Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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Sampath Souda

Hyderabad

Summary

Results-oriented finance professional with over 10 years of progressive experience in banking and finance operations. Proficient in QuickBooks, payroll management, and regulatory compliance. Demonstrated ability to drive efficiency, enhance customer service, and manage financial processes. Skilled in team management, data analysis, and internal auditing, with a proven track record of improving operational workflows and achieving sales targets.

Overview

14
14
years of professional experience

Work History

Finance Associate

SKYPA Systems
Hyderabad
12.2023 - Current
  • Manage and process invoices, ensuring timely payments to vendors and receipt of customer payments
  • Maintain daily financial transactions in QuickBooks, including data entry and reconciliation
  • Reconcile accounts receivable and payable to ensure accuracy in QuickBooks
  • Generate and analyze aging reports to track outstanding balances
  • Process employee payroll accurately using QuickBooks Payroll
  • Generate payroll-related reports, reconcile payroll accounts, and address discrepancies
  • Assist in forecasting and budgeting processes by providing financial insights
  • Generate reports for tax preparation and assist external accountants during tax season

Associate Manager

CANARA Bank
06.2013 - 11.2023
  • Managed daily operations to ensure performance and quality standards met.
  • Ensured staff compliance with both bank policies and regulatory mandates.
  • Optimized strategies resulting in improved workflows as well as better service quality.
  • Achieved a 15% increase in product sales within the stipulated time frame
  • Directed loan processing workflow to ensure efficient application and disbursement procedures.
  • Processed deposits, withdrawals, fund transfers, and other financial transactions with precision
  • Provided support for digital banking services, including online and mobile banking
  • Conducted KYC and AML checks, ensuring compliance with regulatory standards
  • Participated in branch audits and compliance reviews
  • Managed locker operations, achieving 95% locker sales targets through efficient renewals and customer service

Back Office Associate

ICICI Bank Pvt Ltd
Hyderabad
01.2011 - 09.2011
  • Updated the status of deliverables in the E-Search tool
  • Coordinated with courier services to track deliverables and resolve delays
  • Maintained MIS of deliverables and addressed branch and customer queries
  • Implemented methods to reduce the return percentage of deliverables
  • Streamlined processes to improve overall department efficiency
  • Established effective relationships with key stakeholders for enhanced collaboration
  • Evaluated customer feedback to drive improvements in products and services

Education

PG Diploma - Banking Operations

I.F.B.I
Hyderabad
12.2010

Bachelor of Technology - Computer Science and Engineering

SVIT/JNTU College
Hyderabad
05.2008

Skills

  • QuickBooks Software Proficiency
  • Microsoft Excel
  • Payroll Management
  • Data Analysis
  • Loan Application Processing
  • KYC/AML Compliance
  • Reconciliation
  • Internal Auditing
  • Operational Oversight
  • Team Management
  • Strategic Organization
  • Bookkeeping
  • Monthly reporting
  • Internal controls
  • General ledger maintenance
  • Efficient Resource Allocation
  • Customer Service
  • Tax Knowledge
  • MIS Maintenance
  • Customer Rapport

Languages

  • English
  • Hindi
  • Telugu
  • Basic Tamil

References

Available upon request.

Timeline

Finance Associate

SKYPA Systems
12.2023 - Current

Associate Manager

CANARA Bank
06.2013 - 11.2023

Back Office Associate

ICICI Bank Pvt Ltd
01.2011 - 09.2011

PG Diploma - Banking Operations

I.F.B.I

Bachelor of Technology - Computer Science and Engineering

SVIT/JNTU College

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Sampath Souda