Business Analyst Financial Planning

BHANU SEHGAL *************@*****.*** • 757-***-****

www.linkedin.com/in/bhanusehgal1

CONTRACT MANAGER

Summary: Highly motivated contracts manager with extensive knowledge in reviewing, drafting, and negotiating commercial contracts. Resourceful with the ability to accurately evaluate and prioritize company goals, while communicating effectively and professionally. Expert in independently managing multiple projects in a fast paced and deadline driven environment. Valued team player able to drive company efficiency through exceptional communication, cross-functional collaboration, and time management skills. Key strengths include: Investment Strategies & Policies • Portfolio Construction • Financial Planning & Analysis • Market Trends & Forecasting Regulatory Compliance • NDA’s • Trading & Rebalancing • Risk Management • MSA’S • SOW’s • SaaS • State & Federal Regulations • Accounting & Taxation • Team Building • Asset Management • Client Retention Technical proficiencies: MERN Stack (MongoDB, Express JS, React, Node JS), JavaScript, SharePoint, Access, Webex, SQL, Docker Containers, DevOps, Cloud, Microsoft Office Suite (Word, Excel, PowerPoint), HTML, CSS PROFESSIONAL EXPERIENCE & ACHIEVEMENTS

Robert Half/ALM • Remote 2023 to Present

Contractor/Court Stringer

• Involved in a variety of tasks, ranging from visiting local courts to handling legal documents and interacting with key court personnel in 5 cities.

• Worked closely with multiple department team leaders and clients to develop innovative solutions to business challenges.

• Responsible for regular visits to local courts to review court filings.

• Collection and management of legal documents based on established requirements.

• Accurate scanning and uploading of collected documents into a database for client access

• Interaction with court personnel to ensure timely access to relevant documents

• Use of Microsoft tools and other computer research skills to maintain and update records.

• Effectively communicated to liaise with court personnel and team members

• Utilized skills in Civil Litigation, Typing, and Legal Research to ensure thorough and accurate work

• Regular review and monitoring of legal data and documents. The Nanite, LLC • Los Angeles, CA 2022 to Present

Founder & Chief Executive Officer

Built medical nanotechnology equipment manufacturing business from ground up. Examine new materials to determine use of manufacturing nanites. Develop business plan/strategy to ensure company success while managing teams in 2 countries. Simulate model and design ideas using augmented reality (AR) visual technology. Conduct meetings between clients and stakeholders to meet end-user needs. Handle all partnership paperwork and Articles of Incorporation.

• Serve as one of few companies to enter emerging nanotechnology industry, creating machines/robots with components near nanometer scale.

• Developed, implemented, and managed a new more efficient contract database using JIRA.

• Reduced material and production cost 8% by sourcing nanofiber manufacturing machine, StreamSpinner1000, with service contract.

TD Ameritrade • Virginia Beach, VA 2004 to Present Trader & Portfolio Manager

Analyze market trends and forecast future conditions to strategically plan various trades and investments for clients at top stockbroker firm. Conduct technical and fundamental assessments on companies to determine entry and exit levels for stocks and option trading.

- Generated $85K in Dogecoin investments by identifying emerging markets. BHANU SEHGAL *************@*****.*** • 757-***-****

- Mitigated portfolio risk by selling certain assets in a strategic manner to reduce loss due to market and geopolitical trends.

Optima Health • Virginia Beach, VA 2020 to 2021

Business Analyst

Devised corporate finance data models to target discrepancies and gaps in user-end requirements. Managed requests for proposals (RFP) and test plans. Educated users on market reports while overseeing departmental communications. Maintained and updated business design specifications.

• Collaborated with business managers, operations, and risk managers to generate metrics to measure efficiency, service, and control.

Sehgal Enterprise LLC • Virginia Beach, VA 2012 to 2020 Founder & CEO

Owned Del Sol #1 retailer in Caribbean and top 10 tourist store in US. Directed new initiatives, analyzed data, and negotiated with vendors as needed. Reviewed end-of-month balance sheets and reconciled variances to maintain profits. Implemented marketing campaigns to capture peak season revenue. Built positive relationships with senior management while supervising team of 25 staff members. Developed spreadsheets using SQL, Excel, Access, and property finance systems to identify trends and create forecasts. Reviewed financial statements, costs, and revenue projections while maintaining profit and loss (P&L) gross margins.

• Achieved $900K in gross annual sales by implementing personalized marketing/advertising tools.

• Expanded company 200% in 3 years by establishing corporate franchise programs in sales/merchandise and identifying growth opportunities.

• Enhanced financial data accuracy 15% by developing automated forecast tracking and management reporting system.

• Raised earnings 25% by updating daily cash position and conducting analysis/investigations to create trend reports in P&L lines.

• Boosted revenue $525K and market share 25% by analyzing debt and profit share reports.

• Increased profits $115K by developing team of 10 high-performing staff members and setting target sales goals.

• Rose accuracy 26% by monitoring spend analysis and developing automated processes.

• Formed new leadership development program to train employees on human resources (HR), sales, inventory management, loss prevention, and code of conduct.

Cypress Delights Greek Restaurant • Virginia Beach, VA 2015 to 2017 Owner & Chief Operating Officer

Examined consumer demands and culinary trends to produce innovative recipes and menus at Greek restaurant. Adhered to health code and Food and Drug Administration (FDA) requirements.

• Established employee bonus plan to achieve sales goals.

• Adhered to business profit targets by maintaining less than 45% labor margins. Northwestern Mutual Financial Services • Milwaukee, WI 2010 to 2012 Financial Planner

Offered price, territory, and sales analytics for business unit metrics and performance tracking at financial services organization. Communicated with potential customers, answering questions about pricing, settlements, compliance evaluations, and proposals. Implemented client traders across various products including fixed income and currency. Balanced risk portfolios while monitoring client accounts. Developed working relationships with top trust estate planning attorneys and investment advisors. Counseled team on marketing, HR, general management, and financial planning.

• Increased business 77% by creating new strategies and handling full sales cycles.

• Increased lease on commercial real estate 75% by recommending/implementing 30% reduction based on revenue, delivery, and resources analysis.

BHANU SEHGAL *************@*****.*** • 757-***-**** EDUCATION & PROFESSIONAL DEVELOPMENT

Old Dominion University, Norfolk, VA Bachelor of Science 2010 Massachusetts Institute of Technology, Cambridge, MA Professional Certificate in Coding 2023 MIT xPRO Professional Certificate in Coding program, gaining hands-on immersive full-stack coding experience by completing several extensive projects and coursework.

National Contract Management Association Certified Commercial Contracts Manager (CCCM) 2021 AFFILIATIONS & COMMUNITY INVOLVEMENT

Member – MIT Sloan School Investment Management Club, Cambridge, MA (2022) Member – (iHQ) MIT Innovation Headquarters, Cambridge, MA (2022)

• Assisted with drafting and reviewing contracts with company counsel, ensuring that contractual risks to the business were minimized, with a particular focus on commercial terms and restricted exposure of liability.

• Experience in reviewing and drafting commercial contracts (NDAs, MSA’s, SOWs, SaaS, etc.).

• Worked closely with multiple department team leaders and clients to develop innovative solutions to business challenges.

• Developed and implemented a new and more efficient contract database and I was responsible for the life cycle of multiple contracts from start to finish to ensure that everything followed agreed terms.

• Conducted meetings between clients and business stakeholders.

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