Sai Kalva has a Bachelor of Science in Business Finance from Indiana University expected in May 2015. He has experience as a Revenue Analyst Intern at Interactive Intelligence Inc. and as a Transfers Adviser Intern at Legacy Practice Management. He is currently the Eminent Treasurer for Sigma Alpha Epsilon, where he manages finances for 40 active members.

1. Sai Kalva
1201 Indiana Avenue .
Indianapolis, IN, 46202 .
(812) 629-6178.
saikalva@umail.iu.edu
EDUCATION
Indiana University, Kelley School of Business, Indianapolis, IN
Bachelor of Science in Business Finance
Expected Graduation: May 2015
CERTIFICATIONS AND TRAINING
● Six Sigma Green Belt (May 2015)
● Series 63: Uniform Securities Agent State Law Exam January 2015
● Introduction to Data Management: DBMS and SQL January 2015
● Bloomberg Essentials Training Program: Fixed/Equity Income Essentials September 2014
● Bloomberg Essentials Training Program: Commodity/FX Essentials September 2014
EXPERIENCE
Interactive Intelligence Inc., IN August 2014 – December 2014
Revenue Analyst Intern
● Reviewed hundreds of orders and identified information relating to the sale and the customer for NPV analysis
● Gathered and organized data pertaining to sales history for vendor specific object evidence analysis
● Assisted in preparing financial packets and orders over $250,000 for external auditors during quarter end initiatives
● Generated reports using Microsoft Dynamics Great Plains software for month end revenue analysis
● Performed analysis of historical sales of the last quarter for forecasting and projecting earnings
Legacy Practice Management, IN November 2013 – August 2014
Transfers Adviser Intern
● Facilitated in building over 5 portfolios of funds incorporating various financial risk profiles of clients and maintained an in-depth
knowledge of current economic and financial market conditions
● Contributed to creating valuations for practices that clients were interested in buying
● Provided investment-related information and assistance for clients’ buying practices
● Assisted in creating customized financial models by collecting appropriate data from internal and external sources including
clients, in order to create the financial models
● Completed over 50 projects assigned by the CEO that included researching customer relationship management software, acquiring
a list of 1000 practicing dentists, finding the best rates for loans for clients, and creating budgets for specific clients
● Made recommendations in the direction of company strategy including how to approach certain demographics regarding financial
advisory services
● Completed over 60 applications regarding clients’ various retirement plans and transferred funds from clients’ previous advisors
or broker/dealers to our firm
● Conducted training sessions and created efficient methods to train new interns on the day-to-day activities of the firm
H&R Block, Evansville, IN September 2012 – April 2013
Seasonal Tax Professional
● Prepared over 30 clients’ tax returns
● Accumulated over 70 hours of tax laws and systems training
● Discussed clients’ financial status to get them the highest tax returns
● Built a client base while enhancing client management skills by explaining tax laws to customers
● Advised clients on how to keep track of their finances in order for them to take advantage of the many tax credits available
ACTIVITIES
Sigma Alpha Epsilon September 2014 - Present
Eminent Treasurer
● Managing the finances of the fraternity that included 40 active members and amounting to $15,000
● Provide updated reports on financial standing of members to fraternity headquarters quarterly
● Prepare an annual budget of $11,000 and individual budgets for relevant committees and sponsored events
● Collect and manage any fundraising and philanthropy money for charity
Investments August 2014 – December 2014
Independent Research
 Tested different valuations models such as the single stage and two-stage dividend discount model, two-stage free cash flow to the
firm model, and relative valuation model to valuate different firms
 Selected technical analysis indicators and decided on trading rules to identify the entry and exit points on a particular firm
Integrative Core January 2014 – May 2014
Case Study
● Pitched a business proposal to a local brewery to incorporate a gift store within the restaurant
● Conducted NPV and ROI analysis, making projections for the next three years with the proposal