Saad Ahmad

Overview: A branch banker based in the Washington metropolitan area, delivering financial analysis and advisory services to clients across diverse industries and varying asset portfolios, with a focus on compliance and risk assessment.

• Maintained accurate financial records of clients ensuring compliance with internal controls and regulatory requirements
• Analyzed client financial data to identify trends, risks, and opportunities for improved financial management
• Assisted in internal audit processes by providing documentation, transaction activity, and compliance reports
• Resolved account discrepancies and investigated variances in financial records
• Collaborated with cross-functional teams and departments to streamline financial processes and enhance operational efficiency
• Utilized banking software and CRM systems (Salesforce) to generate reports and track financial performance metrics

Overview: A store associate based in the Washington DC metropolitan area, for Your Wireless who is an authorized retailer for Verizon Wireless

• Managed multi-location logistics, procurement of supplies/inventory, and document management
• Prepared periodic purchasing and supply reports, verifying supply and inventory orders
• Provided administrative support in location to ensure billing, application of promotional offers, and account structures of clientele were in order
• Developed long-term relationships with clientele and offered structured account deals of Verizon products and services
• Utilized CRM software for prospecting and lead management
• Analyzed sales data to identify trends and adjust strategies
• Worked with cross-functional teams.

Overview: A store manager based in the Washington DC metropolitan area, for Russell Cellular who is an authorized retailer for Verizon Wireless

• Managed location logistics, scheduling, procurement of supplies/inventory, document management, and conducted audits for operational compliance
• Prepared periodic purchasing and supply reports, verifying supply and inventory orders
• Managed administrative support for accounts, billing and application of promotional offers
• Managed multi-location sales metrics and team sales performance on monthly (KPI) pacing
• Developed long-term relationships with diverse client base in both consumer accounts (B2C) and business (B2B) accounts offering structured account deals
• Utilized CRM software for prospecting and lead management
• Worked with cross-functional teams to achieve goals.

• Company Overview: Account representative in Uber Eats division based in Washington DC metropolitan area
• Managed and develop long-term relationships with key in-region partners
• Leveraged prospecting skills to discover and build partnerships with merchants
• Maintained client records in CRM system.
• Maintained communication channels with merchants
• Managed contract negotiations aimed at establishing strong relationship with merchants
• Partnered with operations team to onboard merchant on the Uber Eats platform
• Partnered with account managers in marketing campaign development

• Company Overview: A store associate based in the Washington DC metropolitan area, for Russell Cellular who is an authorized retailer for Verizon Wireless
• Managed location operations, inventory, and document management
• Assisted in administrative support for accounts, billing and application of promotional offers
• Developed long-term relationships with diverse client base in both consumer accounts (B2C) and business (B2B) accounts offering structured account deals
• Identified prospects and new leads utilizing CRM software
• Performed support ticketing and escalations forms by partnering with area account manager