1. Madhu Shankargouda
C-67, Sector- 4, Airoli, Navi Mumbai - 400 708
India
+91 9769305414
Email/Skype/In: madhu.gouda@gmail.com
Team Member – Business Analyst
Tax and e-Filing / Transition Management
OVERVIEW
A “Performance Driven Professional” bringing in rare level business acumen and record of
achievements developed in over 8 years
Sufficient experience in managing the entire process operations with an aim to accomplish
business plans & goals successfully
Used instincts, insight, judgment, and timing to succeed on tough deal:
o Operations Management focusing on maximizing customer satisfaction, process compliance,
etc.
o Process improvement initiatives to achieve maximum efficiency in various operations
Abilities in coordinating with internal/external customers for running successful business
operations and experience of implementing procedures and service standards for business
excellence
Adroit in ensuring delivery of high quality services to support customer's business needs &
achieving continued high customer satisfaction from all operational users for services
Prudent, disciplined & self-motivated with excellent interpersonal, communication & organizational
skills with proven abilities in team management and customer relationship management
CORE COMPETENCIES
Framing work direction and plan for the associates’ after thorough assessment of their capabilities
Setting up targets and drive with planning for the process and maintain SOPs
Transitioning tools to upgraded versions to achieve efficiency in various operations; spearheading
process improvement initiatives
Conducting internal process audits & process reviews for ensuring strict adherence to the process
parameters/systems as per defined guidelines
EMPLOYMENT DETAILS
1. Aon Hewitt
Since April’14: Vashi, Navi Mumbai, India
Role:
Team Member April’14 – till date
Key Responsibilities
Execute Virtual transitions for New Client Implementations
Handle client objections and escalations
Handle processes for tax E-Filing like Tracer logins, Amended Returns
Handle E-Filing, Company packages, W2 & W3 extracts from JAT and E-filing them
Identify and create back up for processes
Pitch in to support client based reports team during Annual Enrolment and high work volumes
Get cross skilled on all the processes to enable opportunities
Create monthly reports & metrics, dashboard reports and client reports required by
onshore/offshore
Assist the manager to create monthly reports for the team – E-Filing counts tracker, Team status
tracker
Contribute ideas for process improvement
Floor support to assist on any trouble shooting with applications as well as process related queries
Conduct process & tools’ trainings for new hires
Provide Feedback to the team for their performance and assist them in optimization
2. Achievements
Got appreciated for continuous improved performance & excellent domain knowledge
Optimized critical projects to save production time & create capacity
Recognized to maintain ZERO processing Error since took over the responsibilities
2. Syntel Pvt. Ltd IND
May’14 – Dec’14
Role:
Financial Analyst
May’14 – Dec’14
Key Responsibilities
Rebalance trades every month
Match and settle currency trades with client and brokers
Coordinate with brokers and clients to resolve issues and queries
Handle claims and settle them on time
Keep track on web and settle trades
upload inputs on daily basis and preparing daily status files
Work on different applications to match and settle trades and resolve queries
3. Quantitative Ltd. UK
June’12 – May’13
Role:
Trade Analyst June’12 – May’13
Key Responsibilities
Trade reconcile, commission calculations, Equity and cash balance determination, pre -market
trade analysis, currency hedging, dividend updates, determine Incoterms instructions for trades,
currency transfers, analysis of FTSY shares
Specific analyses of placing, takeovers, and Arbitrage trades
Strategic analysis to inform, manage and drive investment decisions
Work on Alpha trading platforms, Bloomberg terminals, IG market and index, L2 dealers and
other online trading platforms
Perform user-testing on in-house trade-analysis software
On-call trading with Canadian brokers like Canaccord Genuity, Richardson GMP, Haywood
Securities
4. EDF Energy Ltd. UK
Nov’11 – Feb’12
Role:
Customer Service Adviser Nov’11 – Feb’12
Key Responsibilities
Work for Energy Field Sales Process team
Handle inbound phone calls to attend complaints, provide details about various tariffs and
persuade customers opt for services offered by EDF Energy
Handle customer grievances regarding billing and settle issues subsequently
Keep regular check on open issues & escalations to set off the requests in timely manner
3. ACADEMIC DETAILS
1. Master of Science in Business Management & Finance
Sep 2010 - Sep 2011
University of Sussex, UK
Studied global perspectives on the interactions between business, management and finance,
critical to the sustainability of the advanced economies and to the growth and development of
emerging economies
In-depth study of financial analysis as a part of my final dissertation on “Study of Financial
Statements of Peers & Analysis of Profitability: Identification of the most Profitable Firm”
Learned Cash flow, Fund flow analysis, Budgeting and Risk analysis
Built an awareness of the use of quantitative techniques in finance, financial modelling
Study within finance of how it is applied internationally and ways to apply it
2. Bachelors of Management Studies
Jun 2007 – Apr 2010
University of Mumbai, IND
Developed basic understanding of Accounting and Finance, International Finance – Currency
Exchange, Managing the business, values of business, and Overall management of Business
Study of Mutual Fund markets through my final year report on “Mutual Funds and Factors
influencing Mutual Funds/Scheme selection by retail investors”
SKILLS
Excellent knowledge of Accounting including preparing trail balance and balance sheets, posting
journal and ledger entries and creating financial statements
Considerable experience of risk and time management
Knowledge about Trade reconciling, Equity and cash balance determination, pre market trades
analysis, currency hedging, International Commercial terms
Familiar with Windows Operating systems, SAP, MS Office, Thomson One Banker, Bloomberg
terminals, Share scope, strong working knowledge of MS Excel
Excellent communication and interpersonal skills & UAT of IT tools for trading and analysis
EXTRA CURRICULAR
Volunteered to assist the Anti-Ragging campaign at SIES India Responsibilities included regular
monitoring of student groups to ensure students had acclimatized with the campus life
Actively traded stocks during undergraduate studies, in the NIFTY and BSE markets to understand
various stock trading practices and rules
Actively participated in and organized events for the Indian students organization a t University of
Sussex
Organized intra-collegiate events at SIES college
PERSONAL DETAILS
Date of Birth : May 22nd
, 1989
Language Known : English, Hindi & Marathi
Nationality : Indian
Passport # : J2268655
Passport Validity : July 2020
Date:
Place:
Madhu Shankargouda