Omkar Rao Budi

Co-Founder

Hyderabad, Telangana, India1 yr 11 mos experience

Key Highlights

Founder of a trusted B2B platform for service companies.
Experienced in hedge fund accounting and portfolio management.
Strong analytical skills with a focus on financial analysis.

Stackforce AI infers this person is a Fintech professional with expertise in hedge fund operations and financial analysis.

Contact

Skills

Core Skills

Hedge FundsFinancial Analysis

Other Skills

TableauNet Asset Value (NAV)trade reportAUMHedge AccountingMicrosoft ExcelAccountingFinancial PlanningSQLInvoice ProcessingInvoice VerificationInvoicingInvoice FinancePersonal FinanceEquities

About

Building UpBusiness - The Most Trusted Platform For Finding Companies For Every Business Service Such As AI, Technology, Marketing, Design, Consulting, Finance and More. Not every company gets listed, only the trusted gets in. Ex Oxane Partners (London based Portfolio Management Company - Analyst) Ex True Beacon - Nikhil Kamath's Hedge Fund (Fund Accounting Team) Ex Varun Beverages Ltd PepsiCo (Fund Accounting Team) I love talking about business, startups, entrepreneurship, human psychology, stock markets, money and life. Anti Conformist. Hungry. Explorer. Irrational Optimist. Risk Taker. Curious. Ambitious. Big Dreamer. Believer. Achiever. I’m constantly looking for opportunities to meet new people, sharpen my skills, and humble myself. I love travelling, eating good food and watching movies. And above all I'm a filmmaker at heart.

Experience

Upbusiness

CEO & Co-Founder

Jul 2025 – Present · 9 mos · Hyderabad, Telangana, India · On-site

Career break

Personal goal pursuit

Nov 2024 – Jun 2025 · 7 mos · Raipur, Chhattisgarh, India

Exploring and Figuring Out

Oxane partners

Analyst - Portfolio Management Group

Jun 2023 – Oct 2024 · 1 yr 4 mos · Hyderabad, Telangana, India

Assist in onboarding the client's investment portfolio by reviewing and interpreting legal agreements and comprehending trustees' reporting.
Push data onto the proprietary platform - Crest - using various loaders in order to monitor the position/performance of investment transactions.
Covenants, concentration limits, and other key metrics tests are calculated and monitored.

True beacon

Fund Accounting Team - Hedge Fund

Nov 2022 – Jun 2023 · 7 mos · Bengaluru, Karnataka, India · On-site

Fund Accounting at a hedge fund
Reported Equity, Debt, and F&O Trades to custody and banker on a daily basis, and updated performance grid
Updated Holdings files regularly which included equity and debt Demat quantities as on a particular date
Updated NAV, Allocated units to new clients, redeemed units of existing clients, Handled the payout processes of redemptions
Calculated Investible AUM, Debt and Mutual Fund P&L, and Performance Fees everyday
Sent out statements to clients such as Initial Contribution Statements, Redemption Statements, and Additional Contribution Statements

Hedge FundsFinancial Analysis

Varun beverages limited

Finance & Accounting Intern

May 2022 – Jul 2022 · 2 mos · Gurugram, Haryana, India

The second largest bottling company of PepsiCo's beverages in the world
Closely worked with the invoicing and data entry department for their expansion project - Sandila, Hardoi (new plant)
Assisted in preparation of vendor reconciliation (Lunarmech Tech Pvt. Ltd) and bank reconciliation statements for 1 month
Filed declaration certificates, and certificates of recycling as a part of their plastic waste management initiative (CSR)
POC of 10 distributors of Pepsi, tracked their payments and provided them the VISI coolers
Visited factory and learned about the procurement, production, distribution process, and other Standard Operating Procedures
Professional Recognition: Got to interact with the company’s COO directly for exceptional performance

Financial AnalysisTableau