MS in Finance, MS excel, Quickbooks, Salesforce and SAP FICO

SHRUNKALA KERODY San Jose, CA, 858-***-****

www.linkedin.com/in/shrukerody **********@*****.***

CAREER HIGHLIGHTS

Hands-on experience on boarding the loans, track incoming payments and process investor distribution in Salesforce.

Experienced with performing basic accounting duties through QuickBooks.

Experienced in creating models and delivering presentations and data with Microsoft Office tools such as Word, Excel, PowerPoint, create pivot table, VLOOKUP and SAP FICO.

EDUCATION

Golden Gate University San Francisco, CA “Expected- May’2017”

Master of Science in Finance

Kuvempu University Shivamogga, India

Masters in Banking, Finance and Insurance 2007-2009

Bachelors of Commerce 2004-2007

Relevant Coursework: Corporate Finance, Financial Modeling, Capital Budgeting, Investment, Financial Strategy, Financial Statement Analysis.

WORK EXPERIENCE

RealtyShares San Francisco, CA Jan 17- Present

Loan Servicing Analyst

Track and on-board new loans into the asset management/servicing system

Review loan documentation and prepare payment schedules

Generate and deliver monthly payment statements to Borrowers

Meridian Gallery San Francisco, CA Sep 16- Nov 16

Finance and Accounting Clerk

Prepared journal entries and generated month-end financial reports for Board of Director to review.

Performed daily accounting procedures in QuickBooks, including received payments, billing, reconcile and invoicing.

Hinduja Global Solutions, Ashok Leyland Groups Bangalore, India Jan 10- Sep 10 Assistant Claim Processing Analyst

Collaborated with US health insurance clients - Aetna and Cigna – for the Coordination of benefits (COB) and Dental Claims.

Used Excel spreadsheets to track all insurance claims; processed claims by reviewing the customer’s policy in relation to the claim being made. And achieved daily target of 415 claims or more on time with precision.

Consistently achieved and maintained quality control levels through careful research, great attention to detail, and frequent communication with claims specialists.

Reliance Life Insurance co Ltd, Shivamogga, India July 07- May 08

Financial Advisor Assistant

Consulted clients in selecting important investment opportunities by assessing their short-term and long-term goals.

Worked closely with four financial advisors, provided operations support by opening clients account, conducted asset transfers and developed appropriate financial plan for clients.

ACADEMIC PROJECTS

Amazon Stock Analysis Project Jan 14- April 14

Compared five years of financial data between Amazon and eBay by using financial statement analysis and ratio analysis; analyzed industry and market conditions; calculated the intrinsic value of stocks using Discounted Cash Flow method and predicted an increase in Amazon stock price.

Analyzed current trends in the stock market and compared them to industry standards.

Determined favorable trends by analyzing ratios and utilizing Excel spreadsheet to exhibit ratios and trends.

Case Studies Aug 14- Mar 15

Analyzed Dell’s historical stock variations and evaluated the company’s capital structure, increasing competition in the PC market, turnover rates and share price offered; considered factors such as expectation of shareholders and company’s long term plans to estimate the cost associated and thus defended the decision to take Dell private.

As a part of Capital Budgeting coursework, determined the net present value (NPV), internal rate of return and cost for the All American Pipeline, Goodyear’s large investment project for transporting crude oil from California to Texas; considered the supply and demand of heavy crude oil and the economics of transporting it.

MetLife Insurance Project Jun 08- Oct 08

Analyzed various products and services offered by MetLife Insurance Co Ltd and customer perceptions of MetLife Insurance products; conducted a random survey by distributing the questionnaire to 100 people ages 25 to 65.

Gained an understanding and compared customer preferences in the purchase of MetLife life insurance policies or the government insurance policies.

VISA STATUS: U.S. Permanent Resident

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