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Sree Lakshmi

@sreelakshmi1

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BFSI operations and data analytics professional focused on compliant, zero-error processing.

India

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What I'm looking for

I’m looking for a BFSI role where I can combine data operations and analytics with strict compliance—supporting trade reconciliation, risk/wealth workflows, and high-volume accuracy. I want an environment with clear SLAs, strong learning, and real ownership.

I’m a result-oriented B.Com (Hons) BFSI graduate combining enterprise data operations experience with certifications in Wealth Management, Risk Management, and Trade Reconciliation. I build structured workflows that support strict SLA adherence and operational excellence in high-performing financial environments.

In my Service Assistant role at SASTRA University (Online Education Department), I managed the end-to-end student lifecycle for 5,000+ concurrent domestic and international students, ensuring 100% data fidelity and operational compliance. I also served as the primary cross-border liaison to synchronize multi-timezone webinars, academic calendars, and examinations.

I managed the enterprise TCS Education ERP platform, overseeing data pipeline integrity for attendance analytics and multi-regional revaluation audits, along with secure, compliant dissemination of large-scale results. I additionally engineered an internal ticketing workflow to track and resolve technical bottlenecks under stringent turnaround deadlines.

Through virtual experience simulations with J.P. Morgan, Wells Fargo, Deloitte, and Citi (Forage), I strengthened my investment banking, commercial banking, and data analytics capabilities—building DCF and forecasting models, performing sensitivity stress-testing, creating Tableau dashboards, and performing Comparable Company Analysis. I bring a detail-oriented, agile, and analytical mindset to every task, with a strong foundation in capital markets, KYC guidelines, and valuation modeling.

Experience

Work history, roles, and key accomplishments

Service Assistant

Sastra University

Jan 2023 - Present (3 years 7 months)

Spearheaded the end-to-end student lifecycle (admissions to graduation) for 5,000+ concurrent domestic and international students, ensuring data fidelity and operational compliance. Managed the TCS Education ERP platform, including attendance analytics and multi-regional revaluation audits, and built an internal ticketing workflow to resolve platform bottlenecks.

Operational Compliance ERP Data Governance Multi Regional Revaluation Audit Troubleshooting

Investment Banking Virtual Simulation

J.P. Morgan

Built and populated a Discounted Cash Flow (DCF) model to value an M&A target using corporate financial projections. Performed sensitivity stress-testing and created target company profiles and pitch decks to brief senior leadership on Asian M&A strategies.

Discounted Cash Flow M&A Analysis Excel Financial Charts Pitch Decks

Financial Analysis using Excel

Basel Institute of Governance

Conducted governance-driven financial data analysis using Excel, aligning operational and financial reporting metrics with international risk and transparency benchmarks. Focused on meeting governance and reporting requirements.

Financial Analysis Data Governance Risk and Transparency Benchmarks

Commercial Banking Virtual Simulation

Wells Fargo

Evaluated corporate financial indicators including liquidity ratios, revenue trends, and creditworthiness for middle-market clients. Collaborated to draft a strategic proposal aligning corporate banking products with client growth goals.

Liquidity Ratio Analysis Corporate Banking Product Alignment

Investment Banking Job Simulation

Citi

Built a 5-year Excel forecasting model and performed Comparable Company Analysis (Comps) to determine a valuation range for a target retail acquisition. Compiled a comprehensive target profile and synthesized financial metrics into a concise internal summary report for senior leadership.

Excel Forecasting Model Comparables Buy Side Analyst Reporting Financial Metrics