Hassan Naji
Meridian
Summary
Results-driven Analyst and Project Manager at Clearwater Analytics with expertise in financial reporting and compliance policy development. Proven track record in managing successful tech implementations and enhancing client relationships, achieving significant improvements in operational efficiency. Adept at data analysis and fostering collaboration, consistently delivering high-quality outcomes for large U.S. corporations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Analyst/Project Manager
Clearwater Analytics
Boise
01.2025 - Current
- Ensuring clients submitted period-end investment accounting reports accurately and timely.
- Managing financial tech implementation projects for the largest U.S. corporations.
- Developing standard operating procedures to maintain accuracy post-implementation.
- Clarifying accounting concepts and mathematical modeling for clients, instilling confidence in data presentation
- Building compliance policies tailored to client-specific investment guidelines for large U.S. clients.
- Facilitating smooth project handovers, addressing challenges beyond regular business hours.
- Establishing protocols to eliminate errors in financial reporting processes.
Business Development
Clearwater Analytics
Boise
02.2024 - 01.2025
- Collaborated with insurance asset management and health non-profits to identify key challenges and solutions.
- Facilitated deal advancements in partnership with senior directors to achieve quarterly targets.
- Developed detailed account plans for executive review, identifying stakeholders and potential opportunities.
- Analyzed organizational frameworks while fostering relationships with senior executives to improve efficiencies.
- Identified new business opportunities while serving as liaison between prospects and the company.
Senior Program Consultant/ Location Manager
Byrider
Garden City
05.2021 - 02.2024
- Achieved 40% lead-to-application ratio through proactive outreach and follow-ups with potential customers.
- Secured financing options in collaboration with finance team, resulting in 85% sold-to-approval ratio.
- Cultivated strong client relationships, generating average of 15% sold referrals monthly.
- Leveraged extensive product knowledge to convey value, averaging $100,000 in monthly sales.
- Led sales team to successfully meet monthly quotas across all employees.
- Achieved revenue targets while enhancing client satisfaction and operational efficiency.
Education
BBA - Business Economics BBA
Boise State University
Boise, IDAssociate of Arts - Accounting and Finance
College of Western Idaho
Nampa, IDSkills
- Financial reporting
- Data analysis
- Project management
- Compliance policy development
- Accounting principles
- Customer relationship management
Certification
- QuickBooks Certified, CFA Level 1 Candidate, Microsoft 365
- Idaho Salesperson License, NASM CPT License
Languages
Arabic
Native/ Bilingual
French
Full Professional
English
Full Professional
Timeline
Analyst/Project Manager
Clearwater Analytics
01.2025 - Current
Business Development
Clearwater Analytics
02.2024 - 01.2025
Senior Program Consultant/ Location Manager
Byrider
05.2021 - 02.2024
BBA - Business Economics BBA
Boise State University
Associate of Arts - Accounting and Finance
College of Western Idaho
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