Lakshmipriya Krishnamurthi
Bangalore
Summary
Highly skilled Financial Data Management Specialist with (13) years of experience in banking and financial services, specializing in security master data, reference data governance and regulatory compliance. Proven Ability to manage and maintain high quality market, customer, and transaction data to support trading, risk and regulatory reporting.
Overview
13
13
years of professional experience
Work History
Business Analyst and Reporting Specialist
Bank of Montreal
04.2022 - 02.2025
- Managed and maintained security master data across multiple asset classes, ensuring 99.9% data accuracy
- Integrated and validated market data feeds from Bloomberg, Reuters and Broadridge
- Analyze security data to detect discrepancies, inconsistencies, or anomalies
- Generate regular reports on data quality, changes made, and any issues encountered
- Identify data discrepancies or errors and work with relevant teams to resolve issues promptly
- Conduct regular data audits and quality checks to ensure data integrity
- Support system upgrades, enhancements, and testing related to security data management
- Ensure security master data practices comply with regulatory requirements and industry standards
- Stakeholder Collaboration Work closely with business users, traders, compliance officers, and IT teams to gather data requirements and address data issues
- Provide training and support to users on data entry processes and system usage
- Maintain thorough documentation of data processes, data entry standards, and change management procedures
- Supporting end of the day and month-end pricing for various financial instruments like GIC, Fixed Income, Equity, Funds, Warrants and Options
- Pricing data are sourced from third party data vendors such as Bloomberg, Thomson Reuters, FundSERV, Exchanges and Websites
- Updating and reporting FX spot rate to various business lines on a regular basis
- Provides Static and Reference data support as SME for all the queries from various internal teams as well as branches
- Lead a project to optimize financial data workflows, improving data processing speed by 90%
Quality Assurance Analyst
Simply Group Financial
10.2019 - 04.2022
- Ensure master data accuracy by validating data entries against predefined standards
- Verify that data updates comply with business rules and requirements
- Monitored and verified the security measures for financial aid systems, maintaining integrity for 10000 customer records
- Conducted in-depth analysis that identified key bottlenecks in financial aid application processing
- Regularly audit master data to identify inconsistencies or errors
- Monitor data quality metrics and report on data accuracy, completeness, and timeliness
- Created and maintained detailed documentation for quality assurance processes and procedures
- Trained and mentored junior quality assurance analysts on best practices and industry standards
- Monitors, evaluates, manages and executes audit processes to ensure compliance
- Designs, monitors, and analyzes performance metrics programs for quality improvement initiatives
- Investigate and resolve discrepancies to ensure accurate financial reporting
- Provide training to users on best practices for data entry and data management
- Support end-users in resolving master data-related issues
- Generate reconciliation reports highlighting matched and unmatched records
- Maintain detailed documentation of reconciliation processes and QA tests
Lead Analyst
Accenture
10.2012 - 06.2013
- Developed and maintained relationships with key stakeholders to ensure accurate and timely reconciliation processes
- Forecast consumer demand using statistical and collaborative forecasting techniques
- Prepare Partner demand data, and conduct detailed analysis to minimise forecast error
- Long term quarterly forecasting of products and responsible for the accuracy of those forecasts and talking and framing any differences
- Take business knowledge and translate this information into your forecast
- Reporting and presentation of executive reviews
- Plan for and execute seasonal strategies and additional marketing strategies
- Used SAP ERP for supply chain management, cutting procurement costs by 16% and saving $43k annually
- Participated in reconciliation-related projects, including system upgrades and implementation of new software
Senior Financial Analyst
Northern Trust
05.2008 - 05.2012
- Traveled 3 of 5 days to work with clients, observing business processes, interviewing staff, and documenting practices
- Conducted research, analyzed business operations, and problem solved operating inefficiencies, saving companies a combined 800-man hours a month
- People management including but limited to: allocating and monitoring workload, performance management, mid and year end appraisals
- Assist in business analysis and feasibility study efforts to further develop the global control framework for accounts governance
- Liaise with the Operations units to investigate and resolve posting errors to General Ledger accounts and ensure issue tracking is maintained around all breaks ready for any internal or external review
- Departmental/management consensus for automation methods and strategies as well as the development of infrastructure for metric reporting and user requests
- Participated in reconciliation-related projects, including system upgrades and implementation of new software
- Successfully manage day-to-day activities of the cash/reconciliation team while resolving issues in a timely manner
- Developing business specifications and liaising with developers in refining the
Financial Associate
Infosys BPO
07.2006 - 03.2008
- Managing all accounting operations including billing, inventory Accounting and Revenue Recognition
- Reconcile bank and investment accounts and managing cash flow
- Prepare and publish timely financial statements
- Ensure quality control over financial transactions and financial reporting
- Subject Matter Expert on in-house tool and ensuring training and up-training of direct and indirect team members
- Was responsible for providing timely updates to customers on their investment and portfolio
- Provided timely resolution and solutions on investment basis companies Risk Management guidelines
Education
Bachelor of Science -
PSG College of Arts & Science
Coimbatore, TNSkills
Security Master Management
Timeline
Business Analyst and Reporting Specialist
Bank of Montreal
04.2022 - 02.2025
Quality Assurance Analyst
Simply Group Financial
10.2019 - 04.2022
Lead Analyst
Accenture
10.2012 - 06.2013
Senior Financial Analyst
Northern Trust
05.2008 - 05.2012
Financial Associate
Infosys BPO
07.2006 - 03.2008
Bachelor of Science -
PSG College of Arts & Science
Similar Profiles
Nihali ShahNihali Shah
Senior Personal Banking Officer at Bank Of MontrealSenior Personal Banking Officer at Bank Of Montreal
NEERU GUPTANEERU GUPTA
Senior Manager- Model Risk at Bank of MontrealSenior Manager- Model Risk at Bank of Montreal
Keshav KaushikKeshav Kaushik
Banking Associate at Bank of MontrealBanking Associate at Bank of Montreal