Neeraj Sachdeva Email & Phone Number

Chicago, IL, US

Washington, DC, US

Toronto, ON, CA

• Attend quarterly board meetings and periodic strategy meetings
• Create strategic plan and advice on implementing the plan using SDLC principles and agile methodologies
• Participate in product vision and product roadmap meetings, set clear goals and objectives with the board
• Provide proper financial oversight and advice on maintaining credibility with clients
• Brainstorm key learnings from completed projects for microfinance institutions, and NGOs, and identify ways to replicate to create sustainable competitive advantage

Toronto, Ontario, CA

• Full-service commercial banker with mandate to acquire, foster, and develop relationships with mid-market businesses across professional services sector; lawyers, accountants, insurance brokers, marketing firms.
• Responsible for identifying, structuring, and underwriting complex credit transactions for clients
• Collaborate with product partners across the organization, including Capital Markets, Wealth Management, Treasury Services, and Private Banking and be a Trusted Strategic Advisor for clients
• Acquired extensive financial and legal knowledge of payments industry and infrastructure available to mid-market corporate clients in North America

• Develop relationships with current and prospective clients to understand and evaluate their businesses
• Conduct thorough industry and company research, financial modeling and valuation, and prepare information memorandums to assist with the sale of the companies

• Perform infrastructure finance advisory services for firm’s clients on corporate finance and PPP transactions
• Conduct detailed credit analysis, financial modelling, and due diligence to recommend financing structures, prepare proposals and secure project financing
• Coordinate with investors, co-lenders, infrastructure advisers, and other stakeholders to allocate project related risks

Toronto, Ontario, CA

• Researched and evaluated seed stage machine learning startups to ensure top quality ventures are recruited to the CDL program
• Worked with a machine learning fintech startup and performed extensive research to identify use cases and target markets
• Performed financial modeling, thorough due diligence and prepared pitch decks and investment memos for potential clients and customers

Toronto, Ontario, CA

• Partnered with senior technology leaders and external consultants to forecast cost benefits of transforming to enhanced technology capabilities and the cost reductions from the ongoing legacy technology systems
• Created a consolidated book of record for outsourced agreement for CIBC Melon for better forecasting and planning

Charlotte, NC, US

• Analyzed portfolio performance and associated risk of US consumer and small business credit cards worth over $90 billion and 35 million customers and presented it to heads of the business
• Developed, evaluated and implemented credit risk strategies for new acquisitions and existing credit customers
• Identified key low performance segments in the portfolio and implemented data-based strategy changes along with senior executives that helped reduced delinquency rates
• Acted as a Program Coordinator and organized cross-team information sessions for more than 70 employees to help create process synergies

Charlotte, NC, US

• Developed & validated statistical models for the mortgage business to target the right set of customers
• Identified profitable customer segments and attrition probabilities based on model results
• Presented results to the senior executives, developed and implemented effective strategies to deepen customer relationships

Charlotte, NC, US

• Partnered with the line of business to develop innovative analytic solutions for credit card campaigns
• Performed Analytics & Strategy Execution for Affinity & Revenue Enhancement Campaigns
• Supported marketing efforts through direct mail, email and telemarketing channels by generating targeted lead populations
• Applied compliance and privacy filters on the lead populations to ensure information security policies are adhered to
• Mentored and trained new recruits to ensure high efficiency and quality team performance

London, GB

• Worked with clients to develop analytical solutions for their specified business needs
• Understood requirements, analyzed existing programs, test plans and created test cases
• Coded the programs as per clients’ specifications using SAS, SQL, Macros, JCL
• Ensured SDLC process is adhered to during implementation of a project
• Performed in-depth root cause defect analysis and a mechanism for defect resolution

Master Of Business Administration (M.B.A.), Finance, Strategy

B.Tech, Electronics & Communication

Education record