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Shilpa Resume 2

Shilpa Resume 2

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M. Shilpa
10800 Clay Road Apt #2203, Houston, TX 77041
Email: molugu.shilpa11@gmail.com, (281)-759-0563, EAD #: 138-167-729
Career Objective:
Seeking a challenging position in a reputed company, where my competencies,
capabilities, skills, education and past experience can be used and in return help me to
achieve a high career growth.
Work Experience
Cognizant Technology Solutions (UBS Account) from 7th
February 2011– 4th
March 2016
Senior Process Executive
Process: Invoice Processing & Quality Check
• Exceptionally knowledgeable in invoice processing procedures and programs
• Send invoices to appropriate recipients to inform them of payments due, received,
or covered
• Place investigative phone calls when there are questionable aspects of the invoice
• Processed, entered, tracked, sent, and received invoices for all departments
• Assist customers in setting up automatic payment plans and paperless record
keeping
• Reported any past due invoices to appropriate channel.
• Efficient in doing Quality check of APAC invoices.
• Handle all exceptional taxes applicable for Singapore and Australian region
• Ensured to complete task in given time TAT of three day invoices and urgent.
• Recognize the lack of PO on invoices and documents and resolving the issue
• Exception handling & timely escalation of critical elements.
• Following up with vendor for any discrepancy’s
Challenges in the Process:
• Ability to work with customers and coworkers in a professional and personable
manner
• Capable of handling high-stress situations
• Organizational and time management skills needed to perform all job requirements
in a timely manner
• Answered phone calls from inquiring customers and answered questions
accordingly
• Preparing reports for all regions.
Process: Trade support and Stock Borrow/Lend (SBL) - Billing & Reconciliation
Roles and responsibilities
• Work as core team member on booking returns as well as assigning the work on
Collateral Settlements request trades as per the request received from UBS Settlements
team
• Book returns on Equity and Fixed Income trades as per the request received from Client.
• Investigate on the counterparty's unmatched returns by liaising with settlements team.
• Match the Recalls and returns to make sure they are settled in the market.
• Work on roll over trades and termed trades (trades with div positions) as a part of trade
support.
• Coordinate with Corporate Actions team to work on the trades with CA Rights issues.
• Cancel the trades on which the Counter party is short to deliver within 3 failing days from
the time of booking a return.
• Returning of the borrowed shares from other Counterparty's as a part of Key lend
Support.
• Confirm the returns booked to Client middle office & trading desk and also UBS trading
desk via chat channel
• Generating monthly (SBL) billing report/statement and sending across to respective
clients (banks worldwide)
• Reconciliation of monthly bills of UBS and clients
• Resolving the discrepancies (ex: currency / fee rate / quantity /settlement date /price
break etc), by liaising with respective internal teams i.e., Settlements team / Corporate
Actions team / Trading desk / Client
• Settle the bill within specified deadline
• Perform reconciliation on daily basis and high value breaks need to be solved on a
priority level
• Restricting the securities for trading if it has reached the global limits, set for it, as per
the legal and compliance instructions team
• Book returns on Collateral trades as part of Trade Support Activity – ‘ICQ’
• Send monthly & weekly reports to higher management
• Clearing and reconciling of Cash Collateral receipts and payments
• Liaising with agent bank and counterparties regarding unpaid funds to get
confirmations
Challenges in Process
• The internal deadline of 20th
of every month to match the bill by resolving all sorts of
discrepancies
• Handling the assigned bank statements solely
• Handling Escalations
• Handling monthly SLA calls
• Allocation of work to the team
• Providing training to new joiners
• Making clients to agree our bill by providing all relevant proofs/confirmations
especially when clients hardly respond on emails and calls
• Resolving high value breaks in 12 hrs
Learning from the process
• Gained knowledge on Stock Borrowing/Lending business of both Equities and Fixed
Income Securities under Investment Banking Operations
• Use of excel formulae and functions
• Interaction with other banks across the world as counterparts
• Time management and process efficiency
• Adhering to the deadline
Factset Systems India Pvt. Ltd from 1st
March 2010 – 4th
February 2011
Research Analyst
Process: Mergerstat Process (Mergers & Acquisitions)
Roles and responsibilities
• Analyzing & Interpreting the company’s financial Annual reports like 10k, Quarters
10Q and SEC filings
• Researching and collecting financial & business activity information of various private
organizations globally using respective websites, SEC filings and other sources.
• Skim the press releases generated through the tool and tag it as M&A or Not M&A.
• Research to be made on the respective companies related to that merger or acquisition.
• Updating the company’s details in the database.
Education and Academic Projects
Osmania University, AP, India – MBA 2007-2009
• Finance (Major) / HR (Minor)
A Project Report on “Performance and Evaluation of SBI & UTI Equity Mutual
Funds” from State Bank of Hyderabad,
Osmania University, AP, India – Bachelor of Commerce 2004-2007
• Courses: Corporate Accounts, Cost Accounting, Income Tax, Management Accounts
& Business Law
Board of Intermediate Education – MEC 2002-2004
• Courses: Mathematics, Economics and Commerce.
Secondary School Certification March 2002
Strengths
• Self-aware - always seeking to learn and grow
• Extremely reliable, dependable & well-organised
• Results-driven, logical and methodical approach to achieving tasks and objectives
• Good interpersonal & communication skills
• Group facilitation and team building skills.
Interests & Activities
• Participated in “National Seminar on Contemporary Issues on Corporate
Finance” held on Nov 3rd
2008 at St. Ann’s PG College [Co-Curricular
activity]
• Areas of interests – Surfing Net & listening to music

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Shilpa Resume 2

  • 1. M. Shilpa 10800 Clay Road Apt #2203, Houston, TX 77041 Email: molugu.shilpa11@gmail.com, (281)-759-0563, EAD #: 138-167-729 Career Objective: Seeking a challenging position in a reputed company, where my competencies, capabilities, skills, education and past experience can be used and in return help me to achieve a high career growth. Work Experience Cognizant Technology Solutions (UBS Account) from 7th February 2011– 4th March 2016 Senior Process Executive Process: Invoice Processing & Quality Check • Exceptionally knowledgeable in invoice processing procedures and programs • Send invoices to appropriate recipients to inform them of payments due, received, or covered • Place investigative phone calls when there are questionable aspects of the invoice • Processed, entered, tracked, sent, and received invoices for all departments • Assist customers in setting up automatic payment plans and paperless record keeping • Reported any past due invoices to appropriate channel. • Efficient in doing Quality check of APAC invoices. • Handle all exceptional taxes applicable for Singapore and Australian region • Ensured to complete task in given time TAT of three day invoices and urgent. • Recognize the lack of PO on invoices and documents and resolving the issue • Exception handling & timely escalation of critical elements. • Following up with vendor for any discrepancy’s Challenges in the Process: • Ability to work with customers and coworkers in a professional and personable manner • Capable of handling high-stress situations • Organizational and time management skills needed to perform all job requirements in a timely manner • Answered phone calls from inquiring customers and answered questions accordingly • Preparing reports for all regions. Process: Trade support and Stock Borrow/Lend (SBL) - Billing & Reconciliation Roles and responsibilities • Work as core team member on booking returns as well as assigning the work on Collateral Settlements request trades as per the request received from UBS Settlements team • Book returns on Equity and Fixed Income trades as per the request received from Client. • Investigate on the counterparty's unmatched returns by liaising with settlements team. • Match the Recalls and returns to make sure they are settled in the market.
  • 2. • Work on roll over trades and termed trades (trades with div positions) as a part of trade support. • Coordinate with Corporate Actions team to work on the trades with CA Rights issues. • Cancel the trades on which the Counter party is short to deliver within 3 failing days from the time of booking a return. • Returning of the borrowed shares from other Counterparty's as a part of Key lend Support. • Confirm the returns booked to Client middle office & trading desk and also UBS trading desk via chat channel • Generating monthly (SBL) billing report/statement and sending across to respective clients (banks worldwide) • Reconciliation of monthly bills of UBS and clients • Resolving the discrepancies (ex: currency / fee rate / quantity /settlement date /price break etc), by liaising with respective internal teams i.e., Settlements team / Corporate Actions team / Trading desk / Client • Settle the bill within specified deadline • Perform reconciliation on daily basis and high value breaks need to be solved on a priority level • Restricting the securities for trading if it has reached the global limits, set for it, as per the legal and compliance instructions team • Book returns on Collateral trades as part of Trade Support Activity – ‘ICQ’ • Send monthly & weekly reports to higher management • Clearing and reconciling of Cash Collateral receipts and payments • Liaising with agent bank and counterparties regarding unpaid funds to get confirmations Challenges in Process • The internal deadline of 20th of every month to match the bill by resolving all sorts of discrepancies • Handling the assigned bank statements solely • Handling Escalations • Handling monthly SLA calls • Allocation of work to the team • Providing training to new joiners • Making clients to agree our bill by providing all relevant proofs/confirmations especially when clients hardly respond on emails and calls • Resolving high value breaks in 12 hrs Learning from the process • Gained knowledge on Stock Borrowing/Lending business of both Equities and Fixed Income Securities under Investment Banking Operations • Use of excel formulae and functions • Interaction with other banks across the world as counterparts • Time management and process efficiency • Adhering to the deadline Factset Systems India Pvt. Ltd from 1st March 2010 – 4th February 2011 Research Analyst Process: Mergerstat Process (Mergers & Acquisitions) Roles and responsibilities
  • 3. • Analyzing & Interpreting the company’s financial Annual reports like 10k, Quarters 10Q and SEC filings • Researching and collecting financial & business activity information of various private organizations globally using respective websites, SEC filings and other sources. • Skim the press releases generated through the tool and tag it as M&A or Not M&A. • Research to be made on the respective companies related to that merger or acquisition. • Updating the company’s details in the database. Education and Academic Projects Osmania University, AP, India – MBA 2007-2009 • Finance (Major) / HR (Minor) A Project Report on “Performance and Evaluation of SBI & UTI Equity Mutual Funds” from State Bank of Hyderabad, Osmania University, AP, India – Bachelor of Commerce 2004-2007 • Courses: Corporate Accounts, Cost Accounting, Income Tax, Management Accounts & Business Law Board of Intermediate Education – MEC 2002-2004 • Courses: Mathematics, Economics and Commerce. Secondary School Certification March 2002 Strengths • Self-aware - always seeking to learn and grow • Extremely reliable, dependable & well-organised • Results-driven, logical and methodical approach to achieving tasks and objectives • Good interpersonal & communication skills • Group facilitation and team building skills. Interests & Activities • Participated in “National Seminar on Contemporary Issues on Corporate Finance” held on Nov 3rd 2008 at St. Ann’s PG College [Co-Curricular activity] • Areas of interests – Surfing Net & listening to music