Overview
Work History
Education
Skills
Certification
Timeline
Generic

SARAH KHALED ZAMEL

Sandy,Utah

Overview

4
4
years of professional experience
1
1
Certification

Work History

Junior Financial Analyst - Tax

Morgan Stanley
08.2024 - Current
  • Conduct in-depth financial data analysis through 20 different reports to support accurate 1099 cost basis reporting for clients, ensuring compliance with IRS regulations.
  • Investigate and resolve complex data breaks and discrepancies across multiple reporting platforms, reconciling cost basis information with trading records.
  • Apply a strong understanding of both financial markets and tax regulations to analyze complex events such as mergers, spinoffs, and other corporate actions that impact cost basis.

Junior Accountant

Al Fardan Jewelry
03.2024 - 07.2024
  • Performed monthly bank statement reconciliation and create reports to highlight any discrepancies between vendor and company statements.
  • Posted journal entries for transactions relating to employee and company expenses.
  • Processed over 100 bank payment vouchers monthly.

Finance Intern

IEEE
05.2023 - 08.2023
  • Completed Income-Expense, Account Compliance, Audit Status, and Current Operating Income reports for ten geographical regions.
  • Met with financial analysts to discuss ten geographical regions’ financial status and budgeting requirements.
  • Created multiple PowerPoint walk-throughs for volunteers to assist them in submitting financial documents.

Reservations Assistant

Rutgers University
08.2021 - 05.2023
  • Helped plan and execute small and large-scale events for over 50 university groups.
  • Interacted with event coordinators to understand guidelines for different event types.
  • Communicated with customers over the phone to assist them with questions regarding booking events.

Education

Bachelor of Science - Finance

Rutgers University
New Brunswick, NJ
01-2024

Skills

  • Microsoft Excel
  • Investment analysis
  • Financial statement analysis
  • Database management

Certification

  • Data Analysis | 2024 - Springboard Bootcamp

Timeline

Junior Financial Analyst - Tax

Morgan Stanley
08.2024 - Current

Junior Accountant

Al Fardan Jewelry
03.2024 - 07.2024

Finance Intern

IEEE
05.2023 - 08.2023

Reservations Assistant

Rutgers University
08.2021 - 05.2023

Bachelor of Science - Finance

Rutgers University
SARAH KHALED ZAMEL