Sai Teja Kumar Vytla
Puttaparthi
Summary
A CFA Level 3 candidate demonstrating proficiency in financial analysis, portfolio management, and risk management. Experience in addressing intricate financial issues with a commitment to ethical investment practices. Capable of thriving in fast-paced settings while managing competing priorities. Excellent interpersonal skills and a solution-oriented approach enhance team collaboration and organizational performance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Finance Manager
Pepsico Global Business Services LLP
Hyderabad
12.2023 - Current
- Managed customer claims and trade promotions for Belgium and Netherlands operations.
- Created and maintained trade promotions within SAP’s Trade Promotion Management system.
- Collaborated with team members to meet project objectives and deadlines.
- Effectively managed time to ensure timely task completion.
- Assisted customers by addressing inquiries to enhance satisfaction.
- Achieved cost savings through development of functional solutions to challenges.
- Worked with cross-functional teams to drive goal attainment.
- Demonstrated strong problem-solving skills, efficiently resolving issues.
- Coordinated cross-functional teams to drive efficiency and effectiveness in financial operations.
- Generated ad-hoc reports upon request from various stakeholders within the organization.
Equity Research Intern
Spark Capital
Chennai
08.2021 - 10.2021
- Evaluated investment potential through analysis of historical trends and current activities.
- Compiled in-depth reports on equity markets and individual companies for distribution.
- Provided support on ad-hoc requests from clients regarding specific company information or market trends.
Education
Cleared CFA Level 2 -
CFA Institute
10-2023
Cleared CFA Level 1 -
CFA Institute
10-2022
Bachelor of Commerce - Investments And Accounting
Sri Sathya Sai Institute of Higher Learning
Whitefield,Bangalore05-2021
Skills
- Trade promotion management
- Financial analysis
- Market research
- Investment evaluation
- Customer relationship management
- Time management
- Problem resolution
- Effective communication
- Team building
- Excellent communication
- Due diligence
- Analytical skills
- Teamwork and collaboration
Affiliations
- Active member of the college brass band, percussionist
- Member of the college cricket team
- Participated in Public speaking and debate competition
Languages
English
First Language
English
Proficient (C2)
C2
Certification
- M&A modeling
- Commercial banking
- DCF Valuation
- Budgeting and Forecasting
References
References available upon request.
Timeline
Assistant Finance Manager
Pepsico Global Business Services LLP
12.2023 - Current
Equity Research Intern
Spark Capital
08.2021 - 10.2021
Cleared CFA Level 2 -
CFA Institute
Cleared CFA Level 1 -
CFA Institute
Bachelor of Commerce - Investments And Accounting
Sri Sathya Sai Institute of Higher Learning
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