Sai Sunil Karri

Client Reporting Analyst

Principal Global Services

01.2022 - Current

Proven expertise in managing client relationships, ensuring high levels of customer satisfaction, and efficiently addressing service requests
Ratio analysis - Monitor expenses and resource allocation
Are willing to reflect on mistakes and course correct when necessary
Developed Excel models to streamline budgeting and forecasting processes
Creates and audits recurring client reports (daily, weekly, monthly, quarterly, etc.) by gathering necessary information from various applications and/or teams to meet strict deadlines with precise data
Supports the growth of new team members by offering training and guidance, aiding the Lead in their development plan execution, and stepping in for some Lead duties when the situation demands
Prepare and maintain accurate & complete process documentation covering process risks
Supported the finance team in analyzing large datasets, creating pivot tables, and generating insightful dashboards
Analyze the current process flow, requirements and areas of improvement, propose ideas that results in time or cost savings, be a change champion
Collaborate across multiple teams to clearly define business requirements, identify root causes, and implement appropriate control measures for long-term solutions
Contributes to the continuous improvement of reporting processes, ensuring their maintenance while actively seeking opportunities for efficiency gains and enhanced controls
Takes initiative to keep the Team Lead/Manager informed of any relevant issues or information
Resolves client questions and actively supports the team lead in the process escalation workflow
To be able to work under direct supervision and transition of work from local offices

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