Partho Sarathi Mahapatra
Strategy and Planning
Summary
Results-driven strategy professional with over 9 years of experience in business strategy, planning, analytics, and cost optimization. Adept at identifying new business opportunities and managing high-stakes portfolios. Proven expertise in leveraging data-driven insights to optimize operational efficiency and deliver impactful results
Overview
10
10
years of professional experience
Work History
Associate Director, Strategy and Planning
Shadowfax Technologies
04.2024 - Current
- Led teams of up to 4 personnel, supervising daily performance as well as training and improvement plans.
- Mentored junior staff members, providing guidance on professional development opportunities and career progression paths within the company.
- Reduced operational costs by identifying inefficiencies and implementing cost-saving measures in various departments.
- Oversaw annual budget planning processes, ensuring financial goals were met while maintaining optimal resource allocation across departments.
- Managed cross-functional teams for multiple large-scale projects, successfully completing each on time and within budget constraints.
- Improved overall team efficiency by streamlining project management processes and implementing new collaboration tools.
- Implemented data-driven decision-making strategies, leading to more informed business choices and positive outcomes.
- Assisted senior leadership in managing all aspects of operations.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Developed detailed plans based on broad guidance and direction.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Defined clear targets and objectives and communicated to other team members.
Strategy Associate
Shadowfax Technologies
05.2021 - 03.2024
- Created P&L for five new sub-verticals to start profitability tracking
Independent Consultant
Golden Hills Capital
01.2019 - 03.2021
- Handled confidential customer business and operational information.
- Assisted clients in identifying new market opportunities, leading to successful expansion efforts.
- Conducted thorough reviews of operations to devise and deploy improvement strategies.
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
- Evaluated client marketing strategies, offering insightful recommendations on how to optimize campaigns for maximum impact.
- Leveraged on-site observation and personal interviews to identify team and individual strengths.
- Enhanced client satisfaction by providing tailored solutions to their unique business challenges.
- Researched latest market trends to provide current knowledge to clients.
- Delivered valuable insights gleaned from competitive analyses conducted for each client engagement project.
- Created customized financial models for clients, aiding in budgeting and forecasting exercises.
- Managed multiple projects concurrently, ensuring timely delivery and high-quality results.
- Maintained database systems to track and analyze operational data.
- Gathered, organized and input information into digital database.
- Generated reports detailing findings and recommendations.
- Collected, arranged, and input information into database system.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Senior Associate
Golden Hills Capital
03.2017 - 12.2018
- Improved investment strategies by conducting thorough research and analysis on various hedge fund opportunities.
- Optimized asset allocation by utilizing advanced quantitative models and data analysis tools.
- Conducted rigorous back-testing of trading strategies, ensuring their effectiveness before implementation in live portfolios.
- Participated in critical decision-making processes during periods of market volatility, working closely with senior management to navigate challenging investment landscapes.
- Supported development and presentation of annual plans.
- Delivered investor presentations showcasing fund performance, strategy updates, and market outlooks, attracting interest from prospective clients.
- Interpreted statistical, operational and financial data to optimize hedge fund management strategies.
- Collaborated with senior management to design and implement investment policies that aligned with the fund''s objectives.
- Coordinated monthly statistical reports, reviews and analyses to assist in monitoring performance.
- Assessed financial and operational reports and performed relevant analyses.
- Enhanced portfolio performance through diligent monitoring of market trends and implementation of effective risk management techniques.
- Created and maintained precise and accurate models, charts and reports.
- Developed financial models to assess potential investments and identify potential risks.
- Developed financial projections and forecasts to guide investment decisions.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Monitored market trends and news to identify emerging opportunities.
- Evaluated performance of existing investments and adjusted accordingly.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Developed trading strategies to maximize returns on investments.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
Investment Banking Analyst
Verity Knowledge Solutions
07.2014 - 02.2017
- Conducted thorough due diligence on potential investments, mitigating risk and improving portfolio performance.
- Collaborated with cross-functional teams to execute complex transactions, fostering a cohesive work environment and achieving successful outcomes.
- Assisted in preparing presentations for investors detailing historical performance trends and future growth projections based on rigorous research methodologies.
- Analyzed market trends and industry data, identifying emerging opportunities for new investments or divestitures.
- Prepared detailed investment memoranda for senior management, effectively communicating the risks and rewards of potential deals.
- Conducted sensitivity analyses on potential investments to assess various scenarios'' impact on projected returns and risk profiles.
- Presented findings from financial models in concise reports, enabling clients to make informed decisions regarding investments.
- Supported deal execution by managing timelines and coordinating efforts among team members, ensuring timely completion of critical tasks.
- Performed competitive benchmarking analyses comparing the performance of subject companies against industry peers.
- Contributed to the development of pitch materials for prospective clients, highlighting key strengths of the firm''s offerings.
- Mentored junior analysts, providing guidance on best practices for financial modeling and research techniques.
- Managed multiple projects simultaneously under tight deadlines while maintaining high-quality output levels in deliverables.
- Created and maintained precise and accurate models, charts and reports.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Developed financial projections and forecasts to guide investment decisions.
- Developed financial models to assess potential investments and identify potential risks.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
Education
Bachelor of Science - Metallurgical Engineering And Materials Science
National Institute of Technology
Warangal, IndiaSkills
Team collaboration and leadership
Strategic leadership
Decision-making
Critical and Analytical thinking
Project and Process management
Budget management
Expense control
Strategic planning
Stakeholder engagement
Business planning
MS office and Google Office suites
Tableau
Timeline
Associate Director, Strategy and Planning
Shadowfax Technologies
04.2024 - Current
Strategy Associate
Shadowfax Technologies
05.2021 - 03.2024
Independent Consultant
Golden Hills Capital
01.2019 - 03.2021
Senior Associate
Golden Hills Capital
03.2017 - 12.2018
Investment Banking Analyst
Verity Knowledge Solutions
07.2014 - 02.2017
Bachelor of Science - Metallurgical Engineering And Materials Science
National Institute of Technology