- Performed in-depth financial statement analysis and risk rating for 38 real estate projects, leveraging ratios e.g. current ratio and DSCR, achieving 100% on-time completion of all assessments
- Streamlined SBA & start-up loan application evaluations by analyzing company and individual tax returns, as well as personal financial statements, achieving 95% accuracy in risk ratings and reducing processing time by 20
- Utilized complex financial analysis to forecast project performance, driving informed decisions and enhancing portfolio health by 17
- Optimized portfolio strategies in collaboration with senior analysts, boosting key financial ratios by 15% through targeted recommendations and strategic interventions
F
Finance AND Investment Club CSOM
VP
March 2024 - present
C
CARLSON FUNDS ENTERPRISE
Financial Analyst
Minneapolis, MN, US
January 2024 - May 2024
Runner
October 2023 - October 2023
B
BANK OF BARODA
Credit Monitoring Head Risk
BARODA, IN-GJ-VA, IN
September 2022 - July 2023
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Skills
AccountingAccounting ControlAdaptabilityAnalytical ThinkingAsset ManagementAttention to DetailAutomationBanking ServicesBusiness DevelopmentBusiness EfficiencyBusiness PartnershipsBusiness Relationship ManagementBusiness StrategiesBusiness ValuationCapital MarketsCarrying out AssessmentsCommunication SkillsCommunity Reinvestment ActConsultingCoordination SkillsCorporate ClientsCredit AnalysisCredit ManagementCritical ThinkingDecision Making SkillsDue DiligenceFinancial AnalysisFinancial ModelingFinancial PlanningFinancial UnderwritingForecasting SkillsKnowledge of Electrical EngineeringKnowledge of EngineeringKnowledge of FinanceLeadershipLoansMarket ResearchMaster of Business Administration (MBA)MentoringMergers and AcquisitionsMetricsMicrosoft ExcelMicrosoft PowerPointMicrosoft SharePointNegotiation SkillsPortfolio ManagementQlikviewQuickBooks (Software)Real EstateReal Estate FinanceReal Estate Investment TrustRestructuringRetail CommerceRisk AnalysisR (Programming Language)SalesSelf MotivationSocial WorkSQL DatabasesTax ReturnTeam ManagementTeam Working