Executive Assistant Los Angeles

NEHA JETLEY

Los Angeles, CA ***** 415-***-**** ******.****@*****.*** www.linkedin.com/in/nehajetley

Chief of Staff

Cross-Functional Leadership - Strategy - Operations Results-driven CoS adept at formulating strategies for optimizing organizational resources, improving budget management, and maximizing cost reductions. Leverages Bachelor of Business Administration in Finance and Accounting and 19+ years’ industry experience to implement strategies. Proficient communicator who hits the ground running on projects to fulfil key operational goals. Aligns priorities through cross-functional teams to spearhead initiatives. Featured in 2017 IFC report ‘Investing in Women as a Woman Entrepreneur’. In person/remote work ready. CORE COMPETENCIES & SKILLS

STRATEGIC DEVELOPMENT & IMPLEMENTATION • DATA ANALYSIS & MANAGEMENT • OPERATIONS • BUDGET MANAGEMENT • CONTINUOUS PROCESS IMPROVEMENT • RELATIONSHIP & STAKEHOLDER MANAGEMENT • CROSS- FUNCTIONAL COLLABORATION • FUNDRAISING

TECHNICAL SKILLS

MS OFFICE • WORD • EXCEL • POWERPOINT • OUTLOOK • PROJECT MANAGEMENT SOFTWARE • PRODUCTIVITY SOFTWARE PROFESSIONAL EXPERIENCE

PETRO IT, SUGAR LAND, TX 6/2023 -7/2024

CONSULTANT:

Aiding an Enterprise SaaS firm focused on the energy sector in developing documentation with an aim to raise external capital and helping the firm in raising such capital. Advising on standards and strategy, describing the commercial potential of the products and services and facilitating the development of a fund-raising pitch to potential investors, specifically related to raising growth capital through a minority sale of equity. BAJAJ CAPITAL WEALTH MANAGEMENT, NEW YORK, NY, USA/NEW DELHI, INDIA 11/2020 – 05/2023 COS, RETIREMENT SOLUTIONS: Implemented special projects for Chairman’s office. Spearheaded organizational growth with integration of solutions for new and existing clients. Analyzed complex issues to provide actionable solutions at scale. Established long-term, mutually beneficial relationships with vendors, leadership, and stakeholders. Provided ongoing evaluation of business strategies based on pilot programs to increase sales outreach. Recommended strategic changes to Senior Management to achieve project goals. Leveraged knowledge of startups and fintech to advise Chairman and executive team on fundraising, investment deck creation, and valuation based on peers. Implemented policies and procedures to create infrastructure for retirement planning as a solution. KEY ACHIEVEMENTS

Introduced planning to scale annual revenue of Retirement Solutions Project from $800K in FY21 to $10M+ by FY 23

● Sourced and analyzed information across organizational functions to form business planning and target goals

● Overhauled sales commission policies to better enable attainment of incentives in collaboration with Sales team

● Managed all P&L and created cost-related budgets based on all relevant information obtained from crossfunctional teams

Facilitated monthly revenue increase from $10K in November 2020 to $300K in April 2022 and from $50K annually in FY20 to $800K+ in FY21

● Created objectives and key results (OKR) metrics to facilitate consistent revenue growth

● Chaired team meetings to communicate and align team priorities through Notion

● Identified and resolved problems autonomously to allow leadership to focus on big picture Grew client base by a CAGR of 37% to a total of ~3,000 clients over 18 months between Nov ‘20 and Apr ‘22

● Owned projections, operating expenses, and budget effectively by collaborating with cross-functional teams

● Supported Chairman with quick and independent problem solving by acting as a buffer between Chairman’s office and executive teams

Spearheaded fundraising initiative for Retirement Solutions Project including creation of investment deck and team training

● Prepared investment pitch deck to be used by Chairman’s office for fundraising

● Developed company valuation based on various methodologies, including listed peer multiples EZSPEND PREPAID PAYMENT SOLUTIONS, NEW DELHI, INDIA 07/2010 – 05/2020 FOUNDER & CEO: Drove recruitment and development of highly competitive management teams across Sales, Operations, and Tech. Managed and inspired cross-functional staff. Successfully negotiated and signed partnerships with leading private banks in India.

KEY ACHIEVEMENTS

Achieved annual transaction volume growth from $1M in 2013, to $200M+ in 2016 by:

● Shifting focus from direct selling to establishment of distribution network to increase profits

● Solidifying key industry partnerships to pilot cutting edge payment systems

● Implementing systems across 11K stores and 4 states to maximize market penetration OPPENHEIMER & CO., NEW YORK, NY 01/2008 – 6/2009

Senior Analyst – Investment Banking, Industry focus: Technology – Hardware KEY RESPONSIBILITIES

● Engaged in all aspects of transactions from deal origination (creating presentations, company valuations, pro forma impact to client) to execution (due diligence, negotiations, drafting of terms sheets)

● Performed valuations using DCF, DDM, sum-of-the-parts, comparable company and precedent transactions

● Built and maintained financial models necessary to perform LBO, merger and optimal financing analyses

● Authored all forms of client presentations including Information Memoranda, board presentations, bid letters CIBC WORLD MARKETS, NEW YORK, NY 12/2006 – 1/2008

Analyst – Investment Banking, Industry focus: Technology – IT Services and Software KEY RESPONSIBILITIES

● Prepared pitch books for client presentations

● Maintained and routinely updated IT Services and Software comp set and precedent transactions with each company’s M&A strategies to scope out potential candidates for buy side and sell side EDUCATION, PRESENTATIONS & CERTIFICATIONS

NORTHWESTERN UNIVERSITY – KELLOGG SCHOOL OF MANAGEMENT, EVANSTON, IL DIGITAL MARKETING STRATEGIES • PRODUCT STRATEGY • AI APPLICATIONS FOR GROWTH • LEADING WITH ADVANCED ANALYTICS

BOSTON UNIVERSITY OF SCHOOL MANAGEMENT, BOSTON, MA BACHELOR OF SCIENCE – BUSINESS ADMINISTRATION, FINANCE & ACCOUNTING PRAYAG ALLAHABAD UNIVERSITY, ALLAHABAD, INDIA

MASTER’S DEGREE IN HINDUSTANI VOCAL CLASSICAL MUSIC KEY PANEL SPEAKER – FDI WORLD FORUM 2019 – SYDNEY, AUSTRALIA

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