Inderpreet Kaur

Business Advisor III - Robert Half - San-Francisco, CA

(2022-09)

Led financial review activities within the Wealth Management and Fiduciary Services division, overseeing a portfolio of 45+ privately held business assets and providing investment, risk, and compliance recommendations that improved asset review turnaround time by 28%.
Developed executive reporting dashboards using Excel and Power BI to monitor financial performance, cash flow trends, and valuation metrics across closely held businesses, reducing monthly reporting preparation efforts by 35 hours.
Coordinated with Trust Advisors, Legal, Compliance, and Portfolio Management teams to evaluate complex asset acceptance and disposition requests, supporting over $120M in client assets while maintaining 100% regulatory compliance.
Implemented a standardized financial analysis framework leveraging financial statements, revenue recognition reviews, and risk assessments, increasing review consistency by 32% and reducing escalations by 25%.
Optimized committee presentation and approval processes through enhanced management reporting and stakeholder communication, accelerating fiduciary review decisions by 20% and improving executive visibility into high-risk assets.
Performed detailed business performance and valuation analyses for non-publicly traded companies using advanced Excel modeling and corporate finance techniques, identifying risk exposures that prevented approximately $3.4M in potential asset impairment losses.

Business Advisor I - WinTrust Financials - Chicago, IL

(2020-08 - 2022-08)

Led Corporate Banking and Capital Markets analysis initiatives, partnering with relationship managers, credit teams, and treasury specialists to evaluate financing opportunities exceeding $250M and support client growth decisions.
Developed financial models and portfolio reporting dashboards using Excel, Power BI, and SQL to monitor lending performance, risk exposure, and profitability metrics, reducing executive reporting preparation time by 35%.
Conducted credit and cash flow analyses for middle-market clients, identifying financing structures that improved capital efficiency by 18% while maintaining compliance with internal risk management frameworks.
Implemented process improvements across loan underwriting and portfolio review workflows using SharePoint and workflow automation tools, eliminating 1,500+ annual manual processing hours and improving data accuracy to 99%.
Collaborated with Treasury, Risk Management, and Commercial Banking teams to assess interest rate and liquidity risks, delivering actionable recommendations that protected over $75M in client assets and enhanced decisionmaking speed by 25%.

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