Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Languages
Timeline
Generic

Upama Mazumder

JAMAICA,NY

Summary

Dedicated and results-driven financial analyst with expertise in providing high-impact reporting, insightful analyses, and financial planning based on accurate data collection, financial monitoring, and business strategizing. Seeking to leverage skills to contribute as a liaison between cross-functional teams and senior management while driving data-backed decision-making. Skilled in using financial software, and techniques to provide accurate financial information. Proven ability to manage projects, lead teams, and collaborate with stakeholders to achieve organizational goals. Strong communication, analytical, and problem-solving skills. Aiming to utilize my skill set, contribute to the highest standards, and increase company values.

Overview

3
3
years of professional experience

Work History

Financial Analyst

Morgan Stanley
05.2022 - Current
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Produce high-impact presentations, detailed analyses, and supporting materials for senior management, provided strategic planning advice and financial oversight for corporate stakeholders.
  • Lead development and presentation of high-quality and insightful financial analyses, including the annual budget and quarterly financial reviews. This resulted in improved financial planning and resource allocation.
  • Create, review, and maintain financial models to support recurring and ad-hoc projects, ensuring accuracy and efficiency in data analysis.
  • Collaborate with cross-functional teams across the organization to ensure timely and effective delivery of recurring and special initiatives.
  • Cultivate strong relationships with key stakeholders in firm-wide, functional finance, and business lines, fostering effective communication and collaboration.

Personal Banker

NYCB Bank
09.2020 - 04.2022
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Acted as a subject matter expert on the regulatory rules and ensuring compliance with standard rules and procedures.
  • Developed and delivered training programs on changed compliance rules and related policies and procedures to educate and ensure a comprehensive understanding of the requirements.

Education

Bachelor of Science - Accounting

SUNY New Paltz
New Paltz, NY
05.2020

Skills

  • 8 years in Microsoft Excel
  • Financial Modeling
  • Report Preparation
  • Due Diligence
  • Strategic Financial Planning
  • Customer Relationship Management
  • Preparing Budgets
  • Documentation Skills
  • Quickbooks, Financial Software, SQL, RStudio
  • Forecasting Trends
  • Strategic Planning

Accomplishments

ACCOMPLISHMENTS

Dean's List for Spring 2016, Fall 2016, and Spring 2017

SCHOLARSHIPS

Betty J. Memorial Scholarship: Awarded: May 2017
EXTRACURRICULAR ACTIVITIES & HONORS

  • Member of the SACA Club 2019
  • Spring Debate Tournament 2018 - SUNY New Paltz

Additional Information

INTERNSHIP

  • Tax Assistance, VITA Intern Program - New Paltz, NY (JAN 2020 - MAR 2020)
  • Market Research Intern, Ted Clark & Associates Consulting - New Paltz, NY (JAN 2019- MAY 2019)

Languages

Bengali
Native or Bilingual
Hindi
Full Professional

Timeline

Financial Analyst

Morgan Stanley
05.2022 - Current

Personal Banker

NYCB Bank
09.2020 - 04.2022

Bachelor of Science - Accounting

SUNY New Paltz

Similar Profiles

CREATE PROFILE
Upama Mazumder