Imtiaz Ahmad

Imtiaz Ahmad has over 17 years of work experience in various finance and analysis roles. Imtiaz most recently worked as a Senior Manager of Financial Planning Analysis at the Arbor Day Foundation. Prior to that, they were a Finance Manager at Charles Schwab, where they developed models to forecast net flows and revenue for third party partner programs. Imtiaz also collaborated with business partners to strategize financial models and delivered key insights to stakeholders. Before Charles Schwab, Imtiaz worked as a Senior Analyst of Corporate Planning at the Omaha Public Power District, where they created financial models for capital investments and evaluated project feasibility. Imtiaz also incorporated changing industry trends into financial metrics to assess risk. Imtiaz also has experience at TD Ameritrade, where they held various roles such as Manager of Marketing Analytics, Manager of Cash Deposits & Margin, Senior Marketing Database Analyst II, Senior Strategic Sourcing Analyst, and Senior Financial Analyst of FP&A. In these roles, they utilized SAS, SQL, and Tableau for data analysis, developed automated dashboards and reports, and worked closely with business partners to drive marketing strategy and financial insights. Prior to TD Ameritrade, Imtiaz worked as the Director of Investments at Bogacz Tax & Financial, where they managed a team of financial advisors and conducted financial forecasting. Imtiaz Ahmad has a strong background in financial analysis, forecasting, and strategic planning.

Imtiaz Ahmad attained a Bachelor of Arts (BA) degree in Economics from the University of Nebraska-Lincoln. Imtiaz then pursued a Master of Business Administration (MBA) degree with a concentration in Finance, General from Bellevue University. Additionally, they obtained a certification in BUSINESS ANALYTICS: DECISION MAKING USING DATA from Cambridge Judge Business School in June 2020.