Josa Chadha Email & Phone Number

Los Angeles, California, United States

• Report directly to the Director of Enterprise Applications - key liaison between business and IT groups. • Devised processes for post-merger data migration of multiple systems to a next-gen cloud-based client accounting system.• Improved the data-accuracy assurance for transaction processing and management of client receivables (using Agilink to match to client chart of accounts).• Developed Excel models from QuickBooks to enable client reports to automatically read by NKFSB accounting software.

El Segundo, California, United States

•Built a marketing model in Excel to track client engagement and improve CRM capabilities – identifying high-value segments requiring proactive outreach to ensure engagement and delight with Ameriprise.• Assisted advisors with client portfolio analysis, including 401ks, IRAs, brokerage accounts, to maximize portfolio returns.• Used internal software to track changes to client accounts and ensure portfolio asset weights adhered to standards.

Bellevue, Washington, United States

• Delivered customer experience excellence by communicating product knowledge, focusing on the needs of each shopper, and effectively managing time to make each feel special. Received most positive customer surveys (in 25-person team).• Doubled my loyalty acquisition memberships in 2 months, generating an estimated $55k in future profit by observing and making it easier for customers to sign up. Shared these methods with co-workers, yielding similar results.

Los Angeles, California, United States

• Effectively balanced being a full-time student, while working 40+ hours/week schedules for the team as a student manager.• Ensured equipment readiness and distribution for 30+ players and coaches for games and road trips.• Provided coaches with access to up-to-date scouting materials and timeout equipment - to optimize the use of timeouts.

Redmond, Washington, United States

• Helped process and fulfil customer orders• Ensured orders were documented, evaluated, and securely stored• Communicated with multiple teams in different locations to track orders • Youngest employee in company history

Sammamish, Washington, United States

• Filmed games with drones and supported assessment of player performance• Ensured safe transport of film equipment for games • Awarded championship ring for role in 2019-203A State Championship win

Bachelor Of Business Administration - Bba, Majoring In Finance And Minoring In Business Law, Junior

Activities and Societies: President of College Democrats Club LMU Chapter, Policy Advisor for Surfrider Club LMU Chapter, Entrepreneurship.

Freshman

Transferred to LMU after Freshman year

High School Diploma, Grades 11-12

Activities and Societies: Videographer for football team, writer for the school paper, Junior Statesmen of America (informal debate)

Grades 9-10

Activities and Societies: Orchestra, Basketball team, Student ambassador