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Lead Product Analyst with 4+ years in Fund Flow Management & Process Automation
Financial Operations Leader with 5 years of experience across fintech and NBFC environments, managing portfolios up to ₹800Cr. Specialized in large-scale fund flow management, reconciliation strategy, and process automation - reducing operational TAT by up to 83% and manual effort by 65%. Proficient in SQL (4 years) and Tableau (3 years) with hands-on experience building automated reporting systems that reduced report generation from 2 hours to 15 minutes daily. Experienced in leveraging AI tools to derive insights for automating financial workflows and operational frameworks.
Amrita School of Business
MBA · Finance & Marketing
August 1, 2018 – June 30, 2020
Ethiraj College
B.Com · Banking Management
August 1, 2015 – June 30, 2018
BetterInvest
Team Lead - Financial Operations & Analysis
October 1, 2024 – April 1, 2026
Chennai, Tamil Nadu, India
Coinswitch
Senior Associate - Finance
June 1, 2024 – October 1, 2024
Bengaluru, Karnataka, India
Slice - Quadrillion Finance Pvt. Ltd.
Financial Operations & Analyst Executive
June 1, 2022 – June 1, 2024
Bengaluru, Karnataka, India
Sundaram Home Finance Limited
Credit Appraisal Officer – Operations
July 1, 2021 – June 1, 2022
Chennai, Tamil Nadu, India
Escrow System Migration
October 1, 2024 – April 1, 2026
Architected end-to-end migration of ₹200Cr+ monthly fund flow to new framework within 30 days
FinOps Capability Building
October 1, 2024 – April 1, 2026
Scaled team operational maturity from 3 → 8 on internal performance scale
T+0 Settlement Framework
October 1, 2024 – April 1, 2026
Optimized payment gateway and escrow integrations to achieve same-day settlement
LMS Framework & Dashboards
October 1, 2024 – April 1, 2026
Designed Loan Management System framework and Tableau executive dashboards
Freshdesk Ticketing System
October 1, 2024 – April 1, 2026
Led implementation to consolidate cross-functional issue resolution across Finance and Tech
SQL Reporting Pipeline
June 1, 2022 – June 1, 2024
Built automated data extraction pipelines used directly in leadership financial reviews
CIBIL Data Quality Excellence - 1st Prize
Slice
June 1, 2026 – Present
Excel Skills for Business Essentials
Macquarie University
June 1, 2026 – Present
NISM Series V-B - Mutual Funds Foundation
NISM Certified
June 1, 2026 – Present
SQL Certification for Financial Analysis
HackerRank
June 1, 2026 – Present
New Initiative Award
BetterInvest
June 1, 2026 – Present
NISM Series XII - Securities Market Foundation
NISM Certified
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's experience across multiple fintech companies (BetterInvest, Coinswitch, Slice) and a traditional finance institution (Sundaram Home Finance) indicates adaptability to different organizational cultures. Their involvement in diverse projects like Escrow System Migration, LMS Framework, and Freshdesk implementation, along with awards for 'New Initiative' and 'CIBIL Data Quality Excellence', suggests a proactive, results-oriented, and innovative mindset. The breadth of skills from financial operations to data analysis and AI tools indicates a willingness to learn and apply new technologies, which is a good fit for dynamic product-focused environments.
Soft Skills & Operational Fit
The candidate demonstrates strong leadership, problem-solving, and cross-functional collaboration skills, evidenced by leading teams, resolving high-impact operational issues, and partnering with Product and Tech teams. Their focus on process optimization and automation aligns well with operational efficiency requirements. The candidate's ability to manage complex financial portfolios and achieve T+0 settlements indicates a high degree of operational rigor and attention to detail.