Mohammad Ahmed
Buffalo,NY
Summary
Finance-focused Business Administration graduate with experience in financial advising and client analysis, and sales performance. Skilled in Excel, financial analysis, and evaluating business performance. Proven track record of exceeding targets and delivering results in fast-paced environments. Seeking an entry-level analyst role in finance or banking.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Renewable Energy Ambassador
Green Mountain Energy, NRG
Buffalo, NY
04.2025 - Current
- Ranked as a top-performing sales agent in Buffalo within the first month
- Generated revenue through high-volume client acquisition and customer interactions, improving overall sales performance
- Cultivated strong communication and persuasion skills in fast-paced environments, facilitating effective client engagement
- Adapted strategies based on customer feedback and performance data, resulting in improved conversion rates
Customer Service Coordinator
CRST Home Solutions
Buffalo, NY
01.2024 - 02.2025
- Coordinated customer inquiries and provided timely resolutions for service requests
- Managed scheduling for service appointments and technician assignments effectively
- Maintained accurate records of customer interactions using CRM software systems
- Handled escalated customer concerns with professionalism and empathy to ensure satisfaction.
Financial Advising Intern
Alliance Advisory Group
Buffalo, NY
06.2024 - 08.2024
- Assisted in developing comprehensive client financial plans, focusing on retirement projections and insurance analysis to align with client objectives
- Analyzed client financial situations including income, expenses, and long-term goals to support financial planning recommendations
- Collaborated with advisors to assess financial solutions tailored to client needs and risk tolerance
- Gained insights into investment products, portfolio allocation, and risk management strategies to enhance client recommendations
Sales Associate
Lowes
Buffalo, NY
08.2021 - 05.2023
- Provided expert customer service, aiding customers with product selection and project needs
- Trained new employees, ensuring adherence to company standards and best practices
- Managed inventory, restocking shelves, and optimizing product placement for sales
Education
Bachelor of Science - Business Administration | Concentration: Finance
SUNY At Buffalo
Buffalo, NY03-2026
Skills
- Financial Modeling
- Financial analysis
- Data Analysis
- Microsoft Office (Excel, PowerPoint)
- Problem solving
- Client communication
Certification
Bloomberg Market Concepts (BMC) Certification
Bloomberg | 2024
Bloomberg | 2024
Timeline
Renewable Energy Ambassador
Green Mountain Energy, NRG
04.2025 - Current
Financial Advising Intern
Alliance Advisory Group
06.2024 - 08.2024
Customer Service Coordinator
CRST Home Solutions
01.2024 - 02.2025
Sales Associate
Lowes
08.2021 - 05.2023
Bachelor of Science - Business Administration | Concentration: Finance
SUNY At Buffalo