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Resume of Jzuppas

Joana Zuppas has over 10 years of experience in credit analysis and financial reporting. She currently works as a Credit Analyst for HSBC's Middle Market Apparel Team, where she supports a $900 million portfolio. Previously, she has held credit analyst roles at HSBC and interned at Deloitte & Touche Consulting. She has also taught English in Spain and studied in Hungary and the UK. Zuppas received a Bachelor's degree in International Business and Operations from Georgetown University and is working towards CFA and IFQ certifications.

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109 views2 pages

Resume of Jzuppas

Joana Zuppas has over 10 years of experience in credit analysis and financial reporting. She currently works as a Credit Analyst for HSBC's Middle Market Apparel Team, where she supports a $900 million portfolio. Previously, she has held credit analyst roles at HSBC and interned at Deloitte & Touche Consulting. She has also taught English in Spain and studied in Hungary and the UK. Zuppas received a Bachelor's degree in International Business and Operations from Georgetown University and is working towards CFA and IFQ certifications.

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Joana Zuppas

324 E 73rd Street Apt. 1D, New York, NY 10021 Mobile: (407) 968-8681 E-mail: jzuppas@gmail.com
INDUSTRY EXPERIENCE:
HSBC, Corporate Bank, New York City, NY Jan 09 – Present
Credit Analyst, Middle Market Apparel Team
• Completed 9-month training program that included credit analysis, financial analysis, case studies, presentations to
senior management, and rotations in various bank positions.
• Support a $900 million portfolio with over 45 clients under a team of 5 Senior Relationship Managers.
• Prepare 8-10 page reports that include a corporation's debt issue in order to determine the likelihood of default.
• Evaluate customers records and recommend payment plans based on earnings, savings data, and purchase activity.
• Examine financial data such as income growth, quality of management, and market share to determine expected
profitability of loans.
• Interface with clients and assist with prospecting new deals to maintain and grow banking relationships.
Credit Analyst, International Cross-Border Team July 08 – Jan 09
• Analyzed credit data and financial statements to determine the degree of risk involved in extending credit.
• Supported a $200 million portfolio with over 250 international clients under a team of 4 Relationship Managers.
• Consulted with international clients with revenue over $1 billion to resolve complaints and verify financial transactions.
• Generated financial ratios to evaluate customers' financial status.
• Compiled loan applications, including summaries of loan requests, and submit to loan committees for approval.
• Compared liquidity, profitability, and credit histories of companies being evaluated with those of similar establishments
in the same industries and geographic locations.

Deloitte & Touche Consulting, Washington, DC June 07 – Aug 07


Project Controller Intern
• Analyzed and tracked 7 projects for Federal Health, Federal Financial Service Industries, and Department of Defense.
• Ensured projects (worth over $5 million) were completed within defined scope, quality, time and cost constraints.
• Gathered financial data for the True-up process in order to comply with DCAA (Defense Contract Audit Agency).
• Extracted information, created invoices, billed clients, and conducted reconciliation using SAP applications.
• Prepared presentations for Senior Managers concerning Project Management Method training program.
INTERNATIONAL EXPERIENCE:
SEFYS, Madrid, Spain Feb 08-May 08
• Lead classes and taught high ranking military professionals English during a 4 month period.
• Developed creative teaching methods for better retention and communication skills.
Corvinus University of Economics, Budapest, Hungary Aug 06 – Dec 06
• Completed credits: 5 courses including Economic and Political Transition of Central Europe, Brand Management.
• Interned for the Hungarian Institute for Transitional Democracy.
Oxford University, Trinity College, Oxford, UK May 06 – Aug 06
• Completed credits: International Finance and Strategic Management over an intensive 6-week period.
• Visited tier-one multinational corporations for company presentations.
EDUCATION:
Georgetown University, McDonough School of Business, Washington, DC Graduated: Dec 07
Bachelor of Science in Business Administration GPA: 3.33/4.0
• Dual Majors: International Business & Operations Information Management
• Concentration in Russian and Eastern European Studies

QUALIFICATIONS & ACTIVITIES:


• Volunteer Activities iMentor, Junior Achievement, Women’s Jan 09 – Present
Forum
• Certifications & Programs Commercial Banking Training Program July 08 – Mar 09
Chartered Financial Analyst (CFA) Level I In progress
Islamic Finance Qualification (IFQ) In progress
• Foreign Languages Albanian: Fluent. Native speaker
Spanish, French: Speak, read, write at intermediate level
Russian, Hungarian: Beginner

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