Financial Analyst Data

Keerthana Kola

Email: *********.*******@*****.*** Phone: 972-***-**** LinkedIn:www.linkedin.com/in/KeerthanaKola Tableau Public URL: https://public.tableau.com/profile/keerthana.reddy1856 EXPERIENCE

Whirlpool Corporation March 2020-Present

Financial Analyst

• Identified key financial KPIs, integration of data from various sources, created a total of 8 executive dashboards, designed strategy, and identified use cases that can be automated using the knowledge of reporting analytics, dashboard testing, and programming.

• Financial Forecasting using the knowledge of various methods of revenue forecasting and financial modeling.

• Run BEx (Business Explorer) Queries to extract financial data, create progress trackers, shipments and POS reports for senior management and leadership.

• Develop high quality documentation and analytical insights throughout the duration of projects which include detailed explanation of the data sources, data extracts, workflow, calculations, and methodologies used in the dashboard and reports.

• Achieved Full funnel visualization by curating the right datasets for visual analytics using Tableau, Adobe and Google Analytics

The Finance Trading Lab (UT Dallas) May 2018-Oct 2019 Lab Assistant

• Assisted students and professors in the finance trading lab with lab equipment and databases like Bloomberg, Thompson Reuters Eikon, DataStream, S&P Capital IQ etc. and tutored over 50 Students M Sridhar Reddy & Co. May 2015-June 2017

Junior Financial Analyst

• Conducted various statutory and concurrent bank audits, corporate audits and tax audits.

• Prepared income tax returns and evaluated accounting requirements during discovery meetings with potential clients. Ratio Analysis to ascertain the liquidity and profitability of the company. KEY TECHNICAL SKILLS

• Statistical Analysis using R and STATA • SQL, Tableau, Python, SAP Hana, Adobe/Google Analytics

• Bloomberg Market Concepts, Financial Modelling • Advanced Excel and Access (VBA/Macros), Amazon Redshift EDUCATION

The University of Texas May 2019

MS Finance GPA: 3.4

Chartered Financial Analyst (CFA) Level 2 Candidate June 2021 Mount Carmel College May 2015

B.Com, Finance and HR GPA: 3.7

ACADEMIC PROJECTS

Data Exploratory Analysis, Hypothesis testing and regression analysis

• Studied historical returns of stocks of ten companies from finance and food industries using descriptive statistics to compute the overall portfolio return, volatility and Sharpe ratio to find the optimal portfolio.

• Estimated company betas using regression analysis in R and checked for model assumptions and overall model goodness of fit using r-square and ANOVA tables.

Airbnb Data Analytics

• Data Cleansing and Analyzing the Datasets from Kaggle. Performing complex SQL queries in the Dataset and Retrieving the appropriate information. Used Tree maps, Horizontal bars, Packed bubbles and Geo Maps for analyzing the data in Tableau.

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