Satyam Pandey

• As financial planning consultant at Longlife, medical surgical equipment supplier based in Lucknow, established pivotal roles in ensuring company's financial stability and growth.

Here's breakdown of responsibilities: 1

• Budgeting and Forecasting: Responsible for developing and managing company's budgets. 2
• Financial Analysis: By closely examining revenue and expense trends, conducting cost-benefit analyses, and evaluating profitability, Identified areas for improvement and recommended strategies to optimize our financial performance. 3
• Financial Reporting: Responsible for preparing accurate and timely financial reports and statements.
• Contributed to financial well-being of LongLife
• My role as financial planning consultant supports strategic decision-making, guides resource allocation, and ultimately helps company achieve its financial objectives in highly competitive medical surgical equipment industry.
• Transformed forecasting processes through implementation of advanced analytics tools, enhancing accuracy of projections for more effective resource allocation
• Developed comprehensive financial models for strategic decision-making, driving profitability improvements
• Negotiated favorable terms with suppliers, resulting in significant cost savings without sacrificing quality or service levels
• Designed and maintained financial models to identify and measure risks

• Managed work on groundbreaking program in India, named "Program India."
• Project aimed to set up semiconductor plant in partnership with Pragmat-IC, UK-based semiconductor company, for Government of Maharashtra
• Project was initiated to strengthen India's semiconductor industry, reduce country's dependence on imported chips, and increase its understanding by working on comprehensive presentation on project.
• It was collaborative effort between government and private sector, with government providing necessary infrastructure and support, and Pragmat-IC bringing in technical expertise and investment.
• Increased chances of getting special economic zone facilities by several folds.
• Spearheaded process improvement initiatives within finance department, resulting in increased efficiency and reduced time spent on manual tasks.
• Maximized cost savings for department through thorough budget planning, forecasting, and tracking.
• Reduced overhead costs by identifying inefficiencies in operational expenses and recommending cost-saving measures to management.
• Optimized working capital utilization by analyzing cash positions and making informed investment decisions.
• Managed team of finance professionals, providing mentorship and guidance to support their professional development and ensure high-quality work output.

• Conducted due diligence on potential investments and presented findings to investors
• Managed over 50 customer calls per day for cold calling of policy sales.
• Streamlined research tasks to increase efficiency, enabling quicker identification of high-potential stocks
• Assisted in generating higher returns for clients through strategic asset allocation recommendations based on their risk appetite
• Conducted extensive due diligence on target companies for mergers and acquisitions, identifying potential synergies or risks in proposed deals
• Contributed to development of proprietary valuation methodologies, enhancing accuracy in determining fair value estimates for stocks under coverage
• Evaluated portfolio performance and risk exposure to support client investment success
• Tracked prices, yields and other trends to correctly interpret impacts on investment programs
• Coordinated with financial advisors to develop long-term investment strategies
• Orchestrated client-centered financial packages factoring in current market trends
• Generated comprehensive reports on portfolio performance and risk assessment
• Coordinated with financial advisors to develop long-term investment strategies.
• Tracked prices, yields and other trends to correctly interpret impacts on investment programs.

• Licensing for hospital involved meeting state and federal regulations related to safety, quality of care, and patient rights
• Managed prerequisites for over 12 licensees
• Developed proposals and presentations that effectively communicated value of solutions to potential clients, securing numerous contracts
• Maintained accurate records of all prospecting activities using CRM software tools for effective lead tracking and follow-up efforts
• Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts
• Regularly reported progress on sales activities to senior management, providing valuable insights into market dynamics and areas for growth
• Developed strong relationships with industry influencers and thought leaders to gain access to new business opportunities and referrals
• Communicated with local organizations to build networks and develop leads

• Developing policies and programs to promote economic development in rural areas - have worked on developing policies and programs that support growth of small businesses, agriculture, and other rural industries
• This could include providing access to financing, infrastructure development, and training and education programs.
• Compiled report for sewage treatment in city of Jaunpur, India.
• Worked with collaboration with Banaras Hindu University for health of women in Rural India
• Strengthened community outreach programs by collaborating with local organizations to provide support for underserved populations.
• Fostered welcoming atmosphere leading to increased attendance and active participation in worship services.
• Initiated interfaith dialogue events, promoting understanding and cooperation among diverse religious groups within community.
• Interacted with local community, building relationships with civic organizations and other religious institutions.
• Worked for migrant laborers for there livelihoods and for there social security cards.