Sneha Pathak Email & Phone Number

Boston, Ma, Us

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

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

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.

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.

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.

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.

• 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.

Full Time Mba Program (Stem), Major In Strategy With A Minor In Finance And Leadership., 3.97

Activities and Societies: - Karl Brunner Award Winner: Karl Brunner Award: Non-US graduating student who has the highest record.

Finance

Passed 2 levels of the CFA exam in the first attempt.

Bachelor’S Degree, Management, 85.4% "O" Grade (Highest Grade) Top 10 Rank In Class

Activities and Societies: BMS newsletter, Model United NationsCore subjects : Investment Analysis & Portfolio Management, International.