Saunak A. Chaudhary

Tampa, FL ***** 423-***-****

adgtuz@r.postjobfree.com LinkedIn: https://www.linkedin.com/in/sammy-chaudhary-375860b8/

SENIOR INVESTMENT ASSOCIATE, FINANCIAL/Equity ANALYST & CONSULTANT CLIENT SERVICES

Portfolio focused analyst and consultant, with over 8 years’ experience of delivering strategic financial and integrative solutions to clients through the development of strategic road maps to meet financial organizational objectives and generate gains in financial performance, increased profits and dynamic change. Improved the financial health and efficiencies of organizations through financial modeling, research, and capital structuring with a prowess for gaining client trust, designing creative debt management and investment solutions while providing value to clients by exceeding their expectations for knowledge, quality, responsiveness and results.

EDUCATION

The University of Florida – Gainesville, FL 2018 - 2019

Master of Business Administration (MBA) - Hough Graduate School of Business (3.5 GPA)

The University of Tennessee at Chattanooga – Chattanooga, TN 2012 – 2015

Bachelor of Science (BS) in Finance & Entrepreneurship Double Major

Biology Minor (3.6 GPA)

KEY STRENGTHS, SKILLS & KNOWLEDGE

Skills:

•CFA candidate – February 2021

•Series 7 Certification (Complemented by the SIE License)

•2-14 Life & Annuities License

•Bloomberg Certified in equities, commodities, fixed-income, and Forex

•FactSet Knowledge/Experience

•Quantitative & Qualitative Equity Research Analysis

•DCF Equity Valuation Modeling

•Duration & Convexity Bond Valuations

•TrueBinary Certified (Equity Trading, Charting, Fibonacci Retracements, etc.)

•SAP/PeopleSoft Experience

•MS Office (Word, Excel – V-lookups, pivot tables, etc., Access, PowerPoint)

•Bilingual – Fluent in English and Gujarati

•Word Press (Content Management Platform)

•High EQ and strong interpersonal/communication skills

•Analytically adept and Tech savvy

•TD Ameritrade/Think or Swim Platform

CAREER EXPERIENCE

Tennessee Valley Authority (TVA) – Chattanooga, TN Dec 2019 – Mar 2020

Portfolio Analyst

Performed valuations analysis for a Portfolio of IT investments ranging from $250K – $5M while assessing risks/alternatives to help drive long-term results

•Conducted in-depth Cost-Benefit analysis to weigh investment options that helped drive cost savings, efficiency, and productivity.

•Performed Pro-forma financial projections/forecasting, scheduling, and Excel Modeling in order to help project tangible and intangible long-term benefits for a backlog of projects

•Carried out Variance analysis for Actuals Vs Forecasts that helped pinpoint discrepancies

•Streamlined existing monthly forecasting processes which improved efficiencies in the overall month-end process while simultaneously implementing new processes

•Gained quality Copperleaf 55 (C55) value model experience

Global Resources – Chicago, IL (Worked out of Tampa, FL) Jul 2019 – Oct 2019

Business Analyst/Management Consultant

Helped ailing small to mid-size companies turn their businesses around by conducting a thorough top-down analysis of their individual business

•Conducted extreme in-depth financial statement analysis to help pinpoint discrepancies, inefficiencies and mishaps which led to 50%-85% increase in business operations

•Made recommendations that helped solve a variety of problems ranging from revenue generation, margin expansion, cost controls, competitive pressures and beyond

•Entailed extensive travel and time management competency

Florida Financial Advisors – Tampa, FL

Financial Advisor/Consultant Oct 2018 – Mar 2019

Provided comprehensive investment, wealth management, and retirement planning services to clients which were collectively over $5m book of business

•Critiqued and recommended financial planning strategies and investments which entailed proper equity and mutual fund allocation

•Built own book of clients through acquisition and ongoing client relationship management

•Continuous learning and training of the financial services industry

CitiGroup – Tampa, FL March 2018 – Sep 2018

Senior Financial Analyst

Conducted high level ad hoc financial analysis of reports acquired from various departments that efficiently summarized Balance

Sheet accounts which enabled a more concrete form of cash flow/loan allocation

•Performed FRSS regulatory loans analysis in preparation of ensuring compliance with the SEC and the Fed

•Performed FFIEC 101 schedule review and analysis related to International Banking Book Exposures

•Analyzed, examined, and helped in effective decision making concerning financial investments

•Evaluated business proposals with comprehensive analysis of monetary impact on business

•Evaluated, modeled, and predict marketing expenses and returns

•Streamlined existing and created new procedural files that allowed for a 30% increase in efficiency in the analysis process,

Creation Corporation (Kankus) LLC – Chattanooga, TN May 2012 – Jan 2018

Financial Analyst/Manager

Prepared, evaluated, and analyzed all daily/monthly/fiscal year Point of Sale reports and financial statements as well as perform budget/cash flow and cost analysis which improved operational efficiencies 5-10% YOY

•Reconciled all pending Accounts Payables and Accounts Receivables to ensure no invoice discrepancies, decreasing leverage by 12-15% 2016 Fiscal Yr.

•Provided administrative review and approval for purchases and vendor payment invoices to ensure there were no discrepancies to help control costs and maintain liquidity

•Utilized major Excel Formulas including: SUM, AVERAGE, MIN & MAX values, TRIM, LEN, COUNT, IF statements, including What -IF analysis

•Vertical (V)Lookup - extracted levels of oil inventories with "FALSE" values to precisely determine/predict the amount of incoming inventory, to match the suppliers estimates, in order to ensure/help prevent no shortage or excess inventories

•Used pivot tables to summarize Lottery reports, to ensure there were no inefficiencies/inconsistencies in previous days sales. In essence, used Pivot tables to make sure no employees were stealing or not ringing up sold lottery tickets etc.

•Developed and processed all payroll procedures, semi-annual evaluations, and internal audits

•Supplementally - seek out, acquire, and develop new business sites

ADDITIONAL DATA

Young Professionals Association of Chattanooga (YPAC)

16’-17’

Chattanooga Area Chamber of Commerce

15’-17’

GSET Community of Volunteers

14’-17’

UTC’s Collegiate Entrepreneurs Organization (CEO) Club

13’-15’

UTC’s Trading & Investments Club (TIC)

13’-15’

UTC’s Financial Management Association (FMA) Club

13’-15’

Mercer University D1 Basketball (Walk-On)

08’-09’

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