Aparanna Naik

Led strategic investor communications and portfolio reporting across 10+ JVs, migrating reporting from Excel to Salesforce and saving 10+ hours weekly. Drove business analysis, supervised team operations, and optimized investor engagement workflows.

Led end-to-end onboarding and SaaS implementation for 90+ high-value APAC clients, improving adoption by 40% and scalability. Developed centralized communication and automated workflows, improving issue resolution by 50% and achieving 95% client satisfaction.

Designed and delivered Enfusion training programs for a team of 8 consultants, achieving 90% certification and reducing training time by 30%. Implemented cross-functional reporting workflows and control frameworks, improving user proficiency by 40%.

Ensured regulatory-compliant client documentation and implemented controls, reducing onboarding risk exposure by 30%. Streamlined cross-functional workflows and revamped digital onboarding portal, doubling new-client capacity per month.

Streamlined end-to-end financial reporting for UK and India operations, achieving zero discrepancies and improving process efficiency. Developed robust reconciliation frameworks across all product categories, ensuring accurate data and zero audit discrepancies.

Led audit and reconciliation of 300+ foreclosure cases, enforcing regulatory compliance and mitigating risk. Negotiated 50+ borrower repayment plans and implemented process improvements, enhancing portfolio performance by 10%.

Streamlined daily bank- and client-money account reconciliations using FAST, Frontier and AWD, reducing errors by 15% and accelerating issue resolution by 20%. Automated SDRT calculation and general ledger reconciliation workflows, achieving zero defects in regulatory submissions.

Pursued an MBA in Accounting and Finance.

Completed a Bachelor of Commerce degree.