Supriya Kanekar
Operations Analyst
Bengaluru
Summary
Experienced operations and financial process analyst specializing in reconciliation, compliance, and documentation management in investment operations. Demonstrated success in analyzing extensive datasets, ensuring audit readiness, and collaborating with stakeholders to maintain process accuracy. Proficient in Excel, SQL, and identifying operational risks, with a strong focus on data integrity and customer service. Aiming to implement effective strategies for continuous improvement and operational efficiency.
Overview
2
2
years of professional experience
Work History
Operation Analyst
Wealthy
11.2025 - Current
- Oversaw operational workflows for PMS and AIF investment portfolios, ensuring 100% accuracy in financial reports.
- Aggregated and verified over 25 MIS reports monthly, reducing discrepancies by 30% through systematic processes.
- Computed and reconciled PMS and AIF assets under management, enhancing reporting turnaround times by 20%.
- Conducted reconciliation reviews to investigate discrepancies, preventing compliance escalations across investment portfolios.
- Addressed over 40 operational and client inquiries weekly via Freshdesk, achieving over 95% SLA compliance.
- Maintained centralized operational documentation and audit-ready records meeting regulatory standards.
- Optimized empanelment and documentation processes, increasing operational efficiency by 15%.
- Collaborated with internal stakeholders to ensure accurate reporting and effective issue resolution.
Operation Analyst
Zoca
06.2025 - 09.2025
- Reviewed and confirmed over 100 daily financial transactions through Chargebee and operational reporting systems, guaranteeing data precision across business platforms.
- Analyzed payment exceptions, billing inconsistencies, and failed transactions, achieving a 25% reduction in unresolved cases via systematic follow-up procedures.
- Performed root-cause analysis for payment failures and customer churn incidents, enhancing operational forecasting accuracy by 15%.
- Created Excel-based dashboards employing Pivot Tables, VLOOKUP, Nested IF formulas, and data validation methods, leading to a 30% decrease in manual reporting efforts.
- Oversaw customer onboarding and offboarding documentation while ensuring complete accuracy and compliance with operational standards.
- Assisted in escalation management by recording issues, coordinating solutions, and ensuring compliance with established operational protocols.
- - Preserved precise transaction records and operational reports to facilitate business reviews and internal audits.
Business Operations Associate
Urban Company
11.2024 - 05.2025
- Managed customer and partner records in CRM systems, ensuring exceptional data accuracy and documentation integrity.
- Aided in reconciliation and backend operational reporting tasks, enhancing the precision of business and performance reporting.
- Employed Advanced Excel and SQL for data extraction, validation, and analysis to facilitate operational decision-making.
- Helped in the preparation of weekly performance reports, tracker updates, and operational reviews for management teams.
- Worked alongside Finance, Operations, and Business teams to address operational challenges and enhance workflow efficiency.
- Contributed to the development of SOP documentation and process standardization efforts, minimizing manual dependencies and improving execution consistency.
Education
Bachelor's - Business Administration
Jain University Bengaluru
01-2025
Skills
Financial Operations & Reconciliation: Transaction verification, payment reconciliation, financial data validation, discrepancy resolution, invoice/payment tracking, settlement monitoring, operational controls, SLA adherence, and issue escalation management
Compliance & Documentation: Audit-ready documentation, policy adherence, risk identification, SOP management, records maintenance, workflow compliance, and escalation tracking
Data Analysis & Process Improvement: MIS/KPI reporting, trend and root cause analysis, dashboard reporting, process optimization, workflow automation, operational analytics, and reporting accuracy enhancement
Tools & Technical Skills: Advanced Microsoft Excel (Pivot Tables, XLOOKUP, INDEX-MATCH, Nested IF, Dashboards), SQL, Google Sheets, Chargebee, Freshdesk, Metabase, CRM systems, ticketing platforms, and Google Workspace
Stakeholder & Customer Management: Customer support, stakeholder coordination, cross-functional collaboration, escalation handling, issue resolution, email communication, and relationship management
Core Professional Skills: Analytical thinking, attention to detail, problem-solving, ownership, multitasking, prioritization, time management, adaptability, accountability, confidentiality, and continuous improvement
ADDITIONAL INFORMATION
- Achieved a 30% reduction in reporting inconsistencies by implementing systematic MIS validation and conducting quality checks.
- Enhanced reporting turnaround time by 20% by utilizing structured reconciliation processes.
- Sustained over 95% SLA compliance while managing a high volume of operational and customer requests.
- Decreased unresolved payment issues by 25% through proactive investigation and tracking of discrepancies.
- Boosted operational reporting efficiency by 30% via dashboard automation and optimization of reporting processes.
- Ensured 100% accuracy in documentation across operational, financial, and compliance records.
Timeline
Operation Analyst
Wealthy
11.2025 - Current
Operation Analyst
Zoca
06.2025 - 09.2025
Business Operations Associate
Urban Company
11.2024 - 05.2025
Bachelor's - Business Administration
Jain University Bengaluru