Research Associate
Cognizant (UBS Service Centre India Pvt. Ltd)
Total years of experience :19 years, 3 Months
WORK EXPERIENCE:
Research Associate - Equities Business Management Team - Cognizant (UBS Service Center India Pvt. Ltd). June 2010 till date.
Team Lead - Business Management Reporting Team.
•Guiding and motivating the team and move them in the way to achieve the targets.
•Supporting the team in giving presentations on documentation (Dashboards, SOPs, Process Maps, Issue logs in format specified by the organization)
•Review and preparation of monthly and weekly management information reports, and additional project work done by the team.
•On-going development of management information provided to department and sector heads in US Research.
•Dealing with ad-hoc queries on market analysis or revenues, including production and analysis of quarterly sector cost-income ratios.
•Documentation and evaluation of UBS proprietary data sent externally, including 3rd party vendors and external clients.
•Maintenance of management information database(marketing competition, management presentations, headcount)
•Co-ordinate data / information requests from the various global regions.
•Assist with preparation of PowerPoint presentations, Excel dashboards- graphs. Creation of surveys on SharePoint portal.
•Creation of Management data services reports pertaining to addition and attrition of the analysts etc.
Senior Process Executive, Finance Integrated Reporting Team - Cognizant (UBS Service Centre India Pvt. Ltd). June ’10 till Sep 2nd 2012
Job Description
•To provide regular and accurate information to customers at all levels in the Investment Bank on the Balance Sheet, for both Management (ALCO) and IFRS reporting.
•Reporting on the Balance Sheet components for Global Treasury Services.
•Performing reviews for daily reports produced by team and suggesting changes as and when required.
•Creation and upload of indicative (corrective) adjustments to the BalanceSheet.
•Prepare the agreed Scorecards/reports to measure the achieved service levels against the agreed levels.
•Provide Quality Metrics and Reporting on a Weekly and Monthly Basis for different divisions of Service Management / Technical Management Group.
•Assisting the Balance Sheet Reporting Accountant with control processes and other ad-hoc management requests
•Work with relationship managers as well as contacting clients directly to resolve compliance related questions and inquiries.
•Working on the balance sheet and capital forecast process, documenting balance sheet drivers, and also appropriate group administration.
•Provide ad hoc reports as necessary
•Develop financial models required to support program.
•Follow established internal policies and procedures relating to program financial tracking and reporting.
•Meet segment, corporate financial plan deadlines and submit program plans in formats required by segment finance and corporate reports.
Bank of America - Continuum Solutions, Hyderabad. 27th June 2006 till 25th June 2010. Senior Associate, Cash Control Department.
Job Description
Reconciliation Department:
•Reconcile cash to custodian bank and resolves all exceptions within established deadlines.
•Training and mentoring the new hires till they go live on the process.
•Performing research to reconcile Cash, General Ledger and Stock Positions, which are used by the organization to review the reconciliation status globally.
•Perform Daily reconciliations in order to enable the Treasury to fund their accounts.
•Perform other activities like Focus which is sent to the CFO office which helps them to analyze the thresholds across various departments.
•Completed special projects and miscellaneous assignments as required.
•Member of Inter Quality Assurance Team (IQAT )
•Received “Award of Excellence” for consistently utilizing pro-active analysis and problem resolution to provide superior service.
Bank of America - Continuum Solutions, Hyderabad. 27 June 2006 till 25 June 2010. Senior Associate, Cash Control Department.
Job Description
Reconciliation Department: • Reconcile cash to custodian bank and resolves all exceptions within established deadlines.
• Training and mentoring the new hires till they go live on the process.
• Performing research to reconcile Cash, General Ledger and Stock Positions, which are used by the organization to review the reconciliation status globally.
• Perform Daily reconciliations in order to enable the Treasury to fund their accounts.
• Perform other activities like Focus which is sent to the CFO office which helps them to analyze the thresholds across various departments.
• Completed special projects and miscellaneous assignments as required.
Achievements
• Achieved spirit cards and recognition from Delivery Leader for outstanding performance in terms of error free reconciliation.
• Consistently accomplish department goals receiving excellent ratings on reconciliation surveys done by LOB.
• Member of Inter Quality Assurance Team (IQAT)
• Received "Award of Excellence" for consistently utilizing pro-active analysis and problem resolution to provide superior service.
• Successfully migrated Reconciliations process from Genpact (Merrill Lynch process) to Bank of America.
PROFESSIONAL EXPERIENCE, Continued
Customer Relationship Officer - HTMT (BPO of Airtel) (Jan, 2006 to May, 2006)
Managed inbound calls from customers relating to their telephone bills. Resole customer queries through calls and email. Retain customers by providing alternate plans which are affordable and fulfill their individual needs.
Finance Assistant ( Feb 2005 till Jan 2006)
Finance assistant in Tata Indicom. Post Paid billing department.
Bachelor of Commerce - 2002 Osmania University Company-Sponsored Training: • Six Sigma Basic • Performing to Higher Standards • Microsoft Excel • People management
