Open to opportunities

Kli So

@kliso

I'm a finance professional analyzing investments, institutional data, and loan operations with strong financial systems experience.

United States

Message

I've supported investment research through Missouri State University's Student Managed Investment Fund, using Bloomberg Terminal to evaluate securities and present stock recommendations grounded in valuation, industry research, and risk analysis. I also analyze tuition, enrollment, and academic-program data for Institutional Research using Excel, Argos, and Power BI.

At First Residential Independent Mortgage (Veterans United), I managed active mortgage loan pipelines and verified borrower documentation for accuracy and compliance. Previously, I processed invoices and reconciled vendor statements at City Utilities of Springfield, and managed invoicing and collections at Darkroom8 using QuickBooks.

Experience

Work history, roles, and key accomplishments

Loan Operations

First Residential Independent Mortgage (Veterans United)

Jan 2026 - May 2026 (4 months)

Managed active mortgage loan pipeline using Encompass and VUPlus, ensuring documentation accuracy and regulatory compliance. Verified borrower employment documents (VOE), W-2s, and rent verification while coordinating homeowner insurance requirements.

Encompass VUPlus Mortgage Loan Processing Regulatory Compliance Documentation Verification

Research Assistant

Missouri State University

Jan 2025 - May 2026 (1 year 4 months)

Analyzed tuition, enrollment, and academic program datasets using Excel, Argos and Power BI. Updated institutional information through Modern Campus CMS, ensuring accuracy and accessibility.

Excel Argo Power BI Modern Campus CMS Data Analysis

Finance & Accounts Payable Intern

City Utilities of Springfield

May 2024 - Dec 2024 (7 months)

Processed 50+ invoices through PeopleSoft and Concur while maintaining payment accuracy and vendor compliance. Reconciled 10+ vendor statements monthly, identifying and resolving discrepancies, enhancing financial accuracy.

Peoplesoft Concur Accounts Payable Invoice Processing Vendor Reconciliation

Student Managed Investment Fund Analyst

Missouri State University

Jan 2024 - May 2024 (4 months)

Conducted equity research and security analysis using Bloomberg Terminal to evaluate investment opportunities. Developed and implemented a formal Investment Policy Statement (IPS) to guide decision-making processes and achieve long-term financial objectives.

Bloomberg Terminal Equity Research Security Analysis Investment Policy Statements Valuation Risk Analysis

Accountant

Darkroom8

Feb 2021 - May 2022 (1 year 3 months)

Generated and dispatched 50+ invoices to clients daily using QuickBooks, ensuring timeliness. Managed client collections for invoices, limiting late payments to under 10%, reducing DSO and increasing cash flow.

Quickbooks Invoicing Collections Accounts Receivable DSO

Education

Degrees, certifications, and relevant coursework

Missouri State University

Master of Business Administration, Finance and Financial Analysis

Grade: 4.00/4.00

Activities and societies: Beta Gamma Sigma International Business Honor Society (Top 20% of Graduate Class)

Pursued a Master of Business Administration with a focus on Finance and Financial Analysis, maintaining a 4.00 GPA and passing the CFA Level 1 exam.

Missouri State University

Bachelor of Science, Finance, Corporate & Investments

Grade: 3.87/4.00

Activities and societies: International Transfer and Excellence Scholarships Recipient; Dean's Lists: Fall 2022, Spring 2023, Fall 2023, Spring 2024

Earned a Bachelor of Science in Finance with a focus on Corporate and Investments, graduating with a 3.87 GPA and receiving multiple scholarships and Dean's List honors.