Summary
Overview
Work History
Education
Skills
Certification
Languages
Personal Information
Timeline
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Preeti Kattubadi

New York,New York

Summary

Dynamic entrepreneur with a proven track record of launching and scaling two successful ventures, demonstrating expertise in strategic planning, business development, and financial management. Navigated the challenges of operating an organic e-commerce company during the pandemic, ensuring consumer access to essentials amid a global supply chain crisis. A strong focus on driving growth and operational efficiency has fostered collaborative environments that adapt seamlessly to changing market conditions while consistently delivering measurable results. Co-founding a hedge fund company highlights a commitment to innovative financial strategies that enhance client satisfaction and fund performance, complemented by extensive experience as an Oracle e-Business Suite Functional expert, including four full lifecycle implementations and collaboration with five Fortune 500 clients and 1 government organization to implement and align their financial processes from their legacy system into Oracle Finance software.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Hedge Fund Co-Founder

Preeti Capital LLC
06.2024 - Current
  • Evaluated market trends to identify emerging opportunities and inform strategic decision-making.
  • Improving the algorithm for the fund.
  • Developed marketing materials and campaigns to boost brand awareness and customer engagement.
  • Established foundational processes for business operations.
  • Streamlined operational processes for improved efficiency and cost reduction.
  • Represented organization at industry conferences and events.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Collaborated with legal, accounting, and other professional teams to review and maintain compliance with regulations.
  • Grew fund by 21.20% YTD

Oracle Lead Finance Consultant

Infosys
08.2022 - Current
  • Developing test scripts, BR100s, UAT documents, fit-gap design, requirement gathering, user training, and sign-offs
  • Configuring financial modules for 1 organization in an ongoing implementation project
  • Currently working on migrating one organization from a legacy system to R12
  • Current solution design on warranty and claims process from a legacy system, which was Excel tracking to migrate into Oracle R12
  • Solution design for deferring revenue till the milestone event billing
  • Conducting CRP, UAT, Training, and go-live activities for first-time Oracle users in the purchase order and the warranty, purchase order
  • Post Production Support and month-end closure activities
  • Current solution design on multiple financial processes from a legacy system, which was Excel tracking, to migrate into Oracle R12
  • Implemented process improvements within the finance department that led to enhanced productivity levels and time savings.
  • Developed customized financial reports for management, aiding in strategic planning and business growth.
  • Assisted in the successful completion of various finance-related projects, ensuring timely delivery and adherence to budgets.
  • Collaborated closely with other departments to develop integrated strategies for achieving overall company objectives while maintaining fiscal responsibility.
  • Played a key role in the implementation of new financial systems, ensuring a smooth transition with minimal disruption to daily operations.

Oracle SCM Consultant

Brake Parts Inc
06.2021 - 08.2022
  • Company Overview: Brake Parts Inc (BPI) is committed to leading the global automotive aftermarket as the premier manufacturer and supplier of brake system components.
  • Project – Oracle OCI and e-Business Suite R12 EDI & Order Management Consultant
  • Modules: PO, OM, Shipping, E-commerce gateway, Inventory, Receivables
  • Improved supply chain efficiency by streamlining processes and implementing cost-saving measures.
  • Collaborated with internal teams to improve outputs to meet demand and supply requirements, ensuring inventory integrity targets for finished goods.
  • Leveraged analytics tools for in-depth analysis of supply chain data, resulting in actionable insights for process improvements.
  • New Trading Partner setup via E-Commerce gateway & SQL
  • As an Oracle OM and EDI Architect, I implemented a new edi setup for new organizations and new trading partners
  • Integrated new business trading partners into existing oracle e-commerce gateway
  • Daily reconciliation of 850,810,856,855, DELJIT, APERAK
  • On top of implementation projects, maintained a support role
  • Rectified tickets via managed engine and email to assist with business users on Order Management and EDI requests
  • Created documentation and training for business users such as customer account creation team and customer service for recurring business flows that affected EDI
  • Daily reconciliation on EDI files stuck in interface and staging tables
  • Daily resolution of EDI support tickets and enhancements through managed engine and Fujitsu software
  • Meetings with business users everyday on enhancement and as-is and to-be processes that were consistently changing based on customers needs
  • Working with car manufacturers and auto parts industry key players, to identify business requirements and mapping the solving the functional OM & EDI design at hand

Fixed existing staging table errors that were affected with old and irrelevant data, which caused the system to crash

Founder/CEO

Green Club
02.2020 - 11.2021
  • Founded an e-commerce website that sells only organic products to US customers.
  • Developed strong partnerships with organic wholesalers and retailers to allow for collaboration and more significant opportunities for growth.
  • Established a successful business by identifying market needs and developing innovative solutions. Created revenue of $86k within the first year.
  • Delivered exceptional customer service by addressing client concerns promptly and effectively resolving issues.
  • Led the strategic planning process to define business goals and ensure alignment across all departments.
  • Oversaw financial management activities such as budgeting, forecasting, and cash flow monitoring for improved financial stability.
  • Enhanced customer experience with introduction of user-friendly online platform via Shopify.
  • Delivered consistent revenue growth by identifying new markets and devising targeted expansion strategies.
  • Enabled marketing strategies/campaigns via social media to attract new customers and retain existing customers.

Education

Master of Liberal Arts - Finance

Harvard University
Cambridge, MA
05-2026

Bachelor of Science - Engineering Technology

Temple University
Philadelphia, PA
2020

Certificate - Entrepreneurship Acceleration Program

University of Pennsylvania
2021

Skills

  • Strategic business development
  • Managing strategic alliances
  • Long-term strategy development
  • Customer service
  • ERP systems expertise
  • Entrepreneurial and innovative

Certification

Oracle Financials Business Process Foundations Associate Rel 2

Languages

English
Full Professional
Hindi
Limited Working
Telugu
Limited Working
Kannada
Limited Working

Personal Information

Citizenship: US Citizen

Timeline

Hedge Fund Co-Founder

Preeti Capital LLC
06.2024 - Current

Oracle Lead Finance Consultant

Infosys
08.2022 - Current

Oracle SCM Consultant

Brake Parts Inc
06.2021 - 08.2022

Founder/CEO

Green Club
02.2020 - 11.2021

Master of Liberal Arts - Finance

Harvard University

Bachelor of Science - Engineering Technology

Temple University

Certificate - Entrepreneurship Acceleration Program

University of Pennsylvania