Reading Books
PANKAJ (Jay) GUPTA
Analyst
Hicksville,NY
Overview
10
10
years of professional experience
Work History
Jr. Business Analyst
Flushing Bank
New York
09.2021 - 01.2022
- Research Projects as directed involving data collection, development, and analysis
- Performed Market Analysis for upcoming bank branches
- Work closely with other departments and senior management to collect data for project requirements
- Evaluate consistency and importance of different business intelligence data against needs to determine optimal courses of action
- Run weekly Liquidity Reports for senior management
- Run weekly Competitive Analysis Reports for senior management
- Produce monthly ad hoc reports, identify trends and provide results to the marketing team.
Universal Banker
Flushing Bank
, York
03.2020 - 08.2021
- Proactively engaged with customers and determine what brought them in and best way to serve them.
- Established new banking relationships with customers insuring they are offered all products and services that are appropriate given their financial needs.
- Maintained contact with all my customers through our contact management system to insure I am meeting their expectations and cross selling additional products when necessary.
- Retained and deepened existing customer relationships.
Processed transactions and provide account servicing for customers in accordance with established procedures and performance standards. - Performed account maintenance activities, including change of address, account ownership, beneficial owners, account type and others.
- Assisted Branch Manager with efficient operations of branch including reporting and audit items.
- Achieved all team and individual sales and service goals.
Performed other work-related duties as assigned. - Prepared weekly CD rate comparison report for all Long Island branches to help keep our rate as competitive as possible.
- Brought in close to 12 million worth of accounts in 2021.
- Built Sales tracker in excel for management to track branch and individual sales goal of retail department.
Product Manager
Garg Industries Pvt Ltd
07.2017 - 03.2020
- Analyzed data and ensure company is on right track to meet financial goals.
- Worked on sales plan to outline long-term and short-term goals.
- Creating and implementing budgets to ensure workers have resources to complete their work and meet company’s goals while assessing company’s performance.
- Worked with marketers making sure product is being reached out to audience and getting feedback from customers itself.
- Set goals and measure success for each department.
Project Analyst
Well Care
, York
07.2014 - 06.2017
- Reviewed and processes incoming and outgoing paperwork related to primary care physicians, such as directory updates and terminations.
- Provided project management, primary care physicians recruitment and data analysis support.
- Responsible for monitoring New York and Connecticut provider operation coordinator teams progress by doing weekly Salesforce inventory report.
- Responsible for monitoring Provider Relations Representatives team progress by doing weekly Salesforce Case & Task inventory report.
- Preparing ad hoc and quarterly standard reports and participating in research, design, and creation of new reports.
- Developed Medical Expense Inventory Database for tracking rate reduced and terminated Primary Care Physicians.
- Developed and maintaining Personal Database for data quality by distinction between recently submitted data to any new or update data.
- Data mining and scrubbing for monthly Medical Home analysis and loading.
- Primary Care Physicians under their correct capitated rate.
- Developed Database for Medical Home PCP’s to verify their accounts and termination reasons to their change in capitated rates and effective dates.
IT Consultant
Family Health & Cardiac Center
New York
11.2011 - 05.2014
- Diagnose and fix hardware and software issues for both multi-platform desktops and servers.
- Implement network and infrastructure related projects for client.
- Troubleshoot and resolve computer and network related problems.
- Perform analysis of IT needs at customer's locations.
Identify technology solutions based on customers' needs. - Strong and consistent communication with customers.
- Documenting work performed and other technical information for client.
Education
Bachelor of Science - Information Systems
Pace University
Skills
Operating Systems: Windows, Linuxundefined
Accomplishments
- Was on the Dean's list till Graduation in 2021.
- Supervised team of 4 staff members at Flushing Bank.
Interests
Watching Movies
DIY Projects
Timeline
Jr. Business Analyst
Flushing Bank
09.2021 - 01.2022
Universal Banker
Flushing Bank
03.2020 - 08.2021
Product Manager
Garg Industries Pvt Ltd
07.2017 - 03.2020
Project Analyst
Well Care
07.2014 - 06.2017
IT Consultant
Family Health & Cardiac Center
11.2011 - 05.2014
Bachelor of Science - Information Systems
Pace University
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