Apoorvaa Guruvayurappan
Angestellt, Financial Advisor, Deutsche Vermögensberatung
Frankfurt Am Main, Deutschland
Über mich
I am working as a finance professional having a diverse background. With a Master of Business Administration (MBA) in Finance, I bring a solid academic foundation combined with years of experience. In Wells Fargo, I developed my expertise in analyzing the creditworthiness of borrowers. This included working with accounting standards such as US GAAP and IFRS, and projection statements and using financial ratios. I also gained knowledge of securitization and warehouse loans and worked on other important tasks. I worked on credit dates for invoices and credit notes as an Accounting Intern in GFT GmbH. In my current position as a Financial Advisor at DVAG, I am able to provide my clients with financial advice that includes areas such as banking, investments, real estate, social benefits, and taxes. Thank you for taking the time to read my profile, and I look forward to exploring potential opportunities to work together and contribute to the growth and success of your organization.
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Berufserfahrung von Apoorvaa Guruvayurappan
• Analyzing between various investment options and choosing the best one as per the clients’ needs. • Helping the clients with saving schemes for purchase of any asset in the future by reading the market situations and selecting the best interest rate.
Communicating with clients and providing them right financial advises on banking, investments, real estates, social benefits or taxes as per their needs.
Checking the Credit dates for the Invoices and Credit Notes in the SOG and Varial application and creating a reminder run for each of them.
• Client Solutions - Worked on Certificate of Authority, Address Change, W9 Forms, Borrower Contact Information (Loan Confirmation Form), Audit Confirmations. • Securitization and Warehouse Boarding Process – Boarded new loans for master only, master primary and master primary with limited loans.
• Spreading US GAAP, IFRS and Projections financials for both syndicated and attorney loans into Moody’s Risk Analyst. • Checking the compliance of all the ratios mentioned in the Credit Agreement of the borrower/ guarantor and generating a Certificate of Compliance.
Sprachen
Englisch
Fließend
Deutsch
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