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Experienced Partner with a demonstrated history of working in the accounting industry. Strong entrepreneurship professional skilled in Sales, Market Research, Management, Business Development, and Marketing Strategy.
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Managing PartnerSan AntonioAustin, Tx -
FounderHouston Tax Advisors Sep 2023 - PresentHouston, Texas, United States
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FounderDallas Tax Advisors Sep 2023 - PresentDallas, Texas, United States
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FounderSan Antonio Tax Advisors Sep 2023 - PresentSan Antonio, Texas Metropolitan Area
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PartnerTexas Venture Associates Llc Jul 2021 - PresentAustin, Tx
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Managing PartnerAustin Tax Advisors Aug 2017 - PresentAustin, Texas AreaWe are your trusted advisor and can help you create more time in your day as well as help your business be more profitable through the services we offer. We do everything from company formation and licensing to payroll and monthly accounting. -
Board MemberGlobal Impact Initiative Jun 2021 - Jun 2023Austin, Texas, United StatesWorking to empower the world with educational resources and promote professional development through mentoring relationships. -
Channel Manager - At&T Partner SolutionsAt&T May 2014 - Aug 2017Plano, Texas• Developed go to market strategies for AT&T Business solutions with strategic partners to create new revenue streams for solution providers• Achieved top ranking as channel manager for AT&T Partner Solutions channel from 2015 to 2017• Managed 42 solution providers across multiple regions, delivering $55 million in monthly revenue between 2015 - 2017• Negotiated and closed 10 large deals ranging from $1 to $5 million in total contract value between 2015 - 2017 -
Inside Sales Enablement - Emerging Business MarketsAt&T Oct 2013 - May 2014Plano, Tx.• Partner with application and/or solution providers to promote and provide wireless, wire line, voice, and data services to customers• Responsible for on boarding and activating solution providers• Supported 2 channel managers and over 40 solution providers• Created roles and responsibilities for ISE team as the founding member of ISE team -
Area Retail Sales ManagerAt&T Mobility Mar 2013 - Sep 2013Greater Chicago Area• Ranked #3 Area Sales Manager in Wisconsin, Illinois, & Indiana region• Supervise staff of 3 Store Managers, 5 Assistant Managers, and 50 sales and support staff and assure optimization of available resources to meet and/or exceed sales objectives• Responsible for hiring, training, developing, disciplining, and discharge of subordinate employees.• Work in partnership with cross functional organizations to develop sales effectiveness and implement policies and procedures -
Sales Program Execution ManagerAt&T Mobility Aug 2012 - Mar 2013Greater Chicago Area• Managed Net Promoter Score initiative for Chicago market, visible to CEO of AT&T Mobility and senior executive vice president and global marketing officer of AT&T Inc.• Designed and led implementation of enhancements to Network Ambassador Program in order to improve network perception, resulting in a 373% increase in participation and projected to result in increased Net Promoter Scores as well as an increased employee engagement• Analyzed data and developed tools to determine actionable opportunities for IL/WI retail teams with respect to Nielsen Net Promoter Score and Willingness To Recommend Customer Experience Surveys -
Construction & Engineering ManagerAt&T Jul 2011 - Aug 2012Greater Chicago Area• Managed the daily productivity, safety, and technical aspects for a team of up to 17 technicians that are responsible for building out and restoring the AT&T wire-line infrastructure in order to expand the U-verse footprint• Delivered consistent performance achievements as the top Construction manager in the Midwest region year to date• Improved technician efficiency metric by 21% year to date -
Mba StudentIndiana University Aug 2009 - May 2011 -
Finance & Accounting InternProcter & Gamble May 2010 - Aug 2010• Led development of a merchandising and marketing strategy for Olay, working amid Sales, CBD, Finance, and Marketing to develop a strategy which will decrease promotional spend by $2,000,000 and provide sales lifts of up to 15% over current merchandising strategy• Employed a cross functional team in performing a competitive landscape assessment, which provided category specific analysis and recommendations for newly formed club channel team to implement • Created a standardized pricing tool for Female Beauty, consolidating reporting for 7 different regions and providing an effective method to analyze P&G and competitor pricing actions across all regions -
Business Development AssociateTara Energy Aug 2008 - Jun 2009• Wrote the company’s Industry Update, a monthly newsletter sent to over 30,000 customers, which analyzed the fundamental and technical trends in global energy markets • Provided a weekly retail electric pricing report to provide current information on retail pricing, trends, available products in the market, and market entrance/exit, allowing the company to ensure that its products remain competitive and profitable -
Treasury AnalystTara Energy Mar 2007 - Jun 2009• Researched and implemented an accounting software package for the company, eliminating the need for external payroll processing and the external accounting firm which decreased expenses by over $100,000• Coordinated efforts between Sr. Finance Director and CFO to streamline financial systems by identifying and correcting both process and technical inefficiencies, yielding more accurate and timely data• Negotiated, implemented, and managed all corporate rental, credit, and purchasing accounts• Produced all corporate financial accounting statements and performed all bank reconciliations -
Relationship ManagerJp Morgan Chase Feb 2006 - Mar 2007• Managed a team of two professionals to maintain “Exceeds expectations” review for six different clients• Participated in the process of deal negotiation/structure with sales, internal & external counsel, underwriters, and clients to develop deal documents in the areas of investment criteria, collateral testing, priority of payments, and reporting requirements• Performed financial/statistical analysis, modeling, and forecasting on large corporate investments using Excel and bank specific software -
Associate Relationship ManagerJpmorgan Chase Jan 2005 - Feb 2006• Tracked daily cash flow and prepared, processed, and reviewed cash reconcilements using Microsoft Excel• Researched settlements and trades, tracked and reconciled collateral proceeds, and generated payment reports• Assisted in review and interpretation of complex legal documents• Worked closely with investment bankers, accountants, and legal counsel -
Senior Corporate Trust AdministratorJpmorgan Chase Oct 2003 - Jan 2005• Responsible for all account activity, including cash management, debt service calculations and collection, payment processing, new deal set up and compliance monitoring• Directly contributed to accurate and timely reporting to clients• Enforced compliance with governing documents • Secured excellent client relationships
Nadeem Poonawala Skills
Nadeem Poonawala Education Details
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Management & Marketing -
Finance
Frequently Asked Questions about Nadeem Poonawala
What company does Nadeem Poonawala work for?
Nadeem Poonawala works for San Antonio
What is Nadeem Poonawala's role at the current company?
Nadeem Poonawala's current role is Managing Partner.
What is Nadeem Poonawala's email address?
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What is Nadeem Poonawala's direct phone number?
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What schools did Nadeem Poonawala attend?
Nadeem Poonawala attended Indiana University - Kelley School Of Business, University Of North Texas.
What are some of Nadeem Poonawala's interests?
Nadeem Poonawala has interest in Running, Bicycling.
What skills is Nadeem Poonawala known for?
Nadeem Poonawala has skills like Cross Functional Team Leadership, Forecasting, Competitive Analysis, Management, Strategy, Finance, Strategic Planning, Marketing Strategy, Business Strategy, Financial Modeling, Analysis, Financial Analysis.
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