Finance · Operations · Business Analysis

Biraj Upreti

Open to roles in finance, operations, and business analysis
Summary
Finance Professional with Real-World Impact

Finance professional with sharp analytical skills and hands-on experience in financial operations, data accuracy, and customer-facing environments. Proven ability to learn fast, adapt quickly, and deliver under pressure. Strong communicator and problem-solver who adds value to team performance and business outcomes from day one, ready to contribute across finance, operations, and business analysis roles.

Financial Operations Data Accuracy & Compliance Customer Experience Process Improvement
Professional Experience
Hands-On Roles Across Finance & Operations
Independent Motorcycle Dealer
Self Employed — Denton, TX
Jan 2024 – Present
  • Identified and procured high-value motorcycles through market research, negotiations, and detailed inspections.
  • Coordinated repairs and pre-sale preparations to maximize resale value and ensure showroom-ready presentation.
  • Drove sales growth via strategic advertising, direct customer engagement, skilled negotiation, and accurate documentation.
401(k) Client Services Specialist (EAW)
Fidelity Investments — Westlake, TX
Mar 2023 – Aug 2023
  • Processed over $100,000 in 401(k) loans and withdrawals per shift with 100% accuracy and regulatory compliance.
  • Improved client satisfaction by approximately 15% by providing clear, tailored guidance on 401(k) rules and retirement options.
  • Supported process improvements that reduced verification errors by 20%, streamlining operational efficiency.
Store Operations Manager
Zoom Zoom (Retail) — Denton, TX
Dec 2020 – Dec 2023
  • Oversaw daily store operations and led a team of 2 employees, ensuring high customer service standards and compliance.
  • Managed cash flow, accounts payable, and accounts receivable using Excel to maintain smooth financial operations.
  • Analyzed sales data to develop pricing strategies and recommend actions to improve overall financial performance.