Women in Tech and Finance
Fem-Catalysts
Co-hosting industry roundtables that connect women operators across the NYC and NJ startup grid with capital, mentorship, and technical resources.
New York City · Financial District
Harshil
Thakkar
Financial Services Associate
New York Life · Manhattan GO · Financial District NYC
Engineering Management graduate turned corporate finance strategist, advising CEOs, CFOs, and business owners on financial architecture, risk strategy, and wealth protection from the heart of America's financial capital.
Financial Strategy
Engineering Management
AI & Data Analytics
Academic Leadership
New York Life
Manhattan GO · Financial District NYC
Fortune 100 Backing
AAA Fitch Rated
Financial Services
Engineering Leadership
Cyber & AI Knowledge
Advisory Experience
01Expertise
Four disciplines, one operating standard.
Financial Strategy
B2B and B2C advisory for founders and executives, translating balance sheet exposure into structured, defensible strategy.
C-suite consulting
Engineering Management
Systems thinking applied to financial architecture, with a graduate foundation in operations, risk, and project strategy.
Stevens MEng, GPA 3.8
AI & Data Analytics
Quantitative modeling and decision support built in Python, from Monte Carlo simulation to weighted multi criteria analysis.
Azure AI certified
Academic Leadership
Teaching, mentoring, and speaking on the future of AI, with founding leadership of a university wide student organization.
4 courses, EdgeCON panelist
0.0
Graduate GPA
0
Projects Delivered
0
Courses Instructed
0%
Client Growth Driven
02Corporate Finance
You cannot scale aggressively on a fractured baseline.
Advisory work runs on the same discipline as engineering: map the system, find the failure points, then structure around them. The output is a financial architecture that survives growth, not one that merely reflects it.
B2B advisory for CEOs and CFOs
Business continuity planning
Risk gap analysis
Executive benefits design
Retirement strategy
Insurance strategy
Wealth planning
Connect on LinkedIn
Institutional Weight
Advisory delivered inside the Management Program at FiDi, backed by a Fortune 100 firm carrying a AAA Fitch rating.
Founder Infrastructure
Early stage venture tax posture and personal wealth synchronization, so the operator and the entity are never structurally out of step.
Corporate Architecture
401k design, key person insurance, workers compensation, and elite executive benefits built to hold under scale.
Holistic Wealth Strategies
Comprehensive risk management and financial security for high net worth operators across business and personal balance sheets.
03Education
A quantitative foundation.
Stevens Institute of Technology
May 2025Master of Engineering, Engineering Management
GPA 3.8Hoboken, New Jersey
Gujarat Technological University
May 2022Bachelor of Engineering, Mechanical Engineering
GPA 3.6Gujarat, India
04Experience
A track record built on execution.
New York Life
CurrentFinancial Services Associate
Manhattan GO, Financial District, New York
- Advises CEOs, CFOs, and business owners on financial architecture, risk strategy, and wealth protection.
- Operates within the Management Program at FiDi, backed by a Fortune 100 firm with a AAA Fitch rating.
Stevens Institute of Technology
August 2024 to PresentTeaching, Laboratory and Graduate Assistant
Hoboken, New Jersey
- Assisted teaching and grading for Statics and Engineering Mechanics, Project Management, Systems Analysis and Design, and Management of AI Technologies.
- Supported laboratory instruction and student mentoring across four graduate and undergraduate courses.
Arcadia (Rocksteady Promotions Inc.)
June 2024 to August 2024Account Manager
New Jersey
- Ran sustainable technology campaigns for Arcadia and Neighborhoodsun.Solar Inc.
- Promoted to Account Manager and contributed to a 40% commission based revenue model.
Enbee Education Center Private Limited
December 2022 to July 2023Career Admissions Counselor and Sales Manager
Gujarat, India
- Built an onboarding framework that drove a 65% increase in client registrations.
- Led a 20 member cross functional team across counseling, admissions, and sales.
Currently
Financial Services Associate, New York Life, Manhattan GO, Financial District, New York.
Statement of Intent
Scale needs secured foundational systems. I engineer the financial architecture that ensures yours is bulletproof.
05Initiatives
Building the ecosystem, not just the portfolio.
Work outside the advisory desk that compounds: convening founders, supporting students, and pushing applied research forward.
Sports Technology
FIFA Analytics and Digital Sporting Pad
Performance analytics research and a multi functional sports device concept, bridging quantitative modeling with product design.
Founder
International Students Club
Founded a university wide organization supporting international students through onboarding, community programming, and career access.
EdgeCON
Future of AI: Insights from Next Generation
Conference panelist speaking on applied AI adoption, the skills gap, and how the next generation of engineers will deploy it responsibly.
06Skills
Technical depth behind the advisory.
Finance
Financial StrategyRetirement PlanningInsurance StrategyWealth Planning
Simulation and Engineering
SimPyNumPyAutoCADSolidworksMonte Carlo
Leadership
Project StrategyInclusive LeadershipTeam Management
AI and Data
PythonMachine LearningAzure AIData MiningData AnalyticsJupyter
Tools and Platforms
Microsoft 365MS ProjectTableauMiniTabTeamsSharePointSalesforceAgile
Certificates and Achievements
- Azure AI Services on Microsoft Learn, AI Engineer Career Path
- TA Training for Doctoral Students
- Teaching at College Level
- Founder of the International Students' Club
- EdgeCON Conference Interviewee, Future of AI: Insights from Next Generation
- Inclusive Leadership Certificate, ILCP, Stevens School of Business
07Projects
Quantitative work, delivered end to end.
FeaturedJanuary to May 2025
Sports Tech Global Expansion Planner & Risk Analysis
A Python based Decision Support System applying a Weighted Sum Model across 11 market and risk criteria over a 105 country dataset, ranking expansion targets and quantifying downside exposure before capital is committed.
0%
Top-5 match accuracy
0%
Risk exposure reduced
0%
Less manual evaluation
FIFA 2026 World Cup Performance Metrics & Data Visualization
Analyzed 64 matches across two World Cups and engineered a Goal Conversion Rate metric alongside a Fan Engagement Index.
0%
Higher win rate above 55% possession
0%
Engagement spike, high scoring matches
Global Tennis Competition Management System
Unified scheduling, ticketing, and ranking platform projected to serve over one million annual attendees.
0%
Scheduling time reduced
0%
Administrative errors reduced
0%
Fan satisfaction increase
Uni-Verse AI
AI powered platform unifying transit, dining, events, and cultural insights for international students and travelers.
0M+
International students addressed
0.0B
Tourists addressed
Digital Sporting Pad
Multi functional Kindle inspired sports device concept integrating VR, a control stick, and an AI powered watch, co-developed with a Netflix business executive.
0
Integrated hardware modes
Monte Carlo Graduate School Decision Simulator
Simulation tool modeling admissions criteria and constraints across top US Engineering Management programs to support data driven school selection.
0
Simulated admission runs
Next Engagement
Start the conversationHave a project or consulting engagement in mind?
Bring the problem, the constraints, and the numbers. We will scope the analysis and the financial architecture around it.
08About
The bridge between high growth operators and institutional stability.
Executive Summary
Scale needs secured foundational systems. I engineer the financial architecture that ensures yours is bulletproof. Operating within the Management Program at FiDi, I serve as the bridge between high growth operators and elite institutional stability, backed by a Fortune 100 firm with a AAA Fitch rating.
Core Strengths
Engineering Management training paired with corporate finance practice. Quantitative modeling, risk gap analysis, and structured advisory delivered with the discipline of a systems engineer rather than the language of a salesperson.
Leadership Philosophy
Beyond the advisory desk, I am an active ecosystem builder across the NYC and NJ startup grid, driving initiatives within founder cohorts and co-hosting roundtables for Women in Tech and Finance.
Institutional Approach
Business architecture and personal finances are synchronized, never treated separately. The result is a structural moat that holds while the operator runs at full speed.
0+
Years Experience
0
Leadership Roles
0
Projects Delivered
0
Certifications
0.0
Academic Excellence, GPA
0
Strategic Initiatives
09Contact
Let's build the
structural moat.
For founders, CEOs, and CFOs evaluating their financial architecture. Send a short overview and I will follow up with next steps.
Emailharshilthakkar3525@gmail.comPhone+1 412-401-3670LinkedInlinkedin.com/in/harshil-thakkar-b44b46170GitHubgithub.com/hthakkar-1
39th Floor, 285 Fulton St., New York, NY 10007