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Washington, D.C.
Darsh Suresh

Darsh Suresh

Financial Analyst/Project Manager/Business Analyst

Accounting / Finance

Washington, D.C., Washington

Social


Services offered

Senior Financial Analyst with expertise in capital markets, data analytics, and financial modeling. Skilled in leveraging advanced analytics, business intelligence tools, to drive strategic decision-making. Proven ability to manage large datasets, perform market and risk analysis, and generate actionable insights that enhance portfolio performance and investment strategies. Strong background in revenue forecasting, P&L modeling, and financial planning, with experience collaborating across trading, risk, and investment teams to optimize capital allocation and business growth. Adept at translating complex data into meaningful insights for senior leadership and institutional stakeholders.

Approximate rate: USD$ 50 per hour

Experience

Concentrix Catalyst, Washington, DC                                                                                        May 2024-Present

Manager, Sales Operations and Analytics

Current Project: Manage territories for large US Telecom client. 

  • Orchestrated accurate assignment of sales opportunities and accounts across 1,500+ sellers in the U.S. and Puerto Rico, ensuring alignment with regional expertise and business goals.
  • Leveraged Salesforce CRM for end-to-end opportunity and account management, maintaining data integrity and streamlining workflows to reduce misrouting by 30%.
  • Designed and deployed Power BI dashboards to visualize territory performance, pipeline health, and sales metrics, enabling leadership to identify growth opportunities and allocate resources strategically.
  • Developed SQL queries to analyze historical sales data and territory performance, providing insights that informed strategic realignments and improved coverage efficiency.

 

Iron Mountain, Washington, DC                                                                                       March 2023 - May 2024

Business Manager, Digital Sales Operations

Managed sellers throughout sales cycle across Iron Mountain’s global digital product offerings. Developed an in-depth understanding of business performance across all digital channels, conducting analysis to identify risks and opportunities, and setting data-driven sales quotas/targets to achieve business growth.

  • Engaged in capital markets analysis by evaluating deal structures, revenue projections, and risk factors associated with large enterprise contracts. Provided insights on market trends impacting digital sales performance and investment opportunities.
  • Supported financial planning efforts by assessing capital allocation strategies and working with stakeholders to optimize investment decisions in cloud and digital transformation initiatives.
  • Developed and automated weekly pipeline and bookings analysis reports from multiple sources, providing senior leadership with real-time visibility into sales forecasts; Conducted P&L modeling for projected attainment to quarterly and yearly targets.
  • Managed Salesforce to streamline digital sales operations, ensuring accurate data entry and reporting for over 200 sales professionals, which improved pipeline visibility and forecast accuracy. 
  • Customized Salesforce dashboards and reports to provide actionable insights on sales performance and trends, enabling data-driven decision-making for senior leadership. 

 

Iron Mountain, Washington, DC

Strategic Advisor, Strategic Deals and Partnerships                                                      April 2021 - February 2023

Served as critical member of Iron Mountain’s Strategic Deals and Partnerships team, leading large enterprise deals (greater than $3M) from inception to close on behalf of Iron Mountain’s clients and partners, working with clients across multiple industries.

  • Led discovery workshops to understand major challenges facing customers in document and information management, coordinating efforts among sales and engineering groups to generate solutions and pricing.
  • Collaborated with a solution architect to develop an operational and pricing plan for a federal agency’s document relocation and destruction project, creating internal revenue projections.
  • Model
  • Utilized Jira to manage and track tasks, user stories, and workflows, contributing to the successful execution of digital transformation initiatives and process automation projects.

 

Washington Metropolitan Area Transit Authority (WMATA), Washington, DC                  June 2018 - January 2021

Financial Analyst

Provided critical support to WMATA’s finance organization on numerous initiatives, projects, and reporting needs, including series 2018/2019 revenue bond issuance; created forecasting models and supported deal logistics; worked with underwriters, counsel, and financial advisors to create rating agencies’ presentation and offering statements.

  • Facilitated project management for 2019 Fare Change and New Pass Product implementation across entire rail system impacting over 600,000 daily commuters and riders.
  • Conducted ad-hoc analysis (process mapping, current/future state analyses, project trackers, organizational structure diagrams) on behalf of numerous stakeholders in Treasury, Budget Services, and CFO departments.
  • Created data visualization projects in Tableau and PowerBI to disseminate forecasted ridership and revenue trends as a result of service changes and scheduled maintenance, including post-COVID.

 

The Capital Markets Company (CAPCO), New York, NY                                                     May 2016 - August 2017

Consultant/Project Manager

Led project management responsibilities for equity compliance group of client, a major investment bank. Managed risk-sensitive projects for senior management, regulators, and relevant stakeholders such as directors and technology system owners; oversaw project scope, timelines, resources and resolution for over $5M in regulatory exposure. 

  • Gathered and compiled business requirements for client, outlining business and functional changes needed for individual projects. Distributed to key stakeholders, including directors of both technology and compliance groups, and facilitated meetings to discuss project processes and ensure efficiency.
  • Applied Agile methodology to manage risk-sensitive projects and coordinate efforts across functional groups.

 

JPMorgan Chase & Co, New York, NY                                                                                March 2013 - May 2016

Analyst, Investor Services

Managed cross-functional program with client service, sales, operations, and legal teams to document, assess, and minimize operational risk and ensure deliverables were met on schedule using allocated resources.

  • Collaborated with counterpart teams from UK, Asia, and Latin America to maintain consistent monitoring of risk metrics and client credit breaches, preventing material loss and reducing risk exposure by 15%.

Education

Master of Business Administration (M.B.A.), 2019                                                                                               

Georgetown University, McDonough School of Business Washington, DC

Bachelor of Science (B.S.), 2012                                                                                                                           

Indiana University, Bloomington, IN

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