rekha gupta
@rekhagupta
Dedicated financial professional with strong organizational and communication skills.
What I'm looking for
I am a self-directed and highly organized financial professional with a strong background in client relations and financial planning. My experience spans over a decade, during which I have honed my skills in understanding client needs and providing tailored financial solutions. I have a proven track record of building trust and maintaining long-term relationships with clients, ensuring their financial well-being through proactive guidance and support.
In my previous roles, I have successfully managed various responsibilities, including handling accounting work, data entry, and report generation using tools like QuickBooks and CRM systems. My ability to work both independently and as part of a team has allowed me to thrive in dynamic environments. I am also passionate about community service, having volunteered as a yoga instructor, which has further developed my leadership and organizational skills.
Experience
Work history, roles, and key accomplishments
Operations Assistant
Rice Company
Oct 2023 - Present (1 year 9 months)
Oversaw incoming containers from India and collaborated with customs brokers and the FDA for clearance. Managed QuickBooks entries and accounts payable.
Branch Banker
PNC Bank
Jan 2022 - Present (3 years 6 months)
Provided retail banking products and services, driving proactive sales conversations. Educated customers on managing financial transactions using technology and resources.
Financial Professional
New York Life Insurance Company
Aug 2019 - Present (5 years 11 months)
Assessed client financial needs and educated them on future financial planning. Promoted customized strategies to achieve long-term financial goals.
Volunteer and Yoga Instructor
North America Institute of Vihangam Yoga
Jan 2009 - Present (16 years 6 months)
Managed accounting tasks, including QuickBooks entries and report generation. Maintained book inventory in Excel and handled data entry in the CRM tool.
Education
Degrees, certifications, and relevant coursework
The Institute of Company Secretaries of India
Company Secretary Degree, Company Secretaryship
Completed a comprehensive program focusing on corporate law, governance, and secretarial practices. Gained expertise in legal compliance, financial management, and corporate administration.
University of Calcutta
Bachelor of Commerce, Commerce
Studied core principles of commerce, including accounting, economics, and business management. Developed foundational knowledge in financial operations and market dynamics.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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