Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Experienced in working in the HR and Coordinator field as well as Operations manager for a small local business.
Overview
8
8
years of professional experience
1
1
Certification
Work History
CENTER FOR THE INTEGRATION
Financial Counselor
URBAN UPBOUND, JOBS PLUS
08.2021 - Current
Provide financial advising to low-income/underserved population by advising individuals on how to fix their credit, establish credit, reduce debt, budget and save as well as administering free credit reports and analysis
Hosted Workshops via zoom, using PowerPoint and in person on financial literacy covering topics such as Credit, Bankruptcy, Budgeting etc
Host outdoor outreach events for the community to promote services as well as market Urban Upbound for the purpose of recruiting clients
Follow up and communicate with clients via phone, email or send mass texts to those who signed up for services and signed agreements and record every interaction using the Salesforce and HRA Salesforce database
Operations Manager
SHRABONI MOVING INC
12.2019 - Current
Promoted a health and safety culture on site- direct supervisor to employees
Make sure all the collections of payments are all paid in full and collect balances that are due
Hosted meetings and broadening profit by 10 percent
Managed various projects to track pricing as well as balanced books, Invoices, Accounts Receivable, and Payroll
Identified business risks and opportunities through the analysis of information and results
Case Manager
NEW AMERICANS
08.2020 - 08.2021
Accomplished clients’ care by assessing treatment needs; developing, monitoring, and evaluating treatment plans and progress; facilitating interdisciplinary approaches
Maintained clients’ records by reviewing case notes; logging events and progress
Admitted and recruited new clients by reviewing records and applications; conducting orientations
Marketing Intern
MINDSHARE WORLDWIDE
05.2019 - 08.2019
Coordinated, planned, and promoted recruitment events and jobs to acquire clientele
Conducted market analysis using survey monkey comparing advertising with those of company competitors
Monitored all social media platforms and created campaigns for clients; content was used for platforms such as: Facebook, Twitter, and Instagram.
Receptionist
ARISTOTLE’S PSYCHOLOGICAL AND BIOFEEDBACK SERVICES
08.2016 - 08.2017
Perform tasks such as proofreading, transcribing handwritten information, invoicing, balance sheets, calculating co-payments create spreadsheets and other documents, and appropriately file and maintain records of all clients ensuring the privacy of sensitive information
Greet people entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations, if they were asked to wait, kindly lead them to waiting area and offer them a magazine, coffee, or water
Transmit information or documents to customers, using computer, mail, or facsimile machine Schedule appointments, maintain and update appointment calendar and analyze data to determine answers to questions from customers or members of the public
Ensured that replacement receptionists were trained and that there was sufficient coverage to accommodate the business
Human Resources Intern
MICHELANGELO HOTEL
05.2015 - 05.2016
Manage and maintain files, records, and correspondence for meetings; arrange schedules for meeting space and conference rooms, prepare required information and research for executive needs, arrange itineraries and executive material
Coordinated, planned, and promoted recruitment events and confirmed interviews and new hires entered data in Applicant Tracking System (taleo)
Education
VYSOKA SKOLA
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St. Francis College
Bachelor of Science - Management
ST FRANCIS COLLEGE
Skills
Proficient in Microsoft Office (Word, PowerPoint, Excel)
Strong interpersonal communication skills
Fluent in Bengali
Proficient in HRA Salesforce and ADP workforce development
Financial Planning Personal Financial Capabilities
Software Applications
HIPAA and Confidentiality Compliance
Credit Management
Creative Solutions
Customer Inquiries
Direct Supervision
Certification
Consumer Personal Finance: Financial Counselor Training - 12/12/21-3/31/22
Timeline
Financial Counselor
URBAN UPBOUND, JOBS PLUS
08.2021 - Current
Case Manager
NEW AMERICANS
08.2020 - 08.2021
Operations Manager
SHRABONI MOVING INC
12.2019 - Current
Marketing Intern
MINDSHARE WORLDWIDE
05.2019 - 08.2019
Receptionist
ARISTOTLE’S PSYCHOLOGICAL AND BIOFEEDBACK SERVICES
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Grant Specialist/Accounting Specialist/Mentor, At-Risk Youth at Health Integration and Resiliency Center (non-profit)Grant Specialist/Accounting Specialist/Mentor, At-Risk Youth at Health Integration and Resiliency Center (non-profit)