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new to bigsight
Currently, Billing Analyst for Genworth Financial. Also, serving a 700+ member non-profit organization as secretary and editor. Previously, interned at Merrill Lynch & Co. B.S. degree in Finance with Statistics.
Bhavin Kapadia's Companies
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Genworth Financial
2008
Billing Analyst
• Received Management Award from the Director of Trading for third quarter of 2009
• Identified and saved over $5 million on cross functional trading errors which has since led to an enhancement in quality-control procedures
• Analyzed and researched off-platform accounts on MS Access after only four months to assist the Director of Trading – normally requiring 18 months experience
• Accurately performed and reconciled month-end close totaling over $250m with a data set compiled of over 5,000 entries on MS Excel using advanced functions e.g. pivot tables and v-look ups
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Shree Kshatriya Mitra Mandal of California
2007 - 2009
Officer
• Youngest officer elected in organization's 20-year history
• Became the most popular board member
• Increased event participation by 50% with proactively revamping the newsletter and creating websites
• Negotiated with vendor to print 1000 pages in color for the same price of black and white - thus first ever community newsletter in color
• Communicated the average contribution relative to the wealthy in front of 700+ members; and part of a committee, which raised the highest community donation – over $27,000
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Merrill Lynch
2006 - 2007
Internship - Analyst
• Conducted Monte Carlo simulations – statistical analysis – on a client portfolio of $7 million in assets
• Mastered a new in-house forecasting program for high-net-worth clients
• Presented and communicated details on program functions to Wealth Manager, Vice President and offered suggestions to vendor in New Jersey to improve overall functionality
• Efficiently utilized vendor database to streamline client information, completed task 25 percent faster
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