Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Keerthana P

Chennai,India

Summary

Detail-oriented Payment Analyst and Reconciliation Specialist with over six years of experience optimizing payment operations and financial transaction processing. Expertise in managing time-sensitive back-office transactions, resolving discrepancies, and performing root-cause analysis to ensure compliance and accuracy. Proven track record of driving process improvements through automation initiatives and fostering cross-functional teamwork to enhance operational efficiency.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Process Specialist – Payments & Reconciliation

Fidelity Investments
Chennai
07.2019 - 03.2026
  • Process and verify time-sensitive financial transactions, ensuring accuracy and compliance.
  • Reconcile payments and tax records, ensuring all entries match with system balances and reports.
  • Audit wire transfers, check payouts, and rollover payments to ensure accuracy and correctness.
  • Review and correct erroneous transactions, resolving discrepancies efficiently.
  • Manage special and sensitive client transactions, ensuring confidentiality and precision.
  • Handle internal stakeholders and client escalations, providing timely resolution.
  • Identify and drive process improvements, including automation and tool enhancements.
  • Work closely with macro development team to implement process controls and quality measures.
  • Identify lean opportunities and collaborate with upstream/downstream teams for solution execution.
  • Additional Responsibilities
  • Represent team in RCA calls, sharing corrective and preventive actions.
  • Facilitate daily team huddles, reviewing process updates and error trends.
  • Manage close-shop routines, inventory management, and volume planning.
  • Provide extended support to partner teams for daily volumes and training.
  • Mentored new joiner, fostering skills development and knowledge transfer within the team.

Senior Process Executive – Accounts Receivable

Cognizant Technology Solutions
Chennai
08.2017 - 07.2019
  • Worked for US order management Team ,Managed Order Analysis, created purchase orders, and maintained accurate sales orders in ERP.
  • Participated in internal audits and shared insights on exceptions and error trends.
  • Followed up on outstanding Accounts Receivables and resolved customer issues promptly.
  • Implemented process controls to ensure sales/revenue are being captured timely and accurately as earned.
  • Conducted root‑cause analysis, reducing customer escalations.
  • Delivered timely resolutions aligned with leadership expectations.

Education

MBA - Accounting and Finance

Pondicherry University
Chennai
01.2019

Bachelor of Arts (Hons.) - undefined

SDNB Vaishnav College
Chennai
01.2017

Skills

  • Payment Processing & Reconciliation
  • Transaction Validation & Error Resolution
  • Wire, Check & Rollover Payment Audits
  • Exception Management & Escalation Handling
  • Stakeholder Communication
  • Account Receivables Management
  • Lean & Process Improvement
  • Root-Cause Analysis (RCA)
  • Inventory & Volume Management
  • MS Excel (VLOOKUP, Pivot Tables, IF, CONCATENATE)
  • Analytical thinking for transaction analysis
  • Cross-functional collaboration
  • Excellent communication skills
  • Quick learner with adaptability to new tools and processes

Accomplishments

  • "You Earned It (YEI)" Awards
  • Multiple Shout-Out Awards for customer-centric and timely resolutions
  • Appreciated for process accuracy and quality-driven performance

Certification

FMEA Certification — 2024

Financial Data Analysis - IIM VIZAG 2025

Timeline

Senior Process Specialist – Payments & Reconciliation

Fidelity Investments
07.2019 - 03.2026

Senior Process Executive – Accounts Receivable

Cognizant Technology Solutions
08.2017 - 07.2019

Bachelor of Arts (Hons.) - undefined

SDNB Vaishnav College

MBA - Accounting and Finance

Pondicherry University
Keerthana P