Sheelu S George
Operations Analysts
Kollam
Summary
Detail oriented operations analyst with 3.3 years of experience in cash and position reconciliation, client account management, team mentorship and quality control activities.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Operations Analyst
Envestnet Asset Management Company
Trivandrum
09.2019 - Current
- Reconciliation of accounts and preparing post recon reports on daily basis with in daily SLA.
- Responsible for verifying Cash and position transactions and posting entries into portfolio accounting system.
- Pricing validation, updating and security analysis using Bloomberg, Morning Star etc.
- Working knowledge of handling financial/ capital/ equity market instruments.
- Reporting unreconciled accounts to concern teams with identified reasons, error and feed issues and suggesting solutions.
- Ensuring integrity, completeness in client's report, timely delivery of work and providing regular updates to all stakeholders and clients through US counterparts.
- Coordinate with relevant departments and US teams to get clarification and details about financial data and transactions.
- Providing technical support to clients and US counterparts Quarterly Performance Report verification, analysis and reporting.
- Suggesting Lean & Automation Ideas for the process.
- Handling incoming Services Request and mail queries from both internal and external teams.
- Train and mentor new hires on various process/ activities and act as SME.
- Assist and support team in daily as well as weekly quality check (QC)reviews.
Education
Master of Commerce - Finance
St. Thomas College Of Advanced Studies
Ranni 08.2017 - 11.2019
Bachelor of Commerce - Computer Applications
St. Mary's College For Women's
Thiruvalla 06.2014 - 06.2017
Skills
Problem-Solving
Critical Thinking
MS Office
Flexible and Adaptable
Organization and Time Management
Multitasking Abilities
Financial and operational reporting
Reconciliation and Account management
Accomplishments
- Recognized as Start of the Quarter for RPA enhancements to reduce manual recon time up to 65% and actively working on bulk validations of errors.
- Published an White paper on Platform feature, from Envestnet Asset Management India Ltd.
Certification
Tally Erp 9
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Advanced Excel
06-2022
Operations Analyst
Envestnet Asset Management Company
09.2019 - Current
Master of Commerce - Finance
St. Thomas College Of Advanced Studies
08.2017 - 11.2019
Tally Erp 9
04-2017
Bachelor of Commerce - Computer Applications
St. Mary's College For Women's
06.2014 - 06.2017