Aneesh Yellajosyula
Philadelphia,PA
Summary
Developed analytical and problem-solving skills in fast-paced, business-oriented environment, seeking to transition into a new professional field. Demonstrates capability in streamlining processes and improving operational efficiencies through data analysis and strategy development. Looking to leverage these transferable skills to make meaningful impact in new role.
Overview
2
2
years of professional experience
Work History
Operations Analyst
SEI
07.2024 - Current
- Supervised cash wire transfers within SEI-affiliated hedge and private equity funds.
- Facilitated subscriptions & closes between new investors and their clientele.
- Generated end-of-year financial reports & partner capital statements.
- Enforced anti-money laundering policies to ensure business ethics were met.
- Processed quarterly audit confirms requested by investors.
- Utilized applications such as Jira, Investran, Talisma, & LexisNexis on a daily basis.
Corporate Sales Intern
CDW
05.2023 - 08.2023
- Analyzed 10-K annual reports belonging to some of CDW's major customers.
- Shadowed CDW sellers to learn more about the company's B2B transactions with its clients and vendors.
- Presented research detailing CDW's cloud computing, network management, and cybersecurity capabilities.
- Assisted corporate sales team with expediting the shipment of backlogged orders.
- Held meetings with affiliated representatives from Cisco, Apple, Google, Microsoft, & HP.
Education
BBA - Finance
Temple University
Philadelphia, PA05-2024
Skills
- Skills: Teamwork, Management, Communication, Data Analytics
- Applications: Microsoft Office (Excel, Outlook, PowerPoint, Teams, Word)
- Software: R-Studio, Tableau
- Certifications: Six Sigma White Belt, CDW, June 2023
- Languages: Telugu – native, Spanish – conversational, Hindi - conversational, Urdu - conversational
Timeline
Operations Analyst
SEI
07.2024 - Current
Corporate Sales Intern
CDW
05.2023 - 08.2023
BBA - Finance
Temple University
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