Roshan Kumar

Operations Associate

Hyderabad, Telangana, India4 mos experience

Key Highlights

CFA Level-1 Candidate with strong finance acumen
Experience in financial modeling and M&A analysis
Aspiring financial analyst with a passion for strategic insights

Stackforce AI infers this person is a Finance professional with expertise in financial analysis and corporate operations.

Contact

Skills

Core Skills

Financial AnalysisFinancial Accounting

Other Skills

Financial RatiosInternational Financial Reporting Standards (IFRS)Generally Accepted Accounting Principles (GAAP)Financial ModelingInvestment BankingTeam ManagementEnglishCommunicationFinancial ReportingAccountingFilm PhotographyCinematographyMicrosoft OfficeStock MarketMicrosoft Excel

About

I am a B.Com graduate with strong interest in finance, business strategy, and corporate operations. I’ve worked on financial modelling projects including M&A analysis, synergy evaluation, budgeting, and scenario planning. I enjoy turning data into strategic insights that support decision-making and growth. I am also building my digital presence and planning to create finance-focused content to help others learn. I am an adaptable, analytical learner seeking opportunities to grow in finance, consulting, and business roles.

Experience

Wells fargo

Commercial Banking Portfolio Coordinator

Nov 2025 – Present · 4 mos · Hyderabad · On-site

Review borrowers' covenants and financial reporting requirements, validating exposures, searching internal systems for available financial information, data entry into workflow tool, preparing checklist of pending financial information, providing customer service to front office bankers, ensuring receipt and imaging of complete underwriting financial packages.
Track jobs assigned at every stage of the process prior to underwriting.
Prepare Annual Review Jobs for underwriting; review financial documents and loan agreements to determine if all required or eligible alternative documents are available to complete the annual review; review covenants and identify certain loan types to determine all the necessary documents required to perform underwriting work.
Perform basic credit investigations on companies and industries.
Escalate issues or complaints in a timely manner.

Financial AnalysisFinancial Accounting