Management Financial

PRASHANT SAHNI, PMP

***** ***** ******* ** *** **103, San Antonio, Texas 78249

Cell: 210-***-****

**************@*****.***

Summary

Highly analytical and driven problem-solver with over eight years of multi-industry experience working presently as a Financial Advisor helping individuals and businesses be wise with their money and achieve their goals.

Core Skills & Highlights

CFA Exam Level 2 Candidate

FINRA Series 7 & 66

Superior Excel Modelling skills

Working with enormous volumes of data and technical reports.

Project Management Professional (PMP)

Supply Chain Management

Product Design & Development

Manufacturing & Production

Communication and Negotiation

Sales & Marketing

Conflict Resolution

CRM (Salesforce)

ERP (SAP FICO)

Medium-level SQL Proficient

General Lines Agent (Life & Health)

Willing to relocate

Experience

Associate Representative July 2017 – Present Thrivent Financial San Antonio, TX

Thrivent Financial is a Not-For-Profit, Fortune 500 organization. It provides financial products and planning services to its members. These include, but are not limited to, life insurance, retirement, disability, and long-term care products as well as investment products such as mutual funds and comprehensive Financial Planning advice.

Responsibilities:

Acquire General Lines Agent, FINRA Series 7, and Series 66 licenses.

Build a book-of-business.

Become proficient in the products offered by Thrivent Financial.

Focus tremendously on Ethics and Compliance.

Accomplishments:

Built a Book-Of-Business of over 250 clients and prospects through extensive marketing, networking, and joint work with other financial advisors.

Generated considerable number of ‘connect’ meetings per week through sheer networking and outreach and leveraging Social Media for business.

Helped individuals identify and resolve issues related to Financial security and personal financial risk management.

Resolved multiple conflicts utilizing superior communication skills developed through years of experience.

SAP FICO Consultant Mar 2013-Sep 2016

Datamine Infotech New Delhi, India

Datamine Infotech develops and markets networking products. Its products include routers, switches, network management software, network security products, and software-defined networking technology. SAP IGNITION project was to transform the existing legacy systems of Datamine and its Business process into SAP. It is the enterprise wide implementation using different modules of SAP like ECC, CRM, SCM, PI, SNC, BI and GTS.

Responsibilities & Accomplishments

Worked closely with the end users to gather the requirements and translate it to a functional Specs then deliver it to the ABAPer in technical words.

Handled Accounts Payable & CCA (Including Taxes, Withholding Tax, Payments, CCA allocation structures).

Worked on RICEFW objects as per the business requirements including Bank interface for AP payments, invoice uploads from vendor SFTP location to SAP, Payment remittance advice mail confirmation to the vendors from SAP, 1099 customized report, AP payment preview report etc.

Worked on inbound and out bound interfaces from Juniper third party systems like Concur, COUPA to SAP.

Functional Specification documents preparation & Functional Unit testing for the objects developed.

Continuous coordination with Juniper IT & Business to get the requirements and implement the same in SAP.

CEO May 2008 – Mar 2013

After-Market Auto Parts New Delhi, India

Responsibilities & Accomplishments:

Founded and managed business of design and production of automobile spare parts.

Plowed through hundreds of pages existing research and technical data and conducted own research to select, introduce, and test cutting-edge technologies while working with vendors to reduce design, production, and testing costs.

Raised three new vendors for the supply of systems and components for the assigned system.

Diversified sources of raw materials by engaging three new vendors and reduced concentration risk.

Supervised accounting, credit-management, and other financing efforts by working with various banks and negotiating deals.

Increased revenue at 7.5% CAGR from 2008 to 2013 coming out of the 2008 global financial crisis.

Widened client base by striking deals with various and diverse businesses in the New Delhi capital region area.

Executive (Trainee) July 2007-May 2008

Honda Motorcycle & Scooter India (HMSI) IMT Manesar, India

HMSI is the wholly owned Indian subsidiary of Honda Motors Japan. HMSI manufactures two-wheelers for the domestic Indian market and for export to countries around the world.

Responsibilities & Accomplishments:

Work in a high-pressure, ‘Production Never Stops!’, environment and develop the skills for supervising production, conflict resolution, and issue mitigation.

Learn Die-design and maintenance of dies.

Supervised production shifts with over 150 operators for production of 1000 units per shift.

Participated in die-design for the then-upcoming Honda Aviator scooter. Maintained press-shop dies for then-existing scooters and motorcycles.

Learned production operations in the Quality, Frame, Engine, Press, and Paint departments.

Technical Skills

CRM: Salesforce

ERP: SAP R/3 -ECC 6.0

Operating Systems: Windows, Mac OS, Ubuntu Linux.

Database: MS Access, SQL

Microsoft Tools: MS Office Suite, MS Visio, MS Sharepoint, Remote Desktop, Skype For Business.

Education

Bachelor’s Degree (BS) in Mechanical Engineering from Jamia Millia Islamia, New Delhi, India. Graduated in 2007. GPA 4.0 (top 5% of the class).

Certificate course in CATIA Version 5 (5 Modules).

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