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
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