Chandrashekar G

“Note: Professional experience for the Infosys remains same as EY”

(Moved to Infosys BPM Ltd. as part of Business Process Outsource transition)

• Assisting Partners and Project managers with end to end project requirement
• Client setup, Project Setup, Maintenance, Billing and Closing
• Project Planning & Analysis using tools such as Retain (Resource planning) and Margin Modelling Tool (Staff mixing)
• Updating the Budget and Forecasting information
• Variance analysis, Trend analysis ETC analysis, Billing analysis, T&E analysis and Closing of accounts analysis
• Working on Adhoc and scheduled (Daily, Weekly, Monthly and quarterly reports)
• Team Management – Work allocation, Leave Management, Performance review, Escalation Management and Training
• Quality control (Reports & Analysis) - PCA (Process Capability Analysis), Corrective Action & Preventive action report (Escalation Management system) , KPI Dashboard, SOP Audit, FMEA (Failure Modes & Effect Analysis), Audit sampling

• Reconciliation of US Retirement Accounts service Plan – Review the Discrepancy on daily basis and follow up with the respective teams to clear the discrepancy
• Analysis of Stock Discrepancies Report & various reports
• Attending management global call on compliance, and leading internal disc call for India
• Research and resolution of withdrawal process (Money out) for the queries/complaints from Business Partners, Client support team and client support team
• Calculate Dividend and gains/losses due to market fluctuation (Earning calculation of stock and Money market funds)
• SLA, TAT and Escalation management, taking active participation in process improvements
• Monitor individual and teamwork queues; collaborate with other teams to ensure that all aging work items are resolved within specified periods

• Processing the money out in the retirement account services
• Quality evaluation of processed request and Research and resolution the client queries
• To comply with firm’s policy, SOP and analyze transactions based on the policy and procedure
• Enhance skill and talent with various processes within the department
• Responsible to identify the issues, opportunities for the improvement, recommend and implement solutions
• Taking active participation in process improvements and automation
• Preparing scheduled and need based reports for management and clients

• Retirement Account Services and Reconciliation (Corporate cations – Capital Market)
• Processing distribution of retirement account through Check, ACH and Wire transfer
• Processing internal transfer of cash, stock, MF, Bonds and Options
• Corporate Actions - Researching Cost basis for securities & corporate actions like Stock Splits, spin-off, Mergers etc.
• Fixing the positional, Transactional and Baseline Alerts in client application as per their request.
• Reconcile the cost basis information (Gains Keeper and BOS web): Research cost basis, edit cost basis, recalculate cost basis (corp. actions) and manage account transfer. Validate and review client position holdings and update cost basis lots utilizing spreadsheet or manual calculations
• Providing Purchase History information on securities to client and providing research and resolution queries for Cost basis calculations
• Training the New hires on the process and taking active participation in process improvements and automation