Pooja Joshi
Summary
Experienced Analyst with a strong foundation in analysis and problem-solving. Skilled in identifying inefficiencies and implementing effective solutions to enhance operational performance. Proficient in leveraging data analytics and communication skills to drive strategic initiatives. Demonstrated track record of success in improving processes and achieving results.
Overview
15
15
years of professional experience
Work History
Deal Desk Analyst
Signiant
04.2023 - Current
- Partnered with sales, finance and operations teams to structure and review complex deals, ensuring pricing accuracy and compliance with company policies.
- One-stop resource responsible for understanding contract requirements, structures and creating financial quotes/contracts and legal MSA's.
- Ensuring deal accuracy by reviewing contract terms, discounts and approval workflow to minimize errors.
- Efficiently using the different CRM tools including Sales force CPQ to automate approvals and providing accurate data reporting and analytics.
- Led training sessions for sales & CSM teams on deal structuring and best practices for improving deal quality.
Sales Administrator & Trade Show Coordinator
Nova Biomedical Corporation
08.2021 - 06.2022
- Created new customer proposals & related paperwork.
- Processed and tracked sales proposals using specific tools such Microsoft office Suite & Pivotal Relationship database manager.
- Provided administrative and sales support to the National Sales team & coordinated logistics for tradeshows, organized related meetings, sales and marketing collateral for events.
Credit Card Chargeback Analyst
Apple
01.2021 - 07.2021
- Managed credit card disputes for Apple Online Store and/or Apple Retail Stores Globally.
- Identified abnormal data pattern and provided timely insights to support fraud mitigations or chargeback recovery initiatives.
- Identified and proposed changes to management that could lead to improved business outcomes.
- Partnered with cross-functional teams to identify, frame, prioritize, and answer business questions.
Office Administrative Assistant
Apple
09.2016 - 12.2020
- Supported logistics for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance.
- Configured hardware, devices and software to set up work stations for employees.
- Offered office-wide software support and training, troubleshooting issues and optimizing usage.
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
- Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
Accounts Payable Coordinator
Bgc Partners
01.2015 - 12.2015
- Entered job costing data from payroll records and supported payroll admin process & reconciled daily AR ledger and verified proper posting.
- Completed month-end closings, including preparing and inputting journal entries and reconciling accounts.
- Verified discrepancies and resolved clients' billing issues
- Maintained records by imaging invoices, debits and credits.
- Prepared bills receivable, invoices and bank deposits.
- Posted customer payments by recording cash, checks and credit card transactions.
Bank Supervisor
TCF National Bank
04.2011 - 08.2014
- Supervised and controlled branch activities according to bank policies to meet loan and deposit volume goals and for responsive customer service.
- Trained employees to standards by conducting coaching sessions and evaluating comprehension.
- Completed vault balancing, cash reports, variances, overdrafts and addressed issues.
- Increased new bank relationships within local community through execution of quarterly promotions.
- Used coordination and planning skills to achieve results according to schedule.
Office Administrative Assistant
Spices Of India
05.2010 - 12.2010
- Offered office-wide software support and training, troubleshooting issues and optimizing usage.
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
- Sorted, opened and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements.
- Provided clerical support to company employees by copying, faxing and filing documents.
Education
Master of Science - Management Information Systems
Pace University
New York, NY05.2016
Bachelor of Science - Accounting
Jodhpur University
India05.2009
Skills
- Excel proficiency
- Process improvements
- Salesforce CRM & CPQ (Configure Price Quote)
- Contract Review & Term Analysis
- Tools: Lexis-Nexis, Payment Tech, iRecon, Lynx Web, Polaris, Cyber Source, Apple Payment Gateway, Business Objects
Timeline
Deal Desk Analyst
Signiant
04.2023 - Current
Sales Administrator & Trade Show Coordinator
Nova Biomedical Corporation
08.2021 - 06.2022
Credit Card Chargeback Analyst
Apple
01.2021 - 07.2021
Office Administrative Assistant
Apple
09.2016 - 12.2020
Accounts Payable Coordinator
Bgc Partners
01.2015 - 12.2015
Bank Supervisor
TCF National Bank
04.2011 - 08.2014
Office Administrative Assistant
Spices Of India
05.2010 - 12.2010
Master of Science - Management Information Systems
Pace University
Bachelor of Science - Accounting
Jodhpur University
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