Sanjith Raghavan Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Provided client service exceeding CS Service standards to more than 15 clients including Pension funds, insurance firms, wealth management firms, as well as other corporate bodies on a daily basis. Key responsibilities and functions include:• Cash Management: Followed client specific cash requirements to raise funding / invest excess balances by working internally with the pooled funds team as well as client appointed Investment Managers and OCIOs• Monthly Pension Benefit Payments: Collaborated with the pension benefit payments team to raise funding on a monthly basis to ensure funds were available for payments to client’s pensioners• Third party Vendor Invoice Payments: Raised funds via Pooled fund redemptions and/or notifying client appointed IMs to pay vendor’s monthly, quarterly and yearly invoice payments on time• Contributions / Incoming funds: Worked with clients to ensure any incoming wires/EFTs/cheques were deposited in their accounts as per the deemed account/tax breakdown provided by the client• Foreign Exchange: Provided insight to clients on FX timelines and processed FX transactions as requested by the client• Overdraft Monitoring: Minimized overdrafts in over 200 client accounts by closely monitoring and proactively raising cash for any business needs, while also running daily reports to ensure overdrafts are correctly coded to reflect its validity• Client Relationship: Developed and maintained strong internal and external client relationships by assisting them with any inquiries about their account activity and balances, while also suggesting the best course of action when required• Process Improvements: Assisted with process improvements to reduce human error in an environment with tight deadlines and heavy volumes of requests, resulting in reduced duplications and misses

• Conducted primary and secondary market research in the Prop-Tech industry to identify opportunities for new ventures co-created by R-LABS• Collaborated with Project Management to create and publish surveys for venture ideas to gauge customer sentiments, competition, and demand• Prepared extensive slide decks for pitching R-LABS to potential partners for funding• Assisted Head of Research in building valuations for new ventures by analyzing projected sales, costs, and market share• Spearheaded the testing of new venture ideas that resulted in 2 new ventures being added to the pipeline

Toronto, Canada Area

Toronto, Canada Area

• Published daily, weekly, and monthly S&OP reports and presentations to track production levels, open orders, orders at risk, and calculate shipment prioritization that enabled managers of various departments to make informed decisions• Monitored liquor board inventory levels of Ontario, Alberta, and British Columbia to proactively identify stock deficiencies and/or excess inventory levels for S&OP Planners• Audited freight and warehousing invoices against agreed rates/cost standards and took appropriate action with stakeholders to resolve issues prior to submitting to Accounts Payable• Assisted S&OP planners with the procurement of finished goods for Beam Suntory’s British Columbia and Alberta markets by manually processing board orders of speciality products from Europe, UK, and Japan• Created and maintained SAP masterdata for the Marketing and Sales teams to launch new skus

Toronto, Canada Area

Toronto, Canada Area

Specialist Program In Management Specializing In Finance (Bba), Business Administration, Finance, Statistics, 3.31

High School Diploma, Engineering Science

High School Diploma, 9,10