Vaishnavi Srivastava
Analyst
About
Analyst with experience in financial operations, PowerBI & SQL-based analytics, and process automation. Proven ability to translate data into insights that improve decision-making, efficiency, and business performance.
Skills & Expertise (11)
Work Experience
Junior Analyst - Accounts Receivable (Cash Application)
WM Universal Solution Limited
Sep 2025 - Present
Managed high-volume accounts receivable operations with a focus on payment accuracy, compliance, process efficiency, and financial controls. Processed and validated 500+ supplier-initiated payments (SIP) and national accounts (NA) transactions monthly, with transaction value up to USD 800K, in accounts receivable. Verified 200+ incoming invoices monthly from multiple sources MAS (Mid-American System) before processing, improving data integrity and reducing downstream reconciliation issues. Processed national accounts invoices with a focus on convenience fee validation ($9.99 standard). Performed invoice validation, rejection handling, and payment processing based on compliance guidelines, maintaining >99% processing accuracy. Processed payments via credit card platforms (Mastercard; previously JP Morgan), ensuring on-time application and zero payment discrepancies. Managed rejected invoices by coordinating through portals and stakeholder communication for timely reprocessing. Raised and tracked fee requests for exceptions, ensuring adherence to maximum transaction limits ($50K). Ensured proper documentation, audit readiness, and adherence to financial controls, supporting 100% compliance in internal audits. Contributed to improving processing efficiency, reducing manual errors by 20% in invoice handling.
Analyst
Subhlakshmi Finance Private Limited
Jul 2024 - Sep 2025
Delivered data-driven insights and automation solutions to improve reporting efficiency, forecasting, and decision-making. Automated data cleaning and analytics tasks using SQL, increasing reporting efficiency by ~40% and significantly reducing manual effort. Created complex SQL queries to extract and process large datasets (1M+ rows) from relational databases. Collaborated with Finance and Operations teams to identify and forecast business opportunities, improving planning and pipeline visibility. Developed data-driven insights using SQL and PowerBI, enabling stakeholders to better track decisions. Built Excel-based financial models using PivotTables to improve reporting workflows and reduce turnaround time. Coordinated with multiple teams to improve workflow tracking and support them with financial compliance.
Education
M.B.A. (Finance and IT) - Shambhunath Institute of Management, Allahabad (AKTU)
2022 - 2024 ยท Afghanistan
B.Com - University of Allahabad
- 2019 ยท Afghanistan
Certifications
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Skills (11)
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