Goldman Sachs

Prepared monthly Cash Flow Statements, and reviewed and analyzed all balance sheet accounts, journal entries, accruals, General Ledger (GL) and financial statements using SAP, GAAP, bank reconciliation, and Payroll.
Utilized Tableau, Power BI, and Alteryx for data visualization and financial analytics, improving reporting and decision- making processes.
Responsible for month-end close processes, including balance sheet and financial statement reporting.
Increased data accuracy in financial models by 15% using data validation and conditional formatting.
Establish and implement a risk management framework that improved portfolio risk-adjusted return by 12%.
Created forecasting tracking and management reporting systems to improve the availability and accuracy of financial data, triggering a 13% increase in accuracy. 
Produced and evaluated financial models to inform decision-making across the company, leading to an 18% reduction in risk exposure.
Established financial Key Performance Indicator (KPIs), forecasting processes, and trend analysis to support long term growth objectives. 
Streamlined financial reporting processes by creating customized templates and reports in QuickBooks, saving 3 hours per month. 
Enhanced operational efficiency of finance systems by 11% through the implementation of streamlined data management procedures. 
Analyze credit derivative products including credit default swaps (CDS), collateralized debt obligations (CDOs), and credit-linked notes (CLNs) to assess credit risk and market opportunities. Prepare comprehensive reports and presentations for senior management and clients, highlighting key insights, performance metrics, and risk exposures. 
Utilize advance financial modeling techniques in Microsoft excel to assess and mitigate risks, providing crucial data for clients and senior leadership. 
Used Pivot Tables, V-Look Ups, VBA, Advanced Conditional formatting, and Data Analysis tools

Financial Analyst

Charybdis Capital Management

Conducted in-depth market research using Bloomberg's powerful financial data analysis tools, leading to a 15% improvement in investment recommendations.
Prepared 3 financial models by utilizing a 5-year DCF model and assisted with due diligence on M&A worth $55M.
Assisted managing directors with post-M&A integration by identifying opportunities for revenue optimization via growth that resulted in closing a $10M deal.
Developed financial models and projections using advanced Excel functions to assist in strategic decision-making.
Compiled a list of strategic investors for Mergers & Acquisitions deals that resulted in clients securing multiple offers and receiving a premium valuation for their company.
Prepared and analyzed GL reports, FFP, and other financial statements, ensuring accuracy and compliance.
Created financial views (templates) and prepared monthly and quarterly finance reporting and analysis for business leaders and finance management. Extracted and analyzed data using finance tools, Hyperion Excel, and Access.

Financial Analyst Internship

KPMG

Analyzed financial data in Excel to produce short and long-term forecasts based on multiple scenarios and contingencies related to financing and market conditions.
Enhanced operational efficiency of finance systems by 11% through the implementation of streamlined data-management procedures.
Streamlined financial reporting processes by creating customized templates and reports in QuickBooks, saving 3 hours per month.
Build financial risk management strategies, mitigating potential financial risks and enhancing portfolio performance.
Analyzed market data in Bloomberg Terminal to identify financial trends, increasing profitability by 27%.
Worked on comprehensive financial statements and investment analysis, providing actionable insights for investment decisions.

Junior Financial Analyst

Passionate finance professional with a background in Master's in Finance from Stevens Institute of Technology. Experienced in strategic finance, operations, and equity research, with a track record of driving business growth and managing high net-worth portfolios. Founder and CEO of a successful education platform and a proactive investment analyst with a focus on pre-seed and seed-stage startups. Proficient in financial modeling and analysis, with skills in Python, SQL, R, and extensive knowledge of Microsoft Office Suite.
Outside of work, I enjoy indulging in cricket, cooking, art, cinema, and exploring the world of fine wines. Please feel free to reach out to me at apothula@stevens.edu

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