Sales Management

DARSHIT VORA

**** **** **** *****, ***** Rosa, CA 95409

************@*****.*** 707-***-****

www.linkedin.com/in/darshitv

Education UNIVERSITY OF SAN FRANCISCO, SCHOOL OF MANAGEMENT San Francisco, CA

MBA, Finance, Data Analytics & Business Insights May 2017

●Leader – Venture Capital Investment Competition 2017

●Finalist – Net Impact Case Competition 2017

●Vice President – Marketing Club, Secretary – Finance Club

UNIVERSITY OF SOUTH CAROLINA, MOORE SCHOOL OF BUSINESS Columbia, SC

BS – Business Administration - Finance (Investments) December 2007

●Dean’s Honor List and Semester Honors

●MSB Alumni Scholarship

Experience MADISON REED San Francisco, CA

Financial Analyst (Summer Project) May 2018 - Present

●Designed and developed KPI (Key Performance Indicators) dashboard using a data exploration and discovery business intelligence platform for the management team

●Partnered with the Director of FP&A to build the annual budget, 3-year strategic plan, and monthly rolling forecast including balance sheet and cash flow forecasting

●Built ad hoc analysis reports to initiate strategic decisions, evaluate investment opportunities and drive sales to support and influence the CFO and Director’s vision

PRANA FOODS San Rafael, CA

Business Consultant Sep 2017- May 2018

●Engineered an operating projection for the CEO with multiple financial scenarios

●Designed and developed a pitch deck for investors and projected cash flow nation wide

●Created a business plan, forecasts and dashboards to predict future revenue and flows

●Forecasted future trends and consumption by examining current buying habits of consumers

PARAMETRIC TECHNOLOGY CORPORATION Boston, MA

Strategic Analytics & Insights Intern May 2016-Aug 2016

●Voice of the Customer (VoC) - Engineered data analytics system to analyze all customer feedback from in person, voice call, social media & online forums for over 4000 clients producing approximately 180 million data points/year

●Analyzed over 3000 data points for 1000 clients to create a customer behavior model for determining buying & retention factors, resulting in changes to marketing efforts to existing customers across seven countries

●Gamification - Championed overhaul of developer incentive programs by analyzing market data, competitor websites, 100s of forums to engineer a cutting-edge technology solution using gaming psychology, resulting a strategic recommendation to the DVP & Chief Customer Officer

MALLOY CONSULTING (University of San Francisco) San Francisco, CA

Marketing Analyst Jan 2016-Dec 2016

●PrecisionAid Medical Software: Led a group of consultants to come up with a go to market strategy for an emerging medical model and disease treatment/prevention approach startup. Our project secured funding from U2 artist Paul David Hewson ‘Bono’

●Analyzed $230Billion Global IT Healthcare Market. Leveraged acquisition, activation, retention & referral analytics strategy to position the startup to disrupt the industry monopolized by institutional players, increasing viability by 75%

●Spearheaded robust competitive analysis of five market leaders in Global IT Healthcare using IBIS data to analyze over 10,000 data sets across 7 KPIs to craft a market penetration strategy to capture 5% of the market share

●Crafted LEAN Management Inbound Marketing strategy by optimizing Google Analytics to increase customer reach by 70%

ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY Mumbai, India

Strategic Investment Analyst Dec 2012- July 2015

Prudential Plc (UK) / ICICI Bank joint-venture (Largest Asset Management Company in India)

●Provided investment advisory to High Net Worth clients including key executives of India’s largest financial services firms and celebrities with assets over $100 Million

●A customer first mindset helped me grow the AUM that I managed from $20M to more than $200M in less than a year

●Developed detailed compelling strategic reports and presentations on fund strategy, product pricing, fund expenses, competitor analysis and investor experience to support management's strategic planning which grew New Fund Offerings by 40%.

●Consistently delivered in key areas of company’s KPIs, i.e. close ended equity funds, long duration debt funds and tailor made equity portfolios in a poor/challenging market conditions.

●Contributed 50% of regional collection and 15% of national AUM for close ended funds in FY2013-2014

RELIGARE INVESCO ASSET MANAGEMENT COMPANY Mumbai, India

Financial Sales Analyst Feb 2011- Dec 2012

Joint-venture between India’s diversified financial services group (asset and wealth management, capital markets and health insurance) and an independent global investment management firm.

●Increased sales of the banking channel by 45% within 6 months of taking the role.

●Key player in our CEO's mission of acquiring direct clients. Mission was to gain clients directly in a market where 98% of clients were through distributors. Garnered more than 5 High Net Worth clients in less than 3 months, who consistently contribute more than $10M of business Year on Year

●Developed communication for quarterly earnings release and supported management for strategic forecasting. Top Management's go to person for collaborative strategy decisions between the sales team and business development strategic team at corporate office

Senior Executive, Business Development (Strategy) Sep 2008 - Feb 2011

●One of the core founding employees of the company, when the company began its operations in 2008

●Played an instrumental role in a team that could break-even and turn profitable in less than 2 years. The fastest to do so by any Asset Management Company in India

●Worked directly with equity & debt fund managers to prepare ad hoc financial data analysis presentations which increased my understanding of macroeconomics affecting market conditions

●Collaborated with key stakeholders like distributors, brokers and dealers in coordination with fund managers and top – management to create new product ideas that would be feasible in the market conditions of 2009

Additional

●Passionate about analyzing data for strategic outcomes in the cross section of finance and technology

●Technical: MS Office (Advanced Excel, PowerPoint, Word), Tableau and JMP

●Basic Level: SQL & Python

●Understand CAD, ALM, PLM, SLM and SDLC

●Languages: Hindi, Gujarati, English (Native)

●Interests & Hobbies: Yoga (Ashtanga), Squash (USC Rec Team), Running (Track/Distance)

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