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. Previously worked at FIS, where I gained valuable exposure to financial services operations. Currently preparing for CFA Level I and eager to support strategy execution, business planning, and performance tracking for dynamic, cross-regional teams in the financial sector.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Account Associate II
Fidelity Information Services (FIS)
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 Operations Associate
Uber Eats
10.2022 - 12.2023
- Demonstrated strong organizational skills by planning and managing daily schedules independently to meet time-sensitive objectives.
- Maintained accurate and timely documentation of orders, payments, and customer interactions using digital platforms, ensuring data integrity.
- Provided professional and responsive customer support, resolving real-time issues efficiently through clear communication and quick decision-making.
- Built a reputation for reliability and consistency by meeting performance targets and maintaining a high customer satisfaction rating.
Crew Member
Burger King
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
BSc - Finance
Poznań University of Economics and Business
07.2024
High School - Commerce with Mathematics
Abu Dhabi Indian School
06.2021
Skills
- Strategic planning support
- Goal alignment
- Performance tracking
- AML compliance
- Data analysis
- Financial reporting
- WACC
- Capm
- MS Excel (PivotTables, VLOOKUP)
- PowerPoint
Finance & Strategy
Tools & Systems
- CRM tools
- Financial reporting systems
- communication
- Stakeholder engagement
- Cross-functional collaboration
- Problem-solving
- Outcome-driven execution
- Time management
- Adaptability
- Initiative
- Attention to detail
SOFT SKILLS
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
Languages
English
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2
Tamil
Upper Intermediate (B2)
B2
Arabic
Elementary (A2)
A2
Polish
Beginner
A1
Malayalam
Bilingual or Proficient (C2)
Personal Information
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.
Timeline
Financial Services Account Associate II
Fidelity Information Services (FIS)
10.2024 - Current
Crew Member
Burger King
11.2022 - 03.2023
Delivery Operations Associate
Uber Eats
10.2022 - 12.2023
Sales Intern
Byju's Application
01.2021 - 04.2021
High School - Commerce with Mathematics
Abu Dhabi Indian School
BSc - Finance
Poznań University of Economics and Business
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