Ricky Panchana

Business Finance Advisor @National Business Capital

Sales Manager💰 Investor & VCBusiness Development ManagerExecutive CoachBusiness Owner💼 C-level Executive👍 Sales & BizDevInvestment OfficerCBDOInvestment Banker🧨 ConsultingCFO🏦 FinanceBanking Operations✨ Business OwnerInvestment AnalystAssociateAdvisor

Ricky Panchana is a highly qualified Business Finance Advisor currently serving at National Business Capital, a leading finance company known for providing innovative financial solutions for businesses. With a strong background in finance and business management, Ricky has built a reputation for helping businesses navigate complex financial landscapes to achieve their goals. His expertise lies in corporate finance, strategic planning, and financial analysis, making him a trusted advisor for companies seeking financial advice. Ricky's ability to build strong relationships with clients, along with his in-depth understanding of financial markets, has been instrumental in his successful career. His dedication to helping businesses grow and thrive financially is evident in his work at National Business Capital.

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Work Background

National Business CapitalBusiness Finance Advisor - Employee of the Year - Presidents Club

Jan. 2018Hauppauge, New York, United StatesI assumed the role of Business Finance Advisor in 2018. I build relationships with C-level executives and a diverse array of stakeholders regarding financial plans and strategies along with giving valuable financial advice. I am appreciated by management for analyzing financial data received from business owners to develop strategies for meeting clients' financial goals. I am involved in preparing and interpreting financial document summaries, revenue performance reports, and return on investment projections for clients. Key Accomplishments: ★ Ranked among the top 3 revenue-producing advisors for the last 4 consecutive years ('20-'23). ★ President's Club inductee years 2019, 2022, and 2023. ★ Awarded ‘Employee of the Year' for energetic demeanor and team-oriented attitude.

Shore Power IncAccount Manager

Jan. 2016 - Dec. 2018Old Saybrook, CTI was appointed as Account Manager in 2016 and here, I served as the lead point of contact for all customer account management matters. I developed trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors. Ensuring the timely and successful delivering of solutions according to customer needs and objectives. My duties involved collaborating with sales team to identify and grow opportunities within territory. Key Accomplishments: ★ Commended by senior management for showing strong work ethic and commitment. ★ Surpassed senior colleagues across numerous metrics, including 45% growth in YOY sales. ★ Distinguished for contributions towards complete integration of the Salesforce CRM tool.

Bank of AmericaOperations Manager

Jan. 2015 - Dec. 2016Middletown, Connecticut, United StatesI was appointed as Operations Manager in 2015. Here, I was responsible for exceeding competitive performance metrics in operational risk management and relationship building. I was successful at these tasks by utilizing constructive coaching in combination with effective communication skills. My job duties included, developing solid, trusting relationships with clients, local businesses, staff, peers, and management teams to facilitate efficiency and productivity. Key Accomplishments: ★ Enhanced business growth by exceeding expectations on several performance metrics. ★ Effective management and risk mitigation of over $300K in bank cash assets. ★ Improved productivity of the workforce by leading a team of five financial center associates while assisting an average of 300 customers per day.

ArroHealthProject Manager

Jan. 2014 - Dec. 2015Hauppauge, NYI started serving as Project Manager in 2014. Here, I continually improved internal processes to boost efficiency, reduce costs, and ensure seamless operations. I achieved project deadlines within budgetary and time scale utilizing lean project management skills. I was successful at these tasks by leveraging constructive coaching and effective communication. My responsibilities entailed developing trusting relationships with medical providers, staff members, colleagues, and executive boards to allow for upmost productivity and business growth. Key Accomplishments: ★ Targeted and multi-faceted planning allowed for a new company milestone of $2M in annual revenue generated for assigned territories. ★ Efforts allowed for successful and efficient retrieval of over 50K confidential medical records.