Khushboo Shah

Immigration status: Citizen

Edison, NJ – 08817 732-***-**** adbrrv@r.postjobfree.com

PERSONAL SUMMARY

5+ years of experience in finance and banking industry

Ability to influence future business decision making, and being able to effectively juggle multiple priorities

Good at researching a company's fundamental and able to anticipate, identify, and resolve looming budgetary issues

Committed to the accuracy and integrity of all data, reports and communications

Excellent skill in MS office (Excel- Pivot table/ Vlookup/ Hlookup/Advanced excel functions, Powerpoint Presentations, Word)

Areas of Expertise: Financial Research and Analysis, Data Interpretation, Data Validation, Quantitative Analysis, Ratio Analysis

EXPERIENCE

SS&C GlobeOp New York, New York, USA

Senior Associate in Loan Operations and Credit Risk March 2017 – June 2019

Analyzing and interpreting reconciliation reports related to cost, interest, cash and position on daily basis for multiple clients.

Settling trades after reviewing funding memo and trade settlement doc. Creating wires for trade settlements if needed.

Reviewing credit agreement document while setting up new contract facility set up.

Guiding offshore team for processing credit activities like rollover/ paydown/ drawdown.

Responding to client queries related to re-org, strategy transfer, changes in Pnl and cash flow statements.

Produce month end servicing reports and any other ad hoc management reports as requested by client.

Interacting with fund accounting team/ WSO/ client/ PBs/ agent banks to resolve discrepancies related to reconciliation breaks.

Bank of Tokyo Mitsubishi UFJ Financial Group – MUFG Jersey City, New Jersey, USA

Loan Operations Specialist in Commercial Loan Operations (CLO) October 2015 – February 2017

Accurately & efficiently processing incoming transaction to the loan system. This includes advances, payments, extension, interest, commitment fees, new loan set-ups, irregular loan transaction.

Communicating with account officers & middle office about credit agreement, pricing change and deal structure.

Act as a liaison with agent bank regarding all administrative matters on syndicated deals.

Prepare statistics reports related to loan activities by using advanced excel functions like IFconditions, Vlookup and Pivot table.

S&P Global Market Intelligence India

Financial Analyst in Global Financial Content Team (Covered Global Banks) June 2013 – August 2014

Conducted quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures, acquisitions, and joint-venture projects for large banking institutions.

Working with regulators and auditors on investigations regarding accuracy of data input in financial model.

Reviewing and analyzing line items of financial model i.e. financial assets/liabilities, equity, income statement, cash flow statement and regulatory capital from financial statements of different companies on daily basis.

Training new team members for performing ad-hoc analysis and reporting.

IndusInd Bank India

Acquisition Manager in Credit Card Team October 2012 – May 2013

Provided direct customer services by informing them of product and services.

Generated leads by effectively communicating the applicability of financial services/products in a consultative manner.

Implemented and evolved high-impact strategies to target business opportunities, increasing sales and reducing cost of bank.

EDUCATION

Certificates from CFI (Corporate Financial Institute-CFA Approved Continuing Education Provider)

Financial Analysis, Accounting Fundamentals, Advance Excel, Fixed income, Reading Financial Statement 2017

Investment Banking Institute New York, USA

Intensive 4-week financial modeling and valuation training program December 2016

Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis.

N.R.Institute of Business Management, Gujarat Technological University India

MBA (Master of Business Administration) –Major in Finance May 2012

ADDITIONAL

Performed a Fundamental and Technical analysis of stocks of 15 companies during as a part of grand/comprehensive project

Internship during MBA Program (With Bank of Baroda as a Credit Loan Assistant) June 2012 – July 2012

-Worked with SME (Small & Medium Enterprise) Loan Sanctioning department to have detailed knowledge of loan sanctioning process along with understanding credit rating process and writing down research report stating creditworthiness of customer.

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