Sunil Kumar
Bangalore
Summary
With 16+ years of experience in process governance services, IT and ITES, insurance, banking, data management, and reporting, focus areas include governance, transition, SLA management, planning and analysis, contract management, service delivery, accounts payable, data management, and reporting services.
Overview
17
17
years of professional experience
7
7
years of post-secondary education
Work History
Associate/Manager
JPMorgan Chase India Private Limited
Bengaluru
6 2017 - Current
- Collaborated with Finance, IT, and data governance teams to streamline ETL processes.
- Support the development, maintenance, and reporting of data modules (Excel, Access, and Axiom) to meet client, and stakeholder demand for financial information and analysis
- Manage and govern financial data processes, ensuring accurate and timely financial reporting with CCB process governance.
- Worked closely with CCB core-P&A team to ensure all financial data is in compliance with CCB LOB standards.
- Maintained regular communication with compliance team to align financial reporting with data policies.
- Implement data quality standards across the CCB LOB and improving data governance practices.
- Performing variance analysis to understand the Key drivers of results and presenting commentary to Clients, Stakeholders, and business end users
- Prepare financials, Operations, hierarchy, and product information for CCB and sub-lobs
- Maintenance of CCB and sub-lob Hierarchy structure by assisting in the creation of CCs and related modifications based on business requirements
- Reporting and managing hierarchy updates every month by reaching out to stakeholders to obtain signoffs and presenting the report to business users
- Preparation of deposit balances, Loan reports, and branch balance reports for CBB MIS
- Supported the implementation of new data management platforms to improve data data accuracy and regulatory complaince.
- Worked on UAT for all system updates and improvements meeting the requirements of regulatory reporting functions
- Assisted on queries and support processes by working with functional teams of different sub-lobs during the transition of IT products and services for CCB MIS
- Carried out UAT on IT products and testing business cases for stakeholders and clients ensuring data accuracy, quality, and implementation of procedures for all reporting activities
- Transitioned reporting activities for CBB MIS by assessing, developing, and maintaining proper controls and documentation for all reports and data sources
- Developed and modified database procedures and functions to improve reporting functionality using Hadoop, Impala, Teradata, and other internal SQL servers
- Consolidated data for Dashboards from Business and operation stakeholders
- Worked with tech and business teams to convert Excel reports to dashboards
- Automated reports on Alteryx.
Assistant manager
AIG ANALYTICS & SERVICES PRIVATE LIMITED
08.2014 - 03.2017
- Transitioned Operations, Budget planning, Forecasting, and reporting processes from the New York head office, managed work allocation, monitored quality, and managed stakeholder/onsite relationships
- Managed multiple projects maintaining quality guidelines
- Managed accurate mapping of Cost center function (rollups), regional rollups, and Chart of Accounts for Management reporting
- Maintained and updated Clarity project application for Budget and Forecast preparation for fiscal year activity along with the overall budget of multi-year programs
- Review and update senior management operation expenditure from department managers
- Consolidate and review Budget data commentary from sub-lobs
- Generation of new reports as per business requirements using Essbase, Cognos, and SAP
- Worked on reporting requirements and procedures for capturing, maintaining, and reporting accurate data among businesses
- Assisted month-end process reporting and consolidation for P&C - LOB
- Prepared monthly financial reports including expense and staff analysis reports, variance analysis, and ad hoc reports to determine the financial impact
- Independently established working relationships with Stakeholders across multiple functions
- Consolidation and loading of data into Essbase Hyperion for corporate reporting
- Implementation of quality assurance measures and reports about occurring problems
- Strategic dimension maintenance for Essbase reporting and P&A team
- Continuously streamlined work process by modifying and automating the reports.
Sr. Analyst - Role - Lead
ISG –Information Services Group
06.2012 - 08.2014
- Ensure compliance with the D&O as per the contract and report on the scorecard
- Work on and prepare contract interpretations for clients and service providers
- Maintain the document repository in the Governance Library
- Coordinate with stakeholders and consultants to prepare presentations
- Validate invoices and related data that the vendor sends to the client via invoice management
- Reporting like the budget vs actuals, spend pool, and work request authorizations
- Validate the SLAs submitted by the vendor to the client
- Provide SLA management views, insights, and recommendations on the continuous improvements of the SLAs managed and signed by the vendor and client
- Worked on transition projects across SLA, commercial, and contract management
- Provided governance advisory, managed work allocation, monitored quality, managed client/onsite relationships, and oversaw service provider D&O management
- Developed and implemented transition project plans
- Monitored the project team and ensured the achievement of all project objectives
- Coordinated with Transition Project Managers to resolve any resource issues.
Lead F&A
IBM Global Process Services
07.2009 - 06.2012
- As a Lead F&A, was responsible for the analysis of the IBM Signings and backlogs
- Coordinated the weekly signings reporting process for the Business unit by collaborating with all involved parties to finalize signing reporting
- Reported on the weekly revenue coverage calculation and revenue forecasts to senior management
- Managed and updated Hyperion DB, providing technical support to Financial, Audit, and Marketing teams
- Audited and approved/rejected the financial requests of a given Division by applying financial concepts, business control requirements, and processes as per IBM’s business strategy
- Joined as a Senior F&A Executive, for Accounts Payable (P2P)
- Served as a Key member for overseeing the transition from clients to the processing unit
- Worked as a subject matter expert, providing training to Team members on the process and reporting
- Worked on managing the entire P2P process, which included processing, audit, payment, month-end closure, AP reconciliation, and helpdesk functions
- Collaborated with the supply chain management team on purchase orders and reporting
- Responsibilities also included managing vendor queries and escalations.
Commercial Executive
First Wing Aviation
02.2008 - 07.2009
- Set up the Tally accounting information system and transitioned the manual accounting process to an online platform using Tally
- Worked on financial accounting tasks such as processing monthly journal entries, preparing bank deposits, creating balance sheets, profit and loss statements, and cash flow statements
- I have also performed financial analysis, prepared and filed service taxes, and participated in monthly, quarterly, and annual financial statement audits.
Education
M.Com (Finance and Control) -
Alagappa University
Karaikudi 06.2014 - 06.2016
P.G. Diploma in International Business -
Symbiosis Centre For Distance Learning
Pune 06.2010 - 04.2012
B.Com. in Corporate Accounting -
St. Joseph Evening College
Bengaluru 01.2004 - 04.2007
Skills
MS Office
Visio
VBA
Tableau
MS-SQL
SAP BI
Alteryx
Power BI
Hyperion Essbase
Cognos
Timeline
Assistant manager
AIG ANALYTICS & SERVICES PRIVATE LIMITED
08.2014 - 03.2017
M.Com (Finance and Control) -
Alagappa University
06.2014 - 06.2016
Sr. Analyst - Role - Lead
ISG –Information Services Group
06.2012 - 08.2014
P.G. Diploma in International Business -
Symbiosis Centre For Distance Learning
06.2010 - 04.2012
Lead F&A
IBM Global Process Services
07.2009 - 06.2012
Commercial Executive
First Wing Aviation
02.2008 - 07.2009
B.Com. in Corporate Accounting -
St. Joseph Evening College
01.2004 - 04.2007
Associate/Manager
JPMorgan Chase India Private Limited
6 2017 - Current
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