Financial Management Accounting

HEMANTH REDDY BADDAM

414-***-**** ********************@*****.*** https://www.linkedin.com/in/hemanth-reddy-b695b8135/

EDUCATION

Master of Science in Management, concentration in Financial Analysis Dec 2023 University of Wisconsin, Milwaukee, WI

Relevant Courses: Corporate Finance, Financial Accounting Theory, Venture Finance, Investments, Financial Strategy, Global Financial Management, Financial Modeling, US Business Environment, Predictive Analysis, and Financial Institutes and Markets.

Bachelor in Commerce May 2017

Osmania University, Hyderabad, India

Relevant Courses: Financial accounting-I, Business Organization & Management, Foreign Trade, Financial Accounting II, Business Laws, Banking & Financial Services, Advanced Accounting, Business Statistics I, Financial Institutions & Markets, Income Tax, Business Statistics II, Business Economics, Cost Accounting, Financial Management, Financial Control, and Investment Management.

EXPERIENCE

Mutual Funds Specialist, US Bank, Milwaukee, WI March 2024-Present

Processes new accounts, purchases, redemptions, exchanges, and account maintenance

Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances.

Initiates customer or account financial transactions and adjustments as authorized by department guidelines.

Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances.

Portfolio Management Intern, GreenLeaf Bank, Greenleaf, WI May 2023 – Sep 2023

As a portfolio manager I assisted in providing support to the lending staff and compliance staff through proper credit administration for assisting the process of extension of business (commercial) credit and agricultural/agribusiness credit to the clients of the bank.

Worked in providing support for expanding the bank’s operations and client base through working with the marketing and compliance staff by following credit policies and procedures under the supervision of the director of strategic affairs of Greenleaf Bank.

Processed loans by coordinated use of credit and risk analysis. Assisted lenders and loan processors in preparing technical reports for loans requested, which I then presented to the loan committee for decision-making on client loan approval.

Tax Consultant, M Anandam & Co, Hyderabad, India Dec 2018 – Dec 2021

Provided accounting evaluation to clients with the bank reconciliation process.

As part of the audit team, played a vital role in resolving various audit discrepancies through auditing the financials of clients.

Performed financial forecasting for future years based on the present and previous year financial statements of clients.

Assisted clients in filing their income tax returns at the end of the financial year.

Specialized in Financial statement preparation, general ledger, bank reconciliation statements, audit support, and budgeting.

ADDITIONAL EXPERIENCE

Graduate Student Services Associate, University of Wisconsin-Milwaukee, Milwaukee, WI Sep 2022 – May 2023

Managing student/alumni calls and addressing queries related to transcript requests via E-mails, and student enrolment verification.

Tax Consultant Intern, BR Reddy & Associates Tax Consultants, Hyderabad, India Nov 2017 – Dec 2018

Got exposure to computation & and preparation of financial accounts, income tax returns, providing tax consultancy, calculation of capital gains, filing of TDS returns, etc.

ACADEMIC PROJECT

Bookkeeping Template: To ensure that the daily and monthly activities of an accountant go smoothly and that the

ledger entries are made in the sequence of their occurrence, a limited dataset of employees and transactions for a company called XYZ Inc. was created. This was also used to organize the reporting of employers' financial data and reconcile bank records.

TECHNICAL SKILLS

Tally ERP: Preparation of financial statements, and Tableau.

MS Excel: Budgeting, financial modeling, indirect taxation, etc.

Others: MS Office, Tally ERP, Bloomberg Terminal, SAP FI.

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