Summary
Overview
Work History
Education
Skills
Interests
Timeline
LANGUAGE
playing cricket & Traveling
PREFERRED LOCATION
playing cricket & Traveling
Generic
Santhosh Kumar Ulgari

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
India
04-2007

XII std. - MPCS

M.N.R College
India
04-2004

X std. - State Syllabus

St. Jude's High School
India
04-2002

Skills

Cost reduction techniques

Interests

Playing Cricket & Travel

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.

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Santhosh Kumar UlgariSenior Finance Executive