Summary
Overview
Work History
Education
Skills
Websites
LEADERSHIP & VOLUNTEER
Timeline
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Tarandeep Kaur

New York

Summary

Analytical Financial Analyst known for high productivity and efficient task completion. Specialize in financial forecasting, risk management, and data analysis. Excel in problem-solving, critical thinking, and communication to achieve goals and drive business success.

Overview

3
3
years of professional experience

Work History

Financial Analyst

House of Spices
New Hyde Park
06.2025 - Current

- Improved quarterly revenue and expense projections by developing dynamic forecasting models that increased accuracy by 15%.
- Streamlined month-end close and reconciliation processes, reducing reporting turnaround time by 20%.
- Conducted in-depth variance and trend analyses, uncovering insights that supported cost-saving and margin-enhancement initiatives.

- Partnered with cross-functional teams to strengthen financial controls and standardize analytical reporting across departments.

Financial Analyst

RHBT Express Inc
Bellerose
04.2024 - 06.2025

- Designed automated reporting tools that saved over 10 hours per month and improved financial visibility.

- Pinpointed over $20,000 in cost inefficiencies by analyzing budget trends and vendor expenses.

- Managed project deliverables for leadership, ensuring timelines and milestones stayed on track.

- Partnered with teams to improve cash flow projections, strengthening budget accuracy.

NYSE Floor Broker Intern

Americas Executions
New York
12.2024 - 05.2025

- Verified end-of-day stock imbalances for over 100 institutional clients, ensuring precise and timely reporting.

- Reworked data entry processes, cutting manual steps, and improving efficiency by 25%.

- Analyzed trading patterns to support brokers with informed insights during volatile market shifts.

- Identified discrepancies in stock data, flagging issues that minimized reporting errors.

AI Analytics Intern

Purity Products
Plainview
10.2023 - 01.2024

- Developed NLP models that identified market trends, boosting targeted campaign success by 20%.

- Built dashboards that cut reporting preparation time by half, improving access to insights.

- Refined customer segmentation models, improved engagement strategies, and drove a 35% increase in targeted sales.

- Led sentiment analysis on reviews, helping to resolve key pain points and improving satisfaction by 15%

Universal Banker

Citi Bank
Lake Success
09.2022 - 10.2023

- Managed over $1M in daily transactions while ensuring strict compliance with financial protocols.

- Resolved client issues efficiently, earning a 97% satisfaction rating.

- Drove a 30% increase in digital banking adoption by guiding clients through key features.

- Reduced customer wait times by 20% by refining transaction workflows.

Education

Master of Science - Business Analytics

CUNY Baruch College, Zicklin School of Business
New York, NY

Bachelor of Business Administration - Finance

CUNY Baruch College, Zicklin School of Business
New York, NY

Skills

Financial reporting and performance analysis (forecasting, variance analysis, P&L)

- Investment & Risk Assessment (Portfolio Reviews, Compliance, Benchmarking)

- Data analysis and automation (Excel, Power BI, SQL, VBA, Bloomberg)

- Process optimization (budgeting, cost analysis, data validation)

LEADERSHIP & VOLUNTEER

  • Baruch United Sikh Association
  • Adelphi University Sikhs

Timeline

Financial Analyst

House of Spices
06.2025 - Current

NYSE Floor Broker Intern

Americas Executions
12.2024 - 05.2025

Financial Analyst

RHBT Express Inc
04.2024 - 06.2025

AI Analytics Intern

Purity Products
10.2023 - 01.2024

Universal Banker

Citi Bank
09.2022 - 10.2023

Master of Science - Business Analytics

CUNY Baruch College, Zicklin School of Business

Bachelor of Business Administration - Finance

CUNY Baruch College, Zicklin School of Business