Rajender Guduru
Frisco,TX
Summary
Dynamic and results-driven Financial Advisor with over 10 years of experience in financial planning, analysis, and business management. Skilled in building and managing comprehensive financial strategies for clients, including revenue and cost forecasting, P&L modeling, and ROI analysis. Proven track record of growing a financial planning practice and leveraging financial acumen to manage and optimize a family-owned restaurant business. Adept at leading cross-functional teams, presenting financial insights to leadership, and maintaining a high degree of confidentiality with sensitive financial data.
Diligent with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning. Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
10
10
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
04.2017 - Current
- Built and grew a financial advisory business of 200+ client, providing financial planning and analysis for individual and corporate clients
- Led client projects focused on comprehensive financial strategies, including budgeting, forecasting, and analyzing income, expenses, and investments
- Developed financial models for clients, helping them achieve long-term financial goals
- Conducted quarterly forecasting and analysis to monitor and assess performance, identify risks and opportunities, and drive corrective actions
- Prepared detailed presentations for clients on financial trends, cause of change analysis, and strategic recommendations
- Utilized advanced financial models, including cash flow projections,
- Effectively communicated financial insights and recommendations to clients, leading to improved financial outcomes and stronger client relationships
Financial Manager
Vindu Indian Cuisine
06.2015 - Current
- Manage the financial planning and analysis functions for a family-owned restaurant, overseeing revenue, expenses, and profitability target
- Helped Increase revenue by 3% every year.
- Play a key role in budgeting, forecasting, and analyzing operating profit, and capital expenditures for the restaurant business
- Develop and manage capital planning processes, ensuring accurate and timely tracking of capex for restaurant expansion and renovation projects
- Monitor employee-related costs, including salaries, bonuses, benefits, and T&E, to ensure alignment with financial targets
- Regularly communicate with owner to discuss financial performance and opportunities for improvement
- Implement process improvements for financial tracking, including exploring automation tools to streamline reporting processes
- Provide insights on revenue planning, employee-related costs, capital expenditures, and vendor management, mirroring key responsibilities in financial operations
- Forecast depreciation impact on the restaurant's financial plans, ensuring long-term financial sustainability
Education
Bachelor of Science - Finance
University of Texas At Dallas
Richardson, TX12.2016
Skills
- Financial Planning & Analysis
- Cash Flow Management
- Budgeting
- Forecasting
- Capital Planning
- ROI Management
- Financial Modeling
- Reporting
- Cross-functional Team Leadership
- Strategic Project Management
- Stakeholder Communication
- Financial Management
- Advanced Microsoft Excel
- Strong written communication skills
- Strong verbal communication skills
Timeline
Financial Advisor
Northwestern Mutual
04.2017 - Current
Financial Manager
Vindu Indian Cuisine
06.2015 - Current
Bachelor of Science - Finance
University of Texas At Dallas
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