Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Projects
References
Generic

Lakshmi Narasimha Swamy Gollapudi

Poughkeepsie,New York

Summary

Accomplished financial analyst with over 6 years of experience leveraging advanced technical skills to deliver actionable insights for data-driven decision making. Expertise in data analysis & visualization, machine learning & AI, programming (Python, R, SQL), financial modeling & valuation, statistical & risk analysis, and tools such as Bloomberg Terminal, CapIQ, PeopleSoft, and ERP systems. Proven track record of collaborating cross-functionally to manage multiple projects simultaneously without compromising quality. Recognized with numerous awards for driving efficiency, reducing costs, and improving investment returns through innovative solutions and process automation & optimization.

Overview

8
8
years of professional experience
1
1
Certificate

Work History

Financial Analyst

Dataquad inc
Frisco, TX
05.2024 - Current
  • Developed machine learning models in Python (sklearn, TensorFlow) to analyze 10M+ rows of financial data, identifying patterns and anomalies to enhance risk mitigation strategies, resulting in 30% reduction in losses
  • Utilized Bloomberg Terminal API to efficiently pull and analyze real-time market data on 200+ equities and 50+ indices, informing investment decisions and asset allocation strategies
  • Created comprehensive financial models and data visualizations in Excel and Tableau to evaluate $500M+ in potential M&A targets; presented clear, actionable recommendations to senior management and Board of Directors
  • Implemented SQL databases to centralize storage of financial data across organization; wrote queries to enable self-service analytics for finance team, reducing reporting time by 40%
  • Automated data extraction, reporting and analysis processes with Python scripts and VBA macros, saving 120+ hours of manual work annually while ensuring data accuracy and integrity
  • Identified discrepancies in financial data and recommended corrective actions to resolve them.
  • Evaluated complex financial information from multiple sources to make sound recommendations.

Investment Research Analyst

AT&T
Poughkeepsie, NY
12.2022 - 07.2023
  • Built and maintained SQL databases to efficiently store and analyze 5TB+ of structured and unstructured data on market trends, economic indicators, and company fundamentals
  • Utilized R and Python to program valuation models (DCF, comparable companies) and Monte Carlo simulations to evaluate risk/return profiles of 50+ investment opportunities across sectors
  • Applied machine learning algorithms (clustering, random forest) to analyze historical data and create predictive models forecasting asset prices and investment returns, resulting in 10% outperformance vs. benchmark
  • Drafted presentations summarizing key findings from financial analyses.
  • Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
  • Participated in quarterly earnings calls and prepared materials for investor relations.
  • Leveraged PeopleSoft ERP system to accurately pull and integrate financial data from multiple business units for consolidated investment research reports and presentations to senior leadership
  • Contributed to team that managed $1B portfolio of PE and VC investments; performed due diligence, financial modeling, and valuation analysis to support investment recommendations

Senior Investment Analyst

Genpact
Bengaluru, Karnataka
02.2021 - 06.2022
  • Developed Python web scrapers and APIs to automatically extract financial data and KPIs from 10K/Qs, earnings reports and news/media sources, streamlining investment research process and enabling real-time monitoring
  • Performed statistical analysis (hypothesis testing, ANOVA, regression) in R to uncover correlations and insights from economic, market, and alternative data, enhancing investment models
  • Created interactive Power BI dashboards to track the performance a $500M investment portfolio across asset classes, region,s and sectors; identified optimization opportunities to reduce risk and improve returns
  • Drafted presentations summarizing key findings from financial analyses.
  • Collaborated with senior management to develop and monitor key financial performance indicators (KPIs).
  • Developed financial models to forecast company revenue and expense trends.
  • Analyzed complex financial information to offer recommendations to management, driving decision-making.
  • Partnered with data science team to implement machine learning models (neural networks, gradient boosting) for asset valuation, portfolio optimization and risk assessment; increased risk-adjusted returns by 15%
  • Developed comprehensive financial models in Excel to evaluate 20+ M&A and LBO deals; presented detailed investment theses and due diligence findings to Investment Committee.

Senior Financial Analyst

PwC
Hyderabad, Telangana
12.2019 - 06.2021
  • Created Python programs to automate financial data extraction, analysis and reporting; reduced quarterly close process by 2 days and eliminated manual errors
  • Developed strategies to improve efficiency of business operations and reduce costs.
  • Analyzed trends in financial performance to identify areas for improvement.
  • Utilized VBA macros to build robust, dynamic financial models in Excel for budgeting, forecasting, and scenario analysis; enabled instant updates to model drivers and assumptions
  • Performed data mining and statistical analysis on large datasets (1B+ rows) to identify expense reduction and process improvement opportunities; implemented solutions to achieve 15% cost savings
  • Conducted sentiment analysis and natural language processing (NLTK, spaCy) on 1000s of earnings call transcripts and investor presentations to derive unique insights for alpha generation
  • Designed compelling data visualizations in Tableau to synthesize and illustrate insights from in-depth financial analysis; presented to C-suite and Board to support strategic decision making
  • Managed team of 5 analysts to execute ad-hoc financial analysis projects; collaborated cross-functionally with accounting, FP&A, sales and marketing to gather and validate data inputs

Investment Specialist

Wells Fargo
Bengaluru, Karnataka
10.2018 - 11.2019
  • Supported management of $200M portfolio across public equities, fixed income and alternative assets
  • Analyzed fund performance, asset allocation, and risk metrics; provided quarterly reports to clients
  • Monitored economic and market trends to uncover potential investment opportunities and risks
  • Interpreted accounting policies and procedures to ensure regulatory compliance.
  • Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
  • Assisted senior management in preparing timely reports for board meetings.
  • Drafted presentations summarizing key findings from financial analyses.

Financial Planning Analyst

Deloitte
Bengaluru, Karnataka
06.2016 - 09.2018
  • Built 3-statement financial models to develop 10-year cash flow projections for 50+ clients
  • Performed sensitivity analysis to stress-test models and identify key business drivers and risks
  • Synthesized analysis into strategic recommendations to help clients achieve financial goals
  • Utilized financial analysis to prepare plans of action for investment.
  • Assessed company investment potential by examining historical trends, current activities and stated plans.
  • Built optimum financial packages based on market conditions and clients' capital needs.

Education

Master of Science - Finance

Marist College
Poughkeepsie, NY
05-2024

Bachelor of Science - Accounting And Finance

Acharya Nagarjuna University
Andhra Pradesh
05-2016

Skills

  • Data Analysis & Visualization
  • Machine Learning & AI
  • Python, R, SQL Programming
  • Financial Modeling & Valuation
  • Statistical & Risk Analysis
  • Bloomberg Terminal, CapIQ
  • PeopleSoft & ERP Systems
  • Process Automation & Optimization
  • Python, R, SQL, VBA, Hadoop, Spark, MongoDB
  • Machine Learning, Regression Analysis, Time Series Forecasting
  • DCF, WACC, LBO, M&A, Portfolio Optimization, Options Pricing (Black-Scholes), Risk Analysis
  • Tableau, Power BI, QlikView, Bloomberg, CapIQ, FactSet, PeopleSoft, SAP
  • Advanced Microsoft Excel (Pivot Tables, VLOOKUP, Macros), PowerPoint, Word, Outlook
  • Budgeting and forecasting
  • Dupont, sensitivity analysis

Certification

  • Chartered Financial Analyst (CFA) Level 1 - CFA Institute
  • Financial Modeling & Valuation - CFI
  • Python for Finance - DataCamp
  • Bloomberg Financial Market Concepts - Bloomberg
  • Financial Market Experience Certification - Finlatics
  • Data Science - Corporate Finance institute
  • Digital Competition in Financial Services - Coursera

Accomplishments

  • Received the "SPOT" award 7 times for managing multiple engagements without compromising quality
  • Earned Employee of the Month and received "Thank You" cards from internal teams.

Timeline

Financial Analyst

Dataquad inc
05.2024 - Current

Investment Research Analyst

AT&T
12.2022 - 07.2023

Senior Investment Analyst

Genpact
02.2021 - 06.2022

Senior Financial Analyst

PwC
12.2019 - 06.2021

Investment Specialist

Wells Fargo
10.2018 - 11.2019

Financial Planning Analyst

Deloitte
06.2016 - 09.2018

Master of Science - Finance

Marist College

Bachelor of Science - Accounting And Finance

Acharya Nagarjuna University

Projects

  • Stock Price Forecasting with Deep Learning | Python, TensorFlow, Keras
  • Trained LSTM neural network on historical price data to predict future movement of S&P 500 stocks
  • Incorporated sentiment analysis of news articles and social media posts to enhance model accuracy
  • Achieved 60% directional accuracy and generated 20% alpha vs. benchmark over 6-month backtest
  • Portfolio Optimization & Risk Analysis Dashboard | R, Shiny, ggplot2
  • Developed interactive web app to help investment team analyze portfolio risk/return characteristics
  • Utilized R functions for mean-variance optimization (Markowitz), Monte Carlo simulation, VaR analysis
  • Created visualizations of efficient frontier, drawdown, factor analysis, risk budgeting
  • M&A Target Screening & Valuation Model | Excel, Power Query, VBA
  • Built dynamic Excel model to screen 100s of companies on key financial and operating metrics
  • Automated data pulls from CapIQ API and SEC filings using Power Query and VBA scripts
  • Performed DCF, LBO, M&A analysis to estimate intrinsic value and acquisition prices for top targets

References

References available upon request.

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Lakshmi Narasimha Swamy Gollapudi