Neil Dalvi Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

AvidXchange is a B2B accounts payable automation company that makes invoicing and bill pay easier, while moving money between buyers and suppliers.Key Accomplishments:● Implemented Straight Through Processing for direct financial deposit to customer accounts through merchant acquirer. Connected STP solution to Stripe Payments.● Implemented feature to optimize application of fees on virtual credit cards for an annualized net revenue gain of $8.3M and operational cost reduction.● Analyzed optimal timing for virtual credit card conversion to check on outstanding payments and implemented solution for annualized net gain of $6.6 million.● Executed on undeliverable check cost reduction for $1.2M cost savings.● Successfully reduce post release incidents by 60% and reduced recurring defects and underlying incident root causes by 80%● Transitioned development team from a focus of 80% support & sustain and 20% new feature build to 90% new build and 10% support and sustain.Responsibilities & Tasks:● Execute go-to-market strategies while working with all required stakeholders to ensure successful product launch.● Gather and interpret requirements from external customers and internal stakeholders to determine project needs, feasibility, complexity and size.● Analyze market trends and conduct research to determine optimal approaches to solve customer requirements.● Manage KPI's to support product roadmap and align features for delivery, given tradeoff matrics. ● Maintain payments platform for money movement stability and lead development and modernization of virtual card processing platform.

Charlotte, North Carolina, United States

Next Step Clubhouse is a non-profit organization that serves individuals with special needs and disabilities from Mecklenburg and the surrounding areas.https://www.nextstepclubhouse.org/Next Step Clubhouse is currently serving over 50 individuals with intellectual and or developmental disabilities. Next Step Clubhouse’s long term goal is to build its own recreational and administrative facility that continues to remain centrally located in Charlotte.

Charlotte, North Carolina Area

Department of Economics, Belk College of Business Managerial Economics Introduction to Macroeconomics

Charlotte, North Carolina Area

Key Accomplishments: ● Automated workforce planning reporting to support organizational planning and reduced 85% of manual work required to execute.● Implemented real time reporting on financials through direct connection to source data and integration with unified MicroStrategy platform for secure data delivery. ● Supported Location strategy initiative for net gain of $18M through redeployment of company resources.● Improved feature creation turn around time by 40% for reporting and analytics development teamResponsibilities & Tasks:● Managed business operations reporting teams for Global Banking and Markets Technology.● Led efforts to integrate disparate reporting and analytics features under single source of truth platform.● Embedding home grown reports, Tableau dashboards and customized analytics into unified MicroStrategy platform for risk analytics, workforce analytics, and financial management.● Led Central COO reporting and analytics team to gather, understand, combine and transplant data sources in order to deprecate legacy processes.

Charlotte, North Carolina Area

Key Accomplishments:● Used data driven approach to improve the customer facing sales portal and optimize on sales conversion for $1.2M net annual gain.● Assisted in increasing agency sales by 98% throughout 2016. ● Improved processes for channel communication effectiveness through customer connection to appropriate sales channel.● Executed successful changes to deliver Spanish language sales tool versions for outreach to new customer segments.Responsibilities & Tasks:● Intake customer requirements thought case portal and research in conjunction with sales and care teams.● Presented to leadership forecast and variance analysis of sales indicators. ● Led training programs for employee effectiveness in direct communication channels.

Charlotte, North Carolina Area

Key Accomplishments:● Improved home loan servicing forecast model for ease of financial estimation of portfolio.● Successfully mapped REO process for management of outstanding financials and projected portfolio value.Responsibilities & Tasks:● Coordinated all discovery sessions to discover outstanding process issues.● Worked with all key business partners and lines of business to implement strategies for optimization. and reduction of loss for home loans.● Compared and corrected forecasting methodology through error analysis.● Managed forecasting for home property preservation as well as foreclosure inventory.● Managed coordination with vendor teams for loan servicing optimization.

Charlotte, Nc

● Led management initiatives for process streamlining across Latin American business units.● Acted as liaison with Latin American teams to manage project portfolios, leading teams in Spanish. ● Managed financial reconciliation process for intra-company transfers across countries Managed audit and compliance standards to make sure the company was in compliance.● Created automation and cloud based platforms for reporting solutions.● Worked with stakeholder teams to create business continuity plans in preparation of system outage.

Charlotte, North Carolina Area

● Managed all portfolio financials for Marketing PMO.● Managed tracking of all KPI’s for project ready status reporting.● Tracked capitalization of efforts requiring total of $15M in technology investments over a 5 year period. ● Directly led efforts to works with project teams to improve software systems for delivery of communications.● Engaged in SDLC process for communication channel flow redesign and effectiveness improvements. ● Created and maintained tacking systems for project financials and project status updates.● Maintained and managed SharePoint sites for collaborative solutions.

Charlotte, North Carolina Area

● Created, analyzed and distributed weekly critical deliveries reports, monthly program management office reporting and quarterly securities division reporting.● Continuously managed resource forecasting and resource modeling. Led resource and allocation reporting for project effectiveness recommendations. ● Managed KRI reporting process for Operations team.● Tracked program and project performance for leadership reporting. Collected and integrated regular project status updates for reporting. ● Created, implemented and managed Securities Change Rationalization reporting process for leadership’s resource management.● Created BRD’s for technical projects related to management of system integration projects. ● Assisted in creating oversight and organization for cross functional projects.● Researched and analyzed solutions for risk related to Futures and Options clearing.●Maintained SharePoint and managed projects for SharePoint site archiving and redesign.

Charlotte, North Carolina Area

●Led management of client account to ensure delivery of finance support projects ●Management of resources for service delivery on all Finance IT work streams ●Created and presented to clients all status updates on finance project delivery for Web Services, Trading platforms, Infrastructure Development, Risk Program, Risk QA, Corporate Technology, Global Markets and Reference Data work streams ●Management and tracking of finance reporting for entirety of Nomura consulting project account ●Coordinated an led entire Program Management Office team across all international markets for financial reporting and resource tracking ●Reported on all resource allocations and optimized across markets to maximize margins and make strategic decisions within account team ●Ensured day to day allocation of resources for existing and oncoming teams; ensured onboarding and coordination for new resources ●Worked with recruitment, staffing, operations and central finance teams to coordinate global account maintenance and create leadership reporting ●Negotiated and created client contracts based on Master Services Agreement for entire project in order to deliver on agreed finance services ●Ensured timely delivery of invoicing and payments across account; including invoice reporting and aging status

Greater New York City Area

●Managed financial forecasting planning for department within merchant acquiring business●Assisted in execution of projects for merchant acquisition optimization ●Worked with team for PMO creation and tracking for merchant acquisition strategy ●Created annual department budget; aligned with Finance on budget forecast for risks and opportunities ●Reported monthly status of operating expenses●Tracked individual project level benefits for reporting to leadership ●Analyzed P&L to understand potential for expense reduction ●Reported financial benefits of strategic projects to leadership and business partners●Automated reporting processes to increase resource capacity ●Implemented Six Sigma process improvements on reporting and tracking processes for best practices

●Presided over monthly accounting of expenses and transactions across health administration research division ●Reconciled accounts for month end reporting ●Processed journal entries for enterprise wide expenses ●Reported budget capacity for investment planning ●Reported cost center budgets and forecasts ●Assessed cost center level variances in order to plan expenses ●Analyzed long term recruitment spending for research division ●Implemented automated reporting process for business improvement ●Executed accounting process change ●Assisted in launch of new accounting software ●Trained business partners for accounting and financial reporting system process change

● Analyzed pricing for online and direct mail marketing campaigns ●Budgeted marketing projects according to individual client resource capabilities ●Planned resource allocations for marketing project execution ●Managed client accounts and tracked all financial records ●Modeled state wide marketing data to create marketing strategies for potential clients ●Mined and analyzed data to create business consulting projects ●Managed Finance and Client teams to ensure execution of individual client marketing campaigns

• Courses Taught: Economic Development of the Middle East, Economic Processes in Developing Countries, Quantitative Methods for Agribusiness, Comparative Economic Systems, Principles of Microeconomics Honors, Principles of Macroeconomics Honors, and Principles of Macroeconomics

Master Of Science - Ms, Mathematical Finance

Completed December 2020

Master Of Business Administration - Mba, Business Analytics

Completed December 2020

M.A., Economics

Activities and Societies: Economics Graduate Students' AssociationUniversity Fellowship Recipient, FLAS Fellowship recipient, Dean's List

B.A., Economics, International Relations

Activities and Societies: • Phi Beta Delta and Phi Eta Sigma Honors Societies • Phi Sigma Kappa Fraternity Nu Chapter, Vice President.