, delivering outstanding client service and financial guidance, while consistently meeting or exceeding challenging quarterly goals.
- Demonstrated proficiency in financial software and banking systems, effectively managing client accounts, processing transactions, and providing timely, accurate financial information.
- Maintained up-to-date knowledge of regulatory compliance and banking policies, ensuring all transactions and client interactions were conducted with the highest standards of ethical and professional conduct.
Financial And Administrative Manager
Balsamic Technologies
San Jose, CA
05.2023 - Current
- Managed CEO's personal and professional schedules, enhancing time efficiency, while expertly handling significant financial operations including accounts payable, ensuring prompt and accurate payment transactions.
- Oversaw financial tasks with proficiency in software and a strong grasp of accounting principles, handling client invoicing, expense tracking, and bank reconciliations, substantially improving financial reporting and analysis.
- Maintained stringent confidentiality of all personal and financial data, fostering trust and upholding privacy standards, and contributed to the company’s success by ensuring a well-managed financial foundation, directly supporting the delivery of innovative solutions.
Wealth Management Associate
Richard H Lambie Professional Fiduciary
San Jose, CA
06.2023 - 09.2023
- Keeping accurate and detailed records of at least two dozen client interactions and transactions per day
- Provided ongoing support to asset managers by filing and sorting client documentation
- Assisted with data entry tasks, inputting and updating client information daily in the company database
- Managed and organized physical and digital files related to client assets, ensuring efficient and accurate record-keeping
Junior Administrative Manager
Grindy Tax Service
San Jose, CA
01.2023 - 05.2023
- Guided over 2,700 clients through their 2022 income tax returns in person and through online portal (Microsoft Outlook) and acquired over 200 new clients in under three months.
- Implemented new systems for lead generation and client management, improving client retention by 43% this tax season.
- Oversaw complex office support, managing records database in Lacerte, and organizing contracts for more than 350 clients over the phone.
- Automated office operations to optimize accounts payable and receivable, customer correspondence and data communications.
- Tracked and analyzed expenditures to deliver budgets and financial reports, reducing overhead costs by 9%
- Prepared detailed spreadsheets tracking information for 900+ individual clients, corporations, and fiduciaries.
Lead Operations Supervisor
Sunglass Hut - Luxottica
Palo Alto, CA
06.2022 - 05.2023
- Sold over a quarter million dollars of merchandise in under nine months.
- Led team to consistently achieve stretch goals (exceeding the weekly sales goal by 160% on average), earning recognition from upper management with extra commission.
- Promoted to supervisor within the first three months due to consistently exceeding store goal as a top seller and managing team operations on a day-to-day basis.
- Developed relationships with at least eight to ten new customers per day (minimum) and sold warranties to one in four clients.
Education
Bachelor of Science - Management Information Systems
California State University - Long Beach
Long Beach, CAAssociate of Science - Finance And Business Administration
De Anza College
Cupertino, CASkills
- Financial modeling
- High proficiency in DMS and DocuSign
- Accounting assistance and tax preparation
- POS Software/E-invoice and physical invoice processing
- Financial and tax reporting/database work with Intuit Quickbooks
- CRM and Office Management Software
- Risk management
- Advanced knowledge of Lacerte Tax Software
- Budgeting
- Digital and physical document filing
Certifications
- Microsoft Outlook, Excel, Powerpoint, Power BI, Word, and QuickBooks certified on LinkedIn
- Completed several financial & managerial accounting, micro/macroeconomic, and computer information systems courses with industry-standard proficiency
Languages
Hindi
Professional
Gujarati
Full Professional
Timeline
Banking Client Service Advisor
Wells Fargo Advisors
10.2023 - Current
Wealth Management Associate
Richard H Lambie Professional Fiduciary
06.2023 - 09.2023
Financial And Administrative Manager
Balsamic Technologies
05.2023 - Current
Junior Administrative Manager
Grindy Tax Service
01.2023 - 05.2023
Lead Operations Supervisor
Sunglass Hut - Luxottica
06.2022 - 05.2023
Bachelor of Science - Management Information Systems
California State University - Long Beach
Associate of Science - Finance And Business Administration
De Anza College
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