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					                                        JOEL MENDONCA
        6037 Overbrook Avenue • Philadelphia, PA 19131 • 1-215-460-7753 •

Saint Joseph’s University                                                            Philadelphia, PA
MBA (Finance/Accounting), GPA: 3.80                                                      January 2010

Indus Business Academy                                                               Bangalore, India
Diploma in IT Systems                                                                      June 2006
[Studied Database Management Systems, Enterprise IT applications, Management Information
Systems, Business Intelligence tools, system analysis & design, IT infrastructure management,
software engineering, software project management, business process modeling, ERP, CRM/e-CRM,
e-Commerce, Business process outsourcing/knowledge process outsourcing]

Gôa University                                                                         Margao, Gôa
Bachelors of Accounting, Accounting Concentration, GPA: 3.72                              May 2004
[Studied Math, calculus, statistics, advanced financial management, financial accounting auditing &
taxation (5 courses); computer systems and business law]

   Certified in “Business Objects 5.1” (Business Intelligence Tool).
   Proficient in Microsoft Word, Project, PowerPoint, Access, Excel (vlookup, hlookup, pivot tables,
    VBA macros), Peachtree, TALLY, SQL and MS-Access. Used SAP, Siebel (CRM), FactSet,
    Bloomberg terminal and SPSS.
   Undertook class in advanced financial modeling and valuation conducted by Wall Street
    Training, New York. Learnt DCF analysis, debt and interest schedule, deal comps, trading comps
    and advanced MS-Excel techniques.

Proficient in English, Spanish, Portuguese, French, Hindi and Konkani.

Siemens Medical Solutions                                                                Malvern, PA
Analyst Intern                                                                    Jan 2010 – May 2010
 Prepared competitive intelligence reports on angiography and special products modalities with
   focus on service offerings, pricing, customer preferences and industry trends. Created pivot tables
   and charts from this data. Saved my manager valuable time for marketing activities.
 Analyzed monthly contract, warranty and POS trends. Used MS-Access (IBV-Install Base Viewer)
   extensively for data mining and analysis and creation of comprehensive competitive intelligence
   reports. Prepared reports and presentations of analytical findings in narrative, tabular, and
   graphical formats.
 Used MDBuyline (medical industry’s most comprehensive & trusted information source on
   medical products and services) to generate research reports on competitors and their
   products/service offerings. Detail oriented approach to include facts and figures in each report.
 Created, tracked and conducted follow-ups of target programs and other service marketing
   campaigns. Responded to queries and concerns regarding plan details, clauses and stipulations.
 Strong customer service orientation coupled with maintenance of customer database of plan

Merrill Lynch (Global Wealth Management)                                          Bala Cynwyd, PA
Finance Intern                                                                  Sept 2009 – Dec 2009
 Reviewed high net worth client portfolios and prepared recommendations that yielded positive
    gains and results for clients. Tracked specific stock and mutual fund performance; based on risk
                                    JOEL MENDONCA
       6037 Overbrook Avenue • Philadelphia, PA 19131 • 1-215-460-7753 •
    tolerance, age and current asset allocation. Coordinated seminars and made appropriate

Mutual of Omaha, Neil Chonofsky Division (NCDO)                            Plymouth Meeting, PA
Marketing/MIS Intern                                                         May 2009 – Aug 2009
 Created and installed performance tracking system through linking of computers and online
   tools. Prepared marketing plan for effective promotion of Mutual of Omaha’s products to senior
   citizens. Worked on MAX (sales maximiser) and SPA (sales training interface) systems.

Saint Joseph’s University, Management Department                                       Philadelphia, PA
Research Assistant                                                                 Sept 2008 – Dec 2009
 Assisted with research and analysis for professors in ethics, management, economics and
   international trade.
 Supervised Work-Study students and managed front desk operations.
 Completed trend analysis of “foreign direct investment and foreign equity flows into emerging markets”
   for years 1991 to 2007. Used SPSS to tabulate student surveys relating to attendance and course
   satisfaction indices.
 Represented management department at open house events and promotional meets.
 Consulted student organizations and served as liaison between faculty and student run
   initiatives. Provided project management assistance to management department personnel.

ICICI Brokerage Services Ltd.                                                          Bangalore, India
Sales Manager                                                                       Oct 2006 – Oct 2007
 Managed the management information system (MIS) for the banking branch. Designed wealth
    management plans for individual retail clients. Suggested effective strategies in tax planning that
    yielded savings of 5 to 8% to clients. Monitored and tracked customer complaints with the online
    trading software.
 Promoted and sold financial products of ICICI; including equity and debt securities.
 Recognized by company CEO for successfully retaining several key clients. Appointed Chief
    Facilitator of Customer Relationship Management for banking center for excellence in customer

   Contributed research and analysis work for Prof. Charlene Glenn’s research paper titled “Can we
    get along in virtual teams?” Used online questionnaire to obtain answers to questions and reach
    respondents from diverse professions and backgrounds.
   Authored research paper on the topic “New Age Manager as Leader and Change Agent” and
    made presentation on the same at MMA House, Chennai for the 4th Management Students
    Convention in September 2005.
   Prepared research paper on the topic “Using E-Commerce to Fuel Rural Growth in India” for

   Vice President (Admin), Entrepreneurship Society                           March 2009 – Present
   VITA (Volunteer Income Tax Assistance)                                 January 2009 – April 2009
   Telehawks Associate (call center), Center for Food Marketing              April 2008 – May 2009
   Social service volunteer (Adopt-A-Pop; ELS Language Service)                  2008 – 2009
   Attended Net Impact 2009 conference at Cornell University                November 13, 14 2009

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