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Sumathi RSR
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Sumathi R

@sumathir

Financial Data Analyst at Infosys BPM Ltd who researched alternative investments and prepared ESG and MIS reports.

India
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At Infosys BPM Ltd, I researched and validated investment and company information across alternative investments, including private equity and hedge funds. I used public disclosures, regulatory sources, and company materials to support structured records and Excel-based MIS reports.

I prepared recurring ESG-related reports and checked financial and business information for inconsistencies. When data issues recurred, I investigated root causes and coordinated corrections to improve the reliability of reporting inputs.

In accounts receivable operations, I analyzed aging and outstanding balances to help prioritize collection follow-ups. I reviewed account statements, payment records, and billing discrepancies using NetSuite, CargoWise, and WorldTrak, and tracked issue resolution with customers and internal teams.

In project-based analytics, I used SQL and Power BI to analyze receivables by aging bucket and build interactive views of investment portfolio performance and sector allocation. I also developed training materials and supported onboarding and knowledge transfer for more than 50 team members.

Experience

Work history, roles, and key accomplishments

Infosys BPM Ltd logoIL

Senior Process Executive

Infosys BPM Ltd

Nov 2023 - Nov 2025 (2 years)

Researched and validated investment and company information across alternative investment categories, including private equity and hedge funds. Prepared ESG reports, performed quality checks, and analyzed accounts receivable aging to support collections.

Education

Degrees, certifications, and relevant coursework

Karnataka State Open University logoKU

Karnataka State Open University

Master of Commerce, Commerce

Pursuing Master of Commerce degree; status to be confirmed.

MC

Maharani Women's Commerce & Management College

Bachelor of Commerce, Commerce

Completed Bachelor of Commerce degree.

Tech stack

Software and tools used professionally

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