Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Personal Information
Timeline
Generic
Santhosh Kumar

Santhosh Kumar

Pune

Summary

Experienced finance professional with 19+ years of quality experience in top Investment Banks with exemplary performance in Research, Global Markets, IBD, Product control, Client revenues and Team management with delivering consistent challenges with strong inter-departmental relations.

Overview

19
19
years of professional experience

Work History

Director

UBS
Pune
06.2018 - Current
  • Drive the financial planning and forecasting process, supporting business in defining goals and priorities.
  • Senior management presentations including Quarterly Business Review, IB Mgmt. Committee and strategic business reviews.
  • Maintaining financial security through internal controls and backups.
  • Collaborating with other departments and assisting external auditors, as needed.
  • Leveraging the internal IT systems for automation and betterment of reporting systems.
  • Coordination of restructures and restatements.
  • Responsible for IB reporting suite, providing high quality and relevant business insights to senior management and stakeholders.
  • Preparing and analyzing various financial reports for management review.
  • Team management and driving skill development.
  • Intercompany allocations and journal posting for revenue sharing agreements.

Manager

Nomura
Mumbai
03.2014 - 06.2018
  • Trading desks' P&L flow analysis and coordination with Product controllers to ensure booking accuracy into MIS systems.
  • Analysis of Revenues, Cost, RWA, Leverage for each trading desk, providing commentaries and deep dives for any deltas.
  • Book and Trader mapping reviews to ensure flow of P&L for dynamic book structure and trader changes.
  • Preparation and allocation process of expense budgets and forecasts.
  • Team management and development.
  • Preparation of ad-hoc presentations for management business reviews.

Exempt Non-Officer (ENO)

Credit Suisse
Pune
12.2008 - 03.2014
  • Review and Mapping of revenue accounts to proper business systems and maintenance of client hierarchies.
  • Collective utilization of Third-Party Survey results from McLagan for providing comparable and actionable data on firm’s competitive position.
  • Client segmentation and tier allocation for better Research & cost allocations.
  • Part of KAM (Key Account Management) program to identify high revenue generated clients by allocating KDMs (Key Decision Makers) for more privileges and concentration.
  • Client Revenues, attribution and coverage allocations for marketers per Products and Regions.
  • Allocating JVs (Joint venture) revenues b/w cross departments as per RSA (Revenue Sharing Agreements) on monthly basis.

Senior Research Analyst

Morgan Stanley (on RR Donelly pay rolls)
Chennai
04.2006 - 12.2008
  • Generating tailored information packs in response to specific client's requirements, rendered support and guidance to the clients on costs and timeframes to accomplish research.
  • Sourcing of company and market-related business info for internal Morgan Stanley business.
  • Assisting investment bankers in formulating pitch books on clients and industries research.
  • Preparation of PIBs (Public Information Books) for analysts for client presentations.
  • Assisting research analysts with the information from Bloomberg, Datastream, Thomson, Reuters, SDC, Factset, Factiva for inputs into research reports.

Research Analyst

Goldman Sachs (on RR Donelly pay rolls)
Bangalore
10.2005 - 04.2006
  • Supporting with Company/Sector information for global research specialists.
  • League table preparations for company ranking stand points out of peer groups.
  • M&A data analysis for deal statistics.
  • Indices & sector performance analysis.
  • Preparation of peer group price-volume charts and graphs for research report inputs.
  • Consolidation of third-party survey results, such as McLagan, Oliver Wyman, Greenwich, Orion, and competitive analysis.
  • Graphical interpretation of price and volume graphs.

Education

MFA - Masters in Finance & Accounting - Finance And Accounting

Bangalore University
India
06-2005

Graduation in Commerce - Commerce

Bangalore University
India
06-2003

Skills

CORE COMPETENCIES

  • Project Management
  • Business Development
  • Financial Management
  • Creativity and Innovation
  • Team Management
  • Strategic Planning

TECHNICAL SKILLS

  • Microsoft Office Suite: Word, Excel, Outlook, PPT
  • Oracle Essbase
  • PowerBI
  • IBM Hyperion
  • Documentation & Reporting

Accomplishments

  • Implemented automation of the reporting framework in saving 20% of efficiency using internal IT systems.
  • Achieved Exceptional VP award in Y2023.
  • Implemented automation of the invoice billing process for customers, starting from confirmed orders, to streamline collections and prevent delays.
  • Achieved recognition as a Summit Award winner.
  • Implemented automation of the invoice billing process for customers, starting from confirmed orders, to streamline collections and prevent delays.
  • Achieved recognition as a Summit Award winner.

Languages

  • English; Kannada; Hindi; Telugu

Personal Information

  • Date of Birth: 30-Mar-1982; Gender: Male; Nationality: Indian; Marital Status: Married

Timeline

Director

UBS
06.2018 - Current

Manager

Nomura
03.2014 - 06.2018

Exempt Non-Officer (ENO)

Credit Suisse
12.2008 - 03.2014

Senior Research Analyst

Morgan Stanley (on RR Donelly pay rolls)
04.2006 - 12.2008

Research Analyst

Goldman Sachs (on RR Donelly pay rolls)
10.2005 - 04.2006

MFA - Masters in Finance & Accounting - Finance And Accounting

Bangalore University

Graduation in Commerce - Commerce

Bangalore University

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