Summary
Overview
Work History
Education
Skills
Activities and Honors
Publications
Certification
Languages
Work Availability
Timeline
Generic

TAHEERA ILMA

Elmhurst,NY

Summary

Skilled finance professional leveraging diverse industry insights to drive operational efficiency and optimize financial strategies. Proven expertise in financial management, research, and operations across banking, corporate, healthcare, pharmaceuticals, and diverse sectors. Committed to community-focused financial initiatives.

Overview

7
7
years of professional experience
1
1
Certification
5
5
years of post-secondary education

Work History

Pharmaceutical Finance Research Volunteer

Dr. Shanzhi Wang
01.2023 - 05.2023
  • Leveraged financial analysis skills to uncover investment opportunities in the pharmaceutical sector.
  • Analyzed intricate financial statements.

Spring Finance Intern (Remote)

Wem Bangladesh Ltd.
01.2023 - 05.2023
  • Enhanced financial decision-making and performance, increasing forecasting accuracy by 20%.
  • Streamlined operations for cost savings in event management, reducing expenses by 15%.

Investment Banking and Behavioral Finance Research

Dr. Robert Williams
01.2023 - 05.2023
  • Conducted research on investment banking and behavioral finance, providing actionable insights for client strategies.
  • Assisted in analyzing market trends and psychological factors, contributing to the development of innovative investment approaches.

Vice President of Equity and Belonging

Delta Phi Epsilon Sorority
01.2022 - 12.2022
  • Oversaw recruitment strategies and budget management ensuring fairness.
  • Conducted personalized member meetings, collaborated with the standards board.

Finance and Operations

Dry Harbor Nursing Home & Rehabilitation Center
09.2021 - 12.2022
  • Efficiently managed nursing home administrative tasks, ensuring seamless operations.
  • Demonstrated strong organizational skills in record-keeping, scheduling, and department coordination.

Graduate Assistant-Business, Economics and Finance

St. John's University
06.2023 - Current
  • Ensured universal finance resource access with ADA-compliant design in library collaborations utilizing Microsoft Excel, VBA, and Zotero
  • Conducted research on financial aspects of project management apps, demonstrating strong analytical skills.

Investment Analyst

Alzheimer's Drug Discovery Foundation
05.2023 - Current
  • Optimized finances with Oracle E-Business Suite, TM1, PowerBI, SQL, Python, reducing costs by 15%.
  • Analyzed ROA and ROE using Excel, improving portfolio returns by 10% and efficiency by 5%.

Deposit and Operations Intern

Maspeth Federal Savings Bank
05.2023 - 08.2023

• Managed accounts payable tasks, reviewed 200+ invoices, prepared 150+ vouchers with 99% accuracy.
• Led intern team in talent attraction, increasing the applicant pool by 25%.

Vice President

Women on Wall Street
05.2022 - 01.2023
  • Enhanced financial decision-making and performance through analysis and forecasting support.
  • Streamlined operations for cost savings in event management.

Finance Intern

Montefiore Hospital
06.2021 - 08.2021
  • Conducted thorough financial analysis, including cost-benefit assessments and budget variance analysis.
  • Optimized cross-functional budgeting for accurate forecasts and data-driven resource allocation.

Public Health Research Volunteer

Dr. Yolene Gousse
05.2020 - 05.2021
  • Published pandemic intervention cost-efficiency paper, highlighting financial analysis expertise.
  • Assessed economic impact of health measures, showcasing financial analysis and risk skills.

Sales Associate

CVS Pharmacy
07.2019 - 04.2021
  • Implemented operational strategies resulting in improved efficiency, cost reduction, and increased profitability.
  • Consistently exceeded sales goals by implementing innovative marketing and promotional campaigns, driving revenue growth.

Teaching Assistant

Coalition for Hispanic Family Services
09.2017 - 08.2019
  • Cultivated effective communication skills by explaining complex concepts to students, fostering an interactive learning environment.
  • Demonstrated strong organizational and problem-solving abilities through tasks such as creating lesson plans, grading assignments, and providing personalized support to students.

Education

MBA - Finance

St. John's University
Jamaica, NY
08.2023 - 05.2025

Bachelor of Science - Biomedical Sciences

St. John's University
Jamaica, NY
09.2019 - 05.2023

Skills

  • Microsoft Office Suite (Excel, Word, PowerPoint, VBA Programming)
  • Financial, Investment & Data Analysis
  • Quantitative Modeling
  • Regulatory Compliance
  • Strategic Thinking
  • Closing Procedures
  • VAT Returns

Activities and Honors

  • Vice President of Women on Wall Street (2022-2023
  • Vice President of Equity and Belonging of Delta Phi Epsilon Sorority, Beta Omega Chapter (2021-2022)
  • Membership and Chapter Sustainability Secretary of St. John's University Medlife (2022-2023)
  • Honors Program at St. John's University
  • Girls Scout at Bangladesh (2010-2017)

Publications

  • COVID-19 knowledge and mental health impact assessment in Haiti

Co-authored with Taehwan Park, Jean Pierre-Louis, Tachel Jean, Prachurjya Barua, Mariana A. Pinanez, Joseph Ravenell, Chimene Castor and Yolene Gousse, DrPH, MPH Published in the Cambridge Prism: Global Mental Health Journal.

  • Embedding Care in Communities: Mixed-Methods Evaluation of a Community Health Worker Training in Rural Haiti

Co-authored with Shirley Bejarano, MPH, MS, CPH, Jean Pierre-Louis, MPH, Roberto Benoit, MPH, Prachurjya Barua, Tachel Jean, Mariana A. Pinanez, Yolene Gousse, DrPH, MPH Published in the John Hopkins University Press- Progress in Community Health Partnerships: Research, Education, and Action

Certification

Goldman Sachs Excel Skills for Business Job Simulation on Forage - March 2024

  • Acquired proficient command of Excel functionalities and data analysis techniques, including data cleansing, and manipulation, and conditional formatting techniques.
  • Acquired proficiency in automation by learning to record macros and script in Visual Basic for Applications (VBA), developing two functional macros integrated with buttons using account sales data.
  • Gained expertise in data visualization and storytelling using Excel and PowerPoint by creating impactful charts and interactive dashboards.

Bank of America Investment Banking virtual experience program on Forage - March 2024

  • Identified an ideal acquisition target for a client based on a SWOT analysis and assessment of their strategic criteria.
  • Constructed a DCF model to calculate the implied equity and share value of the acquisition target.
  • Completed a sensitivity analysis to illustrate how the target’s valuation would change as variables change.
  • Created a company profile summarizing all key information about the target.

JPMorgan Chase Markets (Sales & Trading) Virtual Experience Program on Forage - November 2023

  • Pitched a new client to management
  • Developed a market analysis and trade idea that a client could present to their board
  • Pitched a bundled solution to a client looking to tender a new provider

JPMorgan Chase Commercial Banking Virtual Experience Program on Forage - November 2023

  • Completed a transaction overview to understand how the debt of a company will change post-transaction
  • Prepared company and industry overviews
  • Completed analyses in Excel to determine a covenant structure
  • Prepared a 10-year financial model forecast

Languages

  • English (Native)
  • Bengali (Native
  • Hindi (Fluent)
  • Urdu (Fluent)
  • Arabic (Elementary)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

MBA - Finance

St. John's University
08.2023 - 05.2025

Graduate Assistant-Business, Economics and Finance

St. John's University
06.2023 - Current

Investment Analyst

Alzheimer's Drug Discovery Foundation
05.2023 - Current

Deposit and Operations Intern

Maspeth Federal Savings Bank
05.2023 - 08.2023

Pharmaceutical Finance Research Volunteer

Dr. Shanzhi Wang
01.2023 - 05.2023

Spring Finance Intern (Remote)

Wem Bangladesh Ltd.
01.2023 - 05.2023

Investment Banking and Behavioral Finance Research

Dr. Robert Williams
01.2023 - 05.2023

Vice President

Women on Wall Street
05.2022 - 01.2023

Vice President of Equity and Belonging

Delta Phi Epsilon Sorority
01.2022 - 12.2022

Finance and Operations

Dry Harbor Nursing Home & Rehabilitation Center
09.2021 - 12.2022

Finance Intern

Montefiore Hospital
06.2021 - 08.2021

Public Health Research Volunteer

Dr. Yolene Gousse
05.2020 - 05.2021

Bachelor of Science - Biomedical Sciences

St. John's University
09.2019 - 05.2023

Sales Associate

CVS Pharmacy
07.2019 - 04.2021

Teaching Assistant

Coalition for Hispanic Family Services
09.2017 - 08.2019

JPMorgan Chase Markets (Sales & Trading) Virtual Experience Program on Forage - November 2023

  • Pitched a new client to management
  • Developed a market analysis and trade idea that a client could present to their board
  • Pitched a bundled solution to a client looking to tender a new provider

JPMorgan Chase Commercial Banking Virtual Experience Program on Forage - November 2023

  • Completed a transaction overview to understand how the debt of a company will change post-transaction
  • Prepared company and industry overviews
  • Completed analyses in Excel to determine a covenant structure
  • Prepared a 10-year financial model forecast
TAHEERA ILMA