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Harsha Balaji, MBA
Available to mentor
My journey began during my undergraduate studies in India, where I started my own homemade chocolate business and managed the entire end-to-end process. After completing my degree, I joined a Fortune 500 Asset and Wealth Management company, where I worked for nearly six years, specializing in hedge fund account reconciliation and process automation.
While working, I realized my desire to deepen my knowledge, which led me to pursue an MBA in Finance and Analytics at the University of San Francisco. During my MBA, I had the opportunity to work for a FAANG company, where I analyzed event data and managed budgets for their initiatives.
Additionally, I worked as a Student Assistant for the Alumni and Development Relations team at the School of Law. In this role, I created a comprehensive dashboard that provided key donor data, enabling us to enhance and optimize our donor campaigns effectively.
Areas of Practice
Finance
Years of Experience: 8
Industries Served
Asset and wealth management, Financial strategist
Business Services Offered
1. Financial Analysis and Planning
- Conduct detailed financial analysis, budgeting, and forecasting to help clients optimize their financial performance.
- Provide insights into cost-saving opportunities, profitability analysis, and financial strategy development.
2. Process Automation and Efficiency Improvements
- Lead the automation of reporting and data management systems to streamline operations and increase efficiency.
- Design workflows and dashboards to simplify complex processes and enhance decision-making.
3. Strategic Business Advisory
- Offer strategic guidance on business development, scaling operations, and market expansion.
- Support clients in identifying key performance indicators (KPIs) and aligning them with long-term business goals.
4. Data Analytics and Visualization
- Leverage tools like Excel, Tableau, and SQL to create meaningful data visualizations and reports.
- Provide actionable insights from data trends to inform strategic decisions.
5. Team Leadership and Training
- Mentor and guide teams to build capabilities in financial management, client engagement, and operational excellence.
- Organize and lead workshops or training sessions to enhance skill development.
6. Client Relationship Management
- Develop and maintain strong client relationships, ensuring services are tailored to meet specific needs.
- Utilize CRM systems to manage prospect outreach, track interactions, and ensure a seamless client experience.
7. Compliance and Risk Management
- Advise on regulatory compliance and risk mitigation strategies in financial operations.
- Conduct audits and reviews to ensure adherence to policies and best practices.
8. Business Development Support
- Assist in sourcing strategies, portfolio management, and coupling prospective opportunities with business goals.
- Provide direct outreach support to identify and engage potential partners or clients.
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