Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Extra-Curricular Activities
Internship
Additional Information
Additional Qualifications
Interests
Timeline
Generic

Apoorva Vinjamoori

Financial Professional
Bengaluru

Summary

Results-driven finance professional with 4 years of experience in financial analysis, Investment Banking project management and Stock Market Analysis. Demonstrated expertise in identifying and mitigating business risks, performing control testing, and driving strategic decision-making through data-driven insights. Skilled in managing commissions for global clients, resolving queries, and enhancing operational efficiency, particularly in equities and options markets. Adept at balancing multiple priorities in fast-paced environments, with a proven track record of delivering innovative solutions and achieving organizational objectives. Experienced in serving diverse global clients, including at a Big Four firm. Proficient in SAP HANA, Thomson One, Alteryx, Power BI, Bloomberg, and Advanced MS Excel.

Overview

4
4
years of professional experience
5
5
years of post-secondary education
4
4
Languages

Work History

Engagement Financial Advisor

Deloitte USI
05.2023 - 05.2024
  • Manage and execute financial reports and analysis for multiple clients consisting of 4 projects, and over $52 million in revenue per year
  • Manage the financial project lifecycle including pricing, budgeting, forecasting, invoicing, variance, and margin analysis to maximize profitability
  • Supporting Project Teams through successful Management of the Financial Analysis and implementation of Project Management Control
  • Prepare budget and forecasts to project and track financial metrics such as revenue, expenses etc
  • Developed and maintained comprehensive financial models for various clients to monitor project performance against budgeted metrics, identify deviations, and provide actionable insights for course correction and improved financial outcomes
  • Track expenditures and perform the client bill and receivable collection functions
  • Will be helping Project leadership through strategic pricing methods in addition to helping maintain and exceed profitability targets by mitigating the financial risks
  • Utilize SAP HANA to drive analysis and track financial metrics such as revenue, margin, and expenses
  • Frequently communicate with senior level internal, external clients and firm leadership to present data, discuss recommendations, flagging potential risks and deliver financial guidance

Financial Analyst in CCM (Client Commission Management)

Goldman Sachs
05.2022 - 05.2023
  • Analyzed and managed commissions and investment research for trades executed globally, optimizing commission structures for equities and options
  • Resolved client queries on commission management, ensuring accurate allocation and prompt resolution of discrepancies
  • Conducted market research to align commission models with evolving financial regulations and market trends
  • Perform thorough review of fully executed acknowledgment letters, contracts, and draft contracts to ensure commissions are setup following implementation
  • Collaborated across teams, including technology, sales, and finance, to adapt to industry changes affecting commission rates and structures
  • Streamlined processes for verifying executed contracts, resulting in a 15% reduction in processing time
  • Saved $16,000 for a client by identifying and correcting discrepancies in commission setups, earning recognition through a formal presentation at the 'White Board' initiative

Advanced Associate in US Banking and Capital Markets

Ernst& Young
08.2020 - 05.2022
  • Executed walkthrough for significant business process, reviewing the risks and identifying key controls
  • Responsible for strategic planning, execution, follow up of reviews, ensuring progress of corrective actions and finalization of audits
  • Performed Substantive Analytical procedures to identify and assess the risk of material misstatement
  • Worked on Automation tools such as Alteryx, Thomson One, Micro Start and EY Random in order to improve the productivity of work flow
  • Verifying the documents of US Clients to see if they are in par with regulations and also detecting any material misstatements through test of Controls
  • Performed sample testing through Micro-Start and Random Sampling
  • Identify, analyze & justify/resolve material variances
  • Interact and have regular communication with onsite partners for clarifications
  • Worked on Bloomberg tool in order to get real time value of the shares
  • Earned Bravo & Spot awards for outstanding work quality during peak audit seasons in FY21

Education

Bachelors of Commerce -

Christ University
01.2017 - 01.2020

Pre-University - undefined

ASC Independent PU College
01.2015 - 01.2017

10th Standard - undefined

Sri Vani International School

Skills

Financial Analysis and Modeling

Accomplishments

  • Received Bravo & Spot award for exceptional work quality and completion before the due date during peak seasons in FY21 (Organization – Ernst & Young).
  • Successfully saved $16,000 for a client, with the opportunity to showcase this accomplishment in a formal presentation called White Board (Organization – Goldman Sachs).
  • Awarded with the Excellence in Academics and sports in the year 2017.
  • Won many inter-collegiate events during college.
  • Won District level Basketball Match in Pre-University.
  • Cleared Certificate “A” in NCC Cadet at 39 KAR INF BN NCC.
  • Won in 400 meters Annual Athletic race 2016.

Software

Power BI

Bloomberg Terminal

Alteryx

Thomson One

Sap Hana

Extra-Curricular Activities

Employee Engagement Committee Member: Focused on designing and implementing team-building exercises to enhance employee retention, strengthen team dynamics, and provide valuable updates on team developments.

Captain for Women Basketball Team for 2 years in Pre-University.

● Christ University Commerce Association group representative which is the cultural group Organizing Committee.

● Received 6th rank In Mock stock event as a part of Christ University Festing Association

● Participated in Intercollegiate events as a part of Christ University Festing Association.

● Volunteered to many social events as a part of Corporate Social Responsibility.

Internship

Finance Intern, San Engineering & Locomotive Co. Ltd, Bengaluru, 04/09/19, 06/10/19, Assisted the Finance Manager in understanding the financials of the Organization., Applied theoretical concepts in real life scenarios and instilled a thorough knowledge and understanding of Accounting., Posted Journals and ledgers; used SAP to update Vendor list.

Additional Information

● Received Bravo & Spot award for exceptional work quality and completion before the due date during peak seasons in FY21. (Organization – Ernst & Young).

● Successfully saved $16,000 for a client, with the opportunity to showcase this accomplishment in a formal presentation

called White Board. (Organization – Goldman Sachs)

● Awarded with the Excellence in Academics and sports in the year 2017.

● Won the Entrepreneurship Development competition, As a part of Christ University Commerce Association activities.

● Won many inter-collegiate events during college.

● Won District level Basketball Match in Pre- University.

● Cleared Certificate “A” in NCC Cadet at 39 KAR INF BN NCC.

● Won in 400 meters Annual Athletic race 2016.


Additional Qualifications

  • CFA Level 1 Candidate.
  • Introduction to Data Analytics using SPSS, Christ (Deemed to be University) (2019).
  • Certification in Introduction to Python and Statistics in Financial Analysis, The Hong Kong University of Science and Technology (2019).
  • Advanced Excel Using MOODY’S (2020).
  • Certification in the stock market for Beginners, E-learn Markets (2019).
  • Financial Modeling in Decision Making & Business Planning - Alison.
  • Analyzing and Visualizing Data with Microsoft Power BI – Skill Nation (07/01/24).
  • Private Equity and Venture Capital - Università Bocconi.
  • Certified Investment Banking Professional – Imarticus Learning (2021).
  • SQL for Data Science - University of California, Davis (2025)

Interests

Singing

Playing Basket Ball

Travelling

Reading Books

Timeline

Engagement Financial Advisor

Deloitte USI
05.2023 - 05.2024

Financial Analyst in CCM (Client Commission Management)

Goldman Sachs
05.2022 - 05.2023

Advanced Associate in US Banking and Capital Markets

Ernst& Young
08.2020 - 05.2022

Bachelors of Commerce -

Christ University
01.2017 - 01.2020

Pre-University - undefined

ASC Independent PU College
01.2015 - 01.2017

10th Standard - undefined

Sri Vani International School
Apoorva VinjamooriFinancial Professional