NEHA AGARWAL
Atlanta,Georgia
Summary
Customer-centric professional with over 7 years of experience in business development and client relationship management. Proven ability to convert accounts receivable into cash while delivering precise financial reporting and analytics. Successfully completed CFA Level 1, demonstrating commitment to excellence in Investment, Wealth Management and Corporate Finance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Accounts Receivable Specialist
Pye-Barker Fire & Safety
Alpharetta, Georgia
12.2023 - 01.2025
- Efficiently addressed and resolved customers' concerns and billing issues.
- Ensured accurate processing of over 100 customer payments every day.
- Compiled month-end financial data into streamlined management summaries.
Analyst, Portfolio Management Group
Georgia State University
Atlanta, Georgia
05.2023 - 07.2023
- Managed $1 Million assets to outperform S&P 500 Index.
Graduate Research Assistant
Georgia State University
Atlanta, Georgia
08.2022 - 07.2023
- Performed comparative analysis on leading Finance Journals' articles from 1988-2022.
- Evaluated the evolution of investment strategies and innovation within the financial sector.
Senior Learning Consultant
Great Learning Services Pvt. Ltd
Gurgaon, Haryana
12.2020 - 08.2021
- Designed industry-specific educational programs with international university partners.
- Provided expert consultation that led to 25-30 course enrollments monthly.
Manager
Bajaj Finance Ltd.
Bengaluru, Karnataka
08.2019 - 09.2020
- Secured a 70% conversion rate by providing tailored strategic financial planning guidance to ultra high-net-worth clients.
- Implemented impactful marketing strategies leading to 60% revenue growth.
- Trained and developed executives to achieve client goals.
Key Account Manager
HealthCare At Home
Bengaluru, Karnataka
01.2018 - 11.2018
- Achieved lead generation and sales growth with in-depth understanding of top customer demands.
- Arranged 25 weekly meetings with healthcare professionals to promote products and services.
- Shared patient success stories as part of brand building.
Collections Analyst
Oracle India Pvt. Ltd
Bengaluru, Karnataka
05.2016 - 01.2018
- Optimized payment workflows for over 300 global OFSS clients by conducting detailed invoice reviews.
- Resolved 20-25 challenging billing and payment problems each week through team collaboration.
Education
Master of Science - Finance
Georgia State University
Atlanta, Georgia07.2023
MBA - Finance
Christ University
Bangalore, India03.2016
Skills
- Collaborative Engagement
- Engaging Public Speaking
- Financial Analysis Modeling
- Expertise in Microsoft Excel and Office Suite
- Tableau Dashboard Development
- Python Software Engineering
Certification
- CFA LEVEL 1, 11/01/23
- Fintech Certification, Georgia
Accomplishments
- Volunteer of Socio-Spiritual NGO: Divya Jyoti Jagrati Sansthan.
- Authored and Presented Research Papers at IIM Calcutta and IIM, Indore, India.
- Collections Excellence Award and Credit Excellence Award at Oracle, India.
- Merit Certificate for Academic Performance, ITM Universe, India, 2011.
Timeline
Accounts Receivable Specialist
Pye-Barker Fire & Safety
12.2023 - 01.2025
Analyst, Portfolio Management Group
Georgia State University
05.2023 - 07.2023
Graduate Research Assistant
Georgia State University
08.2022 - 07.2023
Senior Learning Consultant
Great Learning Services Pvt. Ltd
12.2020 - 08.2021
Manager
Bajaj Finance Ltd.
08.2019 - 09.2020
Key Account Manager
HealthCare At Home
01.2018 - 11.2018
Collections Analyst
Oracle India Pvt. Ltd
05.2016 - 01.2018
- CFA LEVEL 1, 11/01/23
- Fintech Certification, Georgia
Master of Science - Finance
Georgia State University
MBA - Finance
Christ University
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