Arjun Vellayappan, Cfa Email & Phone Number

Milwaukee, Wisconsin, United States

Co-founded a massage device company and served as CFO in early stage growth. Exited via sale to Delos Therapy in 2020.

Greater Boston Area

Chicago, Illinois

• Drove new product research, feature development and client training for Snapsheet Transactions e-signature and B2B payments portal capabilities• Built Transactions B2B auto body shop outreach and growth strategy, including a pilot to sign up 20 shops in 5 days• Developed materials for sales partnership process optimization meeting including quantitative analysis of digital payment cycle times and RFP responses to close 3 new client contracts

Chicago, Il

• Excelled in a senior management position of a $100M+ client Cash transformation initiative, bringing automation and execution best practices to improve delivery while reducing cost• Led workstreams and diverse resources through multiple quarters of SEC compliance testing• Served on the Financial Services Staff Advisory Council and led a major internal initiative called Biz Baz in February 2018 which hosted over 250 staff with a $25,000 budget

Chicago, Il

• Helped develop a new Recovery and Resolution Plan for a U.S. based systemically important financial market utility by assessing the client’s current regulatory state and providing recommendations for risk mitigation options.• Designed tools and standards for a Enterprise Project Management Office of a major U.S. bank/custodian to manage and track over $500 million of strategic spend in 2016.• Performed a gap analysis of a major U.S. bank's PMO processes, identifying areas of improvement and then implementing a plan to close gaps with a focus on governance optimization, quality checks and program resourcing.• Developed PwC’s proposal and go-to-market materials for key Financial Services clients.

Chicago, Il

• Utilized Salesforce interface to develop 25 accounts with more than 1500 contact leads for sales team managers• Analyzed competitive marketplace for healthcare IT consulting and implemented social media improvements that increased online engagement by 15%

Chicago, Il

• Performed valuation analysis by utilizing Capital IQ and OneSource to create target lists for potential mergers• Developed financial models alongside comprehensive research for client presentations

Coached Lexington High School policy debate teams in argument and research

Master Of Business Administration - Mba, Concentrations: Accounting, Entrepreneurship And Finance

Activities and Societies: Graduate Business Council (voted cohort representative by peers), Investment Management Group, Student Managed.

Bachelor'S Degree, Economics, Political Science, Cum Laude

Activities and Societies: Sigma Phi Epsilon, Northwestern Debate Team, Northwestern Business Review, Gamma Sigma Alpha Honors Society.