Yaswanth Surya Tambabatula
Vijayawada
Summary
Accomplished Senior Financial Analyst skilled in financial statement analysis, cash flow management, and auditing procedures. Experience in reviewing multifamily and commercial properties within CMBS portfolios. Committed to leveraging analytical skills to drive financial performance and support informed decision-making.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Berkadia
12.2023 - Current
- Analyzed financial data to identify trends and provide actionable insights for investment strategies.
- Reviewed, researched, and analyzed the financials of properties (Multifamily, Commercial, Hospitality, and Healthcare) within CMBS Portfolios on a quarterly basis.
- Conducted system analysis, documentation, and loan servicing.
- Reviewed and forecasted financial statements on a monthly, quarterly, and yearly basis, ensuring reconciliation of the general ledger.
- Increase in client’s collateral performance by providing analysis reports by conducting financial analysis.
- Analyzed financial data to assess property income sustainability for loan terms using financial ratios.
- Supervise the complete mortgage loan process from closure to servicing.
Articled Assistant
EC Associates
07.2019 - 06.2022
- Prepared financial statements and reports to support management decision-making.
- Filed over 300 IT returns and handled GST returns for 20 clients every month & Provided advisory services on tax planning, tax-saving investments, and compliance with tax laws.
- Conducted internal audits for a prestigious Hotels with a turnover exceeding 30 crores providing actionable recommendations for process improvement.
- Gained Proficiency in financial statement preparation and ensuring compliance with regulatory requirements and accounting standards.
- Finalized 50+ Tax Audits (3CD Reporting) and filings for clients in Automobiles, Manpower, agriculture, and Textiles sectors, ensuring error-free compliance with tax laws, meanwhile reconciling TDS payments with 26AS.
- Prepared cash flow statements, ratio analysis, accounts receivable management, and CMA reports to assist client decision-making.
- Managed end-to-end bookkeeping and recorded daily financial transactions for clients across sectors, including a Software, manpower, Medical.
- Performed Inventory checks, asset controls and assisted in performance audit during the audit of Vijayawada club.
Education
MBA - Finance And Business Analytics
KL University
Vijayawada, India05-2024
B.com(Computers) - Computers
Gowtham Degree College
Vijayawada05-2018
Skills
- Budgeting and planning
- Variance reporting
- Account reconciliation
- Bookkeeping
- Cash flow management
- Financial statement analysis
- Financial management
- Auditing procedures
- Taxation
- Auditing
Certification
- BCMS - I(BERKADIA)
- Advanced ICITSS and GMCS(ICAI)
Languages
English
Upper intermediate (B2)
Telugu
Bilingual or Proficient (C2)
Timeline
Senior Financial Analyst
Berkadia
12.2023 - Current
Articled Assistant
EC Associates
07.2019 - 06.2022
MBA - Finance And Business Analytics
KL University
B.com(Computers) - Computers
Gowtham Degree College