Daudi Paul
Reading,PA
Summary
Eager to bring unique methods to find solutions to problems. Passionate about increasing company productivity and improving client relations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Analyst
Penske Logistics
01.2023 - Current
- Led efforts generating company time savings and monetary savings through root cause analysis, and Penske Eliminate,Automate Centralize workflow process.
- Data mining and Data scrubbing to ensure accuracy of information.
- Prepare trackers through use of Power Pivot and Tableau showcasing key metrics providing valuable insights to leadership and customers.
- LEAN Certified March 2024 awarded for building project which saved the company hundreds of hours and thousands of dollars through automation and standardization.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Financial Operations Analyst (Corporate Actions)
Sei Investments Co
03.2022 - 01.2023
- Managed responsibilities including scrubbing/comparison of data, and notification of corporate action events to specific clients.
- Identify breaks and resolve client positions with multiple custodians and monitors appropriate posting of accruals and entitlements to client accounts.
- Process on average over 240 corporate actions events daily.
- Controlled high levels of risk and liability inherent within various functions.
- Deal directly with clients and with other custodian banks, in addition to BNY Mellon, and DTCC.
Aircraft Hydraulics Specialist
United States Air Force Reserve
03.2018 - Current
- Manage a team of specialized aircraft maintainers to ensure mission readiness of Military aircraft.
- Responsible for generating 598 sorties/delivering over 28M lbs of fuel to 1.8K coalition receivers.
- Verify all procedures are being followed ensuring 100% Quality Assurance compliance since 2018.
- Identified, analyzed, resolved and reported hazards and procedural issues affecting mission success.
Personal Banker
Wells Fargo
10.2019 - 02.2022
- Promotion to Personal Banker Officer (Jr. Business Banker) July 2021
- Conduct detailed financial reviews for both personal and business clients to offer appropriate products to fit clients needs.
- Cultivate relationships with clients through excellent customer service, product knowledge and meeting preparation.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Leverage appropriate team members to assists and follow through on cross selling opportunities.
Education
BACHELOR OF SCIENCE - Psychology
Kutztown University of Pennsylvania
Kutztown, PA05.2018
Skills
- Financial Advisement
- Data Analysis and Modeling
- Project Management
- Account Reconciliations
- Sales
- Microsoft SQL and Advanced Excel Functions (PowerPivot/Macros)
- TABLEAU
Certification
Bloomberg Market Concepts - AUG 2021
Finance and Quantitative Modeling for Analysts Specialist- JAN 2022
Google Data Analyst Certification - MAR 2024
LEAN Certification - MAR 2024
Accomplishments
- Honor Graduate BMT status reserved for top 10% of each BMT graduating class - December 2018
- Quality Assurance Honor Roll - November 2021
Timeline
Financial Analyst
Penske Logistics
01.2023 - Current
Financial Operations Analyst (Corporate Actions)
Sei Investments Co
03.2022 - 01.2023
Personal Banker
Wells Fargo
10.2019 - 02.2022
Aircraft Hydraulics Specialist
United States Air Force Reserve
03.2018 - Current
BACHELOR OF SCIENCE - Psychology
Kutztown University of Pennsylvania