Sai Santosh Umesh
Bangalore
Summary
Dynamic Operations and Business Manager with over 16 years of extensive experience in Banking and Financial Services, including over a decade focused on Administration, Reconciliation, and the financial intricacies of Market Data Services. Expertise in staff recruitment, risk management, team leadership, governance, and driving business transformation initiatives. Proficient in managing stakeholder expectations, implementing process improvements, and leading cross-functional teams to achieve optimal results in high-pressure environments. Committed to leveraging a strong operational background to enhance organizational efficiency and effectiveness.
Overview
17
17
years of professional experience
Work History
Business Operations Manager
HSBC EDP India Pvt Ltd
09.2024 - Current
- Lead Revenue Management Operations for Global Payments Transfers, overseeing billing and pricing for 25+ countries using Oracle-based applications.
- Manage staff hiring, training, and monthly performance monitoring for the Global Billing System Process.
- Review Job Description, raising backfills, maintain attrition and backfill database etc.
- Enforce risk management controls, conduct regular audits, and ensure audit readiness.
- Liaise with Chief Control Office on control implementations and manage self-identified issues.
- Update procedures, secure stakeholder sign-offs, and participate in departmental risk committee meetings.
- Prepare monthly governance dashboards and performance reviews for stakeholders. Identify Issues with Root cause and track process health with RAG status.
- Business Continuity Process Management involving preparation of Business Impact Analysis on various processes and applications used. Completion of BCP related periodic exercises on various processes as part of BCP controls.
- Process migration and Re-migration preparation like working with migration manager on FTE assessment, planning and execution until BAU declaration.
Market Data Business Manager
HSBC EDP India Pvt Ltd
08.2019 - 08.2024
- Managed market data invoice reconciliation and approvals for high-volume vendors (e.g., Bloomberg, Refinitive).
- Monthly Vendor declaration on user accesses.
- Team management, work volume allocation, and workflow performance reporting.
- Worked on financial month-end activities, accruals, and intercompany invoicing.
- Supported contract renewals, cost reviews, and savings initiatives.
- Implemented new finance models and process automation with robotics teams, thereby preventing cost leakages by replacing obsolete process.
- Maintained training frameworks, system access matrices, and procedure documents.
- Applications: MDSL (Calero), FTP, Fusion, Cadency, TLM.
Senior Executive
Société Générale GSC
08.2014 - 08.2019
- Administered market data, user access, and invoice processing for APAC, EMEA, and US regions.
- Managed vendor relationships, resolved inventory issues, and processed payments via PeopleSoft.
- Generated work volume reports and allocated tasks for timely completion.
- Applications: MDSL Tool, Itrack, Oracle 11i, Impulse.
Senior Associate – Finance and Accounts
EXL Services
10.2010 - 08.2014
- Acted as vendor account representative, managed unreconciled receivers, deductions, and chargebacks.
- Processed AR rebate invoicing, freight invoices, and vendor maintenance in SAP.
- Applications: SAP, Merchant Common System.
Associate Merchandise Payable
Target India Pvt Corporation
04.2009 - 10.2010
- Reconciled invoices, managed vendor disputes, and validated deductions.
- Maintained knowledge of inventory, purchase orders, and accounts payable systems.
- Applications: Lawson, Target Host.
Education
Artificial Intelligence For Business Leaders -
LinkedIn
05-2024
Master of Commerce -
Indira Gandhi National Open University
01.2014
Diploma in Banking and Finance -
Institute of Banking and Finance
01.2011
Bachelor of Commerce -
Christ College
01.2009
Pre-University (Commerce) -
Sri Sathya Sai Loka Seva PU College
Muddenahalli01.2006
Skills
- Operations Management
- Market Data Administration
- Risk Management & Governance
- Financial Reconciliation & Reporting
- Stakeholder Management
- Staff Hiring, Onboarding and Training
- Process Automation & Transformation
- Oracle
- MDSL (Calero)
Accomplishments
- Transitioned vendor declaration activities in Paris for Société Générale.
- Implemented a new finance model for effective market data cost management.
- Completed trainings in Accounts Payable, Corporate & Investment Banking, Service Culture, P2P, and O2C.
Languages
English
Hindi
Kannada
Marathi
Hallmarks
- Self-motivated, confident, and creative
- Strong analytical and communication skills
- Flexible, optimistic, and committed to lifelong learning
Personal Information
- Date of Birth: 1988-08-12
- Marital Status: Married
Applications
- Oracle
- MDSL (Calero)
- SAP
- PeopleSoft
- Lawson
References
Available upon request.
Timeline
Business Operations Manager
HSBC EDP India Pvt Ltd
09.2024 - Current
Market Data Business Manager
HSBC EDP India Pvt Ltd
08.2019 - 08.2024
Senior Executive
Société Générale GSC
08.2014 - 08.2019
Senior Associate – Finance and Accounts
EXL Services
10.2010 - 08.2014
Associate Merchandise Payable
Target India Pvt Corporation
04.2009 - 10.2010
Diploma in Banking and Finance -
Institute of Banking and Finance
Bachelor of Commerce -
Christ College
Pre-University (Commerce) -
Sri Sathya Sai Loka Seva PU College
Artificial Intelligence For Business Leaders -
LinkedIn
Master of Commerce -
Indira Gandhi National Open University