Remote Data Entry Specialist (Data Operations)

NEHA BARAPATRE

+91-708******* ****************@*******.*** linkedin.com/in/neha-barapatre-/

Operations Management Forecasting & Planning Stakeholder Management Data Analysis PROFILE

Results-driven Operations Analyst with experience in cash operations, financial analysis, and process optimization within BFSI domain. Experienced in managing financial data, building forecasts, improving reporting accuracy, and supporting business decision-making through insights. Strong ability to leverage data-driven insights, streamline workflows, and enhance service quality.

EXPERIENCE

NCR ATLEOS — Mumbai, India

Cash Operations & Planning Analyst Oct 2024 – April 2026

● Managed end-to-end financial operations and forecasting processes for ATM networks across key client projects including SBI and China Bank Corporation (CBC).

● Delivered accurate forecasting models and projections, supporting financial planning and optimizing cash utilization across multiple portfolios.

● Developed and maintained MIS reports and dashboards, providing actionable insights on performance metrics, utilization trends, and key business KPIs.

● Improved reporting timelines and data accuracy by streamlining data consolidation and validation processes.

● Collaborated with cross-functional teams including Operations and Finance to ensure seamless execution of financial processes and reporting.

● Ensured high data integrity by monitoring transactions, identifying discrepancies, and maintaining accurate financial data records.

● Identified process gaps and implemented improvements, enhancing operational efficiency and decision-making.

● Delivered insights on forecasting, reporting, and operational updates across client accounts. TATA CAPITAL Ltd. — Mumbai, India

CRM Associate Oct 2022 – Aug 2024

● Resolved high-volume customer queries related to loan contracts using Salesforce for case tracking and SAP for loan/transaction data, improving customer satisfaction (CSAT) and first-time resolution rates while reducing turnaround time (TAT).

● Tracked and monitored daily and weekly TAT adherence for assigned query volumes, flagging bottlenecks early to maintain quality standards and timely closures.

● Informally trained and mentored new joiners on Salesforce case handling, SAP data lookups, and process/quality standards, supporting faster onboarding and consistent service delivery.

● Managed backend financial operations in SAP, ensuring high transaction accuracy, minimizing processing errors, and maintaining data integrity.

● Conducted financial data analysis to identify trends, patterns, and risks, delivering actionable insights to support strategic decision-making.

● Collaborated with cross-functional teams — Compliance, Legal, Risk, and Operations — to resolve complex financial cases within regulatory guidelines, strengthening stakeholder management skills.

● Drove process improvement initiatives by identifying workflow gaps, resulting in enhanced operational efficiency and increased team productivity.

KOTAK SECURITIES — Mumbai, India

Assistant Manager Mar 2021 – Aug 2022

● Managed global email operations for investing workflows, ensuring accurate tracking, timely responses, and adherence to SLA (Service Level Agreements).

● Proactively handled issue escalation management, reducing resolution time and improving operational efficiency.

● Led knowledge-sharing sessions on process improvements and data handling best practices, enhancing team capability and process standardization.

● Performed trend analysis on customer queries and generated analytical reports, enabling data-driven decision-making and strategic improvements.

● Executed workflow optimization initiatives to streamline processes, improving turnaround time (TAT) and overall productivity.

EDUCATION

● PGDM (Finance), Welingkar Institute, Mumbai — 2025 – Present

● Bachelor of Management Studies (Finance), Mumbai University, Mumbai — 2017 – 2020 SKILLS

Technical Skills

● Advanced MS Excel: Pivot Tables, VLOOKUP, Data Validation, Dashboard Creation

● SAP (transaction & loan data processing) and Salesforce (case & query management)

● MS Office Suite: Word, PowerPoint (professional documentation and presentations)

● Data Analysis & Reporting: MIS reporting, trend analysis, and data interpretation

● Process Automation & Workflow Optimization

Core Competencies

● Analytical Thinking & Problem Solving

● Effective Communication & Stakeholder Collaboration

● High Attention to Detail & Accuracy

● Decision-Making in High-Pressure Environments

● Time Management & Prioritization

CERTIFICATIONS & ACHIEVEMENTS

● Customer First Award – Recognized for exceptional customer service and operational excellence

● Customer Knight Award – Awarded for consistent performance and adherence to quality standards

● MS-CIT Certification – Proficient in computer applications and digital tools

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