
Lachi Revankar
@lachirevankar
I reconcile client accounts, manage treasury operations, and support accurate trade settlement processes.
What I'm looking for
At Digital RFQ, I manage daily client-account reconciliations, treasury operations, liquidity monitoring, and payment accuracy. I investigate discrepancies, overpayments, and incorrect transactions while supporting the Head of Trading with client trade execution.
Previously at Collins Sarri Statham Investments, I confirmed foreign-currency settlements, processed international cash payments through SWIFT and NEFT, reconciled accounts, and administered bank accounts. I also supported FCA reporting, client onboarding, compliance checks, stock transfers, and broker and client performance reviews.
My background combines finance operations with research and media production. As a UX Researcher at Humanitarian Operations H.O.P.E, I translated user research into recommendations for website and app improvements.
I'm detail-oriented, confident working independently, and committed to efficient financial controls. I use Excel, VLOOKUP, CRM systems, Figaro, and trade-processing platforms to resolve issues and meet deadlines.
Experience
Work history, roles, and key accomplishments
Trade and Reconciliation Coordinator
Digital RFQ
Jun 2024 - Jun 2026 (2 years)
Performed daily reconciliations of client accounts, managed treasury operations, and supported trade execution. Liaised with liquidity providers and contributed to process improvements.
HR and Trade Support Officer
Collins Sarri Statham Investments
Nov 2021 - Nov 2023 (2 years)
Analysed and confirmed foreign currency settlements, processed international cash settlements, and supported compliance and HR functions. Managed client accounts and facilitated FCA reporting.
UX Researcher
Humanitarian Operations H.O.P.E
Jun 2021 - Nov 2021 (5 months)
Conducted in-depth analysis of brand websites and apps to identify user needs and pain points. Developed actionable insights and collaborated with cross-functional teams on marketing strategies.
Assistant Director
Darshan Production - Jio Studio
Feb 2018 - Mar 2019 (1 year 1 month)
Developed efficient filing systems and databases for media resources. Provided administrative support and coordinated media events, ensuring flawless execution.
Education
Degrees, certifications, and relevant coursework
Middlesex University London
Master of Science, Media Management
2019 - 2021
Pursued an MSc in Media Management, covering digital marketing, research methods, and key skills in media management.
SP College, Pune University
Bachelor of Arts, History
2016 - 2019
Completed a Bachelor of Arts in History from SP College, Pune University.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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