Lakshmipriya Krishnamurthi
Toronto,Canada
Summary
Solutions-oriented lead business analyst possessing unique combination of business analysis, quality assurance testing and applications – development experience in top – tier organizations. Successful provider of financial services with 11 year of comprehensive experience.
Overview
18
18
years of professional experience
Work History
Business Analyst and Reporting Specialist
Bank of Montreal
Toronto
04.2022 - Current
- Supporting end of the day and month-end pricing for various financial instruments like GIC, Fixed Income, Equity, Funds, Warrants and Options
- Pricing data are sourced from third party data vendor such as Bloomberg, Thomson Reuters, Fund SERV, Exchanges and Websites
- Updating and reporting FX spot rate to various business lines on a regular basis
- Conducted research, analyzed business operations and problem solved operating inefficiencies, saving companies a combined 8%-man hours a month
- Worked with stakeholders and clients to model and document goals, communicating transparently to meet 98% of deadline
- Modeled data to generate reports comparing business process evolution, assisting c-level staff with appropriate KPIs based on improved operations
- Documented all pricing and security master functions, also ensures the SOP are reviewed periodically
- Provides Static and Reference data support as SME for all the queries from various internal teams as well as branches
- Worked closely with project team on testing and implementation of BICS (The Bloomberg Industry Classification systems) process
- Mentoring and provide training to existing as well as new team members
- Handled both internal and external audit requirements for security master and pricing functions
- Setting up securities & pricing them on daily basis on BMO Systems for the internal team to process trades and holdings
Quality Assurance Analyst
Simply Group Financial
10.2019 - 04.2022
- Enhanced reporting capabilities of financial aid metrics to support executive decision-making and strategic planning
- Monitored and verified the security measures for financial aid systems, maintaining integrity for 10000 customer records
- Conducted in-depth analysis that identified key bottlenecks in financial aid application processing
- Developed comprehensive test plans for evaluating new financial aid system functionalities, leading to 15% reduction in post-deployment issues
- Created and maintained detailed documentation for quality assurance processes and procedures
- Trained and mentored junior quality assurance analysts on best practices and industry standards
- Monitors, evaluates, manages and executes audit processes to ensure compliance
- Designs, monitors, and analyzes performance metrics program for quality improvement initiatives
- Define, develop, review, and execute test plans, test scenarios and test scripts based on software project specifications
Lead Analyst
Accenture
Chennai, India
10.2012 - 06.2013
- Build and maintain effective working relationships with key stakeholders
- Forecast consumer demand using statistical and collaborative forecasting techniques
- Prepare Partner demand data, and conduct detailed analysis to minimise forecast error
- Long term quarterly forecasting of products and responsible for the accuracy of those forecasts and talking and framing any differences
- Take business knowledge and translating this information into your forecast
- Reporting and presentation of executive reviews
- Plan for and execute seasonal strategies and additional marketing strategies
- Used SAP ERP for supply chain management, cutting procurement costs by 16% and saving $43k annually
Senior Financial Analyst
Northen Trust
Bangalore, India
05.2008 - 05.2012
- Traveled 3 of 5 days to work with clients, observing business processes, interviewing staff, and documenting practices
- Conducted research, analyzed business operations, and problem-solved operating inefficiencies, saving companies a combined 800 man-hours a month.
- People management including but limited to: allocating and monitoring workload, performance management, mid and year end appraisals
- Assist in business analysis and feasibility study efforts to further develop the global control framework for accounts governance
- Liaise with the Operations units to investigate and resolve posting errors to General Ledger accounts and ensure issue tracking is maintained around all breaks ready for any internal or external review
- Successfully manage to day-to-day activities of cash/reconciliation team while resolving issues in timely manner
- Developing business specifications and liaising with developers in refining the departmental/management consensus for automation methods and strategies as well as the development of infrastructure for metric reporting and user requests
Financial Associate
Infosys BPO
Bengaluru, India
07.2006 - 03.2008
- Managing all accounting operations including billing, inventory Accounting and Revenue Recognition
- Reconcile bank and investment accounts and managing cash flow
- Prepare and publish timely financial statements
- Ensure quality control over financial transactions and financial reporting
- Subject Matter Expert on in-house tool and ensuring training and up-training of direct and indirect team members
- Was responsible for providing timely updates to customers on their investment and portfolio
- Provided timely resolution and solutions on investments basis companies Risk Management guidelines
Education
Bachelor of Science -
PSG College of Arts & Science
Coimbatore, TNSkills
- SQL
- Excel
- Google Sheets
- Communication
- Finance and Accounting
- Microsoft Excel
- Bloomberg Terminal
- Insights
- Morningstar
- Business Analysis
- SSR/TLM reconciliation
- Reuters
- Broadridge
- NAV Reconciliation
- Business process improvement
- Verbal and written communication
Timeline
Business Analyst and Reporting Specialist
Bank of Montreal
04.2022 - Current
Quality Assurance Analyst
Simply Group Financial
10.2019 - 04.2022
Lead Analyst
Accenture
10.2012 - 06.2013
Senior Financial Analyst
Northen Trust
05.2008 - 05.2012
Financial Associate
Infosys BPO
07.2006 - 03.2008
Bachelor of Science -
PSG College of Arts & Science
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