Shumaila Khan
Midlothian
Summary
Business professional with a proven track record in delivering cost-effective technology solutions that align with organizational needs. Expertise in translating operational requirements into actionable technical strategies. Strong analytical skills utilized to generate insights and drive data-informed decision-making.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Business Analyst
NUMERA CPA PARTNERS
RICHMOND
05.2023 - Current
- Presented complex technical concepts in clear manner suitable for non-technical audiences.
- Aligned business strategies and objectives with the capabilities and constraints of business IT systems.
- Assessed programs to identify risks or problems to determine appropriate responses.
- Created and designed business intelligence databases, spreadsheets or outputs.
- Synthesized current business intelligence or trend data to support recommendations for action.
- Provided technical support for existing reports, dashboards or other tools.
- Collaborated with stakeholders across departments to define requirements for new projects.
- Delivered elements of systems design, including data migration rules, business rules, wireframes, or other detailed deliverables.
- Translated user needs into actionable items that could be addressed by IT teams.
- Maintained library of model documents, templates or other reusable knowledge assets.
- Created detailed process flows and user stories to document system requirements and design solutions.
- Monitored project progress by tracking activity, resolving problems, publishing progress reports, and recommending actions.
- Maintained or updated business intelligence tools, databases or dashboards.
- Prepared business proposals and presentations for various stakeholders.
- Delivered timely support by tracking issues and communicating resolutions to end users.
- Managed requirements traceability information and tracked requirements status throughout the project.
- Analyzed and tracked data to prepare forecasts and identify trends.
- Assessed potential risks, identified risk mitigation strategies, and implemented risk control measures.
- Interpreted, evaluated, and interrelated research data and developed integrated business analyses and projections for incorporation into strategic decision-making.
- Drafted functional specifications documents outlining project scope, objectives and deliverables.
- Worked closely with clients, technicians, and managerial staff to provide operational support and project updates.
- Created effective visuals to communicate key insights from large datasets.
- Identified areas of improvement within existing systems or processes related to Tableau development tasks.
- Utilized Tableau mobile app to develop insightful, legible Tableau dashboards accessible through smartphones and tablet devices.
- Used Excel PivotTables to count, total or average data stored in one large spreadsheet.
- Utilized PowerPoint to to present data and information with text, diagrams with animation.
- Produced high-quality spreadsheets, documents and presentations for customer-facing and internal needs.
- Trained in-house users on advanced functionality of Excel and Microsoft Word.
- Received, sent and edited emails through Microsoft Outlook.
Case Manager
Riverside Regional Jail
Prince George
12.2020 - 07.2024
- Recruited, interviewed, and hired volunteers and staff.
- Assessed and identified service delivery challenges and opportunities within local area.
- Participated in interdisciplinary team meetings to discuss treatment options.
- Collaborated with other service providers to ensure continuity of care for clients.
- Provided case management services including intake, assessment, crisis intervention, advocacy, referral and monitoring of families.
Finance Manager
MJM Enterprises
Richmond
02.2017 - 12.2020
- Managed relationships with investors, providing updates and addressing inquiries to maintain confidence.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Evaluated existing processes within the finance department and identified areas for improvement.
- Managed relationships with tax authorities, bankers and auditors.
- Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
- Oversaw budget preparation, ensuring alignment with strategic goals and financial health.
- Strategized on fund procurement through banks and other financial institutions.
- Managed payroll processing activities for multiple entities including tax filings.
- Developed or analyzed information to assess current or future financial status of firms.
- Created monthly performance metrics that tracked key performance indicators.
- Negotiated contracts with vendors in order to obtain competitive pricing structures.
- Prepared financial documents such as budgets, forecasts and reports.
Customer Service Representative
Bank of America
RICHMOND
07.2015 - 09.2016
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Answered customer inquiries via phone, email, and chat.
- Implemented innovative methods for streamlining the customer service process.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Developed strong relationships with customers by providing personalized assistance and support.
- Mentored junior team members and managed employee relationships.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Monitored customer satisfaction levels through surveys and feedback forms.
- Took special orders in person and over telephone, generating additional revenue every month.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Used approved scripts to de-escalate angry customers during telephone interactions.
Personal Banker
Wells Fargo
RICHMOND
10.2013 - 07.2015
- Researched customer inquiries and reported findings in a timely manner.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
- Analyzed financial documents provided by customers to determine their needs.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Received mortgage and other loan payments by verifying payment dates and amounts due.
- Collaborated with team members to meet branch targets and objectives.
- Used product knowledge and abilities to execute consumer loans and other services.
Education
Certificate in Data Analytics/ Business Analytics - Data Analytics
University of Virginia
Charlottesville, VA12-2024
MBA - Health Administration/Finance
Strayer University
Richmond, Virginia 06-2015
Bachelor of Science - Criminal Justice
Virginia Commonwealth Univeristy
Richmond, VA05-2010
Skills
- Data analytics and business intelligence
- Risk assessment and financial analysis
- Project management and stakeholder collaboration
- SQL programming
- Business strategy
- Verbal and written communication
- Business intelligence systems
- Model data
- Customer targeting
- Financial modelling
- Data visualization
- BI tools expertise
- Data mining
- Negotiation
- Cost-benefit analysis
- Microsoft Excel
- Power Bi
- Financial analysis
- Financial risk manager (FRM)
Accomplishments
- Graduated with Honors in MBA
Languages
English
Professional
Urdu
Professional
Hindi
Professional
Certification
- Certificate in Business Analytics and Data Analysis
References
References available upon request.
Timeline
Business Analyst
NUMERA CPA PARTNERS
05.2023 - Current
Case Manager
Riverside Regional Jail
12.2020 - 07.2024
Finance Manager
MJM Enterprises
02.2017 - 12.2020
Customer Service Representative
Bank of America
07.2015 - 09.2016
Personal Banker
Wells Fargo
10.2013 - 07.2015
Certificate in Data Analytics/ Business Analytics - Data Analytics
University of Virginia
MBA - Health Administration/Finance
Strayer University
Bachelor of Science - Criminal Justice
Virginia Commonwealth Univeristy
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