Sneha Pathak

Sneha Pathak Email and Phone Number

Vice President - Program Delivery @ State Street
Boston, MA, US
Sneha Pathak's Location
Boston, Massachusetts, United States, United States
About Sneha Pathak

With over 6 years of experience in the financial services industry, I am a finance and strategy expert known for leveraging analytical and storytelling skills to deliver value in corporate strategy and corporate finance roles. Currently, I serve as an Assistant Vice President at State Street, where I participate in a leadership rotational program that immerses me in various aspects of the business, including strategy, financial analysis, market data analysis, product innovation, target analysis, project management, process improvement, and client acquisition.My key skills, strengths and areas of interest include synthesizing complex information, analyzing competitive environments, trend analysis, and using data to solve complex business problems. Previously, in the Investment Banking team at Citi, I worked on a wide array of projects, including impactful presentations, benchmarking, precedent analysis, and screening potential target opportunities in the consumer goods and retail sectors.I hold a STEM MBA from Simon Business School, majoring in strategy with minors in finance and leadership. I received the Karl Bruner Award for the highest academic achievement among international students and was elected to Beta Gamma Sigma, the international honor society of business schools. I have also cleared two levels of the CFA program, underscoring my commitment to professional excellence and ethical standards.Beyond my professional endeavors, I am passionate about creative writing and have published multiple poems and a short story in online magazines. I thrive in diverse and collaborative team environments and am dedicated to contributing to the success of my organization.

Sneha Pathak's Current Company Details
State Street

State Street

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Vice President - Program Delivery
Boston, MA, US
Website:
statestreet.com
Employees:
44927
Sneha Pathak Work Experience Details
  • State Street
    Vice President - Program Delivery
    State Street
    Boston, Ma, Us
  • State Street
    Assistant Vice President, Market Data
    State Street Jan 2024 - Present
    Boston, Massachusetts, United States
    - Analyzed complex data of $200m+ fees and negotiated with third-party vendors to reduce brokerage fees- Modeled projected contract costs and reconciled $5m+ invoices to ensure audit compliance.- Collaborated across functions to successful map processes from execution to accounting in the General ledger to find pain points -Mentored a team of 5 interns in a business case challenge
  • State Street
    Avp, Global Markets Product Innovation & Strategy
    State Street Mar 2023 - Present
    Boston, Massachusetts, United States
    - Led research initiatives and presented insights on new markets, trends, partnerships, and investment options to senior management.- Analyzed client data and identified cross-selling opportunities through executive engagement.- Collaborated with teams to develop materials for new products and client acquisition.- Created and delivered strategic presentations for senior management.- Participated in Talent Council committees to enhance cross-product education.- Conducted competitive analysis.- Built a database of promising investment opportunities.- Benchmarked Global Market Group’s productivity against industry standards.- Mentored incoming FGP interns and full-time candidates.- Engaged in interviewing and selection process for the recruitment of finance talent programs
  • State Street
    Assistant Vice President, Finance Change Delivery
    State Street Jul 2022 - Mar 2023
    Boston, Massachusetts, United States
    Finance Change Delivery - Strategy ConsultantKey Projects:- Resource Management: Optimized resource allocation by aligning team members' skills and interests with projects, boosting efficiency and productivity.-Finance Process Re-engineering: Overhauled finance processes to enhance speed and efficiency, including creating action trackers, designing workflows, and developing project charters.- Allyship at Work Initiative: Developed services to support discussions on racism, fostering an inclusive and supportive workplace environment.
  • University Of Rochester - Simon Business School
    Admissions Committee Ambassador
    University Of Rochester - Simon Business School Mar 2022 - Apr 2022
    Rochester, New York Metropolitan Area
    Interviewed candidates from across the globe for the MSF, MSBA, MSMA programs at Simon to gauge their fit for the programs.
  • University Of Rochester - Simon Business School
    Team Coach
    University Of Rochester - Simon Business School Aug 2021 - Mar 2022
    Rochester, New York, United States
    Served as a Team Coach to first year MBA students to help them work better as a team. Led team meetings each week to serve as a mentor and guide. Conducted feedback collection and distribution to the team mates and helped resolve conflicts.
  • State Street
    Finance Graduate Program Intern - Cfo, Business Risk
    State Street Jun 2021 - Aug 2021
    Boston, Massachusetts, United States
    • Analyzed the firm’s control environment for Reg W to identify patterns in mapping of controls to risk instances for rectifying inaccuracies or inconsistencies.• Conducted an analysis for mapping of regulatory obligations associated with Reg W to reconcile different approaches between teams and thereby ensure consistency in State Street’s control repository.• Screened firm wide controls to find the potential for Reg O and Reg U in the existing control environment.• Conducted a linear progression analysis to compare actual progress of risk review completions of different business functions to projected risk review completion targets.• Identified controls and business functions impacted by the Contingency Funding Plan of the bank.• Evaluated and provided a summary analysis on control inventory for several corporate business functions which will be used to improve the overall control environment for those businesses. • Created and presented an education and dialogue strategy for 2022 anti-racism efforts to the office of the CFO.
  • Citi
    Investment Banking Analyst
    Citi Nov 2016 - May 2020
    • Prepared materials and financial models, including Benchmarking, Precedents Analysis, Industry Slides, Financial Analysis and Comparables Analysis, for consumer, retail, and healthcare companies in collaboration with the NAM, EMEA, and APAC teams.• Developed materials for pitches and deals ranging from $500mm-$2bn.• Initiated creation of a database on 50+ PE companies, detailing industry focus, investment strategies, and recent activity to gain actionable insights into potential targets for clients.• Designed a sales memo of a fitness company for potential buyers and top management as part of a dual-track sell-side process of spin-off / M&A and IPO worth a deal value of ~$450mm+.• Developed a deck of potential sponsors' portfolio and investment strategies, to gauge interest for a US-based client for a sell-side pitch of a company with an enterprise value of $250mm+.• Explored strategic and financial implications of M&A vs organic growth focusing on the CPG industry to formulate a strategy for clients.• Built a Precedent Database with 100+ transactions in alcohol and food and beverage space in North America to streamline data used to generate new clients.• Conducted a liquidity analysis in terms of revolving credit facilities for 150+ companies in the US retail space impacted by COVID-19.

Sneha Pathak Skills

Leadership Survey Design Presentation Skills Social Media Company Profiling Public Speaking Accounting Skilled Multi Tasker Salesforce.com Creativity Corporate Finance Interviewing Microsoft Powerpoint Report Writing Cross Selling Financial Modeling Data Analysis Blogging Investments Market Research Bloomberg Project Tracking Communication Communication Skills Team Management Finance English Tableau Basic Strategy Creative Writing Microsoft Office Microsoft Word Microsoft Excel Cross Team Collaboration Critical Thinking Microsoft Outlook Wordpress Financial Analysis Business Process Improvement Interpersonal Skills Management Teamwork Analytical Skills Project Management Investment Banking Research Cross Functional Collaborations Mergers And Acquisitions Presentations Storytelling

Sneha Pathak Education Details

Frequently Asked Questions about Sneha Pathak

What company does Sneha Pathak work for?

Sneha Pathak works for State Street

What is Sneha Pathak's role at the current company?

Sneha Pathak's current role is Vice President - Program Delivery.

What schools did Sneha Pathak attend?

Sneha Pathak attended University Of Rochester - Simon Business School, Cfa Institute, H.r. College Of Commerce & Economics.

What skills is Sneha Pathak known for?

Sneha Pathak has skills like Leadership, Survey Design, Presentation Skills, Social Media, Company Profiling, Public Speaking, Accounting, Skilled Multi Tasker, Salesforce.com, Creativity, Corporate Finance, Interviewing.

Who are Sneha Pathak's colleagues?

Sneha Pathak's colleagues are Rashmi Ranjan, Jyothi Katlakanti, Theresa Tran, Venkatachalam Arumugam, Michał Wilczek, Jiele Huang, Mary Salvadore.

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