MBA finance with experience in banking & finance

1. Curriculum Vitae
Shrikant Kadavergu
Flat # 604, K-8,
Kate Puram phase II,
New Sangvi,
Pune – 411061 Mobile #: +919890005206
Maharashtra, India E-mail : shrikumar_07@yahoo.co.in
Career objective: To pursue a challenging career associated with the progressive organization, so as to utilize,
consolidate and contribute present knowledge and skills and to be a constant learner, initiatives, seeking further avenues
for enhancement and its application for organizational benefit.
Skills: Financial analysis on capital market, investment banking operations, equity research, mutual fund, fixed income
research, bank reconciliation & investigation, foreign exchange operations, cash & assets management, portfolio
management, data management, team management, KYC – AML & fraud investigation, general ledger, accounts
management, US GAAP, fixed assets management, accounts finalization, financial reporting.
Educational background
 Master of Business Administration (MBA) in Finance [2010] from
Institute for Technology & Management [ITM], Mumbai.
In association with Southern New Hampshire University (SNHU), USA.
 Bachelor in Commerce (B.Com) [2006] from
DR. Babasaheb Ambedkar, Marathwada University, Aurangabad.
Achievements
 Rewards & recognitions:
Get rewarded as:
1. “Titan of the Month” for excellent performance for the month of July 2012 & October 2013.
2. “Lean Idea Certified” for process improvement initiative for removing wastage from the process.
 Team competency building:
Managing a team of size 8+ & ensuring to meet the deadlines by the team members as per SLA’s also providing
trainings to fit into the production support.
 Professional development:
Preparing monthly presentations on project performance & attended internal trainings on Lean methodology, Six
sigma, Team building & Bloomberg.
 Process improvement:
Contributing continuously towards process improvement points & implementing within the organization for
removing wastage by applying fundamental logic for smooth functioning of the work by handling end to end
process.
Strengths
 Ability to deliver appropriate quality solutions under pressure.
 Interpersonal skills - Stress my ability to work with all levels within the organization.

2. IT skills
 Knowledge of financial applications such as Quick Books, Xero, TLM, PLM, MCH, Bloomberg etc.
 Knowledge of computer applications & specialized in MS Office – MS Outlook, MS PowerPoint, MS Word, MS
Excel (V-lookup, H-lookup, Macros, Pivot Table etc.).
Work experience
1. STATE STREET SYNTEL SERVICES PVT LTD, PUNE.
• Designation
Senior Associate
• Duration
Dec 2010 onwards to Mar 2016
• Job description :
1. Financial analysis on capital market, cash-asset & portfolio management with quality control on
various financial investment products & instruments such as on equities, mutual fund, fixed
income, bonds, foreign exchanges & trade exceptions on daily reconciled exceptions.
2. Investigations on foreign exchange (FX) exceptions on trade repatriations & trades exceptions as
per settlement procedures by liaising with various custodians, counter-parties & brokers for any
discrepancies for the final resolution of the exceptions.
3. Performing cash & position end to end reconciliation & resolving discrepancies on reconciled
exceptions with research & investigation.
4. Documents verification & investigation on faxes received from various applications as
per agreed KYC & AML procedure & send to appropriate team to process further.
5. Raising logs to oversight team for any insufficient information in the faxes to investigate
further if any suspicious activity included as per the agreed norms.
6. Provides cash availability to the client on daily basis for taking investment decisions.
7. Generating & analyzing on various MIS / KPI reports with quality check to client by tracking the
errors of the team members on the reconciled exceptions.
8. Maintaining overall productivity & quality with targets within timelines for all processes as per
SLA's & providing appropriate feedbacks with action plans to avoid any miss outs.
9. Providing services to the client with appropriate resolution of queries sent by clients, offshore
management, middle office, UK counterparts after doing necessary research to facilitate meeting
of process deliverables.
10. Managing team & ensuring allocation of work, timely meeting of deadlines by team members,
prioritization to accommodate urgent request with timely deliverables to avoid any claims.
11. Preparing SOP’s on the projects & providing trainings to the team on defined processes as well as
on software applications by monitoring the shadow phase for their progress & improvement to fit
into production support.
• Client reporting :
1. Providing Foreign Exchange (FX) monitoring & outstanding exception reports.
2. Providing cash, stock & market value reports & various MIS / KPI reports.
3. Providing cash balances & overdraft reports to the Investment Manager.
4. Providing various financial reporting to the end client.
2. KRISHNAN & COMPANY PC CPA PVT LTD, MUMBAI.
• Designation
Senior Accounting Associate
• Duration

3. May 2007 onwards to August 2009
• Job description :
1. Dealing into General Ledger Accounting, Record to Report (R2R), Fixed Assets, Accounts
payables, Accounts receivables & Accounts finalization as per US GAAP standards.
2. Systematic process of bank transactions entries in excel-sheet & recording of journal entries for
closing books & client check entries into quick book application.
3. Performs reconciliation between bank transactions & the books of accounts.
4. Preparation of finalization of accounts to close the books as per defined duration’s.
5. Working on cash & fixed asset management with quality control for various financial statements
preparation as per agreed procedure.
6. Preparation of financial statements with research & analysis by monthly, quarterly & yearly basis.
7. Filing of sales tax returns with the internal revenue services.
8. Processing of payrolls based on their pay frequency & filing of payroll tax returns.
9. Filing of corporate tax returns for partnership, Small Corporation & Large Corporation.
10. Communicating with US counterparts to facilitate meeting of process deliverables.
11. Deliver processes as per client SLA’s and achieves the targets set for the same with accuracy.
12. Training the new joiners on processes of US accounting & on various software applications.
• Client reporting :
1. Balance sheet statements.
2. Profit & Loss statements.
3. Bank reconciliation statements.
4. Sales tax returns statements.
5. Payroll tax return statements.
6. Corporate tax return statements.
7. Financial MIS/KPI reports.
Personal Details
Full Name : Shrikant Kadavergu
Date of Birth : 7th
December, 1983
Gender : Male
Marital Status : Married
Passport Number : K4 731673 [Valid till 2022]
PAN Number : AZDPK8290J
Nationality : Indian
Permanent Address : Flat # 604, K-8, Kate Puram Phase II,
New Sangvi, Pune - 411061
Religion : Hindu
Language Proficiency : English, Hindi, Marathi, Telugu.
[Shrikant Kadavergu]