Gautham Krishna B
Operations Analyst
Thiruvalla
Summary
Seeking a challenging role as a Financial Analyst where I can leverage my strong analytical skills and educational background in Finance and Marketing to contribute to the success of a dynamic organization. With a Master of Business Administration degree specializing in Finance and Marketing from Macfast College Thiruvalla and hands-on experience in data analysis, process improvement, and client support, I aim to utilize my expertise to drive informed decision-making, optimize operational processes, and enhance organizational efficiency. Passionate about continuous learning and growth, I am eager to apply my skills and knowledge to deliver tangible results while expanding my professional horizons in the finance industry.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
6
6
Certifications
Work History
Operations Analyst
Envestnet Financial Services
01.2020 - Current
- Provide technical support to clients and counterparts in the US using a unique platform, ensuring smooth communication and resolution of issues.
- Conduct portfolio center reconciliation and manage portfolio activities to ensure accuracy and compliance with regulatory standards.
- Stay updated on market conditions and economic trends through daily research and networking, providing valuable insights to support decision-making processes.
- Evaluate financial statements to assess business performance and identify opportunities for growth and optimization.
- Implement policies and procedures to streamline day-to-day operations, enhance efficiency, and achieve organizational objectives.
- Utilize investment software and packages to increase work speed and accuracy in data analysis and reporting.
- Supervise staff and monitor workflow to maintain competence and productivity, ensuring the team meets its goals and objectives.
- Respond to client inquiries promptly and professionally, scheduling meetings and telephone conferences between clients and management to address their needs effectively.
Education
Master Of Business Administration - Finance and Marketing
Macfast College
01.2020 - 01.2022
Bachelor Of Commerce - Finance and Taxation
MarThoma College
01.2016 - 01.2019
Skills
- Communication Skills
- Computer Literacy
- Data Mining
- Portfolio Management
- Problem-Solving Abilities
- Market Analysis
- Teamwork and Collaboration
- Process Development
- Leadership Qualities
- Data Analysis
Certification
SAP S/4 Hana End User certification
Timeline
Operations Analyst
Envestnet Financial Services
01.2020 - Current
Master Of Business Administration - Finance and Marketing
Macfast College
01.2020 - 01.2022
Bachelor Of Commerce - Finance and Taxation
MarThoma College
01.2016 - 01.2019
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