Reshma S

Operations Associate

Kochi, Kerala, India7 yrs 3 mos experience
Highly Stable

Key Highlights

  • Expert in financial reconciliation and reporting.
  • Proven track record in compliance and accuracy.
  • Strong analytical skills with a focus on process improvement.
Stackforce AI infers this person is a Finance professional with expertise in reconciliation and financial reporting.

Contact

Skills

Core Skills

ReconciliationFinancial ReportingClient ManagementTraining

Other Skills

Financial RegulationsFinancial OperationsVariance AnalysisCustomer LoyaltyInvestment ManagementClient VerificationBest PracticesCustomer ServiceJournal Entries (Accounting)Requirements GatheringBusiness RequirementsBusiness AnalysisSecondary MarketContinuous Process ImprovementExcel Formulas

About

Dedicated and detail-oriented finance professional with hands-on experience in reconciliation, general ledger management, and month-end close support. I bring a strong focus on accuracy, compliance, and operational efficiency across financial processes. With a background in managing reconciliations, variance analysis, and audit-ready documentation, I excel in identifying discrepancies early, streamlining communication between teams, and ensuring timely reporting. I’m passionate about working in dynamic, globally connected environments — contributing to organizations like EY, Deloitte, or other global delivery centers that value precision, collaboration, and continuous improvement. Currently seeking opportunities in Reconciliation, Accounting Operations, and Financial Reporting roles that allow me to apply analytical rigor while growing into leadership within a global finance function.

Experience

7 yrs 3 mos
Total Experience
3 yrs 4 mos
Average Tenure
6 mos
Current Experience

Ust

Financial Services Associate

Nov 2025Present · 6 mos

Allianz technology

Senior Executive Finance & Accounts

Oct 2023May 2024 · 7 mos · Thiruvananthapuram, Kerala, India

  • Supported reconciliation of accounts, ensuring accuracy and audit readiness.
  • Prepared journal entries, validated supporting documentation, and assisted in month-end close.
  • Monitored open items and collaborated with internal teams to resolve discrepancies within deadlines.
  • Maintained high standards of compliance, accuracy, and documentation aligned with global reporting guidelines.
  • Recognized for timeliness and attention to detail in financial reporting deliverables.
  • Processed variance analysis for fixed income securities and conducted depreciation of investment properties
Financial RegulationsFinancial OperationsReconciliationFinancial Reporting

Envestnet, inc

3 roles

Operations Analyst

May 2020Jun 2021 · 1 yr 1 mo

  • Reconciliation of accounts on daily basis
  • Investment of funds
  • Engage in quarterly client statement verification
  • Implement best practices to enhance quality of service
  • Providing trainings to other team members
  • Preparation of standard operating documents
Customer LoyaltyInvestment Management

Senior Operations Analyst

Promoted

Aug 2017Oct 2023 · 6 yrs 2 mos

Customer LoyaltyFinancial Regulations

Associate Operations Analyst

Aug 2017Apr 2020 · 2 yrs 8 mos

  • Mainly involved in the investment and withdrawal of funds.
  • Interact continually with US counterparts, custodians and clients to deliver highest quality of service
  • Engage in account opening services
  • Determining financial status by comparing and analysing plans and forecasts with actual results.
Customer ServiceCustomer Loyalty

Education

Saintgits Instiitute of Management

Master of Business Administration (M.B.A.) — MBA in Finance

Jan 2015Jan 2017

Shri Sakthi Kailassh Women's College,Salem

Bachelor of Business Administration (BBA)

Jan 2012Jan 2015

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