Open to opportunities

Pahini Shah

@pahinishah

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Finance professional specializing in revenue optimization and client-driven strategic analysis.

United States

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What I'm looking for

I seek a client-focused finance role where I can optimize revenue, improve reporting, and collaborate cross-functionally to drive measurable growth.

I am a finance professional with experience improving revenue recognition, optimizing client profitability, and supporting strategic initiatives at large financial institutions. I led a 700-account revenue diagnostic that identified $2.5M in unrecognized income, redesigned legacy revenue processes, and supported client acquisition through targeted market analysis.

I collaborate across Finance, Risk, and business teams to align incentives, streamline reporting, and improve operational efficiency. I have developed standardized risk reporting templates, conducted detailed reconciliations, mentored students, and adapt quickly to new analytics tools to drive measurable improvements in reporting accuracy and process speed.

Experience

Work history, roles, and key accomplishments

Current

Strategy and Client Service Analyst

Current

Bank of New York Mellon

Aug 2024 - Present (1 year 7 months)

Led a 700-account revenue diagnostic that identified $2.5M in unrecognized income by redesigning legacy revenue recognition processes and aligned Finance and business stakeholders to optimize balance-sheet health and returns.

Revenue Recognition Financial Analysis Stakeholder Management Nexen Risk View Excel Market Sizing Private Credit Sourcing

Student Success Mentor

New York Institute of Technology

Aug 2022 - May 2024 (1 year 9 months)

Mentored 40 first-year students on academic skills and co-led five weekly campus tours to engage prospective students and families, supporting student development and enrollment efforts.

Mentoring Public Speaking

Summer Analyst

Bank of New York Mellon

Jun 2023 - Aug 2023 (2 months)

Analyzed 20+ monthly risk reports to surface market trends and developed a standardized risk reporting template that reduced customization time by 40% and improved accuracy for small asset owners.

Nexen Risk View Excel Data Analysis Cross Functional Communication Investment Analysis

Accounting Intern

First Service Residential

Feb 2023 - May 2023 (3 months)

Performed monthly bank reconciliations and audit request reporting, achieving 100% on-time submission and improving reporting efficiency by 30% through adoption of new financial analysis software.

Bank Reconciliation Audit Support Excel Financial Reporting Cross Functional Collaboration

Education

Degrees, certifications, and relevant coursework

New York Institute of Technology

Bachelor of Science, Finance

Activities and societies: Student Success Mentor and Admissions Representative; mentored first-year students and co-led campus tours.

Completed a Bachelor of Science in Finance with coursework and experience supporting financial analysis, revenue optimization, and client profitability projects.