Sai Bharadwaj
Sr. Operations And Finance Executive
Kondapur, Hyderabad
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
3
3
Certificates
Work History
Sr. Operations and Finance Executive
Cyber Upskill Advisory
Hyderabad
11.2022 - Current
- Delivered services to customer locations within specific timeframes.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Collaborated with Universities/colleges/ startups to conduct various Training programs and seminars
- Maintained company accounts, balance sheets and day to day finance transactions and collaborate with Auditors
- Maintaining Zoho CRM and Payroll to work effectively with the client database and employee payrolls
- Managed a Team of 5 Business Interns and trained them on various business activities
- Recruitment of new employees and onboarding
Financial Advisor
Mutual Funds & Insurance
Hyderabad
02.2022 - Current
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Operations Associate
NewDay USA
Hyderabad
03.2020 - 02.2022
- End to end Mortgage process, Pre Underwriting and Auditing the borrower income documents
- Provided SME support to new team members
- Auditing the Loans processed by the Team member’s
- Worked on process Automation
- Idea Projects and Innovations
- Received Innovator of the month award twice for the ideas and amendments brought to the process
- Received Star of month performer award
Financial Analyst
Wells Fargo
Hyderabad
05.2019 - 03.2020
- Processing New home and refinance Retail Mortgage applications
- Validation of Income documents such as (Bank statements, W2, 1099, Paystubs, Wealth statements)
- Processing Appraisal, Title, HOA, HOI docs
- Prepared Time Sheets to track employee productivity
- Volume Allocation and Auditing the files processed
- Prepared Volume Database for process excellence and Automated Work Allocation in MS Excel and Access
- Handled MIS activities among team and Prepared Scorecard at site level Achievements
- Delivered 3 Idea Projects to save time in processing
- Received Top Performer Award 3 times in a Row
- Received Champion Award
- Provided SME support to New Joiners
- Performed Side by Side with OnShore Representative
- Received Appreciations from LOB partners for the dollar saving on Automation
Education
MBA - Finance
Narsee Monjee institute of Management
B.B.A - Finance
Vishwa Vishwani School of business
Skills
MS Office and Advanced Excel
Accomplishments
- Financial associate – BAJAJ FINSERVE
- HR Coordinator at IIIT Allahabad, Internshala
- US IT Recruiter - Saraansh IT InfoTech
- Domestic HR Coordinator - VVSB
Certification
IRDA IC38
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Internship
- Financial associate – BAJAJ FINSERVE
- HR Coordinator at IIIT Allahabad, Internshala
- US IT Recruiter - Saraansh IT InfoTech
- Domestic HR Coordinator - VVSB
Timeline
Certified Blockchain Professional
12-2022
Sr. Operations and Finance Executive
Cyber Upskill Advisory
11.2022 - Current
Financial Advisor
Mutual Funds & Insurance
02.2022 - Current
Mutual Funds VA
01-2021
Operations Associate
NewDay USA
03.2020 - 02.2022
IRDA IC38
06-2019
Financial Analyst
Wells Fargo
05.2019 - 03.2020
MBA - Finance
Narsee Monjee institute of Management
B.B.A - Finance
Vishwa Vishwani School of business
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