Robert Ebrahim
North Arlington
Summary
Extremely fast learner and detail-oriented professional with a strong emphasis on data analysis, finance, and investment intelligence. Proven track record in analyzing client patterns, ensuring risk management, and optimizing financial portfolios. Adept at achieving outstanding results through critical thinking and implementation of innovative strategies.
Overview
7
7
years of professional experience
Work History
Financial Consultant
Limo Company
07.2024 - Current
- Developed and managed monthly financial reports to track operational costs, fleet maintenance, and driver expenses, improving budget accuracy.
- Analyzed pricing models and adjusted fare structures based on demand and mileage, increasing profit margins by 15%.
- Identify areas for cost savings or revenue growth, such as route optimization, or monitoring vendor contracts.
- Track KPIs related to booking trends, seasonal fluctuations, and customer retention to support strategic planning.
- Consulted on expansion strategies, using financial projections to evaluate new service areas, and fleet investments.
Universal Banker I
Kearny Bank
03.2023 - 05.2024
- Service client accounts with fraudulent activities by KYC, analyzing transaction patterns, tracking lost checks, filing disputes, and, if compromised, closing and opening new accounts.
- Undertake risk assessments such as OFAC to verify client identities and avoid suspicious activities, thus protecting the bank's integrity.
- Analyze automatically generated reports to track accounts payable & receivable and identify potential opportunities.
- Achieved 14 qualified referrals this fiscal year, the most by any branch member, through consistency, presentation, and understanding client needs.
- Develop, expand, and manage consumer and business account relationships, focusing on attaining their full relationship potential.
- Handle payment operations such as transferring funds from IRAs or via wire, investment referrals, opening and closing financial accounts, cash vault audits, and incoming and outgoing shipments.
Operations Supervisor
UPS Warehouse
07.2018 - 09.2021
- Analyzed operational statistics to elevate production volume at a quicker pace.
- Set and maintained high standards for account productivity and safety, ensuring professional growth and departmental efficiency.
- Supervised 27 employees at the age of 19.
- Established a positive, team-oriented work environment emphasizing proactive communication.
- Implemented employee personal development plans to promote department growth.
- Trained new hires to work efficiently while complying with all safety policies and procedures.
- Responded to site emergencies promptly, providing assistance and communicating appropriately with other supervisors.
Education
Associate of Business - Finance
Rutgers Business School
Newark, NJ05-2022
Bachelor of Arts and Sciences - Psychology
Rutgers School of Arts And Sciences
Newark, NJ05-2022
Skills
- Financial and Data and Analytics
- Bookkeeping
- Proficient in Excel
- Power BI
- Revenue growth
- Operation Management
Timeline
Financial Consultant
Limo Company
07.2024 - Current
Universal Banker I
Kearny Bank
03.2023 - 05.2024
Operations Supervisor
UPS Warehouse
07.2018 - 09.2021
Associate of Business - Finance
Rutgers Business School
Bachelor of Arts and Sciences - Psychology
Rutgers School of Arts And Sciences
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