Microsoft Excel
Shreyas HG
Senior Team Lead
Bengaluru,Karnataka
Summary
Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
11
11
years of professional experience
19
19
years of post-secondary education
Work History
Senior Team Leader
HP
Bengaluru, Karnataka
05.2017 - Current
- Discovered training needs and provided coaching.
- Set clear team goals and delegated tasks and set deadlines.
- Mentored and guided employees to foster proper completion of assigned duties.
- Built strong relationships with customers through positive attitude and attentive response.
- Produced weekly, daily and monthly activity reports and forecasts.
- Assisted with new hire processing and existing training programs.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
KYC Analyst
ANZ Bank
Bengaluru , Karnataka
02.2015 - 05.2017
- Conducted KYC formality reports on questionable accounts and transactions.
- Adjusted end-to-end KYC process needs to align with workforce capabilities.
- Conducted thorough reviews for high risk clients based on stratified risk level guidelines.
- Facilitated communication with onboarding team to gather information and onboarding documentation.
- Performed periodic reviews and reports on merchants to comply with rules, regulations and KYC requirements.
- Offered internal support for audit, compliance and reporting activities.
- Reviewed new prospect KYC documents to meet requirements and determine business model risk.
Senior Analyst
ANZ Bank
Bengaluru, Karnataka
02.2014 - 02.2015
- Identified and resolved problems through root cause analysis and research.
- Performed quality assurance to assess accuracy of data.
- Documented business processes and shared information with personnel.
- Identified clear connections between current policies and business results to improve operations.
- Reporting off all the Reconciliation activities to top management daily.
- Preparation of weekly and monthly outstanding Global Reconciliation reports that will be published to all the top management across the Globe.
- Preparation of PPTs for management Meetings.
- Maintaining DS (Daily Work Stats) and report any SLA misses
Account Executive - Payables and Receivables
Hewlett Packard, HP
Bengaluru , Karnataka
03.2011 - 02.2014
- Reconciled daily AR ledger and verified proper posting.
- Verified discrepancies and resolved clients' billing issues
- Completed daily process adjustments to maintain accuracy.
- Resolved valid or authorized deductions by entering adjusting entries.
- Worked independently with minimal supervision.
- Working on escalations for early payments to the suppliers
- Working with bank for payment confirmation and payment proof.
- Vendor data maintenance (supplier records).
- Global payments to HP suppliers
- Extracting the ageing reports and publish to higher management
- Providing payment status to customers
- Handled all sorts of customer issues (payment delay, bank details updating, Invoice processing, TAT reports, over payment, short payment).
Education
MBA - Finance And Banking
SIKKIM Manipal University
Bengaluru 01.2013 - 07.2015
BBM - Accounting And Finance
REVA College of Management
Bengaluru 04.2007 - 03.2010
PUC - Commerce
R.N.S Vidyaniketana
01.2004 - 03.2007
SSLC -
Sri Vani Education Center
Bengaluru 01.1995 - 01.2005
Skills
Performance improvement
Delegation
Staff education and training
Daily workflow improvement
Client Service
Complaint resolution
Accomplishments
- Created XLs with simple formula that helped us in reducing time for preparing reports
- Created new Reports that has helped Management in their meeting with Stake Holders.
- Created Process improvement Plan and incorporated in the working tool which Reduced Time involved in Processing.
- Have received best performer of the month.
- Used Microsoft Excel to develop tracking spreadsheets.
- Achieved 85% by introducing Mail Merge for Day to Day tasks with Great Results
Software
SAP
Tableau
Jira
Midanz
SmarBuy
EQuate
MERVA
SWAN, VIM, MALA
Timeline
Senior Team Leader
HP
05.2017 - Current
KYC Analyst
ANZ Bank
02.2015 - 05.2017
Senior Analyst
ANZ Bank
02.2014 - 02.2015
MBA - Finance And Banking
SIKKIM Manipal University
01.2013 - 07.2015
Account Executive - Payables and Receivables
Hewlett Packard, HP
03.2011 - 02.2014
BBM - Accounting And Finance
REVA College of Management
04.2007 - 03.2010
PUC - Commerce
R.N.S Vidyaniketana
01.2004 - 03.2007
SSLC -
Sri Vani Education Center
01.1995 - 01.2005