I am an enthusiastic, analytical professional with expertise in financial modeling and valuation. Currently pursuing FRM Level I. Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research and financial modeling. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
4
4
years of professional experience
Work History
Senior Analyst - Investment Banking
S.G Analytics
Hyderabad
05.2025 - Current
Analyzed financial data to support investment strategies and decision-making.
Prepared detailed reports on market trends and industry performance.
Collaborated with cross-functional teams to assess investment opportunities.
Developed financial models to evaluate project feasibility and risk.
Conducted financial modeling to analyze potential investments and acquisitions.
Developed financial analysis reports and presentations by applying acquired financial principles.
VALUATION ASSOCIATE
KOTRIKE FIN ADVISORY SERVICES LTD (KFAS)
09.2021 - 04.2025
KFAS engages in qualified, independent 409A valuation for privately owned companies, as well as audit, tax, and advisory services for the U.S. market.
Worked on various projects, including business valuation, purchase price allocations, goodwill impairment, intangible assets, and valuation of complex securities, including financial assets and liabilities, capital structures, intellectual property valuation, convertible notes, and stock option valuations.
Utilized valuation methodology, including income, market, and asset approach, to assist clients in tax compliance, financial reporting, and managerial planning.
Performed intensive analysis of financial data and documents, including modeling/projections, strategic analysis, economic and statistical breakdowns, and due diligence review.
Conducted industry research, comparable company analyses, and mergers and acquisitions research to support valuation assumptions and analysis.
Utilized strong presentation skills, including the ability to pitch to consultants, management, and the respective client, to ensure that all project goals were met.
Presented the final output in a clear, concise report to project teams. Assisted in the development of presentation communication to clients.
Managed a group of two to three people while reviewing the final reports made by the company or provided to the company by the client.
Education
Master of Science - Finance (Quantitative Finance and Investment Management)
University of Massachusetts Boston
Boston, Massachusetts
08.2021
Bachelor of Business Administration - Finance
Prairie View A&M University
Prairie View, Texas
05.2019
Skills
Analytical mind
Leadership skills
Financial modeling
Industry analysis
3-statement financial model
Advanced Excel
Strong communication skills
Valuation techniques
Languages
Telugu
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Accomplishments
Prairie View A&M University Women’s Tennis Team 2015-2019
Scholar Student-Athlete at Prairie View A&M University 2015-2019
Bloomberg Certified Individual Fall 2018
Prairie View Honor Roll and Deans Roll Awardee 2016-19
Timeline
Senior Analyst - Investment Banking
S.G Analytics
05.2025 - Current
VALUATION ASSOCIATE
KOTRIKE FIN ADVISORY SERVICES LTD (KFAS)
09.2021 - 04.2025
Master of Science - Finance (Quantitative Finance and Investment Management)