See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Shriya Shan is a finance professional with experience in private equity analysis, financial management, and leadership. She holds a degree in Finance from Indiana University Bloomington and has completed various internships and leadership roles, including a stint as a mentor at Toastmasters International. Shriya has also worked as a cashier/manager at Redberry Restaurants and a private equity analyst at Oakwood Legacy Partners. She is currently a finance committee member at Women & Co.

Experience

  • Women & Co.
    • Bloomington, Indiana, United States
    • Finance Committee Member
      • Jan 2023 - Present
      • Bloomington, Indiana, United States

      •Completed a competitive application and interview process resulting in being one of 15 selected from a pool of 200+ women• Actively participate in weekly committee meetings to promote growth in professional and interpersonal skills, utilizing various events, networking opportunities, mentorship groups, and workshops.• Practiced public speaking, interview skills, pitching, and philanthropy events to enhance communication skills and maximize impact.

  • Oakwood Legacy Partners
    • Chicago, Illinois, United States
    • Private Equity Analyst
      • May 2023 - Sep 2023
      • Chicago, Illinois, United States

  • Seven Hills Solutions
    • New York City Metropolitan Area
    • Intern
      • May 2022 - Aug 2022
      • New York City Metropolitan Area

      • Produced accurate and timely weekly invoices, resulting in improved cash flow and increased customer satisfaction.• Assisted in the preparation of Quarterly and Annual taxes, ensuring compliance with all legal and regulatory requirements.• Implemented efficient systems for organizing weekly reports and files, improving accessibility and productivity.• Effectively communicated with potential clients via email, drafting professional and persuasive messages that led to new business opportunities.• Maintained accurate and up-to-date records of financial transactions, including balancing check books and reconciling bank statements.

    • Cashier/Manager
      • Nov 2021 - Aug 2022
      • New Jersey

      • Demonstrated leadership as the sole supervisor of the store• Facilitated customer orders via online and in-person channels• Maintained accurate financial records by conducting and recording transactions• Created and executed marketing campaigns to promote the store and increase sales, utilizing a variety of channels such as social media, email marketing, and local advertising to reach target audiences.• Trained and mentored new employees, providing guidance on best practices for customer service, sales techniques, and inventory management to ensure consistent quality across the team.

  • Toastmasters International
    • New Jersey, United States
    • Mentor
      • Sep 2018 - Jun 2022
      • New Jersey, United States

      •Successfully delivered over 50 speeches on various topics, demonstrating excellent public speaking abilities and engaging with diverse audiences.•Created and managed agendas for meetings, ensuring productive and effective discussions among team members.•Mentored and coached younger students, providing guidance and support in their personal and professional development.•Coordinated and organized speech contests, facilitating opportunities for participants to showcase their skills and talents.•Developed valuable leadership and communication skills, including strategic planning, teamwork, and interpersonal communication.•Recognized for outstanding performance by winning multiple awards for Best Speaker and Best Evaluation, demonstrating excellence in both content and delivery.

Education

  • 2022 - 2026
    Indiana University Bloomington
    Finance
  • 2018 - 2022
    West Windsor-Plainsboro High School North
    High School Diploma, 4.4/4.0

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Finance and Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles