SOURABH SHETTY

* Developed a strong foundation in financial statement analysis and reporting: Prepared and formatted trial balances, generated financial statements with necessary adjustments (book and reclassification), and meticulously analyzed tax-sensitive accounts for a portfolio of tech startups.
* Ensured accuracy and compliance through rigorous reconciliation processes: Independently reconciled prepared financial statements with audited financials, guaranteeing the accuracy of book income.
* Gained practical, hands-on experience with financial data: Utilized a standardized workpaper approach (non-automated) to process financial information, providing a deep understanding of how financial statements are constructed and interconnected.
* Identified and addressed tax implications within financial reporting: Analyzed financial statements to recognize tax-sensitive accounts and implemented necessary M adjustments, demonstrating an understanding of how tax considerations can impact a company's financial position.

* Conducted rigorous fundamental and technical analysis of potential investments utilizing Bloomberg Terminal.
* Developed and presented investment recommendations based on in-depth company and market research.
* Collaboratively managed a portfolio of investments, gaining practical experience in asset allocation and risk management.
* Tracked portfolio performance and reported on investment outcomes, demonstrating accountability and analytical interpretation of results.
* Participated in an extracurricular investment fund, demonstrating proactive engagement and a strong interest in financial markets beyond academic coursework.