Overview
Work History
Education
Skills
Websites
Certification
Training
Timeline
Generic

Henna Chohan

Wood Dale

Overview

3
3
years of professional experience
1
1
Certification

Work History

Branch Manager

Regional Finance
01.2024 - Current
  • Led and inspired a high-performing team, fostering a culture of accountability and driving branch profitability through effective management, training, and operational efficiency.
  • Expertly presented tailored loan solutions to current and potential customers, helping them achieve their financial goals while maintaining compliance with industry regulations and underwriting standards.
  • Streamlined underwriting, boosting processing speed by 30% and reducing errors by 20%.
  • Conducting audits of underwriting and financial processes to ensure accuracy and adherence to standard
  • Expert in personal loan products, reducing risk exposure by 25% through a risk evaluation system.

Financial Analyst Intern

Colony Display
06.2023 - 08.2023
  • Enabled compliance with over 100 regulatory demands by collaborating with Finance and
  • Accounting to develop and implement system solutions, resulting in a 25% reduction in compliance-related issues
  • Worked in a faced-pace environment shadowing and collaborating with team members on creating 10 visualization for projects through Power BI and Tableau along with working closely with IT and reporting teams to develop and test 10 critical reports for commission calculations, boosting performance by 20%
  • Assisted in the development of 5 key project deliverables, including budgets exceeding $500 thousand, timelines, plans, and strategies; provided bi-weekly updates to the project team
  • Collaborated with 3 senior leaders and the Compensation Department to model and implement 3 new development plans, improving sales team efficiency by 15%

Tax Consultant Intern

Quantum Tax Solution
06.2022 - 08.2022
  • Observed and collaborated with consultants during 20 client engagements, enhancing understanding of client needs and service strategies
  • Assisted in the preparation of over 100 tax compliance documents, ensuring accurate filing of taxes for clients, achieving a 98% on-time filing rate
  • Analyzed financial records for 15 clients to ensure accuracy and compliance with tax regulations, identifying potential tax credits and deductions that minimized tax liabilities by an average of 15%
  • Represented clients in 10 audits and tax-related proceedings, developing strategies that minimized future tax liabilities by up to 25%
  • Prepared financial statements and reports for 15 clients, offering tax planning advice that resulted in optimized tax strategies

Education

Bachelor of Science - Business, Major in Finance Honors

DePaul University
Chicago, IL
06.2024

Skills

  • Bloomberg terminal
  • Data Visualization
  • Excel
  • Financial modeling
  • Financial statement analysis
  • MS Access
  • Ms excel
  • Ms powerpoint
  • Ms word
  • Power BI
  • Powerpoint
  • Python
  • Quantum
  • Quickbooks
  • SalesForce
  • Tableau
  • Terminal

Certification

  • Python, Data Camp, 2023
  • Bloomberg Market Concepts, Bloomberg, 05/01/23
  • Tableau, Tableau, 2023

Training

  • Financial Statement Analysis
  • Financial Modeling
  • Data Visualization
  • Financial Analytics

Timeline

Branch Manager

Regional Finance
01.2024 - Current

Financial Analyst Intern

Colony Display
06.2023 - 08.2023

Tax Consultant Intern

Quantum Tax Solution
06.2022 - 08.2022
  • Python, Data Camp, 2023
  • Bloomberg Market Concepts, Bloomberg, 05/01/23
  • Tableau, Tableau, 2023

Bachelor of Science - Business, Major in Finance Honors

DePaul University
Henna Chohan