Sagar Valecha

Dynamic Financial Analyst with 2+ years of specialized experience in US wealth management operations, supporting high-net-worth client portfolios and delivering comprehensive financial planning solutions. Proficient in end-to-end utilization of Orion, eMoney, MoneyGuidePro, NaviPlan, and Salesforce CRM. Demonstrated ability to execute financial data migration, automate reporting workflows, and produce retirement projections, investment analyses, and compliance documentation for advisors managing $200M+ AUM.

Adept at improving operational efficiency and delivering measurable client outcomes.

Financial Analyst – Wealth Management Operations - Valenta · Certa Planning (US) - US

(2024-02)

Managed financial planning operations for a US-based RIA firm overseeing $200M+ AUM, supporting high-net-worth client portfolios using Orion, eMoney, and RightCapital.

• Executed comprehensive data migration of client financial plans from NaviPlan and MoneyGuidePro to eMoney, ensuring 100% data accuracy and seamless platform continuity.
• Developed tailored retirement projections, insurance summaries, cash flow analyses, and investment reports to support advisor-client financial planning reviews.
• Monitored and rebalanced client portfolios in Orion; generated performance reports and flagged planning opportunities based on market movements and life events.
• Coordinated end-to-end client onboarding including account setup, KYC/AML compliance documentation, and Salesforce CRM data management.
• Automated recurring Excel reporting workflows using advanced macros and formulas, reducing manual processing time by 25% and eliminating reporting errors.
• Built financial dashboards and visual summaries for senior advisors, improving strategic decision-making and client presentation quality.
• Managed advisor scheduling, client meeting documentation, and follow-up action tracking to ensure timely service delivery.

Finance & Marketing Intern - AIM India - India

(2023-05 - 2023-07)

Supported finance and marketing teams in data analysis initiatives, integrating market behavior insights with financial performance metrics.

• Improved data collection accuracy by redesigning survey instruments and tracking mechanisms, increasing data quality by 20%.
• Prepared marketing ROI analyses and aligned promotional budget allocations with business performance targets.
• Presented financial insights during leadership reviews, directly contributing to data-informed strategic decisions.

MBA - Finance & Marketing - Bharati Vidyapeeth Inst. (2022-01 - 2024-01)

BBA - Finance - IITM Delhi (2019-01 - 2022-01)