Summary
Overview
Work History
Education
Skills
Leadership Experience
Timeline
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Moulie Datta

Moulie Datta

Norcross,GA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience

Work History

Analyst II

Ernest & Young LLP
01.2023 - 01.2024
  • Analyzed private equity funds and booked more than 20 documents daily and tied to cash accurately using guidance from procedure.
  • Communicated directly to managers to resolved problems, and worked with four managers to improved operations and provided exceptional service.
  • Reviewed and Analyzed documents using executive software automation to tag thousand of documents in DMS (Document management system).
  • Prepared DIU for capital call, distribution, tax wire, Interfund transfer and quarterly file, CDR, expense file and many more.
  • Recorded daily, monthly and quarterly transactions and make sure it is correctly posted to Investran.
  • Cultivated interpersonal skills by building positive relationships with others and gained strong leadership skills by managing funds.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Learned and adapted quickly to new technology and software applications.

Associate Banker

JP Morgan Chase
02.2022 - 08.2022
  • Handled various accounting transactions ranging from deposit, payments, withdraws, mortgage payments, utility bills, checks, money order and foreign currency exchange.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Provided advice on different bank products and financial options.
  • Boosted branch revenue with diligent cross-selling of various banking products and services.
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Opened, closed, and updated accounts for customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Customer Service Representative

Kroger
09.2016 - 07.2021
  • Answered constant flow of customer calls with minimal wait times.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Investigated and resolved accounting, service and delivery concerns.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

Education

BBA - Finance

J.Mack Robinson College of Business, Georgia State University
Atlanta, GA
05.2022

Skills

  • Problem Solving
  • Microsoft Office
  • Financial Analysis
  • Account Reconciliation
  • Multi-task
  • Analytical Thinking
  • Leadership
  • Fund Accounting
  • Teamwork and Collaboration
  • Communication
  • Document Management
  • Financial Reporting

Leadership Experience

Professional Women’s Network at EY, 01/2023, Present, Participated in seminars, and team-building activities., Engaged in networking events organized by the Club.

Timeline

Analyst II

Ernest & Young LLP
01.2023 - 01.2024

Associate Banker

JP Morgan Chase
02.2022 - 08.2022

Customer Service Representative

Kroger
09.2016 - 07.2021

BBA - Finance

J.Mack Robinson College of Business, Georgia State University

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Moulie Datta