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
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.