Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

DEVI SRINIVASAN

CHARLOTTE,NC

Summary

Enthusiastic Operations Analyst polished in optimizing systems to address dynamic needs, improve collaboration and strengthen security. Weighs crucial business and IT needs against procedural limitations to assess roadmaps for optimal functions. Accomplished Junior Salesforce Consultant who drives organizational improvements through leveraging expertise in research and system enhancement. Well-versed in collaborating with employees and leaders to resolve control and procedural problems affecting business operations. Dedicated to cost, process and resource optimization.

Overview

4
4
years of professional experience

Work History

Operations Analyst

Whip Around
03.2022 - Current
  • Collaborated with operations team to provide excellent customer service and foster positive work environment.
  • Performed administrative duties and prepared operational procedures to assist operations support manager.
  • Complied with systems procedures, business processes and company policies to promote workplace safety and quality.
  • Conducted regular quality reviews of business data and processes to identify discrepancies and formulate solutions.
  • Evaluated current processes to develop improvement plans.
  • Reviewed internal systems and organized training plans to address areas in need of improvement.
  • Restructured procedures through coordination with compliance director to create and execute projects.
  • Created and optimized records management strategies to coordinate and protect information.

Retirement Specialist

Principal Financial Group Services
07.2021 - 09.2021
  • Collaborated with clients to develop customized investment portfolios.
  • Advised clients on investments, retirement and estate planning.
  • Helped clients make informed decisions about financial future.
  • Educated clients on potential risks and rewards associated with various investments.
  • Assisted clients with budgeting and cash flow management.
  • Educated clients on financial topics and best practices.

Technical Analyst

Standard Chartered Bank
10.2019 - 12.2019
  • Diagnosed software issues and applied troubleshooting techniques to resolve problems.
  • Performed quality assurance and quality control assessments of support ticket fulfillment.
  • Advised project managers on simultaneous technical workstreams, aiding in alignment of broader business goals.
  • Communicated technical findings via lay terminology to keep interdepartmental teams informed on vital developments.
  • Applied knowledge of IT best practices to tackle new challenges and make educated decisions.
  • Authored technical requirement documentation to suit business goals and technological limits.
  • Coordinated system training for employees, enabling personnel to remain current on latest practices and procedures.
  • Communicated and explained business requirements to team members to understand and implement functional demands.

Education

Bachelor of Science - Information Technology

National American University - Rapid City
Rapid City, SD
08.2004

Skills

  • Trend Modeling
  • Process Updates
  • Operational Improvement Planning
  • Forecasting Skills
  • Data Analysis
  • Incident Escalation
  • Managing Fleet Vehicles
  • Staff Support

Languages

Arabic
Limited Working
Hindi
Full Professional
Tamil
Native or Bilingual
Malayalam
Native or Bilingual
Malay
Professional Working

Timeline

Operations Analyst

Whip Around
03.2022 - Current

Retirement Specialist

Principal Financial Group Services
07.2021 - 09.2021

Technical Analyst

Standard Chartered Bank
10.2019 - 12.2019

Bachelor of Science - Information Technology

National American University - Rapid City
DEVI SRINIVASAN