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Khyati Srivastava

@khyatisrivastava1

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Client Account & Operations Manager at Tenly Capital Ltd, managing 100+ client accounts and payment operations.

United Kingdom

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What I'm looking for

I'm available for permanent opportunities and open to banking, financial operations, client account management, payments, client services, and operational support roles.

At Tenly Capital Ltd, I managed a portfolio of 100+ client accounts and handled day-to-day account administration, from onboarding and updates to payment queries and client support.

I reviewed bank statements, financial records, and repayment activity to support onboarding, account monitoring, and funding decisions. I also worked with GoCardless and used Excel and Notion to maintain accessible, accurate account records.

At J.P. Morgan, I supported banking and financial operations, reviewed operational data, followed up on discrepancies, and prepared reports using Excel and internal systems.

Earlier, I managed accounts receivable operations at WNS, supported financial planning and analysis at Accenture, and worked on business and operational processes at IBM.

Experience

Work history, roles, and key accomplishments

Client Account & Operations Manager

Tenly Capital Ltd

Mar 2024 - Apr 2026 (2 years 1 month)

Managed a portfolio of 100+ client accounts, overseeing onboarding, account updates, payment queries, and ongoing support. Investigated and resolved payment issues, reviewed financial records, and maintained accurate client documentation using Excel and Notion.

Account Management Payment Operations Direct Debit Management Account Reconciliation Financial administration Client Onboarding Excel Notion GoCardless

Operations Analyst

J.P. Morgan

Oct 2021 - Jul 2022 (9 months)

Supported day-to-day banking and financial operations, processing and reviewing operational information with a focus on accuracy and controls. Performed detailed checks of financial data, identified discrepancies, and maintained operational reports using Excel and internal systems.

Banking Operations Process Control Data Accuracy Stakeholder Coordination Excel Financial Reporting

Lead Associate – Accounts Receivable

WNS

Feb 2018 - Oct 2021 (3 years 8 months)

Managed accounts receivable operations, performing reconciliations, payment allocation, and investigation of outstanding balances. Followed up on payments, prepared financial reports, and supported process improvements to enhance accuracy and reduce manual work.

Accounts Receivable Account Reconciliation Payment Allocation Financial Reporting Excel Process Improvement

Senior Associate – Financial Planning & Analysis

Accenture

Aug 2014 - Feb 2018 (3 years 6 months)

Supported financial planning, reporting, and analysis for business stakeholders. Analyzed financial data, investigated variances, and used Advanced Excel extensively for reporting and data management.

Financial Planning Financial Analysis Variance Analysis Excel Reporting Stakeholder Coordination

Business Analyst

IBM

Jul 2013 - Aug 2014 (1 year 1 month)

Supported business and operational processes through data analysis, reporting, and stakeholder coordination. Analyzed business requirements and prepared reports to maintain accurate operational information.

Data Analysis Reporting Stakeholder Coordination Business Requirements Process Improvement