3
years of professional experience
1
Certification
Data Analyst & Financial Operations Specialist with 3+ years of experience in capital markets, risk management, financial analysis and client relationship bui;ding. Proven expertise in fraud detection, KYC/AML compliance, and loan underwriting support for global financial institutions. Strong skills in process automation, data-driven reporting, and machine learning applications for financial operations.
Work History
Data Analyst
2 Years 5 Months- Delivered 150+ data insights on M&A; transactions across North American capital markets.
- Developed ML/NLP automation models, reducing manual extraction time and improving accuracy.
- Designed a GPT-4 powered chatbot for internal teams, reducing inquiry response time significantly.
- Reconciled and validated large M&A; datasets, improving data quality and reducing error resolution time by 75%.
- Developed and maintained strong, trust-based relationships with clients, ensuring high satisfaction and long-term retention.
Associate Financial Analyst
1 Year 11 Months- Verified client financial documents for pre-underwriting, income analysis, and fraud alerts.
- Monitored large deposits and flagged anomalies for compliance-based follow-ups.
- Investigated risk indicators and supported underwriters in creditworthiness evaluations.
- Provided floor support, peer training, and process improvement feedback to enhance team efficiency.
- Delivered prompt and effective solutions to client inquiries and complaints, consistently achieving high satisfaction ratings.
- Efficiently addressed customer issues and implemented solutions that enhanced the overall client experience.
Education
MBA - Finance
B.Com - Finance
Class 12 - Commerce
Skills
Microsoft Office Suite (Excel
Word
PowerPoint)
CORE (Income Analysis Tool) – Income trend verification
GPT-4 Automation – Financial chatbot development
Financial Data Analysis & Reporting
Capital Markets & M&A Research
Loan Documentation & Underwriting Support
KYC
AML & Fraud Detection
Risk & Compliance Monitoring
Problem-Solving & Conflict Resolution
Customer Retention Strategies
Stakeholder & Client Communication
Feedback Analysis & Process Improvement
Certification
- Certified Accounting Technician (CAT) – Inprox
- Foundation in Banking & Financial Services – Hedge School of Applied Economics
- GST Beginner – GST Centre, Irinjalakuda
LANGUAGES
English (Fluent)
Hindi (Fluent)
Malayalam (Native)
Tamil (Intermediate)
Telugu (Intermediate)
CORE COMPETENCIES
- Financial Data Analysis & Reporting
- Capital Markets & M&A; Research
- Loan Documentation & Underwriting Support
- KYC, AML & Fraud Detection
- Risk & Compliance Monitoring
- Process Automation & Chatbot Development
- Stakeholder & Client Communication
Timeline
Data Analyst
S&P Global
05.2024 - CurrentRead More
Associate Financial Analyst
Wells Fargo
04.2022 - 03.2024Read More
Nirmala College of Arts & Science
B.Com from Finance
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Bharatiya Vidya Bhavan
Class 12 from Commerce
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Hyderabad School of Business, Osmania University
MBA from Finance
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