Zohaib Azfar
Lawrenceville,NJ
Summary
Dedicated professional with demonstrated strengths in leadership service, educating and talent development. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
2
2
years of professional experience
Work History
Treasury Analyst Co-op
Ascensus
Dresher, Pennsylvania
04.2019 - 04.2020
- Managed the company's liquidity through management of daily cash model from the creation of custom reports and intricate Excel formulas
- Prepared cash forecast model for the CFO using the simple method to predict the following years cash flow for the C level managers to better understand our future cash flows
- Automated and refined monthly cash metrics using Excel to increase efficiency by 20%
Finance Operations Co-op
Ascensus
Dresher, Pennsylvania
04.2018 - 09.2018
- Handled various billing and fee processing responsibilities through use of an Excel model along with the use of Citrix software for over three and a half million dollars worth of trades on behalf of different clientele
- Managed and updated new plan set-ups, transfers and product changes due to partner level updates and new sales for over 1,000 plans which in turn created thousands of dollars in new revenue streams
- Handled the on-boarding process for new clients through Lawson to update applicable plan level contract information needed for invoicing
Education
Certification - Theology
DarusSalam Seminary
Lombard, IL06.2024
Bachelor of Science in Business Administration - Finance
Drexel University, LeBow College of Business
06.2020
Skills
- Interfaith
- Education
- Talent Development
- Community Outreach
- Program Planning
- Effective Communication
- Conflict Resolution
- Organizational skills
- Goal Setting
- Budget Management
Timeline
Treasury Analyst Co-op
Ascensus
04.2019 - 04.2020
Finance Operations Co-op
Ascensus
04.2018 - 09.2018
Certification - Theology
DarusSalam Seminary
Bachelor of Science in Business Administration - Finance
Drexel University, LeBow College of Business
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