Bisma Motiwala

Experience

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  Costco Wholesale

  Nov 2018 - Dec 2019

  Membership Clerk

  Was selected into the most competitive department after 3 months of being hiredProcessed member signups, renewals, and added cardsInformed members about the different memberships and their benefitsPromoted the higher-level membership card and credit card programAchieved daily membership department quotas at a rate of 92%Reviewed records to compare performance to prior years and indicate areas of improvementContributed $56,360 to the Mission Valley location

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  StepStone Group

  Aug 2019 - Jan 2020

  Portfolio Analytics and Reporting Intern

  Collaborated with the technology team to automate reporting of data through Python, reducing manual entries by 70% Communicated cross-functionally to provide investment opportunities insights based on research on investor behaviors, long-term market trends, and key metricsAnalyzed historical performance, articulated trends, and effectively communicated analytical insights to improve investors’ understanding of fund performance

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  SDSU Aztec Consulting Program

  Jan 2020 - May 2020

  Business Consultant / Project Manager

  Managed a team of 4 to initiate work streams and track project deliverables, while navigating ambiguity to clearly synthesize actionable next steps Formulated recommendations on early-stage growth initiatives by conducting analysis of 3 markets and understanding product features

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  LPL Financial

  May 2020 - Dec 2021

  Senior Operations Analyst

  Drove excellence within the Finance Operations department by leading cross-functional teams to successfully achieve business goals relating to compensation, billing, and revenue generationDecreased customer escalations by 25% by identifying customer pain points, understanding user expectations, and making constructive suggestions to scale initiativesGenerated additional monthly cash flows of $200K by analyzing and presenting data insights on a system error; research was communicated to management to streamline processes Show less

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  University of California, Irvine - The Paul Merage School of Business

  May 2022 - Sept 2022

  Project Manager / Student Consultant

  Led a team of 4 to establish a shared vision and build consensus on priorities, while working with KPMG’s Director of Data Science to provide insights on ESG policies Used Python to execute data models on company ESG initiatives and defined, implemented, and standardized metrics to use in analysis across 37 companies

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  LPL Financial

  Jan 2023 - Mar 2024

  • Senior Product Analyst

    Aug 2023 - Mar 2024

  • Product Analyst

    Jan 2023 - Aug 2023