Financial Analyst Accounting
Resume:
VRUNDALI SHAH
McKinney, Tx Ph- 512-***-**** Email: **************@*****.*** LinkedIn MS in Quantitative Finance Recent Graduate Open to Relocate PROFILE:
Dedicated and detail-oriented Financial Analyst committed to the teamwork that leads to a team’s success. Focused on continual professional and personal growth, including the improvement of business and economic knowledge. CAREER GOAL:
Financial Analyst in Corporate Finance/ Banking-Investments / Risk and Wealth management. EMPLOYMENT HISTORY:
1) Processor / Operations Intern at Caliber Home Loans, Coppell, TX June 2020 – Present
Responsibilities:
● Develop an in-depth knowledge of process workflows, system usage and production of various servicing departments
● Produce accurate monthly reporting on assigned areas of focus and ensure consistency and accuracy in data, reporting, and results
● Track, monitor and address exception results from assigned reports and alert management of any issues.
● Assist in the implementation of process improvement and quality control initiatives
● Utilize metrics to drive process and performance improvement
● Complete detailed loan level research to review and understand outstanding loan conditions on mortgage loans, primarily refinances
2) Housing Ambassador at University Of Texas at Arlington, Arlington, TX February 2019 — July 2019
Responsibilities:
● To lead the daily housing tour
● Attending calls and clients at the office of University Housing front desk
● Participating in the housing preview days, Housing fair, orientations and other on-going events on campus
● To work towards increasing the number of students living on-campus 3) Finance Associate at Kashyap. J. Gandhi (Tax Consultants and Advocates), Ahmedabad, India July 2016 — July 2018
Responsibilities:
● Explain the different investment options for tax saving, Investment Planning, Retirement Planning, Insurance Planning based on CFP curriculum
● Perform financial forecasting, reporting, and operational metrics tracking
● Analyze financial data -- and create financial models for decision support
● Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
● Work closely with the accounting team to ensure accurate financial reporting and decision support
● Evaluate financial performance by comparing and analyzing actual results with plans and forecasts EDUCATION:
1) Master of Science (M.S.) in Quantitative Finance, University Of Texas at Arlington, Arlington, TX August 2018 — August 2020
Subjects:
Investments, Economics (Decision and strategy), Seminar in Financial Modelling, Financial Applications, Real Options, Mathematical Finance, Derivatives, Financial Data-Analytics using R, Applied Business and Economics Data Analysis, Python programming, International Finance, Portfolio and Security Analysis 2 Page
2) Post-Graduation Diploma in Financial Management, B.K School of Business Management, Ahmedabad, India August 2017 — June 2018
Subjects:
Financial Markets, Financial Statement Analysis, Investment Management, Accounting System, International Finance, Cost and Management Accounting
3) Bachelors in Commerce (B. Com), H.L. Commerce College (HLCC), Ahmedabad, India July 2014 — May 2017
Subjects:
Advanced Financial Accounting, Business Statistics, International Economics and Public Finance, Taxation, Commercial Communication, Human Resource Management, Cost Accounting, Corporate Accounting, Advanced Auditing, Production Management, Business Laws
COURSES AND CERTIFICATIONS:
● CFP (Certified Financial Planner) ~ Investment Planning Retirement Planning Insurance Planning Taxation Planning, Financial Planning Standard Board (F.P.S.B)
● Project Management, LinkedIn
● Learning Data Analytics, LinkedIn
● SQL Essential Training, LinkedIn
● Scholarship certificate in 12th Grade, Gujarat University ACADEMIC PROJECTS:
● Portfolio Simulation Project, June 2019 — August 2019 Conducted portfolio simulation by using the OTIS platform provided by the Wharton school of business. During simulation of one month I did benchmark analysis, portfolio optimization, asset allocation, security analysis/selection. My selection of the security was based on pertinent indicators such as CPI, GDP, interest rates and other changes In the economy.
● Derivatives ~ Options Market Simulation, October 2019 — December 2019 Options trading and hedging Simulation was conducted for almost 90 days. The strategies that were part of my simulation project were : Covered call, Protected put, Bull call spread, Bear put spread, Straddle, Long call butterfly etc.
● Capital Budgeting (Target Corporation), February 2019 — May 2019 The analysis covers the Target’s capital budgeting process; specifically how each project is presented and reviewed. Selection of project was based on their quantitative and qualitative factors and how much value their will add to the shareholders, different discount rates and repercussion for using outside funding such as debt or equity to finance projects
● Python Programming ~ Web Scrapping, October 2019 — December 2019 Used ‘Beautiful-Soup’ and ‘Requests’ library to scrape the data of Most actives, Gainers and Losers stocks in real time from ‘CNN’ and ‘Yahoo’ website. Using ‘CSV’ library stored the data as csv file and bring the data of specific stock back to Python IDE as asked by the user.
● Financial Data Analysis ~ R-programming, January 2020 — April 2020 1 ~ The Layered Grammar of Graphics and Package "ggplot2". 2 ~ Use of Shiny app (Rolling skewness and Kurtosis shiny app) to demonstrate Portfolio Returns. SKILLS:
Computer skills: Microsoft office, Excel spreadsheets, VBA Programming, Python programming, R Programming, SQL Hard skills: Quantitative Analysis, Financial Planning, Budgeting, Financial Modelling, Forecasting, Accounting, Data Analysis
Soft skills: Communication, Time management, Problem-solving, Attention to details, Prioritization, Resilience
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