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