Neelima Karri
Summary
Accomplished financial services industry professional with 14 years of expertise in delivering data-driven solutions. Successfully led and managed a high-performing team of 17 members by undertaking 9 processes, driving excellence in data operations, analytics, Project leadership and Stakeholder management. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations.
Overview
1
1
Certification
Work History
Manager
S&P Global Markit Intelligence
Current
- Successfully managed stakeholder relationships, ensuring clear communication and alignment of goals
- Led cross-functional project teams, managing project timelines, resources, and budgets
- Involved in hiring and onboarding new team members
- Conducted research on stakes, funds, and institutional investors to inform investment decisions
- Conducted employee performance evaluations and provided feedback for continuous improvement
- Coordinated with vendor in data confirmations M
- IDC, NAIC, Codean etc
- Led a team of data analysts in gathering, analyzing, and interpreting complex data sets to provide actionable insights for key stakeholders
- Collaborated with cross-functional teams to identify business needs and formulate data-driven solutions to address challenges and capitalize on opportunities
- Conducted regular training sessions for the team members to ensure proficiency in data analysis and business methodologies
- Conducted process audits to identify inefficiencies, leading to process enhancements and cost savings
- Developed and delivered training programs, resulting in improved team performance
- Implemented data validation processes to ensure data accuracy and reliability
- Monitored and managed SLAs to meet client expectations
- Collaborated closely with Scrum Masters and automation teams to ensure project success and process enhancements
- Successfully collaborated with Dev team in delivering the 3 major projects like N-Port, HKSS, Internal funds collection and Fixed Income data in fostering the data to product and increase in the coverage
- Developed and implemented data-driven strategies to improve decision-making processes, resulting in a 20% increase in overall efficiency
- Collaborated with Dev in automating the collection process and validation process which saved 40% decrease in the manual work
- Enhanced the business logics in fostering the data availability to the clients in User platforms
- Oversaw rigorous regression testing and production testing for monthly application releases, ensuring the delivery of high-quality software products
- Developed and executed comprehensive test plans, identifying and addressing potential issues to guarantee seamless user experiences
- Collaborated closely with development teams to understand feature enhancements and changes, ensuring thorough testing coverage
- Spearheaded the successful application cloud migration process, contributed high-level testing in order to ensure the smooth flow in the application tools and timely informed the bugs and got them fixed
- Generated KPI reports for data-driven decision-making by creating Power BI Data visuals
- Created dashboards for FTE planning, Resource utilization, Coverage analysis, Value addition over the competitors, automated Daily works in the Dashboards to reduce the time in retrievals of the tasks
- Experience working in SSMS, EC2, RDC, and AWS environments.
Assistant Manager
IHS Markit
- Managed client queries effectively, ensuring high client satisfaction
- Prepared and delivered periodic business analysis reports
- Conducted project research and feasibility studies
- Created and revised SOPs for process improvements
- Delegated work assignments to team members
- Collaborated with business stakeholders to understand their requirements and deliver customized data solutions
- Presented findings and recommendations to non-technical audiences, translating complex data insights into actionable business strategies
- Helping in generating the MIS reports to provide more insights to the management
- Collaborated with Dev team in creating the user stories for the business logic enhancements
- Handling the client queries from the Account managers
- Conducted recurring quality review session with the team to share the knowledge and reduced the 20% of the internal error rate in the team
- Taking up a part in stand-up calls and conference call with NC teams whenever required.
Sr. Analyst
Shore Infotech India Pvt Limited.
- Performing Quality check on the different Data sets at various process levels including Critical Tasks
- Providing continuous feedback and educating the analysts about the error-prone areas
- Delivering the Daily, Weekly and monthly Quality reports to the Management
- Continuous floor support to the team whenever they needed at workflow and in Queries handling
- Taking up the ad hoc tasks from the management and closely working with them
- Cross trained in various teams and Trainer on the various Daily and special projects to the new joiners/onshore and existing team and mentoring them accordingly
- Monitoring the Vendor Escalations and ensuring them that are properly communicated and fixed according to the responses
- Knowledge in using various public sources like SEC, Company Websites, Stock Exchanges, and Regulatory Authorities
- Cross trained in other sub teams in the ownership Team
- Familiar in researching the sources from SEC disclosures 10K, 8K, N-CSRS, N-Q, Fom-4,13G etc., shareholder’s information, Announcements and Factsheets from Company websites, Regulatory Authorities and Stock Exchanges
- Associated with other projects like Fixed income projects, derivatives project, and Muni Bonds Projects under Big clients’ contracts
- Used various Data Bases Bloomberg, Eikon Reuters financial analysis, IDC, Global interest rates, S&P Capital IQ, Clear Stream, EZDisclose, Global Abs portal.
Education
MBA - Finance
ICFAI University
06-2009
Bachelor of Arts - Commerce
Pydah College, Andhra University
04-2005
Skills
- MS OUTLOOK
- EXCEL
- WORD
- POWER POINT
- POWER BI
- SQL queries
- Data visualizations
- Leadership skills
- Team management
- Training
- Data Visualization
- Team Leadership
- Strategic Planning
- Project Management
- Hiring
- Strong collaboration & Problem-solving skills
- Workforce Management
- Business Administration
- Cross-Functional Teamwork
- Complex Problem-Solving
- Schedule Preparation
Certification
- Microsoft Power Bi
- Microsoft SQL
- Project management Basics
- Lean six sigma foundation
- Power BI Workshop
Accomplishments
- Received Q3 2021 “Team Impact Award” for the effective project completion and launch of the project
- Received shoutouts in the global content call for the completion of HKSS Project launch and EUSS short sell data cleanup
- Received the Hackathon participation certificate from IHSM
- Received outstanding performer Award for 6times in S& P
- Received cash rewards on a monthly basis for top 5 performers from special compensation plan in S&P
- Suggested Quality Checks to the IQC SYSTEM to reduce cost of time in processing
- Made around 13 suggestions to TIE (THE IDEA EXCHANGE)
- Won 1st & 2nd prizes in the company for Carroms, Rangoli competitions
- Awarded Best Female Dressed up by IHSM Hyderabad.
- Member of Diversity & Inclusion Committee for Hyderabad
- Fund raiser of St Baldricks foundation
- Fund raising and visiting for old age home and orphanage
Personal Qualifications
- MBA major Finance in ICFAI
- B. Com in Pydah college (AU)
Hobbies and Interests
- Singing
- Designing
- Drawings
- Dancing
- Playing Guitar
- Playing Carroms
- Badminton
Timeline
Manager
S&P Global Markit Intelligence
Current
Assistant Manager
IHS Markit
Sr. Analyst
Shore Infotech India Pvt Limited.
MBA - Finance
ICFAI University
Bachelor of Arts - Commerce
Pydah College, Andhra University
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