VEENA K OTHAKONDA

Email: aca6ua@r.postjobfree.com Contact# (408) 594 - 8491 [C], (408) 338 - 6944 [H]

Sponsorship of Work Visa NOT Required

MBA and a CFA Level 2 Candidate with over two years of professional experience. S eeking to work for an

organization where my professional experience and analytical skills can be put into practice, thereby leading to

organizational and personal growth.

E XPE RTISE

Financial Analysis Business Valuation Equity & Fixed Income

Financial Modeling Corporate Finance Investment / Portfolio Management

Investment Banking Accounting & Cash Flow Analysis Equity & F ixed Income

Mergers & Acquisitions Venture Capital & Private Equity Microsoft Excel

EDUCATION

Master of Business Administration ( Major in Finance & M arketing )

Institute of Management Technology, Nagpur, India GPA: 3.7/4.0 2009

Bachelor of Engineering

Osmania University, Hyderabad, India GPA: 3.8 /4.0 2 007

FINANCE PROJECTS

Evaluated the Acquisition of Novelis Inc. by Hindalco Industries Ltd.

Performed a Stock Research Analysis of ‘Align Technology Inc.’ (ALGN).

Analyzed PORTFOLIO of Wipro Ltd., Cipla Ltd., Mahindra and Mahindra Ltd. and Reliance Ltd.

Evaluated the IPO of Sun TV Ltd. as a part of Corporate Finance curriculum.

Performed a Corporate company research analysis of NOKIA.

Examined the ‘Feasibility of Launch of Children’s Health Magazi ne’ through a Business Research.

WORK EXPERIENCE

Associate Intern – C apital Markets at US Capital Partners, San Francisco Oct 2012 to Jan 2013

Performed Financial Statement Analysis of over 30 prospects as part of preliminary underwriting b efo re

presenting to lenders and demonstrated high level of excel skills.

o For example, a UK based manufacturer of radiation equipment seeking $3.25M to acquire a firm in the US

was eligible for a $1.25M Inventory Line of Credit and $2M Machinery & Equipment Te rm Loan.

Exhibited outstanding credit analysis skills.

Established referral relationships over telephone, with over 150 investment partners nationwide to gain an

understanding of t heir credit/ investment criteria a nd referring appropriate prospects to them .

Managed and successfully systematized the firm’s database, M icrosoft Dynamics CRM software consisting of

over 10,000 investors, w ith strong attention to detail .

Gained an in depth understanding of the following debt and equity structures: Commercial & I ndustrial lending,

Asset based lending, A ccounts R eceivable F actoring, Purchase Order Financing, Small Business Administration

loans, Cash Flow lending, Mezzanine debt, Venture Capital and Private Equity.

Relationship Manager – F inancial Advisory Services a t Axis Bank, India June 2009 to May 2010

Assisted various HNI clients of the bank in financial management by strategically investing their wealth into

various Mutual Funds offered by the bank, taking into consideration - the investment goals of clients, investment

horizon, liquidity needs and risk tolerance.

Managed a portfolio o f assets totaling $1M (INR equivalent), b y monitoring a nd rebalanc ing t hem on an as

needed basis . Commended for m y e xemplary client service skills.

Exceeded target re venue b y 20%, leveraging on the set of products o ffered – Mutual funds, Insurance, Loans,

Credit cards and Gold Coins, thereby enhancing the top and bottom lines of the bank .

Intern – Risk Analyst at Treasury Division, Syndicate Bank, India Feb 2 008 to Dec 2 008

Measured and analyzed the I nterest Rate Risk using the Standardized Modified Duration A pproach.

C alculated the adequate Capital Charge for the investment portfolio of $1B (INR equivalent) o f the Bank.

Created an innovative a nd efficient p rocess that r educed the implementation time by 40% .

SKILLS

Financial Valuation techniques like NPV/IRR approach, DCF Analysis, Market Approach, Transaction approach.

P roficient in M S Excel, Power Point and Word, Pre sentation and Spreadsheet too ls.

Process - oriented self - starter w ith e xcelle nt Communication, A nalytical, Quantitative a nd O peratio nal ski lls .

Responsible Team Player with the ability to take complete o wnership of work a nd strong attention to detail .

Active involvement in the Organizi ng Committee at various events at B - school .

AWARDS & ACHIEVEMENTS

Consistently ranked in the top 5 percentile at all levels of education and professional life .

Won academic excellence recognition for securing 3rd place at State level in Senior high school .

S uccessfully represented college d uring paper presentations and symposiums .

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