Summary
Overview
Work History
Education
Skills
Volunteer Experience
Languages
Timeline
Generic

Iman Haidri

Upton,MA

Summary

Resourceful Banking Trainee adept at completing tasks with high productivity and efficiency. Skilled in financial analysis, risk management, and customer service to navigate banking environments successfully. Excels in communication, teamwork, and problem-solving, delivering results through effective collaboration and critical thinking.

Overview

4
4
years of professional experience

Work History

Commercial Banking Trainee

Bristol County Savings Bank
Taunton, Massachusetts
09.2025 - Current
  • Conducted credit analysis on loan applications to assess borrower creditworthiness.
  • Analyzed financial statements and provided trend analysis to inform credit decisions.
  • Prepared credit approval documents for renewals, reviews, and new requests with precision.
  • Participated in external commercial banking training, including Mass Bankers Apprenticeship.

Resident Assistant

Suffolk University
Boston, USA
09.2023 - 05.2025
  • Provided guidance and support to 45 residents in personal and academic matters.
  • Managed administrative duties such as budgeting for programs, maintenance requests, incident reports, and room transfers.
  • Facilitated community events to enhance student engagement and connection.

Finance Intern

One10 Solutions
Hopkinton, USA
05.2024 - 12.2024
  • Assisted in preparing financial reports, analyzing financial data, and identifying trends to help with decision-making.
  • Supported the finance team in the development, tracking, and management of the company's annual budget. This includes assisting in budget preparation, monitoring expenditures, and comparing actual financial results to budgeted figures to identify discrepancies and provide insights.
  • Conducted research on industry trends, competitive landscapes, and economic conditions to help inform financial strategies and assist in the budgeting process.

Finance Intern

Richard and Miller & Associates
Wellesley, USA
05.2023 - 01.2024
  • Created weekly prep documents for meetings with clients.
  • Assisted in various financial projects to grow client portfolios.
  • Collaborated with fellow interns to create weekly information meetings to learn more about financial advising.

Finance Intern

Matthew Green, CPA Firm Startup
Boston, USA
05.2022 - 09.2022
  • Computed data and reconciled reports monthly.
  • Communicated with new and existing clients to understand software such as QuickBooks and Onvio.
  • Worked with 8X8 to create an account for the team and taught the team how to use the software that was implemented.

Education

Bachelor of Science - Business Administration

Suffolk University, Sawyer Business School
Boston, MA
05-2025

Skills

  • Microsoft Excel
  • Microsoft Applications
  • Analytical skills
  • Client communication
  • Team collaboration
  • Attention to detail

Volunteer Experience

  • Head of Marketing and Communications, Open Boston, Boston, MA, 10/01/23, Present, Assist in planning networking events for undergrad and graduate students., Overlook the social media accounts to promote events., Meet with Finance clubs in different universities to promote the chapter and gain more attraction.
  • Co-President, SASA Club, Boston, MA, 09/01/22, Present, Organize events and communicate with vendors and other clubs., Lead weekly meetings with E-board to plan meetings and future events., Oversee finances to keep within budget.

Languages

Punjabi
Professional
English
Native/ Bilingual
Urdu
Native/ Bilingual
Hindi
Professional

Timeline

Commercial Banking Trainee

Bristol County Savings Bank
09.2025 - Current

Finance Intern

One10 Solutions
05.2024 - 12.2024

Resident Assistant

Suffolk University
09.2023 - 05.2025

Finance Intern

Richard and Miller & Associates
05.2023 - 01.2024

Finance Intern

Matthew Green, CPA Firm Startup
05.2022 - 09.2022

Bachelor of Science - Business Administration

Suffolk University, Sawyer Business School
Iman Haidri
Want your own profile? Build for free at Resume-Now.com