Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lakshmi Priya Mothy

Senior Operations Analyst
Trivandrum,Kerala

Summary

Results-driven and detail-oriented Senior Operations Analyst with 5+ years of experience in financial analysis, budgeting, forecasting, credit analysis and reporting. Holding an MBA in Finance, I have developed a strong foundation in financial modelling, data analysis, and financial reporting, with expertise in utilizing advanced Excel functions. Known for a proactive approach to strong communication skills, and the ability to thrive in high-pressure environments.

Overview

6
6
years of professional experience
4
4
years of post-secondary education

Work History

Senior Operation Analyst

Envestnet
Trivandrum
07.2021 - Current
  • Analyze and provide support to stakeholders of position data, including corporate actions, trade operations, and portfolio onboarding.
  • Review account data and activity to devise financial estimation reports and adjustments. Meet SLA and internal and external regulatory standards by conducting scheduled procedural and tool audits.
  • Streamlined financial reporting by implementing programs to create daily spreadsheets.
  • Assessed and modified operational procedures and tools to achieve optimum quality control.
  • Financial reporting: reviewed monthly and daily client reporting and prepared summary documents in written or excel format.

Credit Officer

HDFC Sales
03.2020 - 06.2021
  • Recommend approval or disapproval of commercial, real estate, credit loans.
  • Evaluated creditworthiness of potential borrowers using thorough research and analysis techniques, minimizing default risks.
  • Reviewed and verified income, credit reports, and employment histories for each borrower.

Financial Analyst

State Street HCL Services
11.2018 - 12.2019
  • Portfolio Accounting Management - reconciliation, reporting, and pricing of funds using Reuters, Bloomberg, and IDC.
  • Reviewed account data and activity to devise financial estimation reports and adjustments and facilitated portfolio performance review.

Education

B.com - Finance

PSGR Krishnammal College
Coimbatore
05.2013 - 01.2016

MBA - Finance and Analytics

KCT Business School
Coimbatore
07.2016 - 01.2018

Skills

  • Financial Modelling
  • Excel Skills
  • Data Analysis
  • Financial Reporting
  • Accounting Knowledge
  • Valuation Techniques
  • Financial Analysis Tools
  • Problem-Solving
  • Communication
  • Team Collaboration
  • Time Management
  • Adaptability

Timeline

Senior Operation Analyst

Envestnet
07.2021 - Current

Credit Officer

HDFC Sales
03.2020 - 06.2021

Financial Analyst

State Street HCL Services
11.2018 - 12.2019

MBA - Finance and Analytics

KCT Business School
07.2016 - 01.2018

B.com - Finance

PSGR Krishnammal College
05.2013 - 01.2016
Lakshmi Priya MothySenior Operations Analyst