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Sushmitha Ramanathan

@sushmitharamanathan

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Banking operations specialist automating client processing with Power BI and Excel.

India

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What I'm looking for

I’m looking for a role where I can own SLA-driven client processing, strengthen compliance and auditability, and expand automation and reporting using Power BI/Excel—while continuously improving operations through RCA/FMEA and close stakeholder collaboration.

I’m a detail-oriented banking operations specialist with 3+ years of experience managing client entitlements, account servicing, and financial transaction processing for a global financial services firm. I’ve processed entitlement access for end clients through advisors, including document verification and system workflows (Dynamics 365, NetX360), successfully processing entitlements for 50,000+ clients while maintaining strong accuracy and SLA adherence.

I build automation to reduce manual work and improve quality—using Power Automate, Excel macros, and Power BI (PL-300 certified)—including time-study and profile reminder macros that reduced completion time by 30% and enabled creation of 1,500+ profiles with reduced errors. I also strengthen operations through SOPs, Internal Quality Checks (IQC), and RCA/FMEA, partnering with advisors and stakeholders to ensure compliant, timely, auditable client service.

Experience

Work history, roles, and key accomplishments

Specialist - Client Processing

Bank of New York Mellon Corp

Jul 2023 - May 2026 (2 years 10 months)

Managed client entitlement access, Investment Professional Numbers (IPNs), and Asset Transfer requests (ACAT/NCAT) while resolving exceptions and maintaining audit trails within SLA. Built Excel/Power Automate macros and workflows that reduced completion time by 30% and improved profile creation accuracy.