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.
• 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.

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