Tazreen Islam

Previously: Business Operations & Analytics Manager (June 2023 – February 2026) · Career Break (February 2026 – September 2026)

• • Built and maintained Excel-based KPI dashboards and reporting systems to track financial performance and business metrics, improving pipeline visibility by 300% across revenue and performance reporting.
• • Performed ongoing data validation, discrepancy analysis, and trend identification across CRM and operational systems, ensuring data integrity and accuracy across 10+ workflows.
• • Analyzed unit economics — including client acquisition cost, service delivery time, and contribution margin — to identify key performance drivers, improving projected gross margin by 18%.
• • Automated reporting and workflow processes, reducing manual errors and supporting 85% year-over-year revenue growth.
• • Leading premium website development and digital strategy for client engagements.
• • Directing marketing strategy, SEO, and brand/content direction.
• • Overseeing business operations, client relationships, and project delivery.

• • Executed and validated high-volume financial transactions and data records — including ACAT transfers, rollovers, and estate distributions — supporting account movements up to $1M per client account with zero regulatory deficiencies.
• • Reduced NIGO reject rates by 50% by implementing pre-submission data validation controls and resolving documentation discrepancies prior to operational escalation.
• • Streamlined financial data workflows across Salesforce, UKG, Relius, TACC, and Genesys, accelerating estate settlements by 30% and increasing transaction throughput by 25%.
• • Managed 70–100 daily client and stakeholder inquiries related to account servicing, asset transfers, and financial documentation while maintaining SEC and FINRA compliance standards and audit-ready records.

• • Generated $100K+ in personal revenue within four months, consistently ranking among the top two performers in store.
• • Managed and cultivated 400+ active client relationships, increasing average transaction value 30%+ and driving a 65%+ repeat purchase rate.
• • Expanded loyalty membership enrollment 50%+ through personalized client outreach and relationship management.
• • Mentored a team of approximately 6–7 associates following promotion to a full-time role, maintaining zero cash variances through disciplined operational controls.

• • Processed and verified 2,000+ HR records weekly through structured data entry and digital filing systems while maintaining zero compliance violations or audit findings.
• • Reorganized digital filing infrastructure and streamlined payroll verification workflows, reducing document retrieval time 50%+ and processing discrepancies 30%+.
• • Implemented standardized intake tracking processes, reducing inquiry backlog 40%+ and contributing to 100% audit compliance.

• • Conducted financial analysis and modeling to evaluate revenue performance, cost structures, and growth strategies, increasing consultation revenue by 40%.
• • Developed structured financial models and data visualizations to support data-driven decision-making, improving conversion rates by 30%.
• • Analyzed capital markets trends and produced financial strategy content generating 250K+ impressions, strengthening market positioning.