Rohit Binoy Philip
Abu Dhabi
Summary
Strategic and motivated finance graduate with hands-on experience in financial operations, stakeholder coordination, and data accuracy. Known for executing high-volume processes with precision in global environments, and collaborating across teams in India, Poland, and the US. Currently working at FIS and preparing for the CFA Level I. Eager to support strategy execution, business planning, and performance tracking for dynamic, cross-regional teams in the financial sector.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Account Associate II
Fidelity Information Services (FIS)
Poznan
10.2024 - Current
- Process 25–30 financial transactions daily, with 100% accuracy and on-time delivery.
- Onboard 5–6 shareholder accounts per day for Franklin Templeton, in full compliance with global regulatory standards.
- Collaborate with global teams (U.S. and India) to resolve discrepancies and ensure seamless client operations.
- Supported the AML team by implementing fraud detection protocols and improving audit compliance.
- Produced and contributed to monthly performance dashboards and MI reports for regional management, enhancing visibility, and supporting strategic reviews.
Delivery Rider
Uber Eats
10.2022 - 12.2023
- Delivered food orders promptly and efficiently across high-traffic city routes, consistently maintaining a strong customer rating for punctuality and service quality.
- Managed multiple deliveries during peak hours by optimizing routes and prioritizing tasks, showcasing strong time management and problem-solving skills.
- Handled real-time customer communication to clarify order details and resolve issues, ensuring a smooth and satisfactory delivery experience.
Crew Member
Burger King
Poznań
11.2022 - 03.2023
- Delivered fast, friendly, and efficient customer service to over 200 customers per shift, ensuring a positive dining experience in a high-volume environment.
- Maintained 100% accuracy in cash handling, order processing, and food delivery, consistently meeting company standards for quality and customer satisfaction.
- Trained and guided new team members on service procedures, food safety, and hygiene protocols to ensure consistent performance and compliance with company policies.
- Supported both front-of-house and kitchen operations by taking orders, preparing meals, restocking supplies, and maintaining cleanliness, contributing to smooth daily workflows.
Sales Intern
Byju's Application
01.2021 - 04.2021
- Analyzed financial and sales data to identify patterns and optimize customer targeting, resulting in a 20% increase in conversion rates.
- Consulted with students and parents to align BYJU'S learning solutions with academic goals, leading to a 15% increase in product sales.
- Built and maintained long-term relationships with clients through consistent follow-ups and personalized support, improving customer retention and satisfaction.
- Conducted market research to understand competitor offerings and customer needs, and pitched relevant learning solutions to prospective users.
- Collaborated with internal teams to ensure smooth onboarding, resolve client concerns, and enhance the post-sale experience.
Education
Bachelor of Science - Finance
Poznań University of Economics And Business
Poznań, Poland07.2024
High School Diploma -
Abu Dhabi Indian School
UAE06-2021
Skills
Finance & Strategy
- Strategic planning support
- Goal alignment
- Performance tracking
- AML compliance
- Data analysis
- Financial reporting
- WACC
- Capm
Tools & Systems
- MS Excel (PivotTables, VLOOKUP)
- PowerPoint
- CRM tools
- Financial reporting systems
SOFT SKILLS
- communication
- Stakeholder engagement
- Cross-functional collaboration
- Problem-solving
- Outcome-driven execution
- Time management
- Adaptability
- Initiative
- Attention to detail
Certification
- CFA Level I Candidate, Awarded CFA Institute Scholarship (Poznań University of Economics and Business)
- Fundamentals of Digital Marketing, Google Digital Garage (SEO, SEM, Analytics, Strategy
Visa Status
Golden Visa Holder
Key Projects Highlights
- Equity Valuation of CD Projekt – Assessed company value using WACC, CAPM, and market data.
- Cryptocurrency Adoption Thesis – Researched regulatory barriers and volatility in retail crypto usage.
- Leadership & Teamwork – Led student groups during university finance workshops and events.
Languages
Malayalam
First Language
English
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2
Arabic
Elementary (A2)
A2
Tamil
Upper Intermediate (B2)
B2
Polish
Beginner
A1
References
References available upon request.
Timeline
Financial Services Account Associate II
Fidelity Information Services (FIS)
10.2024 - Current
Crew Member
Burger King
11.2022 - 03.2023
Delivery Rider
Uber Eats
10.2022 - 12.2023
Sales Intern
Byju's Application
01.2021 - 04.2021
Bachelor of Science - Finance
Poznań University of Economics And Business
High School Diploma -
Abu Dhabi Indian School
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