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Jamallamudi Rakesh

Aspiring Financial Analyst • Rajahmundry, Andhra Pradesh • p**************@gmail.com • +91*******893 • linkedin.com/••••• • drivetube.ai/•••••

Professional Summary

Financial Analyst with 0 years of experience pursuing an MBA in Finance and internship experience in financial statement analysis, reporting and business intelligence. Experienced in building Excel models and Power BI dashboards, performing VaR and working-capital analysis, and producing management-ready financial reports. Seeking an entry-level Financial Analyst / FP&A role to apply analytical skills to budgeting, forecasting and reporting.

Technical Skills

Data and Analytics: Power BI,Dashboard Design,Data Visualization Best Practices
Tools and Methodologies: Microsoft Excel,Excel PivotTables, VLOOKUP,Microsoft Word
Financial Analysis & Reporting: Financial Statement Analysis,Cash Flow Analysis,Ratio Analysis,Variance Analysis,Management Reporting
Financial Modeling & Risk Management: Financial Modeling,Forecasting and Budgeting,Working Capital Management,Value at Risk VaR,Scenario Analysis,Sensitivity Analysis
Accounting Systems: Tally ERP 9,Bookkeeping,Accounts Receivable and Payable
Regulatory & Market Knowledge: SEBI regulations,Investor protection frameworks
Business & Communication: Stakeholder Communication,Customer Relationship Management,Report Presentation

Work Experience

Aurobindo Pharma Limited
Finance Intern
May 2025 – Jun 2025
Internship in finance at a multinational pharmaceutical manufacturer supporting financial reporting, analysis and management decision inputs.
Tech Stack: Microsoft Excel, Power BI, Tally ERP 9, Microsoft Word
  • Analyzed balance sheets, income statements and cash flow statements to identify trends and key drivers using Microsoft Excel, producing clear commentary for management review.
  • Built automated monthly financial reports and variance analyses in Excel and Power BI to streamline reporting and highlight month-on-month performance drivers.
  • Developed Power BI dashboards that consolidated operational and financial metrics to support cross-functional decision-making by presenting visual insights to stakeholders.
  • Performed working capital analysis by evaluating inventory turnover, receivables and payables; recommended tactical measures to improve liquidity and cash conversion cycles.
  • Executed account reconciliations and recorded ledger adjustments in Tally ERP 9 to ensure accuracy of financial data used for interim reports.
  • Prepared slide decks and summary notes for senior management with actionable conclusions from financial models and scenario analyses.
Kuraku Financial Services
Customer Associate
Nov 2023 – Jan 2024
Frontline role at a financial services firm providing customer support and guidance on retail loans, insurance and investment products.
Tech Stack: CRM systems, Microsoft Excel, Microsoft Word
  • Delivered end-to-end customer support across loans, insurance and investment products, explaining product features and documentation requirements to retail clients.
  • Collected and validated customer KYC and application documents, ensuring compliance with internal process checks and regulatory requirements.
  • Prepared customer-facing summaries and calculations in Excel to illustrate EMI schedules, expected returns and payment timelines.
  • Coordinated with underwriting, operations and relationship teams to accelerate application processing and reduce turnaround time for clients.
  • Maintained CRM records and processed updates to customer files to ensure accurate service history and follow-up actions.
  • Captured customer feedback and escalated recurring issues to management, contributing to process improvements in service delivery.

Projects

Investment Risk Management
Tools Used: Value at Risk VaR, Scenario Analysis, Sensitivity Analysis, Microsoft Excel
  • Studied market, credit, liquidity and operational risks affecting investment portfolios and documented risk profiles for typical financial institutions.
  • Applied quantitative techniques including VaR, scenario analysis and sensitivity testing to evaluate and illustrate risk exposure under different market conditions.
  • Presented findings with clear recommendations to mitigate key risk exposures and improve portfolio resilience using Excel-based models.
Working Capital Management – Crane Betel Nut Powder Works, Guntur
Tools Used: Working Capital Analysis, Cash Flow Analysis, Microsoft Excel
  • Assessed working capital practices by evaluating cash flow cycles, inventory turnover, receivables and payables for a manufacturing SME.
  • Identified bottlenecks and recommended measures to optimize inventory levels, tighten receivable collections and extend payable terms to improve liquidity.
  • Compiled an actionable working capital improvement plan with projected cash flow impacts and simple operational KPIs for management implementation.

Education

Aditya University
MBA – Finance • 2024 – 2026
SBG Degree College
B.Com • 2021 – 2024
Sphoorthy Junior College
Intermediate (CEC) • 2019 – 2021
ZPP High School
SSC • 2019

Certifications

Financial Analysis Certification
Digital Marketing Certification
Microsoft Advanced Excel Certification
BSE Investors’ Protection Fund Certification
Tally for Financial Accounting Certification
SEBI Certification

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