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.
• 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.
• 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.
• 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