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Preeti Saldanha

Resume

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Accenture, Managemment Consulting Analyst 

April 2024 - present

  • 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

  • Analyzed over 800k rows of data in Excel to identify process inefficiencies, driving a $4M cost reduction for energy client

  • 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

  • Centralized 400+ in-flight initiatives into JIRA, providing stakeholders with real-time visibility into dependencies, risks, and milestones for improved decision-making

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She's Independent, Community & Content Coordinator   

August 2025 - present

  • 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

  • Managed dashboards, event scheduling, and participant feedback, collaborating asynchronously with a fractional team of five to deliver materials and insights under tight timelines

  • Developed data-driven content and investor communications to boost event attendance, engagement, and alignment with the startup’s mission to empower women in investing

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Eastern Travel, Luxury Travel Designer

September 2023 - December 2023

  • Crafted bespoke travel itineraries tailored to high net-worth clients across India to deliver unforgettable holidays

  • 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

  • Analyzed client data and travel trends to generate insights that informed personalization strategy and optimized service delivery models

  • Created content-driven marketing initiatives to enhance engagement and elevate brand visibility among target client segments

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Wands & Wishes Occasions, Character Actress

June 2021 - present

  • Perform at birthday and corporate parties as Disney Princesses Moana and Jasmine to delight guests of all ages ensuring their day is truly magical

  • Entertain and lead activities, foster inclusivity and utilize multi-dimensional tactics such as princess dancing, interactive story time, and face painting

  • Communicate via e-mail to coordinate event details with parents to ensure events run smoothly

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Daniel’s Management Department 

August 2022 - March 2023

  • Launched a professional and peer mentorship program promoting career readiness for 60 students, tracking engagement metrics, and analyzing feedback to enhance future program iterations

  • Coordinated and executed 5+ professional development workshops and networking events, gathering data on participant satisfaction and measuring the impact on mentee career outcomes

  • Collaborated with faculty to design a sustainable program framework, leveraging data insights from recruitment efforts and student success stories

Work Experience: CV
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Daniel’s Management Department Research Assistant to Paul Olk

  • 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

  • Collected, compiled, and analyzed data in Excel on Alzheimer’s research consortia to analyze motivation behind pharmaceutical companies joining multiple strategic alliances

  • 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

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Daniel’s Management Department Research Assistant to Lowell Valencia- Miller

September 2021 - December 2021

  • 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

  • Research existing infrastructure at the University to leverage resources and identify sources of funding for the launch of new major

  • Propose outlines of nine healthcare management specific classes to the faculty at Daniels

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Northwestern Mutual, College Financial Representative

June 2021 - present

  • 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

  • Partnered with advisory team to guide and educate prospective clients through the financial planning process

  • Applied problem-solving and relationship-building techniques to grow client base and foster trust

Licences & Certifications 

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Financial Licences

SIE, Series 7, and 63

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Insurance Licenses

Life and Disability and Long-Term Care Insurance licensed in CO, CA, SC

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Microsoft Certification

Certified in Microsoft Excel, Word, and PowerPoint

Work Experience: List
  • LinkedIn
  • Instagram
  • Facebook
  • YouTube

©2022 Preeti Saldanha

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