M. Shilpa is seeking a challenging position where she can utilize her skills and experience. She has over 5 years of experience in invoice processing, quality checking, and trade support. At her previous role at Cognizant Technology Solutions, her responsibilities included processing invoices, handling exceptions, and ensuring tasks were completed on time. She also worked on stock borrowing/lending, reconciling bills, and resolving discrepancies. At Factset Systems India, she analyzed financial reports, researched private companies, and updated company details in databases for mergers and acquisitions. She has an MBA and is reliable, well-organized, and results-driven.

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