Sunny Mehta
Bengaluru,Karnataka
Summary
Career Summary Results-driven professional with expertise in data-driven marketing, investment strategy, and financial analysis. Proven success in optimizing marketing performance using tools like Excel, Metabase, and MoEngage, while enhancing customer engagement through automation and real-time tracking. Supported 45+ startups in fundraising and built relationships with 150+ VC firms, delivering data-driven investment insights to HNIs and UHNIs. Adept at managing financial reporting, budgeting, and compliance while streamlining business processes and leveraging tools like Gupshup and RCS for enriched customer interactions.
Overview
3
3
years of professional experience
Work History
Senior Executive - Marketing Data & Operations
AI Growth Private Limited
09.2024 - Current
- Resolved investment bottlenecks and supported strategic HNI fund allocation, optimizing portfolio performance.
- Conducted in-depth marketing analysis using advanced Excel, Metabase, and MoEngage, creating reports and interactive dashboards.
- Analyzed trends across digital ads, email, and social media to enhance targeting, boost ROI, and improve resource efficiency.
- Enhanced communication strategies by integrating Gupshup for automated workflows and leveraging RCS for enriched customer engagement.
Assistant Manager
Motilal Oswal Wealth Limited
08.2023 - 09.2024
- Presented 100+ startups to VC firms, assisting in raising short-term capital for 45+ startups.
- Built and maintained relationships with 150+ global VC firms to streamline investment processes and improve fundraising outcomes.
- Analyzed VC performance using metrics like IRR, MOIC, and Cash-on-Cash Return, providing insights to HNIs and UHNIs for wealth diversification.
- Conducted financial assessments to tailor investment strategies, collaborating with family offices to ensure effective wealth preservation and growth.
Finance Executive
Klub Works Private Limited
08.2022 - 08.2023
- Delivered accurate financial reporting to founders, lenders, and investors, ensuring 100% compliance with regulatory frameworks.
- Led monthly budget management and expense forecasting, reducing monthly expenditures through expense vs. utilization analysis and implementing cost control measures.
- Managed high-risk financial partnerships and restructured agreements with NBFCs. Streamlined fixed asset reconciliation processes, enhancing efficiency in future acquisitions and resource allocation.
Education
Chartered Accountants -
Association of Chartered Certified Accountants
London03-2026
The Honors Bachelor of Commerce - Finance Management
Sri Sathya Sai Institute of Higher Learning
Anantapur11-2022
Skills
- Data Analytics: Excel (Advanced), Metabase, MoEngage
- Marketing Analysis: Campaign Performance, Customer Segmentation, A/B Testing
- Financial Analysis: Budgeting, Forecasting, Cost Management, Investment Strategy, Unit Economics
- Reporting Tools: Dashboard Creation, Data Visualization, Financial Reporting
- Investment Operations: Portfolio Management, Wealth Management, Fundraising Support, Investor Relations
- Business Optimization: Process Improvement, Cost Control, Resource Allocation
Timeline
Senior Executive - Marketing Data & Operations
AI Growth Private Limited
09.2024 - Current
Assistant Manager
Motilal Oswal Wealth Limited
08.2023 - 09.2024
Finance Executive
Klub Works Private Limited
08.2022 - 08.2023
Chartered Accountants -
Association of Chartered Certified Accountants
The Honors Bachelor of Commerce - Finance Management
Sri Sathya Sai Institute of Higher Learning
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