Sarayu Kantheti Email & Phone Number

New York, United States

• Conduct in-depth market research to understand the current and emerging trends in EHR systems as they relate to Value-Based Care.
• Analyze competitive landscapes to identify market opportunities and potential threats.
• Collaborate with product development teams to understand the features and capabilities of our EHR products that align with VBC requirements.
• Develop and administer surveys, interviews, and other research methodologies to gather insights from healthcare providers, payers, and patients.
• Interpret data and synthesize findings into actionable recommendations and go-to-market strategic plans.
• Prepare comprehensive reports and presentations that communicate research findings clearly to stakeholders at all levels.

Toronto, Ontario, Canada

• Collaborated with cross-functional teams to advise 600 personal and business clients, generating $33M in sales, contributing 40% to the team’s overall target
• Negotiated and structured complex home equity financing and lending deals worth $4M by analyzing clients’ debt capacity, financials, and the bank's risk exposure for clients with average net worth of over $1M
• Managed and balanced investment portfolios ranging from $500K-13M, generating up to 10% returns for clients
• Strategized with VP & stakeholders and developed processes, increasing customer adoption of digital banking by 60%
• Mentored 8 new client/banking advisors, and led team-building exercises to work with cultural differences

Toronto, Ontario, Canada

• Built 1500 client relationships by advising clients on financial planning, generating $6M in new business
• Recognized in the 95th percentile of advisors as Quarterly Sales Performance Winner (2021-2022)
• Advised clients by developing financial plans that forecasted future income, taxes, investment growth, and debt obligations, helping clients achieve 95% of retirement goals
• Formulated debt repayment strategies for clients using financial modeling and Excel to recover $5M during pandemic related financial distress, recognized as a top 10 advisor in Canada for digital tool adoption

Toronto, Canada Area

• Advised 100 clients each week to conduct banking transactions digitally, generating $2M in new business
• Spearheaded processes for branch operations, cash logistics, and risk management, restricting loss to 0.1%
• Analyzed client data and portfolios using Tableau and other internal analytics tools to develop pipelines for other stakeholders including senior advisors, mortgage specialists, and wealth management partners

Mumbai, Maharashtra, India

• Instituted a non-profit to support the mental health of students from low-income communities by bridging the digital divide and creating modules on mindfulness, design thinking, and digital literacy, empowering.
• Designed business model to secure capital using grants and CSR funding including a pilot project across 700 students
• Impacting 30,000+ students today, by partnering with government schools (Ministry of Education), and ‘Teach for India’

Vancouver, Canada Area

• Peer Reviewed and authored articles on global financial and economic trends for IONA's online platform IONA Exchange
• Ran regressions on multiple variables using the long run growth accounting model to defend and subsequently publish a paper titled the ‘Impact of Access to Healthcare on Economic Growth’
• Peer-reviewed, edited and compiled submissions for the IONA Journal of Economics as a part of the Editorial team

Vancouver, Canada Area

• Enforced residence standards to create a safe and inclusive space for a culturally diverse community of 200 students over three years
• Facilitated community building through peer-helping, conflict management and crisis mitigation
• Connected students to various resources and campus partners that address student needs
• Proposed, planned and implemented programs targeted at the educational, social, cultural and recreational growth and success of students in the community

Mumbai Area, India

• Analytics: Assessed competitor’s financial position, analyzed financial statements and calculated valuation indicators for quarterly reports under the supervision of senior associates
• Treasury: Mentored by senior associates in debt financing methods such as securitization and raising capital through the bond market
• Project: Designed inclusive delivery channels for financial products and services in rural areas following legal guidelines from the Reserve Bank of India

Mumbai Area, India

• The Reserve Bank of India is the regulator and central bank of India (Equivalent to the Bank of Canada)
• Presented and defended a research paper titled “Developmental and Economic Impacts of Private Remittances in India” about the relationship between private remittances and macroeconomic indicators at the federal and.
• Provided follow up suggestions and action items to profitize high volume-low ticket remittances

Master Of Business Administration - Mba

Activities and Societies: Rotman Management Consulting Association, VP Operations and Finance Rotman Finance Association Rotman Women in.

Bachelor Of Arts - Ba, Vancouver School Of Economics & Sauder Business School, Economics And Commerce

International Baccalaureate (Ib) Diploma