Praneeth Potluri Email & Phone Number

Alpharetta, Georgia

Client - MORGAN STANLEYSector Research - NRG (Oil, Gas, Renewable Energy, Chemicals, Construction, Basic Materials, Metals and Mining)

Toronto, On

Finance Governance Analyst / Clarity Admin (T&O Finance). Worked with IT contractors and Project Managers in BMO with funding forecasts, governance processes, Software Cap and service delivery were executed on a weekly, monthly and quarterly basis.• Dealt with over 50 project managers around the world to ensure projects faced no hurdles in terms of funding gaps, contractors pay and service delivery of out sourcing contracts.• Collaborated with team of 2 Analysts, 3 Associates, a Manager and a Senior Manager to bring new compliance and governance policies to tackle forecast variances, delay of funding for projects which saved millions in avoiding delayed execution of projects.• Analyzed over 20 process changes to improve saving to the company of over $10K every week.• Performed many governance tests to stop any violations of time entry, hierarchy and working plan changes.

Toronto, Canada Area

Client Service Associate. Worked with over 15 Fund Managers and Wealth Managers in South East Asia to resolve/research problems surrounding Equities, FX, dividends and interest settlement trades.• Played a very active role ensure cross border trades were executed in a timely manner so fund/wealth managers did not face any losses due to price fluctuations.• Compiled the expense analysis to over 10 high-net-worth clients on a weekly and monthly basis to align with their expense budget and keep the all costs in check. This resulted in no cost overruns for the high-net-worth clients.• Collaborated with the accounting, compliance, and sub custodian teams on a daily basis so trades were posted, policies were followed, and trades were executed by the sub custodians.

Toronto, Canada Area

Wealth Operations Service Officer. Journalize client transfers from different accounts and third-party transfers by communicating with TD branches and financial advisors.• Worked with ISM, Outlook, Excel, Operations ticketing software to process transactions for asset management, cash security and also report high risk issues.• Ensured millions of dollars were transferred in a quick timely manner for further wealth managements trades to go through.

Toronto, Canada Area

Waterloo, Ontario, Canada

Economic/Financial Analyst. Updated the club members regarding the economic trends and pitched stocks/sectors bull/bear analysis on a weekly basis• Presented a financial analysis using DCF model on technology and consumer discretionary stocks.• Pitched stocks – AAPL, MDLZ, NVDA, HD

Master Of Business Administration - Mba, Stem Finance

Relevant courses include: - Financial Management - Strategy - Data and Decisions - Business Analysis and Valuation - Good Debt: Optimizing.

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Laurier Investment and Finance Assocation, Intramurals, Laurier Sports Mangement Club