Summary
Overview
Work History
Education
Skills
Timeline
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Bobby Bulahan

Los Angeles

Summary

Dynamic Account Analyst with proven expertise at Trinity University in financial modeling and variance reporting. Adept at relationship building and leveraging advanced Excel skills to drive client success. Recognized for optimizing processes and enhancing customer experiences, contributing to improved service delivery and team performance.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Overview

8
8
years of professional experience

Work History

Account Analyst

Trinity University
05.2021 - 04.2025
  • Developed financial models to assess and analyze financial performance of clients.
  • Supported Account Manager with incoming inquiries from existing clients.
  • Partnered with Account Manager to support preparation of client materials to educate, train and inform on benefits, services, and self-administration tools.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Collected and reported monthly expense variances and explanations.
  • Prepared working papers, reports and supporting documentation for audit findings.

Team Leader

Target
04.2019 - 04.2021
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Assisted in recruitment to build team of top performers.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Created and managed project plans, timelines and budgets.
  • Observed packing operations to verify conformance to specifications.

Banking Customer Service Representative

Bank of America
11.2016 - 01.2019
  • Resolved associate, tool and service delivery issues revealed by statistical reports.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Responded proactively and positively to rapid change.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Delivered prompt service to prioritize customer needs.

Education

Bachelor of Arts - History

California State University, Bakersfield
Bakersfield, CA
02-2020

Skills

  • Data interpretation
  • Sales support
  • Advanced Excel
  • Balance sheets
  • Fraud identification
  • Financial statements review
  • Schedule coordination
  • Teamwork
  • Relationship building
  • Report preparation
  • Payroll review

Timeline

Account Analyst

Trinity University
05.2021 - 04.2025

Team Leader

Target
04.2019 - 04.2021

Banking Customer Service Representative

Bank of America
11.2016 - 01.2019

Bachelor of Arts - History

California State University, Bakersfield

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Bobby Bulahan