This curriculum vitae outlines S.R. Roopa's professional experience and qualifications. She has over 8 years of experience in financial services roles, including as a Business Analyst at Franklin Templeton International Investments and as a Loan Servicing Analyst at Berkadia Services India Pvt Ltd. She holds a PGDM in Banking, Insurance, and Finance from Siva Sivani Institute of Management and a B.com degree from Loyola Academy & P.G College. Her skills include financial analysis, vendor management, and client relations.

1. CURRICULUM VITAE
S.R.ROOPA Mobile: 09966574977
E-mail: roopasaudagar10@gmail.com
CAREER OBJECTIVE:
To contribute my best towards the growth of the organization and simultaneously getting the opportunity to
keep the curve of my professional growth rising.
Visa Details:
Visa stamping with B1/B2 for 10 years (U.S)
ACADEMIC QUALIFICATIONS:
 PGDM (BIFAAS) Banking, Insurance, Finance from Siva Sivani Institute of Management
affiliated to AICTE Govt of India - Hyderabad passed out in 2010.
 B.com (Professionals) from Loyola Academy & P.G College - Hyderabad passed out in 2008.
 I.P.E From Loyola Academy Junior College - Hyderabad passed out in 2005.
 SSC From Holy Family High School – Hyderabad passed out 2003
PROFESSIONAL EXPERIENCE:
Franklin Templeton International Investments - Franklin Resources, Inc. is a global investment
management organization known as Franklin Templeton Investments. A premier global investment
management organization that offers high quality investment solutions
Designation: Business Analyst (Financial information for vendor management) – September 2012 till April
2014.
Responsibilities:
 Ensure all vendors invoicing payment transactions are cleared as per TAT. (Includes Cash &
CCA payments) and accordingly preparing bank reconciliation statements for CCA & CASH
 Acted as single point of contact between Appropriate IT team and vendors to ensure effective
running of vendor application. (Like – Factset, Bloomberg etc..)
 Review and investigate INR and Foreign currency billings that reside in internal & external
cash vendor accounts payments.
 Preparing the quarterly and annual reconciliation trend reports to identify performance issues
within the business and risks or opportunities in current financial plan.
 Manage cost center budgeting/forecasting for various functional groups and analyze results
on a monthly basis.
 Responsible for rolling out the user termination and user transfer reports on weekly bases to
maintain excellent database.

2.  Provide support and analysis for competitor review and economic indicators trends to drive
continued improvements in automating reporting
 Monitor the process mail box and act according to the set procedures and stipulated
timeframes to ensure resolution through follow up.
 Working with share point to work on various activities of the projects as per functional and
business requirements
 Required to deliver informative, well-organized presentations to interact with clients and
meet their expectations.
BERKADIA Services India Pvt Ltd - Berkadia is one of the largest providers of third-party commercial
mortgage servicing options in the United States .
Designation: Loan Servicing Analyst (UCC& NLB) - April 2010 till May 2012
Responsibilities:
 Analyzing the financial statements.
 Research and resolve critical events.
 Analyze and produce all UCC filings.
 Preparing the quarterly and annual reconciliation - financial budget reports
 Responsible for working on special Project Progress Reports.
 Worked on invoice, billing and preparation of MIS reports.
 Review loan documents from the portfolio of loans acquired for servicing.
 Interpreting and determine appropriate service’s action to ensure compliance with investor
criteria.
 Interpreting and clarifying queries and co-coordinating with US management regarding the
same.
 Support client relations managers as well as others departments within the organization.
CETIFICATIONS:
 Certification in IRDA examination conducted by IRDA, Government of India and licensed a financial
consultant.
 Certification in NCFM (National Stock Exchange’s Certification in Financial Markets)
PROJECT SPECIFICATIONS
 HDFC Bank Ranigunj - Project title “An Empirical Study On credit appraisal and risk analysis”
Duration of 2 months (15th April’09 to 15th June’09)
Role: Management Trainee.
HDFC Standard Life Insurance Company
Role: Worked as financial consultant and also got trained on Unit Linked Insurance Policies.

3. INTERPERSONAL SKILLS:
 Positive attitude
 Good communication skills
 Quick and accurate decision making skills
ACHIEVEMENTS:
 Received an Appreciation letter from HDFC Bank Ltd.
 Awarded as the best employee for the month of October 2011
 Created a magazine for LEPRA an NGO institute.
 While working in (Franklin.T) my best contribution is changing the manual process to Automated.
 An opportunity to get crossed trained on other process (Rent Role) apart from the assigned role.
EXTRA CURRICULAR ACTIVITIES:
 Actively participated in most of the Cultural Activities conducted at school and college.
 Participated in various awareness programs arranged by NGOs.
 Participated in UGC a Bio-Diversity program in college.
TECHNICAL PROFICIENCY:
Operating Systems : Windows.
Applications : MS-Office tools (Ms-Word, Ms-Excel and Ms-PowerPoint)
PRESONAL PROFILE:
Name: S.R.Roopa.
Fathers Name: S.G.Raju Lal.
Date of Birth: 10th July 1987
Nationality: Indian
Languages Known: English, Hindi and Telugu
Address: 1-10-51, Temple Alwal, P.O. Bolarum,
Secunderabad-500010,
I hereby declare that all the information provided above is true and accurate to the best of my knowledge &
belief
(S.R.ROOPA)