Statement of Purpose

I would like to leverage my knowledge and experience by working for a professional organization at a responsible position so as to add value to the organization as well as to my career.

Career Summary

* 1997, MBA (Finance) – GH Patel PG Institute of Business Management, V V Nagar, Gujarat, India

* 1993, Bachelor of Engineering (Electrical) – BVM college of Engineering, V V Nagar, Gujarat, India

* 12+ years of multi-industry, cross-functional and cross hierarchical experience - Exposure to Business Analysis, Research, Financial Modeling, Editing, Marketing, client servicing, on-site and offshore Project co-ordination, teaching and training, Excel-VBA programming, ERP/SAP SD, MS CRM.

Exposure to both service and manufacturing sectors: Financial Services, IT Services, ITeS / BPO, Education, media (internet & print), advertising and textiles.

Summary on Work Experience

IT Services, Project co-ordination, Testing of IT products, Marketing

- Handling an offshore team of analysts to develop XL – add in models for US based client

- On-site and offshore IT project co-ordination (both US based and India based)

- Testing of web based and MS Excel add-in based products

- Marketing of software solutions & services to corporate sector, responding to RFIs/RFPs, preparing marketing collaterals & client focused documents/presentations, preparing quotations, billing

- Identifying target segment and generating new accounts, managing accounts and building relations with corporate clients

- Concept marketing of a B2B portal for Gujarat region

- Advertising Management, print media planning, Concept creation, copywriting (English and Gujarati)

ERP /CRM

- Configuring a Sales organization, pricing and billing procedures in SAP SD 4.6B

- business analysis, requirement gathering, studying processes "as-is" basis

- functional / process exposure: Service: sales, marketing, customer service, operations, a/c mgt, costing

Manufacturing: purchase, plant maintenance, project management

- pre-sales of an ERP package; Responding to queries of US customers using MS CRM 3.0

Teaching, Research, Business analysis, Financial Analysis

- Teaching Finance subjects to MBA students, Preparing ppt presentation for classroom sessions

- Financial/Business analysis, Equity research using Advanced Excel features / VBA programming

- synthesizing information from diverse outputs and data sources and structuring it to prepare a presentation or to draw meaningful conclusions

- market research, research using internet, generating marketing intelligence, competition analysis

- Preparing Performance Graphs for US cos, prepare and review marketing promotional material

Work Experience

Lecturer Dr JK Patel Instt of Management, Vadodara Jul’09 to Oct’ 10

• Teaching courses of Finance and General Management to MBA students, Evaluating student performance, Preparing question papers, Developing Course material, Guiding student for projects

• IInd Year subjects: Management Control System, Management of Financial Services, International Finance, Corporate Strategy (part), Entrepreneurship Development (part)

• Ist year subjects: Accounting for Managers, Financial Management, Cost & Management Accounting

• Preparing powerpoint presentations for classroom sessions

Sr. Analyst SNL Financial India Pvt. Ltd., Ahmedabad Jul’04 to Aug’08

(A US based $100M financial technology company providing premium data for FIG, Energy and REIT sectors)

• Handling complete cycle of Financial Modeling Projects for External/Internal clients. Cycle includes stages like Analysis, design, development in Excel VBA environment and testing

• Reporting and coordinating with US office to understand project requirements

• No of Models developed: Excel/VBA macro based – 40 models; Only Excel based – 100 models

• Creating Performance Graphs for US based clients. Handled the Performance Graph project (Valued at USD 150,000) and transferred it to India office from US. Total PGs created – 150

• Editing, checking accuracy and quality of data for company’s Internet based publications

• Addressing US customers’ queries on financial data; Financial data research & analysis / validation

• Strategic Planning Model for an External client: Audited the model which was developed by the client and which had data in 20 different worksheets. The use of the model was to analyze the selected financial parameters if a company is acquired in a particular year and to do the strategic planning. Suggested and developed a Planning Model with an alternative approach consisting of only 3 tabs which offered ease in analyzing the impact of acquisition of a company.

Canvassing Agent Economic Research India Ltd., Mumbai Jan ’02 to Sep’03

• To identify the target segment, to generate the lead, to make a presentation, to prepare quotations and to enroll clients for subscription of Projects Today in Gujarat region.

Marketing Executive Rishabh Software Pvt. Ltd., Vadodara Aug.'00 to Oct. '01

(An ISO 9001:2000 certified company)

• Inquiry Generation, Inquiry Processing, preparing quotations, follow up and co-ordination with client & in-house technical team to respond to RFPs and to execute the order

• Preparing marketing collaterals, Assisting General Manager for presentation to clients.

• Developed and implemented strategies for company’s professional Training programs

Marketing Executive Nirman Infotech, Anand Oct.'99 to July’00

• Responsible for analysing clients' requirement, preparing quotations and negotiating with clients for ERP, Citizen Charter & IT related projects.

• Pre sales of an ERP package, successfully co-ordinated launch programs of ERP in Gujarat.

• Bagged an order of Citizen Charter System and co-ordinated the implementation of the same project at Collector Office, Kheda District, Nadiad.

Sr. Accounts Executive Cognito Advertising, Vadodara April'98 to Oct. '99

• Responsibilities included managing relationship with Clients and keeping track of their communication needs (like advertising, corporate brochures, event management, exhibition). Responsible for inquiry generation, preparing quotations, executing the order, delivery and billing to clients.

• Billed amount for the last 12 months was Rs. 35 lakhs (INR 3.5 million).

• Handled accounts of as many as 7 products/services from industrial & service sectors. Exposure to IT sector also. Sectors like Car finance, Health care, Pumps & Motors, Hotels and Diversified. Clients include Kotak Mahindra, Crompton Greaves, New Vision, Sayaji Hotels, etc.

Engineer (Electrical) Shri Dinesh Mills Ltd., Vadodara February'94 to July'95

• Responsibilities included scheduled and preventive maintenance of electrical equipment & control panels, solving control circuit problems, trouble shooting of electrical motors and dealing with State Electricity Board officials.

• Involved in the projects of transformer replacement (Valued at Rs. 0.7 million), diesel power project (approximate value: Rs. 10 million) and wind power project (approximate value: Rs. 40 million).

Key Achievements (Corporate & Academic)

- In March 2007, a US client congratulated company’s top management on a Financial Modeling solution I delivered which helps the company to do better analysis and to increase the efficiency of their business.

- A planning model I developed was displayed by a US client in a Banking conference in New York in Jun 2005.

- Secured 21st Rank in Gujarat State in S.S.C. examination (10th level) held by Gujarat Secondary Education Board in March 1987.

- Secured 1st Rank at exam centers in S.S.C. (10th level) in March 1987 as well as in H.S.C. (12th level) examinations in March 1989.

IT Skills

- Operating Systems: Windows and DOS

- ERP/CRM: SAP SD 4.6, MS CRM 3.0

- MS Excel 2007, 2003: Pivot tables, graphs, formulas, macros, functions, VBA Programming, Cross Application VBA programming

- Office Tools: Familiar with packages like MS Office 2003(Word, Excel, Powerpoint). Fair operating knowledge of Aldus Pagemaker 5.0 and Coreldraw 7.0.

- Language: Learnt Fortran programming language at Second year of B.E.

- SAP SD 4.6B training and practice on a dummy project (Oct’03 to Jan’04)

- Defining enterprise structure and configuring a sales organization

- Configured pricing and billing procedures for the sales organization in SAP R/3 4.6 B version

- Successfully carried out sales order, delivery and billing related transactions, Intercompany sales, rebate, consignment stock, value contracts. Also run SAP quick viewer, SAP Query, IDoC

Extra curricular activities

- Actively participated in organizing management festivals MEET’96 and MEET’97 during MBA study

- Won 1st prize in “negotiation” game at CHAOS’97 organized by IIM, Ahmedabad

- Hobbies and interests include sports, reading, creative writings, music and internet surfing

Personal Details

1. Date of Birth : 15th January, 1972

2. Nationality : Indian

3. Languages known : Gujarati, Hindi, English (business level)

4. Physique, Health, BG : 5’ 4”, 57 kg, No specs, Good health, O+

Educational / Professional Qualifications

Examination School / College Year of Passing Marks Obtained (%) / CGPA

SSC Saraswati High School, Jorapura, Gujarat. 1987 88 %

HSC Vidyut Board Vidyalaya, WTPS, Gujarat 1989 74 %

BE (Electrical) Birla Vishwakarma Mahavidyalaya, V. V. Nagar, 1993 58 %

MBA (Finance) G. H. Patel P.G.Instt. of Business Management V.V.Nagar, S. P. University, Gujarat 1997 1st Yr- 2.34(51%)

2ndYr– 2.85(62%)

Overall 2.58 CGPA (56.3%)

Contact this candidate