Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
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Theo Yeghnazar

Bordon,United Kingdom

Summary

Dynamic Project Manager with a proven track record at Elam, delivering $3M+ in OFAC license approvals and automating reporting systems using Power BI. Skilled in Excel and adept at fostering collaboration, I streamline processes and enhance compliance, driving significant operational improvements across global teams.

Overview

2
2
years of professional experience

Work History

Project Manager - Finance and Reporting Operations

Elam
Godalming, United Kingdom
08.2024 - Current
  • Delivered $3M+ OFAC license approval for 2025–27 through advanced multi-quarter KPI forecasting — a 20% YoY increase.
  • Owned 300+ global KPIs across the US, the UK, and Middle East subsidiaries; built reporting systems ensuring compliance with US GAAP.
  • Automated monthly overhead allocations across 8 entities using Power BI and Excel, slashing period close time by X%.
  • Produced and presented training material (15 PDFs, 3 demo videos) for external auditors to streamline audit readiness.
  • Used advanced Excel (XLOOKUP, PivotTables) for ad-hoc analysis, enabling CFO-led decisions.

Operations Associate

Elam
Godalming, United Kingdom
02.2023 - 08.2024
  • Built and maintained new Salesforce CRM, improving client record accuracy and retrieval time by X%.
  • Coordinated large-scale events (e.g., 300-person Istanbul conference) from logistics to exec speaker comms.
  • Hosted monthly webinars for 200+ attendees; streamlined guest coordination and improved attendance consistency by X%.
  • Represented senior leadership in calls with partner execs — trusted with high-level communications.

Commercial and Investment Bank Summer Analyst

JP Morgan Chase
London, United Kingdom
06.2023 - 08.2023
  • Investigated 25+ aged data quality cases, interviewed 20+ stakeholders across London/Mumbai, and delivered actionable recommendations to reduce resolution time.
  • Audited timeliness of 300+ data flows to flag inefficiencies and mitigate operational risk.
  • Collaborated cross-functionally to guide stakeholders through Data Quality change management workflows.

Education

Business Management

The University of Manchester, Alliance Business School
Manchester, United Kingdom
06.2024

Skills

  • Excel
  • Microsoft Office
  • Power BI
  • Salesforce
  • Oracle NetSuite
  • ERP Softwares
  • PitchPro
  • Jira
  • Confluence
  • Asana
  • SharePoint

Languages

English
Native/ Bilingual
Persian
Professional
Spanish
Professional
Danish
Elementary

Timeline

Project Manager - Finance and Reporting Operations

Elam
08.2024 - Current

Commercial and Investment Bank Summer Analyst

JP Morgan Chase
06.2023 - 08.2023

Operations Associate

Elam
02.2023 - 08.2024

Business Management

The University of Manchester, Alliance Business School

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Theo Yeghnazar