Niharika Shah, CFA, MBA

§ Cost Governance: Implemented cost governance framework overseeing $1B+ in annual AWS spend, aligning finance and engineering teams through monthly review cycles to strengthen cost accountability and improve spending visibility § Analytics Automation: Built a cost analytics reporting process, leveraging AI tools to automate more than 60% of reporting workflows, reducing manual data compilation time and accelerating monthly cost analysis and decision-making § AI Enablement: Driving AI adoption across finance teams by identifying practical use cases and leading hands-on workshops to increase daily AI tools usage and enable AI-driven financial reporting and analysis

Kindle Unlimited and Prime Reading § Global Finance: Led all finance functions for Prime Reading worldwide - set annual goals, tracked monthly reporting and compliance requirements, drove variable cost reduction initiatives to improve profitability § Financial Reporting Automation: Automated monthly and weekly reports by building data workflows and dashboards, ensuring consistency and accuracy across multiple operating models, reducing manual effort by 35% § Customer Acquisition Strategy: Built LTV (Lifetime Value) Model for KU across 14 discount plans and 12 marketplaces, shaping marketing strategy and enabling customer targeting for major campaigns like Prime Day § Digital Marketing Strategy: Developed a performance measurement framework to estimate the ROI of social media campaigns through views, CTRs and brand value metrics, enhancing decision making and future spend

§ Fundraising: Built 5-year financial projections and pitchbooks to support investor outreach, recommended a pivot to 50 Unit Phase I plan with a full restaurant and event center (vs 10 units), attracting a family office and Green County investors § Go To Market Strategy: Devised a $500K influencer driven digital marketing strategy, conducted real estate selection and competitive analysis for unique positioning in the luxury hospitality industry and delivered an expansion roadmap

§ ESG Remuneration Strategy Development: Redesigned the senior executive compensation model tying variable pay to specific ESG targets to enhance transparency and corporate governance - by conducting investor sentiment analysis and benchmarking best ESG practices across 10 global banks, promoting responsible corporate behavior

§ Project Management: Led a user analytics workstream to deploy an enterprise management tool for a global media company; analyzed ~2000 survey responses, 50+ financial reports, delivering actionable insights and digital solutions § Strategic Data Analysis: Conducted benchmarking, sensitivity and scenario analysis; developed interactive dashboards for an FP&A transformation from SAP to Oracle – reducing userbase and reporting requirements by 12%

A boutique investment banking and financial advisory firm. § Financial Forecasting and Valuation: Analyzed financial historical financial performance to identify trends, researched industry reports to build revenue forecast models and company valuations; presented results to sell side analysts translating to 2 institutional coverages, increasing public investment for client by 5% § Due Diligence: Conducted comprehensive research, assessed legal and commercial viability of potential targets by uncovering financial & operational risks, suggested recommendations - secured 2 clients and raised revenue by 35% § M&A Advisory: Led transaction analysis and market valuation efforts for a divestiture, conducted DCF analysis, developed pitchbooks; organized 2 road shows and 5 non-deal meetings, leading to successful $210M IPO of demerged entity § Financial Close Management and Stakeholder Engagement: Evaluated financial data to ensure accuracy and resolved inconsistencies in drafting performance reports and MD&A for 10-K for clients, engaged 40+ institutional and retail investors monthly, organized 15 conferences with 2x participation § Analytical Market Research: Designed and launched a weekly newsletter, summarizing industry research and key economic trends, read by 800+ institutional investors, growing investor base by 10% and attracting 2 block deals § Team Leadership: Mentored 3 employees on client communication skills and ensured timely project deliverables

A financial services company established in 1995; Ranked 12th among Top Equity Firms as per Institutional Survey – 2015 Sell Side Equity Research § Financial Modeling: Developed equity models for 15 companies under coverage, summarized results and drafted 30+ financial research reports, enabling 40% faster dissemination of recommendations to 250+ institutional clients § Analytical Problem Solving and Process Improvement: Created an Excel database to automate graph generation for time-sensitive cyclical industry reports, streamlining data collection and saving 120 labor hours annually while enhancing client satisfaction

A B2B sticker paper manufacturing business established in 1998. § Financial Planning and Budgeting: Formulated and implemented a flexible budgeting framework to optimize production schedules, inventory levels and equipment maintenance, improving overall cost accuracy by 10% § Cross Functional Collaboration: Partnered with supplier to perform a root cause analysis for cost management – refining raw material utilization, maximizing production efficiency and decreasing purchase costs by 20% § Strategic Account Management: Managed 20 diverse distributor accounts nationwide, collectively generating $3M in annual sales while cultivating robust business relationships and enhancing channel performance § B2B Product Marketing: Crafted and executed a strategic initiative to drive client acquisition through heightened engagement by distributing a comprehensive product category brochure, growing customer accounts by 15% § Portfolio Management: Recommended strategic investment proposals to diversify investments by identifying alternate business opportunities; executing systematic transfers from low performing mutual funds, yielding a 10% gain

Graduate Consulting Club - Director of Social and Community Affairs South Asian Business Association - VP of Events Career Advisor - Consulting Industry Teaching Assistant - Economics of Strategic Behaviour, Financial Statement Analysis, Financial Analysis for Manager and Investors

Extra curricular Activités - Involvement in College Festivals - Vaayu. Academic Projects - Development of a Business Plan and Black Schole's Derivative Pricing Model. Capstone Project - Internship at Fortune Money Management Services - Mutual Fund Distributor and Advisor.

Finished high school with participation in extra curricular activities that include: Involvement in one of Asia's Largest College Festivals like Umang. Organising events like Flash Mobs and Beach Cleaning drives as a part of the Rotaract Club.