PUNEETH KUMAR

Investment banking Professional with 12+ years of experience in financial industry into Cash & stock reconciliation, Back office reconciliation, Operational Research, Client Valuation Reporting & Taxation / Auditing Processes Exposure to various functions like Financial Reporting & Closing, FP&A and Management Reporting, Cost Allocations & Reporting, and Reconciliations Hands-on experience in working with management tools such as MS PowerPoint, TLM, ELM, FM, Fiserv, and MTS In my current role I’m able to handle partner conflict management and project coordination to remove obstacles in achieving business goals. Experience in multiple process transition, migration & new client on boarding in my current role. Pivotal role in steering successful process migration of Cash Ops Reconciliation from Bangalore to Pune (2019), set up new process in Pune location. Leveraged expertise in migration of one of the Valuation Reporting Process from Chicago to Bengaluru2016 & new client on boarding to reconciliation service (2020, 2024). Excellent interpersonal skills, problem-solving techniques, decision-making and strong analytical skills, focused and capable of delivering best result in high demanding situations. In my current role, analyzing the risk associated with business & implementing operations controls steps to improve effectiveness of process & to mitigate risk. Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments. Dedicated Team Leader with expertise in quality assurance initiatives, issue resolution and interpersonal communication. Proficient with project management, personnel training and production scheduling. Sets example for work ethic, punctuality and quality. Experienced and dependable general worker with a proven track record of efficiently completing tasks in various settings. Skilled in manual labor, equipment operation, and maintaining a clean and organized workspace. Safety-conscious with a strong work ethic and the ability to adapt to different environments. Ready to contribute to a dynamic team and make a positive impact.

• Acted as Cash Operation's Spoke Person for GL Project and suggested points to reduce the return of funds and to increase auto claim process
• Saved an hour on daily basis by implementing macro check for cleared exceptions
• Successfully migration of Cash Operation Process & set up of Cash DDA Team
• Recognized with Gold Award for managing high volumes and their execution
• Received Zero POPP Score for clean audit report in client reporting process
• Acknowledged with a Bronze Award for assisting other team during year end business needs
• Appreciated for providing detailed information to partner areas
• Resolved conflicts and negotiated for obtaining mutually beneficial agreements between parties

• Date of Birth: 03/15/87
• Nationality: Indian

• Kannada
• English
• Hindi

Money Markets Bangalore (Broking firm), 10 weeks, Analysis of Sugar Price in Indian Commodity Market using Fundamental Analysis