Jai Kumar V

As a professional with one year 10 months of experience in Custodian banking & financial services and expertise in client valuation reporting, I have developed a strong understanding of financial reporting, and valuation methodologies. I have experience working with diverse clients and managing multiple projects simultaneously. My proficiency in financial analysis and reporting software has enabled me to effectively interpret complex financial data and present it in a clear and concise manner.

Alteryx - F&D Misc
Led a team of 3 in the successful transition of manual processes to
automated processes, resulting in a 40% increase in efficiency and a 50%
reduction in errors.

• Developed and executed a comprehensive project plan, ensuring that all processes were thoroughly mapped and tested prior to deployment.
• Identified and resolved several technical challenges related to data,
  resulting in a seamless transition to the new system.
• Conducted extensive training sessions for end-users, resulting in a
  smooth adoption of the new processes and minimal disruption to daily
  operations.
• Implemented a set of performance metrics to monitor the effectiveness
  of the new processes, resulting in ongoing improvements and
  increased ROI over time.

Overall, the project was a major success, delivering significant improvements
in efficiency and accuracy while also positioning the company for continued
growth and success.

Procedural changes for process improvement.

Collaborated with different teams to eliminate the duplicated checks and created new updated procedural documents.

• Received Best performer award 2022.