Krithi Sing
@krithising
Finance-focused economics graduate skilled in client relations, compliance, and data-driven analysis.
United StatesWhat I'm looking for
I am a finance-focused economics graduate and current part-time MBA candidate with hands-on experience in client relationship management, regulatory compliance, and data-driven decision-making at firms including Fidelity Investments and Granite Gallery. I consistently deliver high-impact client service under tight deadlines, resolving data discrepancies, managing CRM casework, and ensuring audit-ready documentation.
My technical toolkit includes advanced Excel, Tableau, CRM platforms, Bloomberg, QuickBooks, and AI-assisted analysis; I combine strong analytical thinking and attention to detail with empathetic client communication to support growth for private-equity-aligned companies and finance teams.
Experience
Work history, roles, and key accomplishments
FIManaged 401(k) client inquiries and compliance processes including non-discrimination testing and forms 5500/8955-SSA, resolving data discrepancies and ensuring audit-ready documentation under tight deadlines.
FIProvided empathetic, high-quality client support, analyzed live interactions to improve rapport-building and financial service delivery, and completed Fidelity training on markets and asset classes.
Finance & Client Operations Intern
Granite Gallery
Jan 2022 - Jan 2024 (2 years)
Managed client billing and financial transactions for wholesale operations, prepared marketing materials and reports, and resolved client issues to support business development and client retention.
Education
Degrees, certifications, and relevant coursework
SUSouthern Methodist University
Bachelor of Science, Economics with Financial Applications
Activities and societies: Treasury Candidate, Women in Law; Member, National Society of Collegiate Scholars
Bachelor of Science in Economics with Financial Applications, focused on finance and client-facing financial operations.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Interested in hiring Krithi?
You can contact Krithi and 90k+ other talented remote workers on Himalayas.
Message KrithiFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
