Sreekanth Iyer
@sreekanthiyer
I automate investment banking operations, billing controls, and risk reporting with Alteryx and Power BI.
IndiaWhat I'm looking for
I've improved brokerage operations at UBS India and Goldman Sachs by automating billing, invoice checks, MIS reporting, and reconciliation workflows. My work has reduced outstanding balances, protected commissions, and made recurring processes more accurate.
At UBS India, I manage projects and monthly Revenue Control Group calls while supporting timely, accurate billing and revenue collection. I built 15+ Alteryx workflows, including solutions that saved $10,000 overall on custom invoice generation and identified approximately $500k in commissions through CMTA ETD billing reconciliation.
Previously at Goldman Sachs, I migrated invoicing from Microsoft Access to an Alteryx production model, led a team of four, and helped achieve an 80% reduction in CMTA outstanding within 12 months.
I also bring fund accounting and client reporting experience from Northern Trust, where I supported reconciliations across cash, FX, equities, futures, options, bonds, and exotics. I enjoy sharing knowledge, mentoring junior talent, and turning operational challenges into practical automation and reporting solutions.
Experience
Work history, roles, and key accomplishments
Managed ETD brokerage operations, ensuring timely billing and revenue collection, and led projects to automate processes and improve efficiency.
Designed and implemented strategic plans to achieve KPIs, migrated invoicing processes to Alteryx, and led a team of four members.
Migrated accounting processes from London to Bengaluru, ensured strict adherence to client SLAs, and achieved high accuracy and efficiency in fund accounting and client reporting.
Education
Degrees, certifications, and relevant coursework
Indian School of Business
Certificate, Business Analytics
Certificate in Business Analytics with a focus on predictive analytics.
St. Joseph's College of Commerce
Bachelor of Commerce, Commerce
Bachelor of Commerce degree from St. Joseph's College of Commerce.
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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