Neil Joshi
*** ******** *** #*** ********, NY ***10 559-***-**** bzobd9@r.postjobfree.com
EDUCATION
Syracuse University, Syracuse, NY
Martin J. Whitman School of Management
Master of Business Administration, May 2012
Concentration: Finance
GPA: 3.4
Clubs and Organizations: Whitman Consulting Club, Investment Club
Coursework: Investment Analysis, Portfolio Analysis, Value Investing, Financial Modeling
University of California, San Diego, La Jolla, CA
Bachelor of Science, Management Science, June 2010
GMAT: 640
Clubs and Organizations: Associate Sports Editor at School Newspaper (The Guardian)
Coursework: Econometrics, Corporate Finance, Operations Research
PROFESSIONAL EXPERIENCE
Financial Administrator, Community Medical Centers 6/11-8/11
Fresno, CA
• Initiated a campaign to generate interest in starting a food cooperative in an impoverished area through the generation of surveys and a business plan
• Used Excel to forecast the viability of the food cooperative by making an income statement and statement of cash flows as well as performing an NPV analysis
Financial Assistant, Centaurus Financial Inc. 6/10-8/10
Fresno, CA
• Initiated marketing campaign designed to discover new clients by creating and mailing promotional postcards
• Streamlined company documents through conversion and organization of files into digital form
• Transcribed meetings with potential brokers discussing viability of investment plans such as real estate trusts, retirement IRA accounts, and life insurance policies
ACADEMIC PROJECTS
Academic Consultant, M&T Bank 9/11-12/11
Syracuse, NY
• Participated in the interviewing process for portfolio managers in order to make decisions as to where M&T Bank should allocate $20 M of client funds
• Utilized a scoring rubric to rank qualitative aspects of each portfolio manager’s investment styles versus other candidates
• Presented findings to M&T investment managers as to which portfolio managers to consider further
Business Development Consultant, Sports Turf Care 8/10-5/11
Syracuse, NY
• Developed a strategy for the company owner to implement at an industry convention to gain a new client base
• Created a convention show blueprint, including a sales pitch, booth layout and marketing materials
• Implementation of the strategy was completed 55% under budget and yielded 400% expected revenue
Entrepreneurial Consultant, Sparrow Flower & Gardens 1/11-5/11
Syracuse, NY
• Performed a cost analysis of company services and created an income statement to identify the most profitable aspects of the business
• Updated and organized company documents including invoices, inventory and financials into electronic form through the use of Billings
• Audited marketing strategy by developing a website, identifying the company’s target market and preparing a product portfolio
Academic Consultant: Market Strategist, Sierra Nevada 8/10-12/10
Syracuse, NY
• Profiled core target market customers
• Identified product and brand attributes that appeal most to core customers through the use of surveys
• Recommended future marketing strategies to company executives based on research findings