Headline

Senior Finance Operations Manager | 20+ Years in Financial Services | OTC, Reconciliation, 401(k) | Audit, Controls, Invoicing & Accounts Payable

About

I am a Financial Operations Leader with over 20+ years of experience in order‑to‑cash, billing, reconciliation, and audit governance across investment banking, retirement, and financial services. My career spans State Street, Fidelity Investments, Empower Retirement, and WNS Global Services, where I’ve consistently delivered operational excellence, automation, and compliance success. I specialize in SOX/SOC compliance, risk management, and process optimization, with a proven track record of leading global teams of 45 members, driving efficiency, and strengthening governance frameworks. My expertise includes automation, RPA, TLM optimization, and advanced analytics (Oracle, Power BI, Excel) to improve accuracy and scalability. To complement my financial operations expertise, I hold dual certifications as a Certified AI Foundations & Tools Specialist and Certified AI Product Development Professional (Be10X, 2026), endorsed by IIT Kharagpur mentors. These credentials reinforce my ability to integrate AI‑driven product innovation, generative AI tools, and monetization strategies into financial operations and leadership. I am passionate about leveraging automation and AI to transform financial operations, strengthen resilience, and deliver measurable business outcomes while building high‑performing teams and trusted stakeholder partnerships

Location

Greater Bengaluru Area

AI stack

claude

elevenlabs

gemini

github copilot

lovable

Work experience

Senior Manager at State Street, Apr 2022 - Present · 4 yrs 8 mos, Bengaluru, Karnataka, India, Finance- Investment banking Billing services

Manager at State Street, May 2020 - Apr 2022 · 2 yrs, Bangalore Urban, Karnataka, India, Finance- Investment banking Billing services

Assistant Manager at Empower Retirement, May 2017 - Apr 2020 · 3 yrs, Greater Bengaluru Area, Financial Operations- Cash / position / Tax Recon / Billing / Set up in Retirement services.

Team Lead at Fidelity Investments, Dec 2015 - Apr 2017 · 1 yr 5 mos, Greater Chennai Area, Financial operations

Team Lead at STATE STREET SYNTEL SERVICES PRIVATE LIMITED, Jan 2007 - Dec 2015 · 9 yrs, Pune/Pimpri-Chinchwad Area, TLM /Manual Reconciliation / Billing services

Associate at WNS Global Services, Apr 2005 - Jan 2007 · 1 yr 10 mos, Pune/Pimpri-Chinchwad Area, Worked in Invoice process, accounts payable process

Education

BA - Bachelor of Arts, Economics, Stanley Group