Disha V. Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

• Coordinated cross-functional teams to address KYC issues, streamlining client onboarding processes and enhancing due diligence protocols while introducing innovative solutions that improved accuracy and turnaround time.
• Prepared a comprehensive examination of the targets' financial performance to confirm the viability of the acquirer's interest and managed the target company's incoming financial data and incorporated it into appraisal.
• Researched emerging small business opportunities in New Jersey using advanced financial analysis skills (cash flow, ratio & trend analysis), identifying growth areas, and developing strategic investment plans.
• Created a digital transformation presentation for a major consumer banking client and enhanced credit assessment, risk management, and customer experience, resulting in improved efficiency, and reduced operational costs.

New York City Metropolitan Area

• Conducted extensive research on Buy Now Pay Later and facilitated modern delivery in the change management process.
• Prepared and analyzed client billing reports in Microsoft Excel, using VLOOKUP, Pivot tables, etc.
• Developed a Value stream map for a software development company for Capco’s Tech domain.
• Assisted and supported the corporate manager with maintaining the General ledger, month-end close process, and budget process,budget preparation, accounts payable, auditing requests, additions, and disposals of fixed.

• Analyzed market trends, and big account movements, to understand major industry challenges and present solutions to various clients using risk analyzing tools- Delphi technique, SWOT analysis.
• Researched the working of Global Market Investments with the founders on the development of new products, strategies, workflow, and branding to have increased consumer attraction and efficiency in the structure.
• Reduced marketing budget by 35% with a better strategy after an analyzing the past expenditure and its effect on membership numbers using Pandas and NumPy.
• Visualized growth and demographic trends using Power BI to accurately display the company’s progress.

Mumbai, Maharashtra, India

• Head of Operations and International relations in AIESEC in Mumbai.
• Planned & executed projects and strategies leading to 9% annual profitability during the COVID crisis.
• Responsible for Value-Based partnerships and other collaborations to boost the corporate and social sector international exchanges by AIESEC and maintain government relations for the same.

• Team member for professional internships for the student sector. Focus on the conversion of leads.
• Worked with upper management in growth and strategy.
• Curated & implemented standard operating procedures and marketing & sales funnel.

• Developed financial forecasts based on Pro-forma income statements, balance sheet and cash flow statements on a quarterly basis for the $5 million company.
• Prepared 90 day rolling cash flows to keep track of the short-term financing requirements.
• Analyzed, and prepared monthly financial reports to record general business transactions and aid inshort-term financial planning.
• Executed valuation of the company using various models, including discounted cash flows, and liquidationmodels.

Master'S Degree

Bachelor'S Degree

Junior College