Passionate about technology and always evolving with education. Would love to continue working for a company that values these qualities.
I have experience in a variety of industries such as client service, banking and finance, digital marketing, auto and retail management. With every skill I have learned through my career, I always try to implement them in my current role.
My goal and career path are focused to find a profession that will enable me to use my technical, analytical, managerial, sales, leadership, and/or computer skills.
Specialties:
Proficiency in Microsoft Office Suite - Advanced Excel skils primarily in VLookUps and Pivot Tables. Analytics | Google Analytics, Sharepoint, Salesforce, CRM and bilingual.
Exposure:
SQL
R Project
Google Analytics
SAP
Digital Marketing
HTML5 > CSS
PHP
Apache
Operating Systems:
OSX or Windows XP/Vista/7/10
Portfolio:
http://manalkhanianalyst.wix.com/manalkhani
Data/Project Analyst | Software Implementation - PCA Data Validation Team @ - Software evaluation, selection, implementation and design of cloud base software for portfolio trading and financial accounting
- Analyze deviations within two investment reporting systems
- Analyze department technology usage and determine the best course for future purchases and implementation actions to improve operational efficiency
- Implement and lead a new data validation project involving quantitative and detailed analysis
- Oversee project workflow for six person validation team
- Assigned to manage, extract, distribute and validate Market Values, Time Weighted Return and Internal Rate of Return performance for over 27,000 accounts between financial reporting systems
- Train Financial Advisors, Sales Associates, Brokers and employees through extensive exercises to transition them into the new system
- Create process flows and procedures for service quality, performance management and client reports
- Attend daily meetings with management to develop the project scope and automate processes
- Created new logic code to re-structure all client account data From December 2013 to Present (2 years 1 month) Client Service Analyst @ -Worked collaboratively within a team-oriented department to track, monitor, review and update clients’ accounts on a daily basis
-Trained new employees to retrieve, research and update timely account statuses and ensure no account delinquencies
-Advised on resolving account discrepancies and ensure optimal results
-Minimized average handle time through effective account research and analysis to quickly identify issues and solutions while building client rapport
-Ensured operational compliance with firm, state and federal documentation requirements
-Identified process boundaries and developed opportunities to automate process and functions
-Delegated regulatory tasks at a firm level. Verify documentation and accounts are accurate to provide to shareholders. Ensure electronic deliveries are sent out promptly From December 2013 to Present (2 years 1 month) Greater Chicago AreaAutomated Customer Account Transfers (ACATS) - Associate @ -Streamlined and documented efficient ACAT procedures.
-Facilitated processing of account transfers and transactions.
-Ensured cost basis for incoming account transfers are maintained accurately in the cost basis portfolio reporting software by uploading data files to improve accuracy of client 1099’s. From February 2013 to December 2013 (11 months) Greater Chicago AreaData Analyst - Harmer Consultants @ Salesforce (CRM) Implementation | Investment Management
-Assisted in developing implementation process for Salesforce (CRM).
-Managed client data in various systems to migrate into Salesforce (CRM).
-Conducted quality assurance testing to ensure all data was implemented.
-Trained users on the new implemented system
Summit | Management Information Systems
-Assisted in developing a research management system for Portfolio Managers, Sales Assistants, and Analysts.
-Loaded, tested, and troubleshot data to ensure accuracy. From December 2011 to February 2013 (1 year 3 months) Greater Chicago AreaRetail Management Intern @ -Successfully completed the Strack and Van Til management training program.
-Management position offered at the completion of the program. From June 2011 to August 2011 (3 months) Property and Finance Intern @ -Assisted in the preparation of an internal audit; examined lease agreements for erroneous entries
or missing information.
-Analyzed budget plan. Assisted in the modernization of the budget plan. From October 2009 to February 2010 (5 months) Greater Chicago AreaSecretary @ -Provided organization and management of patient records, answered incoming calls and
scheduled patient appointments as requested.
-Improved patient services and efficiency of office functions through effective systemization of
records and procedures. From March 2009 to March 2009 (1 month) Finance Manager Assistant @ -Created marketing postings online to generate sales.
-Responsible for the sales of 50 cars; which generated approximately $400,000 in profit.
-Processed automobile finance contracts.
-Reviewed credit options with potential clients and analyzed client credit risk. From March 2006 to March 2009 (3 years 1 month)
CS50 (Online), Computer Science @ Harvard UniversityIntegrated Marketing Communications Certificate @ DePaul University From 2014 to 2014 Bachelor of Science in Business Administration, Finance @ DeVry University From 2007 to 2010 Spanish Courses, Spanish Language and Literature @ Purdue University Calumet From 2010 to 2010 Manal Khani is skilled in: Microsoft Excel, Management, Leadership, Finance, Salesforce.com, Budgets, Training, Financial Analysis, Outlook, Business Analysis, Investments, PowerPoint, Microsoft Office, SharePoint, Analytics