Finance Planning, Reporting and Analytics

*

V. SRIRAM SANKAR

***-*, ******* **** • Tirunelveli Junction • Tirunelveli • Tamil Nadu • India – 627001

(M) 91-944******* • 91-701******* • *************@*****.*** OBJECTIVE

A multifaceted professional holding the degrees in finance and law with 18 years of extensive experience in financial and business services inclusive of 2 years part-time legal practice. Interested to associate with a group that offers challenging role in financial services leveraging legal knowledge to exhibit and enhance my competency to scale new heights. EXPERIENCE

Finance and Tax Consultant, Private Practice, Tirunelveli, Apr 2017 – till now

Flawlessly filed monthly GST Returns (GSTRs) for clients of a practicing Chartered Accountant with annual turnover of above 5 and 3 crores. Reconciled GSTRs with books of accounts promptly and ensured timely filing of other statutory GSTRs and ITRs.

Associated as an Advocate with a Senior Advocate in civil law practice in the District Court since Sep 2020 with an additional focus on recovery of money for a Regional Rural Bank (RRB).

Assisted Bank Branch Statutory Audit for a Nationalized Bank for 2 years. Recognized for initiating and finding MOC in respect of Gross NPAs of above 2 crores under a single loan account.

Performed accounting services for professional clients of a practicing Chartered Accountant.

Supported a group of advocates as legal intern for the period from mid-Dec 2019 to mid-Mar 2020. Shell India Markets Pvt. Ltd, Shell Business Operations, Chennai, Jan 2014 – Mar 2017 Finance Analyst/Specialist (Team Lead / AM Role) – MI Reporting and Analytics Team

Performed monthly MI reporting and analysis for revenue, cost, margin and operational KPIs (FTE and TE) and month-end close MJE activities for “Lubes and Fuels” services businesses of total $160 mn OU demand. Reporting includes Automated Leadership Packs, Financial Flash and MI reports including P&L.

Appreciated with “Special Recognition Award” thrice in the career for (i) resolving accounting issues of $250k, (ii) MJE reduction and (iii) flawless business continuity of the entire team for the YE close 2015.

Awarded with monthly “Rewards & Recognition” 4 times in the career. Nominated for ESSA and EVP awards in 2015 for cost recovery of $900k and CFO awards in 2016 for Improved MI Solutions.

Collaborated with business finance in two full year Budget Plan (BP) and five Latest Estimates (LE) exercises. Challenged BP/LE numbers and revised it. Reviewed contracts to avoid inter-company billing.

Enhanced and simplified various Non-Standard MI reports using excel macro automations that led to reduction of 6 reports (46 percentage) and increase in FTE efficiency by 110 hours.

Developed credibility with stakeholders through authenticity, growth, collaboration and performance by quick learnings, handling multiple priorities, applying CI ideas, exhibiting leadership, building cooperation and demonstrating personal accountability.

Awarded with the best individual performance factor in the appraisal for the year 2016-17. Obtained good user knowledge in SAP ECC (Services ERP), SAP BPC (Planning) and SAP BO (Reporting) tools. Tata Consultancy Services, Chennai, Feb 2011 – Nov 2013 IT Analyst (Finance Executive Role) – Business Finance Management Team

Projected monthly/quarterly “Revenue” by clients from Oracle Project Accounting (PA) system reports with all adjustments for 9 quarters and Non Manpower Cost budget for 8 quarters for a Business Division of more than

$1.4 bn revenue per annum.

Performed periodical variance analysis for “Revenue, Cost and Gross Margin” to provide adjusted P&L.

Prepared financial summary of pricings for 10 customer RFPs with deal values ranging between $3mn and $20mn for 1 to 5 years. Reviewed MSA and evaluated commercials of contracts that require finance approval.

Compiled P&L with revenue/cost files from MIS team with all mappings/calculations for 8 quarters.

Computed monthly/quarterly client-wise volume discount provision based on actual/projected billing.

Created an automated daily worklist for cross functional team that saves approximately 9 man days per year.

Coordinated with MIS team and ensured re-classification / rectification of revenue and cost items in P&L on time. Facilitated project teams on clearing Unbilled Revenue and Receivables.

Awarded with the highest performance band in the appraisal for the year 2012-13. Gained good user knowledge in Oracle PA system, IBM Cognos reporting tools and other associated ERP systems. 2

Swamy and Swamy, Chartered Accountants, Chennai, Jan 2010 – Jan 2011 Manager (Analyst Role) – Financial Analysis & Operations

Assisted in preparing Financial Models with scenarios for an Education and Textile companies.

Gained learning and exposure in Financial Modeling for a $300 mn fund raising project.

Obtained good understanding about the Structured Fund Investments and Term Sheets. Ford Business Services Center (FBSC) Private Limited, Chennai, Jun 2006 – Dec 2009 Junior Analyst - Capacity Planning Team and APAC Finance Team

Certified Six Sigma Green Belt for augmenting efficiency in the capacity planning “Data Analysis” process by 23 man days per year. Recognized with Top Achiever Rating twice in the career.

Co-managed a team of 20 members and transitioned the “Data Analysis” process for forecasting vehicle parts planning volumes and “Supplier Management” processes for USA, Europe, Asia Pacific, and Africa.

Performed monthly billing provision process and managed status of purchase order/invoice/payment for region- wise different classification of projects in engineering services. Ensured ISO audit Compliances. Fitch Ratings India Private Limited (Credit Rating Agency), Chennai, Sep 2005 – May 2006 Trainee Analyst – Credit Rating

Performed Credit Analysis for corporates across various sectors and financial analysis for financial institutions and public finances. Assisted in generation of credit rating reports.

Recognized for reckoning yearly median value of ratios across rating categories for a period of 5 years. S. Velayudham, Chartered Accountant, Tirunelveli, Jan 2005 – Aug 2005 Assistant – Office Operations

Trained in accounting and auditing. Assisted in preparation of loan project feasibility reports. Sundaram Finance Limited, Chennai, Jul 2004 – Dec 2004 Junior Executive – Loan Operations.

INTERNSHIP

Weaving Master - Ganapathy Powerlooms, Tirunelveli District, Jul 2001 – May 2002 TRAINING AND PROJECTS

Faculty of the ICAI for two years for one day in “Orientation Course” meant for Business Environment.

Certificate in Action Based Learning (ABL) for Business Communication, Stakeholder Engagement (Core), Handling Difficult Conversations, Safeguarding Information, Ethics and Compliance Awareness.

P.G. Main Project: Development of Statistical Credit Risk Models for Credit Appraisal of Software and Auto Ancillary Sectors for Sundaram Finance’s Leasing Services. EDUCATION

Tamil Nadu Dr. Ambedkar Law University, Government Law College, Tirunelveli, Jul 2017 - Sep 2020

Legum Baccalaureus/Bachelor of Laws - LLB, Top 4% of the class (Marks: 67/100) Anna University, Mepco Schlenk Engineering College, Sivakasi, June 2004

Master of Business Administration (Finance), Top 3% of the class (Marks: 70/100) Anna University, Alagappa College of Technology, Chennai, April 2001

Bachelor of Technology (Textile Technology), Top 5% of the class (CGPA: 7.9/10) IT SKILLS

Good knowledge in MS Office including Excel Macros and ERP tools (SAP, Oracle PA, Tally and Winman CA). REFERENCE

1) Mr. Venkat Ramaswamy,

Co-Founder and Chief Investment Officer,

Srinidhi Investment Advisors Private Limited,

The Srinidhi Group,

Old No. 4, New No. 17, Krishnaswamy Avenue,

Mylapore, Chennai – 600 004.

Phone: 044 – 24992788, Email: ******@*************.*** 2) Mr. S. Krishnaraj,

Advocate,

No.9, Sowdambigai Street,

Bharani Nagar,

Vannarpettai,

Tirunelveli – 627003.

Mobile: 934**-*****

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