Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Dattatray More

Team Lead Operations
Pune,MH14

Summary

Supportive Team Lead with 9 years of experience leading Investment Banking operations & production teams. Committed to proactive reorganization for optimized Accuracy and Efficiency. Multi-tasking and well-known for executing new transitions & migration initiatives successfully. Creates dynamic and positive workplace culture to align with organizational mission and values. Trains new hires and mentors struggling colleagues to achieve overall team success.

Overview

7
7
years of post-secondary education
9
9
years of professional experience

Work History

Team Lead - PMO Operations (Financial Reporting)

CBSL - Tata Motors
Pune, Maharashtra
02.2021 - Current
  • Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
  • Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval status.
  • Reviewed and analyzed project spending throughout their Project Life cycle.
  • Assessed vendor services for compliance with company policies.
  • Generated reports of findings to help management with making key decisions.
  • Assisted various departments with change by communicating new improvement plans and expectations.
  • Developed and updated tracking spreadsheets using [ SAP-FI ].

Team Lead - Financial Reporting

Infosys BPM
Pune, Maharashtra
03.2018 - 02.2021
  • Review and prepare Financial Statements and Regulatory reports of Investment Banking and Asset Under Management company.
  • Used coordination and planning skills to achieve results according to schedule.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Coordinated weekly meetings for internal and external groups, including teleconferences and videoconferences, interacting with all levels of management.
  • Positioned as go-to person for up to 10 staff members, troubleshooting complex administrative and training issues promptly.

Senior Associate - Reconciliation

SSSPL
Pune, Maharashtra
09.2011 - 12.2017
  • Delivered exceptional level of service to each customer by listening to concerns and answering questions.
  • Conducted research, gathered information from multiple sources for corrective measures and further resolutions.
  • Worked closely with Various State Street Custodians to maintain optimum levels of communication to effectively and efficiently complete deliverables.
  • Handled day-to-day Custody vs Accounting (Cash and Position recon) External Reconciliation for Global Custody accounts, ensuring high levels of productivity and progression.
  • Investigated daily and monthly variances for overdraft account and Research on aged breaks (Unsettled Transactions) to resolved discrepancies by coordinating with Settlement teams of Custody and Investment Manager.

Education

MBA -

SMU
Pune
10.2012 - 06.2016

Bachelor of Computer Applications -

ASM - CSIT
Pune
06.2007 - 06.2010

Skills

    Leading team operations

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Additional Information

Well versed & familiar with SAP-FI, Fund Suite Arc & SX, SAP BI & BO, DMT, CSTAR, FSR, FAMIS, TLM, PLM, MCH, Bloomberg, SMART stream, MYSS, IQM, MS Office.

Timeline

Team Lead - PMO Operations (Financial Reporting)

CBSL - Tata Motors
02.2021 - Current

Team Lead - Financial Reporting

Infosys BPM
03.2018 - 02.2021

MBA -

SMU
10.2012 - 06.2016

Senior Associate - Reconciliation

SSSPL
09.2011 - 12.2017

Bachelor of Computer Applications -

ASM - CSIT
06.2007 - 06.2010
Dattatray MoreTeam Lead Operations