Playing Cricket & Travel
Santhosh Kumar Ulgari
Senior Finance Executive
Summary
Dynamic finance professional with a proven track record at Jones Lang Lasalle, adept in MS-Office Applications and excelling in budgeting and forecasting. Recognized for enhancing process efficiencies and achieving significant improvements in financial reporting accuracy. Demonstrates exceptional planning skills and a commitment to driving business success.
Overview
17
17
years of professional experience
2
2
Languages
5911
5911
years of post-secondary education
Work History
Senior Finance Executive
Jones Lang Lasalle
11.2023 - Current
- Invoice and document proofreading is performed to ensure accuracy, and vendor payments are processed through the COUPA portal.
- Invoices are monitored and controlled to ensure timely payment.
- Invoices and documents are reviewed for missing purchase orders (POs), and any issues related to the lack of POs are resolved.
- Investigative phone calls are made to resolve any questionable aspects of an invoice.
- Invoices were audited to ensure accurate keypunching, and any necessary corrections were made.
- Testing was conducted on an automation tool developed to streamline this process.
- General terms and conditions (GTCs), non-disclosure agreements (NDAs), and order forms are collected from vendors for the renewal of existing contracts and the execution of new contracts.
- Legal team clearance is obtained for the execution and renewal of vendor contracts. Completing the GR for the passthrough invoices via the CAAPS portal.
- Invoices undergo multiple processes, including purchase order (PO) verification, and obtaining approvals according to the Delegation of Authority (DOA).
- Monthly financial statements are prepared, including budget, actuals, and forecast data.
- Accruals are submitted monthly.
- Purchase orders (POs) and non-PO invoices are verified.
- Taking NDC (No Due Certificate) on Quarterly basis
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
Executive: PMO (Project Management Office)
PersolKelly India & GroupFio
03.2022 - 11.2024
- Work was done on streamlining the access card issuance and handover process.
- Worked on streamlining the process of CWF staff onboarding and exit process.
- Maintain the CWF (Contingent Workforce) dump weekly, and track contract-expired staff details in the CWF exit portal.
- Tracking CWF (Contingent Workforce) exit staff access cards and IT assets with respective vendors.
- Tracking CWF (Contingent Workforce) and permanent staff's new hire training completion on a weekly basis, with the respective Lines of Business (LOBs).
- Tracking Offshore Development Center (ODC) access cards and IT assets with the respective vendors.
- Tracking of CWF access cards which are aging >15 days on weekly basis
- Track the WIO (Work In Office) summary daily.
- Managed cross-functional teams for successful project completion within budgetary constraints and deadlines.
- Multiple invoice processes, including Purchase Orders (POs) and obtaining approvals as per the Delegation of Authority (DOA).
- Accruals are submitted monthly.
Billing Associate
Corrival Corporate Services Pvt Ltd
06.2017 - 04.2018
- Preparing invoices and sending them to the respective clients for payments.
- Maintaining invoice submission data & submission to F&A
- Maintained and updated all the details of service agreements with clients
- Invoice will be prepared on monthly basis
- Every month end use to reconcile the data with F&A
Deputy Manager
INDUSIND Bank
12.2016 - 05.2017
- Handle customer queries, and cross-sell various products.
- National Electronic Funds Transfer (NEFT) and Real-Time Gross Settlement (RTGS) transactions are processed within specific timelines.
- Achieving the sales target on a month-to-month basis.
- Cash handling procedures involve specific processes for deposits and withdrawals, primarily using the Branch Connect system.
- Following up with customers for opening a new account.
- Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
Senior Officer
ICICI Bank
01.2009 - 10.2016
- Initiating RTGS transactions both Customer and Inter Bank
- Several systems and processes are used to monitor transactions until their final settlement at the Reserve Bank of India (RBI).
- Maintained courier registers for returned checks, and followed up with the customers.
- Processing account closure.
- Handle fixed deposit parking and fixed deposit liquidation.
- Generating leads for all products and cross selling various Retail Banking products on the calls to customer
- Following the process / procedures of the bank & ensuring compliance to rules and regulations of bank including latest circulars & notifications
- Ensuring adherence of audit and compliance as laid by the bank
- Completed probation successfully and got elevated as Sr Officer
- Received Power Performer certification in the third quarter of the 2009-2010 fiscal year.
- Received a certificate for mobilizing a large amount of fixed deposits (FD).
- You received a 'Power Blaster' certificate in the second quarter of the 2010-2011 fiscal year.
Education
Bachelor of - Computer Science
Osmania University
India04-2007
XII std. - MPCS
M.N.R College
India04-2004
X std. - State Syllabus
St. Jude's High School
India04-2002
Skills
Cost reduction techniques
Cost tracking
Budget variance analysis
Financial forecasting
Effective problem resolution
Reporting on financial performance
Operational efficiency management
Event coordination
Experienced with MS Office tools
Interests
Timeline
Senior Finance Executive
Jones Lang Lasalle
11.2023 - Current
Executive: PMO (Project Management Office)
PersolKelly India & GroupFio
03.2022 - 11.2024
Billing Associate
Corrival Corporate Services Pvt Ltd
06.2017 - 04.2018
Deputy Manager
INDUSIND Bank
12.2016 - 05.2017
Senior Officer
ICICI Bank
01.2009 - 10.2016
Bachelor of - Computer Science
Osmania University
XII std. - MPCS
M.N.R College
X std. - State Syllabus
St. Jude's High School
LANGUAGE
English
Advanced (C1)
Intermediate (B1)
playing cricket & Traveling
- Team Sports: Participated in Cricket for 4 years, developing teamwork, communication, and leadership skills.
- Travel: Enjoyed exploring new cultures and languages through travel, visiting different states.
PREFERRED LOCATION
Hyderabad, Telangana
playing cricket & Traveling
- Team Sports: Participated in Cricket for 4 years, developing teamwork, communication, and leadership skills.
- Travel: Enjoyed exploring new cultures and languages through travel, visiting different states.