Himanshi Sachdeva Email & Phone Number

Trenton, Nj

• Review and analyze certification of jobs which identifies the customer is eligible for the proper incentive as applicable with Statutes and EDA regulations• Prepare memoranda for the issuance and transfer of a tax credit• Identify and notice a high-volume of customers required to file an annual incentive report• Backfill missing jobs information in database and applicable spreadsheets to prepare for data migration• Promote teamwork and communication to encourage an… Show more • Review and analyze certification of jobs which identifies the customer is eligible for the proper incentive as applicable with Statutes and EDA regulations• Prepare memoranda for the issuance and transfer of a tax credit• Identify and notice a high-volume of customers required to file an annual incentive report• Backfill missing jobs information in database and applicable spreadsheets to prepare for data migration• Promote teamwork and communication to encourage an interactive, cooperative, collaborative, and customer focused work environment among division, EDA staff, and external customers Show less

Princeton, Nj

Within Northwestern Mutual I presently ran my own financial planning and savings firm. Through this I educate my clients on risk management, wealth accumulation as well as preservation and distribution. My daily operations include:• Financial planning and analysis• Insurance licensing and extended training• Accomplished an extensive client portfolio• Developing relationships with skilled financial representatives and district leaders• Formed and presented client based… Show more Within Northwestern Mutual I presently ran my own financial planning and savings firm. Through this I educate my clients on risk management, wealth accumulation as well as preservation and distribution. My daily operations include:• Financial planning and analysis• Insurance licensing and extended training• Accomplished an extensive client portfolio• Developing relationships with skilled financial representatives and district leaders• Formed and presented client based personal financial plans Show less

• Generate invoices, donor acknowledgement letters confirming pledge and donor choice detail• Administer year-end work paper preparation and other duties as requested • Provide support with annual audit, including preparation of all documentation for and coordination with external auditors during process• Organize networking events for young professionals • Record incoming pledge and designation detail into campaign database• Assist with entering checks received in the mail… Show more • Generate invoices, donor acknowledgement letters confirming pledge and donor choice detail• Administer year-end work paper preparation and other duties as requested • Provide support with annual audit, including preparation of all documentation for and coordination with external auditors during process• Organize networking events for young professionals • Record incoming pledge and designation detail into campaign database• Assist with entering checks received in the mail on a daily check log, prepare deposit slips according to bank and deliver deposit to the appropriate bank• Manage data for various mailings such as residential donors, corporate gift, and other mailings as requested• Input staff time reports into excel spreadsheet and maintain records for staff personal time Show less

Bachelor’S Degree, Finance, General

Associate’S Degree, Business Administration And Management, General

Activities and Societies: Global Business Club Radio Club

High School