Shashaank Talaparthy Email & Phone Number

Austin, TX, US

Austin, Texas Metropolitan Area

Drive engagement by reaching out to key decision-makers and building strong relationships with potential clients.Utilize cutting-edge data tools to identify and target high-value opportunities that support our sales strategy.Collaborate with a top-flight team dedicated to delivering exceptional results and empowering businesses with valuable insights.

Austin, Texas, United States

Austin, Texas, United States

United States

• Develop 2-3 annual reviews and complex transactions per month on an end-to-end basis for assigned Retail portfolio, by tracking industry trends, monitoring trading limits, and aligning client operating performances.
• Underwriting loan risks through extensive credit analysis and client deal manufacturing with industry specialists and Company management
• Construct detailed financial forecasting and stress test modelling based on multiple scenarios proposed by Risk and Banking
• Lead analyst team that uses credit exposure management to resize lines extended and limit credit exposure for Bank by over $3 Billion so far in 2021
• Evaluated possible risk ratings for assigned client by developing 4-5 Risk justifications for possible credit improvements, and contacting assigned client for more financials regarding growth plans and COVID pandemic.
• Drafted 2 initiation reports conducting background research by analyzing the assigned company’s 10k, online asset analysis, and performed in-depth competitor analysis for company snapshot to building out financial.

Plano, Texas, United States

• Routinely conduct various financial analyses to optimize solution frameworks for monthly financial investment and advisory closings
• Accelerate ongoing enhancements and forecasting of internal asset management processes by using data mining and aggregation to highlight market inefficiencies
• Partner with market managers and regional CFOs to assess lending practices and credit policies for Ultra High Net Worth markets
• Execution of forecasting procedures and budget reports for the presentation of AWM performance, and profitability for year-end market share report of +4% in Texas
• Structure global client infrastructure reports, product function analysis, quarterly forecasting reports with the Finance team by communicating with market managers and bankers, while supplying risk assessment to.

Westlake, Texas

• Created financial forecasts for managed company products by performing extensive market research and analyzing financial data sets. Also utilized data analytic techniques such as precedent transactions, tableau, excel.
• Engaged in several front office functions, including kickoff meetings, strategy sessions and due diligence to prepare resolutions for long-time clients that faced pushback on investment objectives from local advisors..
• Managed inconsistently verified firm transactions by closely tracking buyer/sellers, processing firm agreements, indications of interest and letters of authorizations, thereby optimizing process efficiency and.
• Cross referenced company resources with client transaction history because of various security breaches and trade errors which led to mitigated security trade support risk
• In-depth 1099 analysis and guidance for clients to audit any tax penalty risk for clients and advisors who lacked the resources and time, simultaneously recommending a tax advisor if needed
• Spearheaded team projects using Agile management system to valuate unmanaged client portfolios for better internal processes, increasing client retention by 11%

• Managed a simulated footwear company and competed in a global strategy event for 12 weeks
• Designed customer-facing high end shoes that generated $20 million in sales based off current global pricesRepresented my University by ranking as one of top 200 competitors in the global competition

Hyderabad Area, India

• Proficiently launched a clean energy risk audit for multiple EY private clients.
• Mobilized excel skills to create risk models so the company acquires $5 million in clean energy assets.
• Customized corporate finances for clients, to better assess their risk structure in the global market.
• Corresponded a finalized internal risk audit portfolio so clients improve their carbon footprint by 14%

Richardson, Texas

• Surveyed a social need in DFW area (high illiteracy rates)
• Introduced a fundraising event for the cause, in partnership with local business, such as State Farm
• Orchestrated 5 individuals to negotiate and present a proposal concerning financing the fund-raising event, which led us to raise over $2500
• Established a finalized plans and event in partnership with State Farm, to present to Dallas Chamber of Commerce

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Activities and Societies: AIESEC PRE-LAW SOCIETY PI KAPPA PHIDeveloped leadership skills, led product management and creation processes as.

Business Administration And Management, General

Activities and Societies: Pi Kappa Phi Fraternity, Pre Law SocietyPi Kappa Phi Treasurer of Gamma class: handled finances for events.