PRIYA SRI SOMESULA

• Objective: To enhance A/R Management processes for each designated region in accordance with GFS ARM's global best practices

As a Senior Analyst in USI supporting GFS ARM team,

1. Coordinate and review work from the India based team in the handling of day to day and period end reporting including:

• Assign and Conduct reviews of day to day tasks and reporting activities on daily billing.
• Address various routine and ad hoc inquiries as they arise.
• Provide guidance and assistance to the team in managing daily inquiries.

2. Reporting:

• Generate team metrics reports, such as Aging, TAT, BOT, Productivity, and Pending Invoice reports.
• Generate reports to assist the team in prioritizing aged requests, and determining necessary actions.

3. Communicate directly with the geography leadership and finance team on team queries and billing improvement initiatives.

4. Handle all tasks independently and with minimal supervision.

5. Ensure work is done with the highest possible level of quality and accuracy.

8. Ensure team procedures are routinely documented, updated, and kept current at all times.

9. Look out for automation opportunities to improve efficiency.

10. Identify issues and concerns that may affect team performance, and communicate them to leadership.

11. Communicate effectively with the team and management.

12. Motivate and guide the team toward process goals, and promote a strong sense of team.

13. Consult, assist, and work with various other GSF teams from other geographies, as necessary.

Achievements:

• Developed Standard Operating Procedures (SOPs) and templates to streamline the onboarding process for new joiners, and enhance convenience for team members.
• Designed and implemented Excel enhancements to expedite workflows, successfully aiding multiple teams.
• Received awards for outstanding teamwork and innovative idea generation.
• Established a team named "Idea Hub," providing a platform for team members to share improvement ideas, and fostering process development.

• Company Overview: A global investment management organization providing asset management services
• Processed daily transactions and ensured timely completion of tasks
• Analyzed system problems and collaborated with technology teams
• Interacted with US counterparts and resolved issues promptly
• Trained new team members and participated in tax operations projects
• Calculated NRA and FATCA taxes, maintaining compliance with IRS guidelines
• A global investment management organization providing asset management services