SHIVA KUMAR GOUD

Project Leadership & Stakeholder Engagement

• Independently managed cross-functional projects involving various business teams, product owners, and engineering teams.
• Acted as a key liaison between business stakeholders and technical teams, translating project requirements into actionable tasks for developers.
• Supported developers in resolving business queries, especially those involving accounting and financial concepts, ensuring accurate implementation.
• Facilitated daily Scrum calls, monthly retrospective meetings, and project planning sessions to ensure continuous delivery and team alignment.
• Utilized JIRA Kanban boards for project tracking, creating and managing Themes, Epics, and User Stories to drive structured execution and transparency.

Data Engineering and Architecture

• Integrated data from diverse sources, including SQL Server, flat files, and third-party applications, into Snowflake for centralized analytics.
• Designed and implemented data pipelines using AWS services (S3, DMS, MWAA), and Apache Airflow for orchestrating ETL workflows.
• Partnered with engineering teams to build scalable data models and dimensional schemas (fact and dimension tables) supporting analytics.
• Created tables, views, stored procedures, and tasks using SQL to support ETL processes, and enable efficient data transformation and reporting.
• Ensured data quality and consistency across reporting layers through validation frameworks and metadata management.

Report Automation and Data Analytics

• Led end-to-end development of automated reporting solutions using Power BI (Desktop and Report Builder) and SQL, reducing manual effort and improving data accuracy.
• Translated complex business requirements into scalable automation workflows using VBA macros, Power Automate, and Power Query/DAX.
• Maintained and enhanced existing reporting tools, ensuring data integrity, and timely issue resolution.

Technical and Domain Expertise

• Expert in MS Excel, Power BI, Paginated Report, SQL, Snowflake, and AWS services (S3, MWAA, DMS).
• Working knowledge of Apache Airflow for orchestrating data workflows.
• Strong understanding of private markets workflow, including various teams such as fund accounting, fund operations, underwriting, valuations, and asset and investment management teams for real estate, private credit, and private equity.
• Well-versed in fund strategies, fund structures, and key financial metrics, including IRR, NAV, waterfall models, and performance returns, supporting both strategic analysis and investor reporting.

Leadership and Communication

• Managed teams of 11 or more members across fund operations, underwriting, and continuous improvement projects.
• Currently managing 5 engineers for data engineering and analytics projects.
• Conducted quarterly check-ins, defined team goals, and supported professional development.
• Delivered clear, concise updates to stakeholders and leadership, ensuring transparency and accountability.

• Interacting with senior in-house management and/or external clients to understand clients' requirements for financial models.
• Providing Valuable Financial data via development and delivery of reporting, forecasting, financial analysis and modeling to support the ongoing business.
• Building custom financial models and/or converting/build client proprietary templates built in other products such as Factset, Bloomberg, Thomson Reuters', etc., Financials using Capital IQ excel Add-ins.
• Role includes building Fundamental analysis models, Projections models, Company tearsheets, Comparable company analysis, Ratio analysis, Business & Geographic segment analysis, Market data analysis, Capital structure analysis, Ownership models analysis, Fixed income securities analysis, DCF (Discounted Cash Flow) valuations, Relative Valuation models, Transactions analysis models, Beta calculation, Custom indices, Portfolio models, commodities models, etc.
• Projecting and forecasting financial statements according to the client inputs.
• Understanding client requirements and applying various valuation concepts, financial modeling techniques and MS Excel based advanced formulas with Excel-VBA (Macros) to prepare free-flowing, accurate and dynamic financial models.
• Analysis of quarter (10 Qs) and Annuals (10 Ks) of more than 1000 companies listed in NASDAQ and various stock exchanges worldwide within the stipulated timeliness and with expected standards of time.
• Analyzing the cash flow statement to know the cash from operations & working capital requirements, Debt equity structure & dividend payout policies of the companies.
• Excellent Knowledge on Capital IQ Platform, Datasets & Contents.