RESUME
Tazreen Islam
Houston, TX · Open to Relocation · tazreensubah@gmail.com · LinkedIn
This page is a web presentation of my official one-page résumé, which you can also download directly.
Education
Bachelor of Business Administration — Finance
UTSA · August 2021 – May 2025
Honors: Dean's List (Spring 2022), Honor Roll (Fall 2023)
Relevant Coursework: Intermediate Corporate Finance, Financial Modeling, Investment Principles, Debt & Derivative Markets
Professional Experience
Business Operations Analyst, Digitalized Elevation
August 2024 – February 2026
- • Analyzed pricing, revenue, client acquisition cost, service delivery time, contribution margin, and business performance to support planning and pricing decisions, contributing to an 18% projected improvement in gross margin.
- • Built and maintained financial and operating reports, performance trackers, and CRM workflows that improved pipeline visibility by 300% and supported 85% year-over-year revenue growth.
- • Used ChatGPT and Claude to support financial models, market research, website development, and business automations — reviewing source data and comparing outputs against underlying records before business use.
- • Supported client accounts, reporting, presentations, process improvement, and cross-functional projects as the business expanded from 3 to 18 team members.
Executive Operations Coordinator, Digitalized Elevation
June 2023 – August 2024
- • Managed executive scheduling, meetings, client communication, presentations, customer relationship management records, recruiting support, travel, expenses, and day-to-day administrative operations for the CEO.
- • Supported sales operations by training team members on closing warm leads and generating cold leads, monitoring follow-up activity, and coordinating client handoffs across the sales process.
- • Maintained organized records and operating workflows across leadership, sales, recruiting, and client projects to improve communication and execution as the company grew.
Investment Client Engagement Analyst, Victory Capital Management
May 2025 – September 2025
- • Processed and validated high-volume financial transactions including account transfers, rollovers, distributions, and estate requests, supporting account movements up to $1M while following regulatory procedures.
- • Reviewed account records and supporting documentation to identify missing or inconsistent information, reducing rejected transaction submissions by 50% and helping resolve requests before operational escalation.
- • Used Salesforce, Relius, TACC, FIS Transfer Agency, UKG, Genesys Cloud, and LexisNexis to research accounts, document activity, resolve servicing requests, and maintain accurate, audit-ready records.
- • Handled a high volume of client and internal inquiries involving account servicing, asset transfers, financial documentation, and transaction status while maintaining SEC and FINRA requirements.
Key Holder/Lead, Swarovski
June 2022 – August 2024
- • Generated more than $100,000 in personal sales within four months while managing more than 400 client relationships and supporting in-store, online, and client outreach sales.
- • Trained and supported 6 to 7 associates while overseeing inventory, point-of-sale transactions, cash controls, product knowledge, visual standards, package receiving, and opening and closing procedures.
HR Operations Assistant, The University of Texas at San Antonio
May 2023 – October 2023
- • Processed, verified, and organized more than 2,000 employee records weekly using Microsoft Excel and PeopleSoft, supporting accurate data entry, employee documentation, and audit requirements.
- • Reorganized digital records and improved payroll verification workflows, reducing document retrieval time by more than 50%, processing discrepancies by more than 30%, and inquiry backlog by more than 40%.
- • Supported employee records, document management, payroll-related verification, and administrative requests while maintaining complete and organized files for the People Excellence team.
Financial Operations Assistant, Problem Solving Company
January 2020 – December 2020
- • Supported administrative, marketing, and educational finance projects by researching business and financial topics, creating process and fishbone diagrams, and preparing educational content for the company LinkedIn page.
Academic Finance Project
Corporate Financial Analysis, The University of Texas at San Antonio
- • Applied corporate finance concepts to financial statement analysis, profitability and leverage ratios, forecasting, and business performance evaluation using spreadsheet-based analysis.
- • Evaluated investment and capital budgeting decisions using cash flow, net present value, internal rate of return, and cost of capital concepts, then summarized findings and recommendations for coursework.
Skills
Financial Analysis • Financial Reporting • Data Validation • Reconciliation • Pricing Analysis • Performance Reporting • Process Improvement • Market Research
Systems and Tools
Microsoft Excel • Power BI • Tableau • SQL • Salesforce • Relius • TACC • FIS Transfer Agency • LexisNexis • Genesys Cloud • UKG • PeopleSoft • QuickBooks • Google Workspace • Microsoft Office • Canva • ChatGPT • Claude • GitHub • Vercel
Languages
English • Bangla • Hindi • Urdu