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Sally K.

Finance

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

email   Careers@RelayHumanCloud.com

home   Vadodara, India


SKILLS

  • Xero
  • Juniper Square
  • Advanced Excel
  • Argus
  • SAP
  • QuickBooks
  • Yardi
  • 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
  • Foundations of Modern Finance I | MITx
  • Personality Development and Communication Skills |  Savitribai Phule Pune University
  • Communication Skills in English | NITTR
  • Business Communication | JAIN
  • Foundation of Modern Finance I | edX 

Extraverted Introverted Intuitive Observant Thinking Feeling Judging Prospecting

PROFESSIONAL SUMMARY

Results-driven Junior Financial Analyst with hands-on experience in real estate investment analysis, financial modeling, and portfolio management. Demonstrated expertise in underwriting and evaluating real estate assets, building detailed DCF and IRR models, and conducting in-depth financial and market analyses to support strategic investment decisions. Skilled in monitoring portfolio performance, optimizing asset returns, and delivering actionable insights through robust analytical frameworks. Adept at managing investor relations, including communication, fund processing, and portal management, while ensuring compliance and data integrity across platforms such as Juniper Square and HubSpot. Proven ability to support business growth through financial planning, investor engagement, and strategic reporting, contributing to efficient operations and enhanced stakeholder satisfaction in dynamic investment environments.

PROFESSIONAL EXPERIENCE

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

  • Underwrote and evaluated real estate investments, identifying and prioritizing high-performing opportunities that strengthened the investment pipeline.
  • Developed comprehensive DCF and IRR models to forecast asset performance and enhance data-driven investment decisions.
  • Monitored portfolio performance by analyzing financial and operational metrics, enabling optimization initiatives and supporting strategic portfolio reviews.
  • Conducted payroll analysis, calculated preferred returns, and built watchlists to support financial planning and decision-making.
  • Developed financial models to predict future outcomes and evaluate potential investments.
  • Performed financial analysis, including rent rolls, income statements, cash flow statements, and floorplan evaluations, to assess asset performance and opportunities.
  • Conducted market research to track trends and economic conditions, offering relevant insights to inform investment strategies.
  • Responded to investor inquiries via phone and email, fostering strong client relationships and enhancing satisfaction.
  • Supported the prospecting of new investors by driving engagement, coordinating meetings, and contributing to business growth.
  • Managed investor portals, overseeing distributions and ensuring accurate and timely reporting.
  • Processed funds and investments, tracked deposits, and maintained compliance to ensure smooth operations.
  • Collaborated with IRA custodians to facilitate efficient IRA investments and ensure seamless transactions.
  • Transferred data from Juniper Square to HubSpot, maintaining data integrity and consistency across platforms.
  • 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.
  • Updated investor documents, contact details, entities, and ownership records, and tracked capital calls, contributions, distributions, and payments.
  • Contributed to planning and executing events to enhance investor engagement and improve company visibility.
  • Maintained knowledge of investor transaction processes, ensuring operational efficiency and accuracy.

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.