Open to opportunities

rekha gupta

@rekhagupta

Message

Dedicated financial professional with strong organizational and communication skills.

India

Message

What I'm looking for

I am looking for a role that allows me to leverage my financial expertise while fostering client relationships and contributing to team success.

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.

Customs Clearance FDA Quickbooks Accounts Payable Inventory Management Data Entry Supply Chain

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.

Retail Banking Sales Customer Service Communication

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.

Financial Planning Client Relationship Management Sales Networking Insurance Financial Analysis Prospecting Communication

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.

Quickbooks Data Entry CRM Microsoft Excel Event Planning Team Management Scheduling Accounting

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.