Summary
Overview
Work History
Education
Skills
Projects
Additional Information
Timeline
Generic

Santosh Narayanan

Finance Associate
Chennai

Summary

Finance professional with 2+ years of experience in global financial operations, settlements, and variance analysis across India, APAC, and EMEA. Skilled in ERP systems (Workday), financial reconciliations, and compliance monitoring, with hands-on expertise in managing multi-million GBP payables, dispute resolution, and treasury forecasting.

Overview

2
2
years of professional experience
3
3
Languages

Work History

Finance Associate

Williams Lea Limited
11.2022 - 05.2025
  • Managed daily settlement operations across India, APAC, and EMEA, working with global banking partners (HSBC, Coutts, and Lloyds).
  • Assisted in the daily allocation of €5–10 million in payables, optimizing working capital, and ensuring liquidity control.
  • Conducted variance analysis and discrepancy resolution using SNOW and Jira, comparable to reconciliation and sensitivity testing in financial modeling.
  • Enhanced settlement process efficiency, contributing to reduced exception handling time by 20%.
  • Collaborated with Treasury on cash flow forecasting and fund allocation, supporting assumptions in DCF-based valuations and liquidity modeling.
  • Recovered overdue funds via rebate management, strengthening vendor relationships, and improving reporting accuracy.

Education

CFA L1 - Finance And Investment Management

CFAI
Charlottesville, Virginia
08-2025

BBA - Financial Accounting

Bharathiar University
Coimbatore, India
07-2022

Skills

Financial Analysis & Reporting

Financial Modelling (DCF, Sensitivity Analysis)

Data Analysis & Visualization

Cash Flow Forecasting

Stakeholder Relationship Management

Reconciliation & Variance Analysis

Projects

Month-End Closing Process Optimization

  • Discovered duplicate manual entries and bottlenecks in reconciliation. Designed a revised workflow leveraging Workday and Excel macros that shortened close timelines by 2 business days, ensuring timely financial reporting and compliance.


Jira Dashboard for Settlement Discrepancies

  • Improved dispute resolution turnaround time by 20%, enhanced cross-team accountability, and reduced backlog tickets by 15% within three months.


Supplier Services Agreement for Newly Acquired Entity

  • Successfully onboarded 25+ suppliers under the new framework within the first quarter post-acquisition

Additional Information

Member, American Center Chennai (Oct 2023 – Present)

  • Engaged in cultural and professional exchange programs, enhancing global perspective and networking skills


Member, Toastmasters International – Chennai Chapter (Jan 2025 – Present):

  • Actively developing leadership, communication, and public speaking skills through structured sessions and peer feedback.

Timeline

Finance Associate

Williams Lea Limited
11.2022 - 05.2025

CFA L1 - Finance And Investment Management

CFAI

BBA - Financial Accounting

Bharathiar University
Santosh NarayananFinance Associate