Operations Analyst
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Experienced Operations Analyst with four years of experience and comprehensive knowledge of enterprise reconciliations, financial data analysis, and interpretation.Advanced Excel user skilled at report generation by analyzing financial data using Excel'sformula functions for calculations and linking data between spreadsheets.
Envestnet, Inc
05/2019 – 04/2023
Verifying, calculating, and posting accounts receivable of various firms through analytical review of custodian cash and position balances while maintaining 100% accuracy and Service Level Agreements with the client.
Reviewing and reconciling investment allocations by changing portfolio accounting system entries and verifying transactions based on exception findings using Excel, previous data, and custodian sites.
Gathering and summarising data to create varied reports, validating them with Microsoft Excel using past and current financial data, and communicating the findings for quarterly performance analysis.
Work well with India and US team members. Use organisational training on domain and technical skills for continuous improvement to help implement best practices to improve client service.
I am pursuing Information Technology Business Analysis at Conestoga College in Doon, Canada. This academic journey began in May 2023 and is ongoing. I previously completed a Master of Business Administration (MBA) program at APJ Abdul Kalam Technological University in India.
