Overview
Work History
Education
Skills
Timeline
Generic

Selen Zekioglu

New York | Linkedin.com/in/selen-zekioglu

Overview

6
6
years of professional experience

Work History

Operations Analyst (SME)/Financial Consultant

Guidehouse LLP
07.2021 - Current
  • Secondary team-lead for external inquiries team, trained 11+ people to resolve discrepancies over 2000 loans
  • Managed large client accounts and gathered %93 correct wire information from investors within one month
  • Processed $10-$20 million in loan payments monthly, increasing the efficiency of SBA
  • Cross-functionally involved in multiple departments to ensure timely and accurate payouts to investors
  • Identifying and tracking issues to help with modernization efforts for the SBA’s Capital Access Financial System (CAFS)
  • Created standard operating procedures (SOP’s) for the payment reconciliation process
  • Utilized Excel VBA and macros to optimize data processing and automate routine tasks, enhancing operational efficiency and accuracy
  • Created defect reports on JIRA
  • Performed payment reconciliation for SBA’s lenders and investors on a fixed schedule to make sure the accounting is correct on transcripts.

Wealth Management Analyst

Morgan Stanley
10.2020 - 06.2021
  • Ensured reporting accurate withholding of 160+ tax slips during high tax season for the US & Canada tax stock and retirement plan team
  • Calculated dividends and state withholdings for year-end U.S
  • And Canadian tax forms, 1099, 1042-S, RL, T5008, etc
  • Evaluated tax compliance within Stock Plan & Retail based client accounts
  • Participated in the review and improvement of controls on the firm’s ability to comply with documentation and information reporting regulations.

Valuation and Business Modeling Intern

PwC
05.2019 - 07.2019
  • Built technical skills researching and obtaining requested data by using S&P Capital IQ and performing statistical checks for accuracy
  • Responsible for observing market trends, preparing professional graphs, chart, presentations for senior managers using Excel
  • Followed Turkey’s generic 30-year bond, as well as derivatives, to become familiar with Bloomberg Analytics
  • Was on a team of 4 valuation analysts that evaluated companies from a private level that ranged from $5m-$100m in annual revenues

Business Development and Analytics Intern

QNB Finansbank
04.2018 - 07.2018
  • Achieved 25% by generating ideas to improve the operational efficiency on the development of new automation test scripts
  • Calculated various department headcounts by using productivity ratio and adjusted workload to minimize risk
  • Presented a PowerPoint presentation on the steps to buy and sell bond funds for the investment department and senior management

Education

Harrisburg University of Science And Technology
06-2023

Pace University, Lubin School of Business

Skills

  • R
  • Problem-solving
  • Reconciliation
  • Communication
  • Data analysis
  • JIRA
  • Excel
  • Pivot tables
  • Google Sheets

Timeline

Operations Analyst (SME)/Financial Consultant

Guidehouse LLP
07.2021 - Current

Wealth Management Analyst

Morgan Stanley
10.2020 - 06.2021

Valuation and Business Modeling Intern

PwC
05.2019 - 07.2019

Business Development and Analytics Intern

QNB Finansbank
04.2018 - 07.2018

Harrisburg University of Science And Technology

Pace University, Lubin School of Business
Selen Zekioglu