Sai Sharvani Yeruva
Kansas City,MO
Summary
I am currently pursuing a Master's in Finance and have one year of experience in finance management, where I assisted with budgeting, financial reporting, and analysis. With a strong foundation in financial principles and a passion for the finance sector, I am eager to apply my skills in financial analysis and management to contribute to a dynamic finance role.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Management
Dados Bullsmart
12.2022 - 11.2023
- Managed financial data and investment reports to support strategic decisions, ensuring accuracy in user transactions and strengthening Bullsmart’s financial operations.
- Assisted in preparing performance reports and dashboards to monitor app growth, user investments, and revenue streams.
- Conducted market research and competitor benchmarking to identify product improvement opportunities and collaborated with product and tech teams to align financial workflows with app features.
- Led campus marketing campaigns across multiple colleges on behalf of Bullsmart, engaging with students and leveraging prior NGO and social campaign experience to strengthen outreach.
- Coordinated and conducted meetings with Asset Management Companies to explore partnerships, enhance mutual fund offerings, and strengthen industry relationships.
- Drove online engagement through LinkedIn, YouTube, and the Bullsmart app by creating and promoting content that increased user awareness and app adoption.
- Prepared financial reports and optimized workflows using SAP and Excel, improving reporting efficiency by 30% and supporting compliance through audits and cross-functional collaboration.
Finance Intern
Verzeo
06.2022 - 10.2022
- Conducted comprehensive analysis of Indian equity markets, evaluating market capitalization, P/E ratios, and Nifty index trends to identify high-potential investment opportunities.
- Developed financial models and dashboards to monitor stock performance, sector trends, and simulated portfolio outcomes.
- Performed comparative analysis of companies, highlighting undervalued stocks and potential growth sectors.
- Interpreted historical and real-time market data to generate actionable investment insights, enhancing decision-making skills.
- Applied Excel, financial modeling techniques, and data visualization tools to present insights effectively to peers and mentors.
Education
Master of Science - Finance
University of Missouri Kansas City
Kansas City, MO12-2025
Skills
- Investment Analysis, Portfolio Management, Mergers & Acquisitions (M&A), Strategic Financial Planning, Financial Modeling,Commodity Finance, Corporate Finance, Accounting, Valuation Techniques, Financial Statement Analysis, Derivatives & Structured Products, Risk Management, Quantitative Analysis, Data Analytics for Finance ( R, R Studio, Excel),Credit Underwriting
Certification
Digital marketing
SAP
Accounting
Social Media Strategy
Timeline
Financial Management
Dados Bullsmart
12.2022 - 11.2023
Finance Intern
Verzeo
06.2022 - 10.2022
Master of Science - Finance
University of Missouri Kansas City