Preethi Marian

Analytical and results-driven Operations Analyst with 4+ years' experience in financial services across capital markets, treasury and corporate operations. Proven track record supporting B2B institutional clients through high-quality data delivery, stakeholder management and cross-functional collaboration in fast-paced, global environments. Experienced in using SQL- and Excel-based analytics to monitor performance, produce MIS/KPI dashboards and provide insights that improve processes and financial outcomes.

Strong understanding of trade and payments flows, reconciliations, SWIFT and foreign bank transactions, with exposure to digital assets and DLT-based market infrastructure. Skilled at working with stakeholders at multiple levels, resolving issues and driving continuous improvement.

Accountant at DC Interiors (2025-07 – 2026-03)

Managed all aspects of the accounting cycle, including journal entries, account payable/receivable, and bank reconciliations.

• Verified invoices and processed vendor payments, maintaining 99% accuracy.
• Practical experience in Tally, MIS report, MS Office.
• Handled GST tax calculations and filings.

Operations Analyst at S&P Global (2023-05 – 2025-05)

• Delivered multi-market ETF and index datasets for global institutional clients, acting as a key liaison for client and internal stakeholder queries and data quality assurance.
• Ensured data integrity through SQL- and Excel-based checks; performed root-cause analysis and implemented preventive controls, improving first-pass accuracy and reducing operational exceptions.
• Consolidated, analyzed and validated financial data for internal and external reporting and audits; executed variance analysis and reconciliations to support senior management decision-making.
• Produced MIS and KPI dashboards and performance insights, helping stakeholders understand trends and identify optimization opportunities in cost, efficiency and service quality.
• Automated recurring reports and exception workflows in partnership with Finance and Technology teams, improving reporting cycle time by 20% and standardizing templates and SOPs.
• Collaborated cross-functionally with product, technology and operations teams in a fast-paced environment to resolve issues swiftly and ensure a consistently high level of service to stakeholders.

Senior Processing Associate (Trade & Treasury Ops) at Accenture (2022-01 – 2023-02)

• Managed end-to-end trade lifecycle for OTC, capital-market and money-market products (pre-matching, confirmations, T+1/T+2 settlements, standing settlement instructions), ensuring accurate and timely processing of high-volume transactions.
• Cleared unmatched and failed trades with counterparties and settlement teams within SLAs, reducing aged breaks and operational risk while maintaining strong service levels to clients.
• Performed root-cause analysis on reconciliation breaks and strengthened controls; monitored buy-ins and short positions with timely escalations and mitigations as per policy.
• Delivered fund performance analytics and MIS for senior stakeholders, preparing clear summaries and presentations that supported variance tracking and data-driven decisions.
• Drove process-improvement initiatives with portfolio and finance teams, enhancing reporting efficiency by 15% and contributing to a better experience for internal and external stakeholders.

Associate Analyst at Wipro (2020-10 – 2021-11)

• Processed transactions and trade settlements for equities, securities and Canadian mutual funds (TRANS, EXCH, EFT, non-financial) within defined SLAs for global clients.
• Executed the full trade lifecycle (pre-matching, trade capture, pre- and post-settlement), ensuring accurate, on-time fund transfers in line with client instructions and policy requirements.
• Prepared cash-flow forecasts and variance analyses to monitor liquidity and counterparty risk; escalated exposures in line with risk-management guidelines.
• Analyzed financial statements and portfolio data for internal MIS and client reports; supported NAV reasonableness checks and performance analysis.
• Supported payroll processing and reviewed procurement and payment processes to strengthen internal financial controls; standardized client documentation and control evidence to improve audit readiness.

Finance Intern at Hedge Equities (2019-03 – 2019-05)

• Conducted risk–return and portfolio comparisons to support investment decisions
• Maintained client database for product pitches

MBA in Finance & Information Technology – MACFAST, Mahatma Gandhi University (2017 – 2019)

Diploma in Indian Foreign Accounting & Administration – ENBRIDGE Institute of Management & Technology (2016 – 2017)

B. Com (Computer Application) in B. Com (Computer Application) – S.B. College, Mahatma Gandhi University (2013 – 2016)