Henisha Desai
Chicago,IL
Summary
Dedicated and focused project management specialist with several years of experience excelling at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Flexible, detail-oriented and adaptive team player with expertise in equipment operation, staff training and development, customer service and process improvements.
Overview
4
4
years of professional experience
Work History
Project Manager
Sternberg Lighting
Roselle, IL
05.2023 - Current
- Provides sales and product support to assigned sales agencies and to Sternberg Regional Sales Managers
- Quoting, order processing, pipeline tracking, agent support, drawing requests, photometric requests, product support, and design advice
- Manage personal workload as well as provide backup for the team
- Supported agents/projects with field visits on occasion
- Worked one on one with engineer to come up with custom solution
- Negotiated contracts and pricing agreements to maximize profitability while maintaining customer loyalty
- Collaborated with internal teams to develop customized solutions tailored to meet client needs and objectives.
- Analyzed data from various sources such as surveys, interviews, focus groups. to inform decision-making related to projects.
- Created and implemented processes to ensure successful completion of projects.
- Managed multiple projects with competing deadlines simultaneously.
Financial Services Representative
Lakeshore Financial Group
03.2020 - 11.2023
- Provided supports and product expertise for the financial planning business development, Tax Planning and delivered sales and service
- Analyzed financial data to help clients make informed decisions about investments, business operations, and other financial matters
- Contributed to the success of company by primarily using financial software to create wealth plans for individuals
- Acted as ownership of client issues and collaborates with others to resolve or escalates per guidelines
- Demonstrated customer service skills in communicating with clients to gather data and share results
- Collaborated with colleague on the development and implementation of new products and strategies and worked closely with clients to identify their financial needs and goals.
- Assisted clients in understanding complex financial concepts and instruments.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
Digital Strategy
UIC
05.2020 - 01.2021
- Investigated and compiled data for a solution to improve UX and user interfacing with a mobile and web app
- Gather requirements along with designing, implementing, and testing phase for project
- Was project manager for the term Weekly meeting to update project sheet, created/presented demos, etc.)
- Attended weekly presentations regarding business operations and the future of technology.
Education
Bachelor of Science in Finance and Accounting -
University of Illinois
05.2020
Skills
- Business Development
- Digital Strategy
- Email Marketing
- Financial Analysis
- Financial Modeling
- Market Research
- Project Management
Timeline
Project Manager
Sternberg Lighting
05.2023 - Current
Digital Strategy
UIC
05.2020 - 01.2021
Financial Services Representative
Lakeshore Financial Group
03.2020 - 11.2023
Bachelor of Science in Finance and Accounting -
University of Illinois