Priyanka Trehan

Priyanka Trehan Email and Phone Number

IT Financial Business Analyst @ Citi | Financial Modeling, Equity Research, Communication
Priyanka Trehan's Location
Tampa, Florida, United States, United States
Priyanka Trehan's Contact Details

Priyanka Trehan personal email

About Priyanka Trehan

• Do not require sponsorship for work.• IT Business Financial Analyst at Citibank, Tampa• Financial Analyst at Citibank, Tampa• Wealth Management Client Associate with Merrill Lynch, St. Petersburg. • Adjunct Instructor of Finance at the University of South Florida. • MBA in Finance with honors from the University of South Florida, Tampa. •

Priyanka Trehan's Current Company Details

IT Financial Business Analyst @ Citi | Financial Modeling, Equity Research, Communication
Priyanka Trehan Work Experience Details
  • Citi
    It Financial Business Analyst - Contract
    Citi Jan 2024 - Jul 2024
    Tampa, Florida, United States
    • Assisted with Vendor Management and execution of contracts. • Good knowledge of Renault, PTS, Fieldglass, and Fact Cube.• Supported in the Book of Work (BoW)of Senior Management.• Collected Statement of Work (SoW) and contract details from various sources (emails) and created customized spreadsheets with formulas and macros. Sent those reports for management approval.• Ran daily reports on payments of Fixed Price Contracts and Software Contracts.• Communicated with Internal teams and Sourcing to finalize budgeting.• Provided error-free and quality data reports before deadlines to support Compliance Technology Services.
  • Citi
    Financial Analyst - Contract
    Citi Oct 2022 - Mar 2023
    Tampa, Florida, United States
    In this contract based position, I worked as a Financial Analyst at Treasury International Capital Reporting, Citi. • Prepared and analyzed Regulatory Compliance Reports for the Federal Reserve Bank (FRB).• Reviewed daily cash transaction summary, and real-time settlement activities to meet critical daily deadlines.• Assisted with the treasury month-end close process and helped ensure accounts were reconciled.• Conducted in-depth financial analysis, including variance analysis and trend analysis using pivot tables.• Collaborated with various teams to gather inputs to keep a high level of quality and accuracy of the report filings. • Ensured data integrity and accuracy in financial systems and databases.
  • Merrill Lynch
    Wealth Management Client Associate
    Merrill Lynch Jul 2021 - Jun 2022
    St Petersburg, Florida, United States
    • Assisted Financial Advisors and formed positive relationships with business partners and peers.• Supported in setting up wealth management and retirement planning models for clients.• Executed onboarding and maintenance of new and existing accounts of ultra-high-net-worth clients.• Coordinated wire transfers and cash transfers between clients' accounts. • Monitored tasks/cases within Salesforce and saw them through completion.• Researched securities/mutual funds using FactSet and created customized reports for non-financial stakeholders.• Complied and provided input to help improve Merrill’s policies, procedures, and controls.
  • University Of South Florida Muma College Of Business
    Adjunct Instructor, Finance
    University Of South Florida Muma College Of Business Jan 2018 - Jul 2018
    Tampa/St. Petersburg, Florida Area
    • Taught Principles of Finance course to more than 150 students at USF’s prestigious Muma College of Business.• Prepared instruction materials for course lectures and class projects and posted them on Canvas. • Utilized case studies from the Wall Street Journal, business PowerPoint presentations, and short videos as an instruction medium. Conducted quizzes, exams, and writing assignments for class and reported grades. • Maintained office hours to help students with coursework and constructively resolved conflicts within teams.
  • Indian Print And Electronic Media
    Staff News Reporter & Editorial Producer
    Indian Print And Electronic Media Dec 2003 - Jul 2009
    New Delhi, Mumbai, India
    Zee News• Responsible for the International Bulletin which was broadcasted three times a day.• Managed scripting, news structure, visual packaging and prioritized the news stories.• Gained expertise in production and post production of news. Hands on experience of writing, reporting, editing news and graphics for TV shows. Demonstrated track record of structuring and presenting good news in very less time with limited resources.Star India (Fox News Affiliate)• Worked with senior and executive level management to co-ordinate the launch of Direct to Home service in India.• Actively participated in planning and execution of strategic initiatives and operational plans to maximize viewership of the channel. • Responsible for error-free presentation of news, both visually and textually on screen, and also edited the website for Star News readers.ETV• Interviewed US secretary Colin Powell’s during his visit to India.• Prepared and analyzed reports during General elections with a focus on poll metrics.• Worked on the News Desk, covering areas like politics, Ministry of External Affairs, commissions and business.• Covered shoots for Hello India program, a culture and Bollywood based serial that included short documentaries and personal profiles.• The job profile included research and shoots for stories, interviews, piece to cameras, phono, PTC, scripting and making of the complete story from voice-overs to selection of shots for the story and music.Freelancer with Discover Magazine, IANS and Hindustan

Priyanka Trehan Skills

Believe In Good Team Work And Work Integrity Strong Project Work In Financial Concepts And Models Accounting/bookkeeping Analytical Problem Solving Assessing Priorities/time Management Data Interpretation Quantitative Skills/working With Numbers Synthesizing And Preparing Financial Reports Making Accurate Reports In A Limited Timeframe Good Networking Skills Communication Cross Cultural Competence Multi Criteria Decision Analysis Strategizing Editing Enterprising Event/program Planning Managing Crisis Managing People Media Skills Negotiating Public Speaking Working With Theories Report Writing Management Finance Writing Public Relations Research Customer Service Microsoft Excel Microsoft Office Powerpoint Leadership Strategic Planning Event Planning Analysis Project Management Social Media Financial Analysis Teamwork Team Leadership Press Releases Social Networking Problem Solving Time Management Data Analysis Financial Modeling

Priyanka Trehan Education Details

Frequently Asked Questions about Priyanka Trehan

What is Priyanka Trehan's role at the current company?

Priyanka Trehan's current role is IT Financial Business Analyst @ Citi | Financial Modeling, Equity Research, Communication.

What is Priyanka Trehan's email address?

Priyanka Trehan's email address is pt****@****usf.edu

What schools did Priyanka Trehan attend?

Priyanka Trehan attended University Of South Florida Muma College Of Business, Panjab University, Panjab University, Our Lady Of Fatima Convent High School, New Colony, Gurgaon, University Of South Florida, University Of South Florida.

What are some of Priyanka Trehan's interests?

Priyanka Trehan has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Human Rights.

What skills is Priyanka Trehan known for?

Priyanka Trehan has skills like Believe In Good Team Work And Work Integrity, Strong Project Work In Financial Concepts And Models, Accounting/bookkeeping, Analytical Problem Solving, Assessing Priorities/time Management, Data Interpretation, Quantitative Skills/working With Numbers, Synthesizing And Preparing Financial Reports, Making Accurate Reports In A Limited Timeframe, Good Networking Skills, Communication, Cross Cultural Competence.

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