AlphaAdvisors is an emerging technologies consulting firm with a mission to empower the growth of businesses with revenue under $500MM, specifically small and mid-sized businesses (SMBs). The firm's commitment is to support clients from strategy to execution, creating value through various services in artificial intelligence (AI), emerging technologies, data, advanced analytics, and digital transformation.- Responsible for driving the firm's growth by forging strategic partnerships and leading business development, while delivering cutting-edge data and AI solutions to clients who are founder-owned and private equity-backedFeel free to DM me on LinkedIn or email me directly at suraj@alphaadvisors.com to discuss strategic partnerships and client prospects.

IIT Jodhpur North America Foundation is an official non-profit organization (pending 501(c)(3) status) established to engage and support alumni, enhance branding, and raise funds for the betterment of the Indian Institute of Technology (IIT) Jodhpur, India.- Responsible for overall leadership and management of the organization

PanIIT is an official association and umbrella organization representing the alumni network of all Indian Institutes of Technology (IITs), which are among India's most recognized symbols of intellectual excellence, achievement, and leadership.- Leading revenue generation and fundraising efforts for the non-profit organization- Representing IIT Jodhpur & IIT Gandhinagar in the board

SUMMARY- Worked directly with the C-Suite, specifically CFOs, CTOs, and CIOs, of multiple private equity portfolio companies to help develop, accelerate, and execute various business transformation initiatives – organizational growth strategy and roadmap, enterprise data governance, business intelligence and analytics, technology enablement, IT/systems strategy and architecture, performance improvement, finance transformation, and technical program managementCLIENT DELIVERY & STRATEGIC INITIATIVES OWNERSHIP- Led teams to successfully deliver various digital transformation solutions; a few key clients & solutions: – Chemical Manufacturing (UMM PE)- FP&A Data Visualization and Database Development – Luxury Furniture Manufacturing (MM PE)- Data Governance and Master Data Management – Financial Services (Credit Union in California)- Enterprise Data Architecture and ERP Support – Financial Services (Shadow bank in Mexico City)- Forensic Accounting and Fraud Analytics – Healthcare (Firm acquired by CVS)- Financial and Health Data Engineering – Oil & Gas (Firm acquired by Fortune 500)- Financial and Operational Data Reconciliations- In parallel to client delivery, proactively led numerous key initiatives - GTM strategy and materials, proposals, SOWs, COs, thought leadership, cloud data integration prototypes, business intelligence prototypes, practice recruiting, practice all-hands meetings, and team trainings and certifications- Tools: SAP - SAC (SAP Analytics Cloud), Microsoft Azure, Power BI, Asana, Epicor, Alteryx, Celigo, Trintech, NetSuite, OneStream, Blackline, etc. PRACTICE LEADERSHIP & BUSINESS DEVELOPMENT- Partnered with senior leadership to strategically drive growth for the firm's Business Transformation practice (Technology Enablement and Data & Analytics)- Drove cross-practice collaboration and BD efforts, specifically to enhance the recognition and value of data-driven insights & analytics within the PE industry

SUMMARY- Developed and successfully implemented several strategic digital transformation initiatives valued at $30MM across multiple financial services clients (banking, capital markets, mortgages, etc.)- Led multiple workstreams (business requirements analysis, data management, BI, reporting automation, interface integrations and testing, technical project management, roadmap planning and strategy, program governance, etc.) across several projects by creating innovative methodologies, coaching 25 new resources, and delivering solutions with 100% accuracy- Received 11 highest level encore awards ($) for high quality work and outstanding performanceCLIENT DELIVERY & TECHNICAL EXCELLENCE- Directly managed 12 resources (onshore & offshore) and oversaw 2 work streams in parallel (team of 22) to deliver one of the major reporting and data automation projects ($6.3MM) with constantly changing milestones- Acted as the primary techno-functional lead in one of the major data integration projects ($20MM); conducted daily huddle & bi-weekly tech meetings with 4 different cross-functional teams (40 members) during the entire project lifecycle, ensuring a smooth production- Led data workstream (ETL) in one of the major finance transformation projects ($20MM)- Performed data analysis & reconciliations on large data sets; also developed multiple data quality & financial reporting controls- Built a BOT (RPA) to expedite the monthly accounting closing process, reducing time efforts by 60%- Crafted and presented monthly executive summaries and program level financials directly to the client and internal leadership respectively- Tools: AWS Redshift, Workiva, Tableau, SQL Server (Toad), Informatica, Alteryx, Blue Prism, Jira, etc. BUSINESS DEVELOPMENT- Actively worked with MDs and Partners and won proposals for 5 projects ($7MM revenue)- Facilitated business development via story boarding, creating use cases, and developing strategic marketing (GTM) materials

SUMMARY- Year-round Intern from May 2015 to May 2016- Directly worked with the CEO to manage marketing, operations, and accounting business functions across different lines of business- Implemented data-driven marketing strategies to increase profits by $18,000 over a period of 4 weeks. For e.g. optimized business hours by analyzing customer sales trends; bundled products’ sales- Conducted inventory management to increase operational efficiency and reduce costs by 22% in 6 months. For e.g. introduced contingency planning; audited labor and material costs

SUMMARY- Direct report to CEO- Worked on business requirements and collaborated with business and technical leads to make the decision on whether, and how, to move forward with client projects- Initiated ‘Idea Bin,’ to encourage innovation in the firm. The cross-training and flexibility benefits that arose from this innovation resulted in additional profits for the firm- Represented the firm in Indo-Global Education Summit & Expo and Advantage AP IT Summit, bringing in potential clients and synergies