KUMAR JAKAMPUDI BHARATH

ad4r92@r.postjobfree.com 585-***-**** Rochester, NY (Willing to Relocate) linkedin.com/in/kumar-j-b-simon-business-school/ EDUCATION University of Rochester (Simon Business School), NY July 2023 – Dec 2024 Master of Science in Finance (STEM) GPA: 3.74/4.00

• Merit Scholarship recipient, Dean’s List

• Coursework: Entrepreneurial Finance, Corporate Finance, Applied Financial Statement Analysis, Investments. Anna University, India Aug 2019 – June 2023

Bachelor of Engineering (B.E) - Mechanical Engineering GPA: 9.1/10.00

• Coursework: Entrepreneurship Development, Financial Statement Analysis. WORK EXPERIENCE Budge Benefits

Co-Founder Oct 2023- Present

• Co-founded Budge, a revolutionary personal finance management app, leading the development and execution of a strategic vision to integrate financial wellness solutions into HR platforms, enhancing employee financial stability and productivity.

• Pioneering a B2B2C model, forging partnerships with Human Capital Management (HCM) companies and HR tool providers to offer Budge as a complementary benefit, driving significant enterprise adoption and user engagement.

• Spearheading product development and design, overseeing the development and integration of an intuitive UI, real-time expense tracking, AI-powered financial insights, and personalized investment recommendations, elevating the user experience.

• Developing a novel and proprietary goal-based investing model, prioritizing user goals and financial wellness, offering a unique investment approach that aligns with individual financial objectives. CookooC- FoodTech Startup Avadi, India

Financial Analyst Sep 2022- Dec 2022

• Oversaw financial operations at CookooC, managing cash and reconciling books and accounts, successfully handling orders for over 1,000 meals within three months.

• Conducted comprehensive market size and growth potential research, contributing to the development of a revenue model for pitch competitions, enhancing CookooC's financial strategy and investor appeal.

• Led the charge in alpha testing, analyzing unit economics to refine the revenue model in line with real-world data and feedback, which was instrumental in identifying optimal pricing strategies and cost structures, ensuring CookooC's market fit and scalability. ENVOI-SVCE (Student Community Startup) Sriperumbudur, India Financial Controller June 2022- June 2023

• Spearheaded the launch of school merchandise at ENVOI, driving marketing campaigns and business plans that generated seven- figure revenue, marking a significant financial milestone for the startup.

• Led financial operations, overseeing P/L management and budget allocation to optimize operational efficiency. Revamped vendor selection process with rigorous quality inspections, boosting profit margins by 5-15%, and optimizing operational costs.

• Strategically propelled brand expansion, playing a pivotal role in conceptualizing and developing innovative merchandise designs and orchestrating key events that significantly elevated brand visibility, engaged a wider audience, and catalyzed market penetration. Entrepreneurship Promotion & Incubation Centre (EPIC-SVCE) Sriperumbudur, India Student Incubation Manager July 2020- June 2023

• Drove entrepreneurship initiatives, spearheading event organization, and fostering an entrepreneurial culture, directly impacting over 151 student entrepreneurs through comprehensive support and guidance.

• Performed rigorous due diligence for college-funded projects, evaluating business feasibility and startup viability, ensuring the strategic allocation of resources, and facilitating six successful funding applications totaling INR 2.2M.

• Served as a critical bridge between the college and startups as a Student Incubation Manager for EPIC, leveraging engineering, finance, and corporate law expertise to provide consulting on project feasibility, financial planning, and legal compliance, enhancing startup success rates.

EXPERIENTIAL LEARNING Venture Capital Investment Competition (VCIC-2024), Northeast Regionals Hanover, NH Participant Feb 2024

• Engaged in a real-world simulation of the venture capital investment process, evaluating startup pitches, conducting due diligence, and making investment recommendations in a competitive setting alongside a team of diverse and talented peers from Simon.

• Collaborated with a multidisciplinary team to devise and defend investment strategies to a panel of venture capital professionals, honing skills in analysis, negotiation, and strategic decision-making.

• Gained insights into the dynamics of venture capital funding, including deal structuring, term sheet creation, and the critical evaluation of business models and growth potential. SKILLS Technical: R, Python, SQL, Advanced Excel, Financial Modeling, Valuation, Budgeting and Forecasting, Deal Structuring, Due Diligence, Financial Instruments, Cap Table, Corporate Law(Pursuing). Tools: Bloomberg Terminal, Yahoo Finance, S&P Capital IQ, PitchBook, Crunchbase, CB Insights. Soft: Networking, Team Collaboration, Adaptability, Curiosity, Resilience, Integrity, Negotiation.