Lalitha Meesala
Sydney,Canada
Summary
Results-driven professional with a diverse background in financial analysis, customer service, human resources, and project management. Excited to utilize expertise in data analysis, leadership, and process improvement to make a meaningful impact within a dynamic organization. Adept at optimizing operations and ensuring top-notch service delivery in fast-paced environments. Committed to continuous professional growth and consistently adding value through effective problem-solving and communication skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Inbound Customer Service Representative (Unilingual/English)
IO Solutions Contact Center Inc.
08.2023 - Current
- Handle high volumes of inbound/outbound calls, emails, and chats, ensuring timely and professional customer service
- Resolve customer complaints, providing solutions and ensuring follow-up for customer satisfaction
- Provide expert advice on product availability, pricing, and benefits to customers, enhancing the customer experience
Associate Analyst – FI Accounting
Deloitte
03.2022 - 04.2023
- Generated and analyzed financial reports using SWIFT, providing insights on revenue and business performance
- Managed client codes and approvals for financial processes, ensuring compliance with internal policies
- Processed time transfer requests and tracked billable hours to support accurate financial forecasting
- Utilized statistical models to analyze data sets, contributing to strategic business planning
Process Executive – Project Bloomberg
Infosys
12.2020 - 03.2022
- Aligned financial data from income statements, balance sheets, and cash flow statements with reporting measures
- Reviewed broker models (e.g., JPMorgan, Deutsche Bank, Goldman Sachs) for accuracy and compliance
- Extracted and analyzed financial data from broker reports using Bloomberg, preparing equity earnings summaries for investors
- Conducted root cause analysis (RCA) to resolve process issues and enhance productivity
- Managed project components, minimized production disruptions, and ensured SLA adherence
Education
Post Baccalaureate Diploma - Business Management
Cape Breton University
Sydney, Nova Scotia05-2025
Bachelor of Business Administration - Human Resource Management
Aditya Degree College
Kakinada, India09.2020
Skills
- Financial Reporting
- Data Analysis
- Budgeting & Forecasting
- Compliance & Audit
- Bloomberg Terminal
- SWIFT
- MS Office Suite
- CRM Systems
- Project Coordination
- Root Cause Analysis (RCA)
- SLA Management
- Adaptability
- Customer Service
- Staffing & Workforce Management
- Organizational Skills
- Time Management
- Problem-Solving
- Multitasking
- Inbound sales
- Computer Skills
Certification
- Diploma in Computer Applications, MS Office, Data Entry, Internet Applications, Database Management, Basic Programming, Operating Systems
- Trade Settlement, Issued by Tata Institute of Social Sciences,
- Financial Markets, Issued by Tata Institute of Social Sciences,
- Banking Operations, Issued by Tata Institute of Social Sciences,
- Waves of Change: Bystander Intervention, Canada
Hobbies and Interests
- Gym
- Art
- Yoga
- Travel
Languages
Telugu
English
Timeline
Inbound Customer Service Representative (Unilingual/English)
IO Solutions Contact Center Inc.
08.2023 - Current
Associate Analyst – FI Accounting
Deloitte
03.2022 - 04.2023
Process Executive – Project Bloomberg
Infosys
12.2020 - 03.2022
Bachelor of Business Administration - Human Resource Management
Aditya Degree College
- Diploma in Computer Applications, MS Office, Data Entry, Internet Applications, Database Management, Basic Programming, Operating Systems
- Trade Settlement, Issued by Tata Institute of Social Sciences,
- Financial Markets, Issued by Tata Institute of Social Sciences,
- Banking Operations, Issued by Tata Institute of Social Sciences,
- Waves of Change: Bystander Intervention, Canada
Post Baccalaureate Diploma - Business Management
Cape Breton University
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