HARISH GUDLA
Hyderabad
Summary
Dynamic Senior Team Leader at FactSet Systems India Pvt Ltd with a proven track record in enhancing team performance through strategic project management and quality assurance. Successfully led a team of 16, specializing in client onboarding and conflict resolution, while consistently motivating teams to surpass goals and deliver exceptional client support. Committed to fostering a collaborative environment that drives continuous improvement and operational excellence.
Overview
9
9
years of professional experience
Work History
Senior Team Leader
Factset Systems India Pvt ltd company
Hyderabad
10.2023 - Current
- Managed additional operational activities to complement core leadership functions.
- Implemented systems for tracking employee attendance, leave requests, overtime.
- Provided guidance to team members in resolving complex issues or complaints.
- Collaborated with other departments to ensure smooth operations of the team.
- Maintained up-to-date records of all activities related to the team's operations.
- Assessed individual skill sets of team members and allocated tasks accordingly.
- Organized client meetings to provide project updates.
- Participated in recruitment processes such as interviewing potential candidates.
- Motivated team members through recognition programs and performance-based incentives.
- Conducted regular performance evaluations, providing constructive feedback and personalized coaching.
- Organized weekly meetings to review progress against goals and objectives.
- Analyzed key performance indicators to identify effective strategies.
Team Leader
FactSet Systems India Private Limited
Hyderabad
10.2019 - 09.2023
- Leaded a team of 13 members to effectively resolve issues.
- Monitored queues and maintained <8 hours TAT for clients.
- Delivered client solutions for Fixed Income asset analytical insights.
- Conducted in-depth training sessions on Fixed Income analytics for new hire batches.
- Resolved diverse tickets from Client Account Team, PSS, and PD teams.
- Managed new client onboarding process for PS Recon.
- Received several Star & Blue Ribbon Awards for outstanding achievements.
- Collaborated on projects including Task Timeliness and Quality Improvement initiatives.
- Established clear team goals aligned with company objectives, tracking progress regularly.
Associate Reconciliation Specialist (Quality Control Associate)
FactSet Systems India Private Limited
Hyderabad
04.2018 - 09.2019
- Oversaw daily production and handled client mail verifications.
- Supported team members on the floor and monitored client queries.
- Performing process audit for assigned team members & submitted the audit report as per TAT
- Focused on enhancing process accuracy through detailed error evaluations.
- Prepare and distribute Error Analysis reports to Managers & PS Specialists.
- Led process and cross trainings focused on outliers skill and refreshers as required.
- Managed resolution processes for internal doubt-related RPD issues.
Senior Content Analyst
FactSet Systems India Private Limited
Hyderabad
04.2017 - 03.2018
- Ensuring smooth daily operations and RPD monitoring.
- Conducted impact analysis on global/central database, carry forward, security analysis vs bond calculation.
- Accomplished numerous projects including multi-day level testing, RPD cleanup and carryforward initiatives.
- Performed status checks and updates on WFT in the required format.
- Compiled sensitive client data monthly, delivering reports punctually.
- Compiled monthly account team queries and submitted reports promptly.
- Monitored team pending RPDs to ensure timely follow-ups.
- Streamlined task allocation process when shift TL was unavailable.
- Developed and escalated RPDs to relevant team during system outages or FIAB issues.
Content Analyst
FactSet Systems India Private Limited
Hyderabad
11.2015 - 03.2017
- Coordinated transactions using ISIN, CUSIP, SEDOL identifiers.
- Expanded coverage of various securities from vendors such as TELEKURS, S&P Muni, and WSO.
- Managed instruments including Bonds, Bank Loans, Options, Futures, Derivatives, Credit Default Swaps and Interest Rate Swaps.
- Reviewed terms and conditions for existing bonds.
- Ensured accuracy of pricing data for Equity and Fixed Income securities using multiple vendor sources including IDC, WSO, Symbology.
- Validated Corporate Actions including interest rates, principal payments, dividends, stock splits, and mergers.
- Performed analysis to identify discrepancies in reconciliation outcomes.
- Escalated discrepancies between client and vendor data regarding price, income, or dividends.
- Streamlined process updates and ensured accurate organization.
- Executed daily ad hoc analysis in response to client inquiries.
- Operated detailed testing processes for new client integration.
- Conducted in-depth portfolio analysis using FactSet’s extensive coverage.
Education
MBA - Finance, Marketing
Viswa Vignana Vidyalayam School
Parvathipuram, Andhra Pradesh 03-2014
Bachelor of Science - B.Sc. (MSCs)
Rajah RSRK RR College
Bobbili, Andhra Pradesh03-2011
Intermediate (MPC) -
P.S.M Vasavi Junior College
Parvathipuram, Andhra Pradesh 03-2008
Skills
- Client onboarding
- Project management
- Performance evaluation
- Quality assurance
- Team building
- Employee training
- Conflict resolution
- Analytical thinking
- Problem solving
- Motivational skills
- SOP adherence
- Task delegation
- Daily workflow improvement
- Leading team meetings
- Goal setting
- Overseeing daily activities
- Work Planning and Prioritization
- Client support
- Deadline management
Accomplishments
- Earned the STAR Award four times, recognizing exceptional performance and contribution as a top performer.
- Received the BLUE RIBBON Award five times for developing a macro template that significantly reduced investigation time for reconciliation processes, along with providing floor support and guidance to new hires.
- Honored with the FactSet IDEA Club Award 4 times for innovative contributions to process improvement initiatives.
- Awarded for successfully training three batches of new hires, enhancing team capabilities and overall performance.
Timeline
Senior Team Leader
Factset Systems India Pvt ltd company
10.2023 - Current
Team Leader
FactSet Systems India Private Limited
10.2019 - 09.2023
Associate Reconciliation Specialist (Quality Control Associate)
FactSet Systems India Private Limited
04.2018 - 09.2019
Senior Content Analyst
FactSet Systems India Private Limited
04.2017 - 03.2018
Content Analyst
FactSet Systems India Private Limited
11.2015 - 03.2017
MBA - Finance, Marketing
Viswa Vignana Vidyalayam School
Bachelor of Science - B.Sc. (MSCs)
Rajah RSRK RR College
Intermediate (MPC) -
P.S.M Vasavi Junior College
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