Summary
Overview
Work History
Education
Skills
Significant Scholarships
Personal Website
Timeline
Generic

Ruba Akram

Centereach,NY

Summary

Results-driven Business Analyst with expertise in financial modeling and budget planning. Successfully identified budget discrepancies through variance analysis, enhancing compliance and operational efficiency. Proven leadership in cross-functional teams, leveraging Power BI analytics and Excel for strategic insights that drive informed decision-making.

Overview

9
9
years of professional experience

Work History

Business Analyst

Brookhaven National Lab
Upton, NY
06.2022 - Current
  • Monitored expenses, monthly budgets, forecasts, and financial dashboards for Department of Energy programs through AI-powered tools.
  • Prepared a detailed variance analysis and ad hoc reports to identify budget discrepancies, coupled with corrective action recommendations.
  • Analyzed funding applications for compliance with organizational guidelines and policies.

Investment Analyst

USI Consulting Group
Uniondale, NY
03.2019 - 06.2022
  • Evaluated and presented portfolio performance, and provided strategic recommendations to senior management amidst fluctuating market conditions.
  • Prepared and presented quarterly fiduciary oversight reports, enhancing client understanding of 401(k) retirement plans.
  • Drafted marketing materials including brochures, fact sheets, newsletters, highlighting the benefits of investing through our firm.

Financial Grant Consultant

Millennia Management Associates
Setauket, NY
01.2018 - 05.2018
  • Facilitated cross-group collaboration to shortlist funding sources from government agencies.
  • Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
  • Led a team focused on delivering high-quality outputs, meeting all deadlines and compliance requirements.

Strategic Planning Advisor

Target
South Setauket, NY
08.2016 - 12.2016
  • Increased profits and sales through the implementation of streamlined approaches with a group of three colleagues.
  • Explored strategic SOW planning techniques, ensuring consumer trust while adhering to budget limits.
  • Organized weekly meetings to discuss project advancements and resolve potential challenges.

Education

Master of Business Administration (MBA) - Finance, Accounting Minor

Stony Brook University Graduate School
Stony Brook, NY

Skills

  • Series 65 licensed
  • Power BI analytics
  • Proficient in Microsoft Excel, PowerPoint & Word
  • Financial modeling expertise
  • SQL database management
  • RStudio proficiency
  • Python programming skills
  • Data visualization techniques
  • Risk assessment methodologies
  • Regulatory compliance expertise
  • Trend analysis proficiency
  • Statistical analysis capabilities
  • Forecasting techniques
  • Leadership and teamwork skills
  • Investment evaluation strategies
  • Budget planning and preparation

Significant Scholarships

  • Entrepreneurial Self Start-up, Strategically planned and assessed the creation of a small-scaled dining hall
  • Honors Thesis Publication, Ethical Implications of the Subprime Mortgage Crisis

Personal Website

https://rubaakram1.wixsite.com/raportfolio | https://www.linkedin.com/in/rubaakrammba/

Timeline

Business Analyst

Brookhaven National Lab
06.2022 - Current

Investment Analyst

USI Consulting Group
03.2019 - 06.2022

Financial Grant Consultant

Millennia Management Associates
01.2018 - 05.2018

Strategic Planning Advisor

Target
08.2016 - 12.2016

Master of Business Administration (MBA) - Finance, Accounting Minor

Stony Brook University Graduate School

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