Summary
Overview
Work History
Education
Skills
Timeline
Generic

MUHAMMAD MUZAMMIL RIAZ

San Francisco,CA

Summary

I obtained my Bachelor of Science in Accounting Cum Laude from the California State University - Sacramento, and will obtain my MBA from the Louisiana State University - Shreveport in October 2025. I am experienced in investment analytics, investment accounting, accounting, data analysis, database management, corporate finance, financial reporting, and STAT reporting. My specialization is within the financial industry, working at firms such as BlackRock and EY. I offer strong analytical skills with an excellent history of managing complex data, various projects, multiple deliverables, and tight deadlines in a fast paced environment.

Overview

3
3
years of professional experience

Work History

Senior Investment Associate

BlackRock
06.2023 - Current
  • Managing high profile clients in the technology, insurance, and finance industries
  • Oversight on assets under management of over $500 billion
  • Creating and proposing finance and accounting solutions to clients
  • Leading client meetings to asses needs and communicating solutions
  • Using SQL in relation with aqua data studios to create queries used to pull information from databases
  • Using Excel power queries to streamline control processes
  • Examining and assessing economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
  • Responsible for delivering accurate investment reporting for clients through preparation, review and ensuring distribution of various accounting packages and reporting schedules
  • Completing all quarterly/annual NAIC reconciliations and reporting in compliance with US Statutory guidelines, such as schedules D, BA, and E.
  • Responding to daily investment inquiries from clients
  • Fund Accounting services include the reconciliation, accounting for assets, along with preparation and oversight of monthly packages and regulatory schedules
  • Created and owned various controls to help attest to accuracy for client reporting
  • Leading division wide meetings and trainings
  • Assisting and training other team members


Revenue Accountant

National MI
03.2023 - 06.2023
  • Prepare journal entries, maintain financial records, and prepare account analysis and reconciliations
  • Assist with preparation of monthly/quarterly financial statements for internal/external reporting; financial statements tie-out and accounts analysis
  • Prepare flux analysis and research accounting questions
  • Prepare schedules and respond to the requests from external and internal auditors
  • Provide support to Sarbanes-Oxley (SOX) and Model Audit Rule 205 (MAR 205) documentation
  • Perform ad-hoc responsibilities, as needed
  • SQL integration for creating and maintaining large data sets

Audit Associate

Ernst & Young (EY)
10.2022 - 02.2023
  • Performing audit procedures on various F500 clients, specializing in the FSO sector
  • Testing to ensure that clients are SOX 404 compliant
  • Improved efficiency of audit team through automation
  • Analyzing the revenue procedures for clients to assure they are ASC 606 compliant
  • Leading internal control walkthroughs with clients to verify the functionality of the controls
  • Using PowerBI to create data visualizations
  • Creating efficient workflow processes through Alteryx

Staff Accountant Intern

James Marta And Company, CPAs
09.2021 - 04.2022
  • Performing audits on government & non-profit clients
  • Account testing i.e., cash, receivables, payables, unearned revenues
  • Creation and analysis of audit reports and financial statements

Financial Representative Intern

Northwestern Mutual
06.2021 - 09.2021
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners
  • Prepared research reports on stock bonds and mutual funds as assigned by supervisor

Education

Master of Business Administration - Finance

Louisiana State University At Shreveport
Shreveport, LA
10.2025

Bachelor of Science - Business Administration, Accounting

California State University - Sacramento
05.2022

Skills

  • BlackRock Aladdin
  • Microsoft Excel
  • Microsoft Access
  • Oracle Enterprise
  • SQL
  • SOVOS WINGS Reporting
  • Engagement ProFx
  • Alteryx
  • PFI - PAM for investments
  • QuickBooks
  • SOX Compliance
  • SAS: JMP Pro15

Timeline

Senior Investment Associate

BlackRock
06.2023 - Current

Revenue Accountant

National MI
03.2023 - 06.2023

Audit Associate

Ernst & Young (EY)
10.2022 - 02.2023

Staff Accountant Intern

James Marta And Company, CPAs
09.2021 - 04.2022

Financial Representative Intern

Northwestern Mutual
06.2021 - 09.2021

Master of Business Administration - Finance

Louisiana State University At Shreveport

Bachelor of Science - Business Administration, Accounting

California State University - Sacramento
MUHAMMAD MUZAMMIL RIAZ