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FINANCE • ANALYSIS • BUSINESS OPERATIONS

Entry level finance professional with experience in financial analysis and business operations.

I am a recent Finance graduate from UTSA with experience across financial services and business operations. My background includes financial analysis, reporting, data validation, process improvement, and supporting clients and teams.

Houston, TXOpen to Relocation
Tazreen Islam
FINANCEANALYSISBUSINESS OPERATIONS

300%

Improvement in pipeline visibility

Digitalized Elevation — revenue & performance reporting

50%

Reduction in NIGO reject rates

Victory Capital Management — pre-submission validation controls

18%

Improvement in projected gross margin

Digitalized Elevation — unit economics & pricing analysis

$100K+

Personal revenue generated in 4 months

Swarovski — top-two store performer

ABOUT ME

Analytical.Curious.Impact-Driven.

I'm a recent Finance graduate from the University of Texas at San Antonio with experience across financial services and business operations. I've worked in both analytical and client-facing roles, which has given me experience working with data, solving problems, improving processes, and supporting customers and teams.

I enjoy learning how businesses work and finding ways to make things simpler, more organized, and more efficient.

Finance

UTSA · May 2025

Houston, TX

Open to Relocation

More about me

HOW I THINK

01

Find the number that matters.

Cut through the dashboard to the one figure the decision actually turns on.

02

Trace where it came from.

Follow it back to the source system and confirm it's counting what it claims to count.

03

Pressure-test the assumption.

Ask what has to be true for the conclusion to hold, and check whether it is.

04

Explain what changes the decision.

Translate the analysis into the one thing a stakeholder needs to act on.

  1. Digitalized Elevation

    Business Operations Analyst

    August 2024 – February 2026

    Analyzed pricing and business performance to support planning decisions, contributing to an 18% projected improvement in gross margin, while building reporting and CRM workflows that improved pipeline visibility by 300%.

  2. Digitalized Elevation

    Executive Operations Coordinator

    June 2023 – August 2024

    Managed executive operations and CRM records for the CEO, and supported sales operations by training team members on lead generation and client handoffs.

  3. Victory Capital Management

    Investment Client Engagement Analyst

    May 2025 – September 2025

    Processed and validated high-volume financial transactions for client accounts, reducing rejected submissions by 50% and maintaining SEC/FINRA-compliant, audit-ready records.

  4. Swarovski

    Key Holder/Lead

    June 2022 – August 2024

    Generated $100K+ in personal sales within four months while managing 400+ client relationships and training a team of associates on daily store operations.

  5. The University of Texas at San Antonio

    HR Operations Assistant

    May 2023 – October 2023

    Processed 2,000+ HR records weekly with Excel and PeopleSoft, and rebuilt digital filing and payroll-verification workflows to cut retrieval time and discrepancies.

  6. Problem Solving Company

    Financial Operations Assistant

    January 2020 – December 2020

    Supported administrative, marketing, and educational finance projects through research, process documentation, and content preparation.

SKILLS & TOOLS

View All Skills

CORE ANALYTICAL

Microsoft Excel· AdvancedPower BITableauSQL· Foundational

OPERATIONS SYSTEMS

SalesforceReliusTACCFIS Transfer AgencyLexisNexisGenesys CloudUKGPeopleSoft