Preeti Saldanha

Preeti Saldanha
Resume
Accenture, Managemment Consulting Analyst
April 2024 - present
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Led the end-to-end integration and testing of a global SAP platform, coordinating across HQ, EMEA, and offshore teams to ensure seamless execution and stakeholder alignment
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Analyzed over 800k rows of data in Excel to identify process inefficiencies, driving a $4M cost reduction for energy client
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Supported the implementation of Microsoft Dynamics 365 across 9 warehouses, including user training, system configuration, and adoption strategies to optimize workflows and ensure a seamless and timely transition
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Centralized 400+ in-flight initiatives into JIRA, providing stakeholders with real-time visibility into dependencies, risks, and milestones for improved decision-making
She's Independent, Community & Content Coordinator
August 2025 - present
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Analyzed engagement and event data to plan strategic initiatives such as pitch days, workshops, and panels that expanded and strengthened a community of 60+ women angel investors
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Managed dashboards, event scheduling, and participant feedback, collaborating asynchronously with a fractional team of five to deliver materials and insights under tight timelines
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Developed data-driven content and investor communications to boost event attendance, engagement, and alignment with the startup’s mission to empower women in investing
Eastern Travel, Luxury Travel Designer
September 2023 - December 2023
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Crafted bespoke travel itineraries tailored to high net-worth clients across India to deliver unforgettable holidays
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Developed customer experience strategies for high-net-worth clients, using preference and market data to design tailored travel itineraries that strengthened client retention and delivered unforgettable holidays
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Analyzed client data and travel trends to generate insights that informed personalization strategy and optimized service delivery models
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Created content-driven marketing initiatives to enhance engagement and elevate brand visibility among target client segments
Wands & Wishes Occasions, Character Actress
June 2021 - present
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Perform at birthday and corporate parties as Disney Princesses Moana and Jasmine to delight guests of all ages ensuring their day is truly magical
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Entertain and lead activities, foster inclusivity and utilize multi-dimensional tactics such as princess dancing, interactive story time, and face painting
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Communicate via e-mail to coordinate event details with parents to ensure events run smoothly
Daniel’s Management Department
August 2022 - March 2023
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Launched a professional and peer mentorship program promoting career readiness for 60 students, tracking engagement metrics, and analyzing feedback to enhance future program iterations
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Coordinated and executed 5+ professional development workshops and networking events, gathering data on participant satisfaction and measuring the impact on mentee career outcomes
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Collaborated with faculty to design a sustainable program framework, leveraging data insights from recruitment efforts and student success stories
Daniel’s Management Department Research Assistant to Paul Olk
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Research paper titled “How R&D Consortia Orchestrate the Alzheimer’s Knowledge Ecosystem” published in the academic journal California Management Review affiliated with University of California, Berkeley
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Collected, compiled, and analyzed data in Excel on Alzheimer’s research consortia to analyze motivation behind pharmaceutical companies joining multiple strategic alliances
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Authored independent research paper on Alzheimer’s databases comparing the validity and scope of contributions made by multinational health organizations and governing bodies to ensure effective data utilization
May 2020 - March 2023
Daniel’s Management Department Research Assistant to Lowell Valencia- Miller
September 2021 - December 2021
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Conduct primary research through interviews with staff and students to understand and gauge necessity of a Healthcare management major focusing on the non-clinical side of Healthcare
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Research existing infrastructure at the University to leverage resources and identify sources of funding for the launch of new major
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Propose outlines of nine healthcare management specific classes to the faculty at Daniels
Northwestern Mutual, College Financial Representative
June 2021Â - present
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Utilized data visualization tool Px to present tailored financial plans ensuring data driven recommendations aligned with client needs through the fact-finding process, plan presentation, closing, and delivery phases
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Partnered with advisory team to guide and educate prospective clients through the financial planning process
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Applied problem-solving and relationship-building techniques to grow client base and foster trust
Licences & Certifications
Financial Licences
SIE, Series 7, and 63
Insurance Licenses
Life and Disability and Long-Term Care Insurance licensed in CO, CA, SC
Microsoft Certification
Certified in Microsoft Excel, Word, and PowerPoint