Viraaj Dhawan
Associate @ Edgemont Partners
About
I graduated from Indiana University’s Kelley School of Business in May of 2023 majoring in finance and accounting. Currently, I am an Associate at Edgemont Partners doing healthcare M&A. I hold series 63 and 79 securities licenses.
United States
New York
Investment Banking
Data Analysis, Leadership, Microsoft Word, Strategic Planning, Research, Customer Service, Customer Relationship Management (CRM), Team Leadership, Team Building
Experience

Finance Intern
Clarabridge
Reston, Virginia, United States
Calculated and processed commissions on 50+ deals per month to appropriately allocate deal revenue to the sales team using Excel and SalesForce Communicated with 90+ account managers and the FP&A team to ensure sales reps are paid accurately while meeting tight monthly deadlines Created a mail merge API tool to send commissions to sales representatives and cut down the time to send by 75%

Intern
Fairfax, Virginia, United States
Designed and beta tested a new hot transfer product that improved lead quality and created over $500 in revenue Analyzed a variety of data to understand lead quality by source, discover lost potential revenue and how to convert it, and to assist a customer in deciding how to use their network efficiently to handle an increase in lead volume and spending Created a dashboard to quickly understand affiliate data including each affiliates effectiveness, cost/revenue, and volume projections given data from the past 6 months

Intern
Fairfax, Virginia
Trained as a verification specialist speaking to hundreds of leads with the goal of ensuring the highest quality of service for a nationwide financial adviser network. Worked with the CEO to create executive dashboards to efficiently display data for all teams, crucial to efficient performance and task management. Simplified the integration of a new phone system and customer relationship management (CRM) platform to improve efficiency and data management. Shadowed the Junior and Senior accounts managers to gain an introduction into the profession of financial planning.

Intern
London, United Kingdom
Performed usability study for Zopa Mobile App with a design firm to support the product team. Gained first-hand experience at understanding app navigation complexities and the difficulties of communicating features to users. Developed requirements for the internal customer service platform by interviewing key teams within Zopa. The work proved to be crucial to transfer customer service to the Sales Force Platform.

Summer Internship
Curb - The Taxi App
Arlington, Virginia
Analyzed accuracy of data captured from the Curb App on all platforms (iOS and Android) in New Relic. E.g booking and cancellation events Create New Relic Dashboards to summarize usage data, e.g rides (hailed, accepted, and canceled) by the hour. Dashboards used by Engineers to fix the data delay between the app and the Curb New Relic Server Worked with Paypal to kick-off Paypal integration into Curb Platform.
Education
Viraaj Dhawan's Contact Information
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