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Sally K.

Accounting & Finance

call   (214) GO-RELAY / (214) 467-3529

email   Careers@RelayHumanCloud.com

home   Vadodara, India


SKILLS

  • QuickBooks
  • Yardi
  • Advanced Excel
  • Juniper Square
  • Xero
  • Financial Reporting
  • Valuation Techniques
  • Budget Management
  • Asset Management 
  • Excellent Communication Skills 
  • Creative Problem Solving

EDUCATION

Master of Business Administration

Sardar Patel University (2023)

Bachelor of Business Administration

Maharaja Sayajirao University (2021)

LICENSES & CERTIFICATIONS

  • Introduction to SAP | Great Learning
  • The Real Estate Financial Modelling Bootcamp | Udemy 
  • Real Estate Equity Waterfall Modelling Master Class | Udemy
  • Power Bi Projects | Great Learning
  • Leadership & Management | Great Learning
  • Analytics in Finance | Great Learning

ASSESSMENTS

CORE SKILL English Aptitude FinancialAnalyst 0 100

PERSONALITY

ENFJ-A

Extraverted Introverted Intuitive Observant Thinking Feeling Judging Prospecting

People with ENFJ as a personality type are dedicated to positively influencing communities. They are thoughtful and idealistic, striving to contribute to others' well-being and uphold their values.

PROFESSIONAL SUMMARY

Highly motivated junior financial analyst with a solid academic background and a strong grasp of financial concepts. Eager to apply analytical skills and learn from experienced professionals to contribute effectively to financial analysis and decision-making processes.

PROFESSIONAL EXPERIENCE

Junior Financial Analyst
Relay Human Cloud | Vadodara, India | Feb 2024 - Present

  • Responded to investor inquiries via phone and email, strengthening client relationships and enhancing satisfaction.
  • Supported the prospecting of new investors, driving engagement and coordinating meetings to foster growth.
  • Managed investor portals, overseeing distributions and ensuring accurate, timely reporting.
  • Processed funds, and investments, and tracked deposits, maintaining compliance and smooth operations.
  • Collaborated with IRA custodians to facilitate efficient IRA investments and ensure seamless transactions.
  • Transferred data from Juniper Square to HubSpot, upholding data integrity and consistency.
  • Assisted in creating investor presentations and communications, contributing to successful outreach efforts.
  • Coordinated investor meetings and appointments to support the Managing Director's strategic initiatives.
  • Maintained knowledge of investor transaction processes, ensuring operational efficiency and accuracy.
  • Contributed to planning and executing events, enhancing investor engagement and company visibility.

Relationship Manager 

HDFC Bank | Vadodara, India | Jun 2023 - Feb 2024

  • Built and maintained strong client relationships for satisfaction and loyalty.
  • Identified customer needs, crafted tailored solutions, and provided knowledgeable advice.
  • Conducted regular client meetings to track progress, discuss growth opportunities, and address concerns.