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Preethy Mariam

Senior Operations Analyst skilled in Financial Analysis and Reporting

India

5+ years of work experience

S&P Global
May 20232 yrs 1 moMay 2025

Bengaluru, Karnataka, India

• Produced MIS/KPI reporting packs and maintained methodology documentation and audit-ready control evidence. • Consolidated and validated multi-market ETF/index datasets to SLA/quality standards; performed variance and reconciliation analysis. • Performed QA using SQL/Excel; root-cause analysis and preventive controls improved first-pass accuracy and reduced exceptions/settlement breaks. • Automated recurring analytics and exception checks with Finance/Tech, improving reporting cycle time by 20% and standardizing templates/SOP.
S&P Global
May 20232 yrs 1 moMay 2025

Hybrid

• Produced MIS/KPI packs; maintained control documentation and audit-ready records. • Consolidated/validated and delivered multi market ETF/Index data to SLA/quality; ran variance analysis and reconciliations. • Ensured data integrity via SQL/Excel checks; root-cause analysis and preventive controls improved first-pass accuracy and cut exceptions/settlement breaks. • Automated recurring reports/exception checks with Finance/Tech; improved cycle time by 20%; standardized templates/SOPs.
Accenture
Jan 20221 yr 2 mosFeb 2023

Bengaluru, Karnataka, India

• Supported OTC/capital/money market operations; ran full trade lifecycle (pre-matching, confirmations, T+1/T+2, SSI). • Resolved aged breaks with counterparties/settlements within SLAs, reducing operational risk. • Strengthened reconciliation controls through root-cause analysis, increasing accuracy and reducing repeat issues. • Monitored buy-ins and short-position exposure; executed policy-aligned escalations and mitigations. • Delivered portfolio performance analytics for investment teams; improved reporting and decision support efficiency by 15%.
Wipro Limited
Oct 20201 yr 2 mosNov 2021

Bangalore Urban, Karnataka, India

• Processed trades/settlements for equities, securities, and Canadian mutual funds (TRANS, EXCH, EFT), consistently meeting SLAs. • Built cash-flow forecasts and variance analyses to inform liquidity and counterparty risk. • Analyzed financial statements and portfolio data to produce MIS/client reports; supported NAV checks and performance analysis. • Standardized client documentation and control evidence (checklists, approvals), strengthening compliance and audit readiness.
BYJU'S
Sep 20202 mosOct 2020

Kochi, Kerala, India

• Conducted risk-return and portfolio comparison to support investment recommendations. • Created and updated customer databases and assisted in client pitches and product research.
CA Firm
Sep 201910 mosJun 2020

Chengannur, Kerala, India

1.Assist in the preparation of journal,ledgers,&final accounts 2.Prepared working papers, reports and supporting documentation for audit findings.

Education

Mahatma Gandhi University, Kerala

B.COM, Computer Application

Mahatma Gandhi University, Kerala

20133 yrs2016
Mahatma Gandhi University, Kerala

Master of Business Administration - MBA, Finance and Information Technology

Mahatma Gandhi University, Kerala

20172 yrs2019

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Headline

Senior Operations Analyst skilled in Financial Analysis and Reporting

About

Experienced Senior Operations Analyst with an MBA in Finance and Information Technology from Mahatma Gandhi University. Most recently contributed at S&P Global by delivering MIS/KPI reporting, ensuring data accuracy through variance analysis and reconciliation, and improving operational efficiency with SQL/Excel-based automation. Demonstrated expertise in financial reporting, cash flow analysis, and process standardization. Dedicated to supporting data accuracy, operational improvements, and effective financial analysis.

Location

India

Work experience

Senior Operations Analyst at S&P Global, May 2023 - May 2025 · 2 yrs 1 mo, Bengaluru, Karnataka, India, • Produced MIS/KPI reporting packs and maintained methodology documentation and audit-ready control evidence. • Consolidated and validated multi-market ETF/index datasets to SLA/quality standards; performed variance and reconciliation analysis. • Performed QA using SQL/Excel; root-cause analysis and preventive controls improved first-pass accuracy and reduced exceptions/settlement breaks. • Automated recurring analytics and exception checks with Finance/Tech, improving reporting cycle time by 20% and standardizing templates/SOP.

Operations Analyst at S&P Global, May 2023 - May 2025 · 2 yrs 1 mo, Hybrid, • Produced MIS/KPI packs; maintained control documentation and audit-ready records. • Consolidated/validated and delivered multi market ETF/Index data to SLA/quality; ran variance analysis and reconciliations. • Ensured data integrity via SQL/Excel checks; root-cause analysis and preventive controls improved first-pass accuracy and cut exceptions/settlement breaks. • Automated recurring reports/exception checks with Finance/Tech; improved cycle time by 20%; standardized templates/SOPs.

Financial Analyst at Accenture, Jan 2022 - Feb 2023 · 1 yr 2 mos, Bengaluru, Karnataka, India, • Supported OTC/capital/money market operations; ran full trade lifecycle (pre-matching, confirmations, T+1/T+2, SSI). • Resolved aged breaks with counterparties/settlements within SLAs, reducing operational risk. • Strengthened reconciliation controls through root-cause analysis, increasing accuracy and reducing repeat issues. • Monitored buy-ins and short-position exposure; executed policy-aligned escalations and mitigations. • Delivered portfolio performance analytics for investment teams; improved reporting and decision support efficiency by 15%.

Associate Analyst at Wipro Limited, Oct 2020 - Nov 2021 · 1 yr 2 mos, Bangalore Urban, Karnataka, India, • Processed trades/settlements for equities, securities, and Canadian mutual funds (TRANS, EXCH, EFT), consistently meeting SLAs. • Built cash-flow forecasts and variance analyses to inform liquidity and counterparty risk. • Analyzed financial statements and portfolio data to produce MIS/client reports; supported NAV checks and performance analysis. • Standardized client documentation and control evidence (checklists, approvals), strengthening compliance and audit readiness.

Marketing Intern at BYJU'S, Sep 2020 - Oct 2020 · 2 mos, Kochi, Kerala, India, • Conducted risk-return and portfolio comparison to support investment recommendations. • Created and updated customer databases and assisted in client pitches and product research.

Audit Assistant at CA Firm, Sep 2019 - Jun 2020 · 10 mos, Chengannur, Kerala, India, 1.Assist in the preparation of journal,ledgers,&final accounts 2.Prepared working papers, reports and supporting documentation for audit findings.

Education

B.COM, Computer Application, Mahatma Gandhi University, Kerala

Master of Business Administration - MBA, Finance and Information Technology, Mahatma Gandhi University, Kerala