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Lakshita Jain

@lakshitajain

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Experienced operations and client service professional with 7+ years in the field.

India

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What I'm looking for

I seek a role that fosters growth, values collaboration, and challenges me to innovate in operations.

With over 7 years of experience in operations and client service, I have successfully managed projects and financial reporting for global clients such as Google, Amazon, and Workday. My expertise lies in streamlining processes, resolving client queries, and delivering accurate results across diverse teams. I am proficient in tools like Asana, Power BI, and Salesforce, which I utilize to enhance project coordination and client satisfaction.

In my current role as a Senior Operations Analyst at Welocalize, I oversee multiple client projects, ensuring timely invoicing and global payments while maintaining high standards of accuracy. My previous experiences at Morgan Stanley and State Street Global Advisors have equipped me with a strong foundation in financial operations and reconciliations, where I have consistently delivered high-quality reports and maintained excellent client relationships.

Experience

Work history, roles, and key accomplishments

Current

Senior Operation Analyst

Current

Welocalize

Nov 2023 - Present (1 year 7 months)

Managed and delivered multiple client projects for high-profile clients including Google, Workday, and Amazon, utilizing tools such as Asana, Label Studio, and Power BI. Led operations for a Google project, preparing purchase order reports and handling weekly and monthly invoicing and global payments to raters. Served as a Client Service Associate, using Zendesk to efficiently resolve client queri

Asana Power BI Zendesk Project Coordination Client Servicing Invoicing

Senior Operation Analyst

Morgan Stanley

Nov 2021 - Jul 2022 (8 months)

Prepared and delivered accurate financial reports for clients, ensuring high quality, efficiency, and timely completion. Collaborated with cross-functional teams and stakeholders, streamlining operations and maintaining strong customer support.

Financial Reporting Operations Management Customer Support Stakeholder Management

Senior Operation Analyst

State Street Global Advisors

Sep 2014 - Oct 2019 (5 years 1 month)

Worked as a Reconciliations Associate, resolving cash and position breaks between SSGA and custodians using TLM to ensure accurate and timely reconciliation. Managed client servicing responsibilities, including the delivery of financial reports and prompt resolution of queries from clients, stakeholders, and offshore teams. Implemented automation solutions to streamline manual tasks using Salesfor