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Selen Zekioglu
New York | Linkedin.com/in/selen-zekioglu
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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.
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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.
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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
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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
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Education
Harrisburg University of Science And Technology
06-2023
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Pace University, Lubin School of Business
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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