Summary
Overview
Work History
Education
Skills
ACHIEVEMENTS
Timeline
Generic

Tanzina Chowdhury

Rhodes

Summary

Tanzina is a highly skilled and experienced Senior Fees and Commission Analyst with a proven track record of reliability, trustworthiness, and the ability to effectively multitask. She excels in time management, documentation, and customer service, and works collaboratively with great enthusiasm. Tanzina has extensive knowledge and experience in wealth operational tasks, administration, and ad-hoc tasks such as QA, training team members, and updating Salesforce procedures. She is known for her strong problem-solving and organizational skills and is committed to end-to-end accountability and integrity. Tanzina values integrity and accountability and maintains a positive, can-do attitude. Her involvement in various projects, including system automation, has earned her glowing feedback. Tanzina is a highly confident, driven, and dedicated professional who strives for excellence in all aspects of her work. She is now seeking a more challenging and specialized risk related role to further develop her skills and knowledge, and to achieve her career goals.

Overview

9
9
years of professional experience

Work History

Senior Fees and Commission Analyst

Macquarie Bank
07.2023 - Current
  • Specializing in analysing financial data related to fees, commissions, and related financial metrics.
  • Managed data collection, cleaning, and analysis specific to fees and commissions.
  • Prepared detailed reports on fees and commissions, highlighting trends and anomalies.
  • Utilized financial software and systems specific to fees and commissions.
  • Assisted stakeholders, private bankers, and IFAs (Independent Financial Advisors) with their queries, ensuring timely and accurate responses.
  • Provided insights and recommendations based on data analysis to support decision-making.

Wealth Operations Associate

Macquarie Bank
11.2021 - 06.2023
  • Managed wealth operations with precision and efficiency.
  • Contributed to system automation projects to streamline workflows.
  • Provided training and support to team members.
  • Updated Salesforce procedures to enhance operational effectiveness.
  • Assisted stakeholders, private bankers, and IFAs with their queries, ensuring a high level of customer service.

Customer Service Consultant

Flight Centre
01.2019 - 10.2021
  • Consistently achieved sales targets and provided exceptional customer service.
  • Recognized for problem-solving abilities and technical expertise.
  • Contributed to team success through collaboration and leadership.

Appointment Setter

NexGen
10.2016 - 07.2017
  • Scheduled appointments and maintained client relationships.
  • Demonstrated strong communication and organizational skills.

Education

Bachelor of Creative Arts - English

University of Wollongong

Certificate III - Travel & Tourism

Skills

  • Financial Data Analysis
  • Data Management
  • Reporting
  • Software & Database Proficiency
  • Stakeholder Engagement
  • Problem-solving
  • Project Management
  • Risk Management
  • Cross-functional Collaboration
  • CRM Analysis
  • SLA Management
  • Data Reconciliation
  • Regulatory Compliance
  • Financial Reporting
  • Process Improvement
  • Mentorship
  • Client Support

ACHIEVEMENTS

  • Problem-solving Expertise: Proficient in resolving daily and monthly critical issues with accuracy, timeliness, and strategic thinking.
  • Project Management: Demonstrated ability in system automation for daily critical subprocesses to ensure smooth workflows and implementation.
  • Daily SLA Management: Ability to maintain daily SLA commitments with consistency, accuracy, and professionalism.
  • Workplace Solutions: Resourcefulness in identifying and implementing workplace solutions that improve efficiency, productivity, and quality of services.
  • Stakeholder Engagement: Developed strong relationships with internal and external stakeholders, including private bankers and Independent Financial Advisors (IFAs), to ensure seamless communication and issue resolution.
  • Data Reconciliation: Expertise in reconciling complex financial data, ensuring accuracy in fee and commission calculations, and identifying discrepancies for prompt resolution.
  • Regulatory Compliance: Ensured compliance with financial regulations and internal policies, contributing to audit readiness and risk mitigation.
  • Financial Reporting: Created comprehensive financial reports and dashboards to provide insights into fee structures, commission patterns, and financial impacts, aiding in strategic decision-making.
  • Process Improvement: Identified and implemented process improvements to enhance efficiency and accuracy in fee and commission management.
  • Mentorship and Training: Provided mentorship and training to junior analysts, fostering a collaborative and knowledgeable team environment.
  • Client Support: Delivered exceptional client support by addressing inquiries related to fees and commissions, ensuring client satisfaction and trust.

Timeline

Senior Fees and Commission Analyst

Macquarie Bank
07.2023 - Current

Wealth Operations Associate

Macquarie Bank
11.2021 - 06.2023

Customer Service Consultant

Flight Centre
01.2019 - 10.2021

Appointment Setter

NexGen
10.2016 - 07.2017

Certificate III - Travel & Tourism

Bachelor of Creative Arts - English

University of Wollongong
Tanzina Chowdhury