Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Shreyas R

Bangalore,Karnataka

Summary

A competent professional with over 8 years of experience in US financial services and 1.2 years in Mortgage taxing (Totally: 9.2 years of work experience) Close attention to detail and problem-solving skills Strong ability to isolate problems, analysis data and drive business strategies, decisions and solutions. Proficient in streamlining processes with in-depth understanding of process and identifying scope for continuous improvement. Have excellent analytical skills and committed to seeking and creating quality improvements to existing processes.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Manager Operations

Empower Financial services (April 2016 till date)
04.2016 - Current
  • Managed a team of 25 staff members and oversaw all aspects of daily operations, resulting in consistent achievement of production targets
  • Monitored key performance indicators (KPIs) and implemented process improvements ideas resulting in FTE and monetary impacts
  • Presenting monthly performance reports and dashboard to the leadership team and stakeholders undertaking problem solving, including quantitative, qualitative, process, people, and relationship-based approaches
  • Transition of various projects and signing off SOW
  • Conducted thorough internal and external interviews to evaluate candidates' technical skills, cultural fit, and potential for growth, resulting in the selection of top-performing employees who contributed to the company's success
  • Engaged in cross-functional projects to develop and execute a company-wide sustainability initiative, develop solutions, streamlined processes, and enhanced data accuracy
  • Dispute and conflict management
  • Streamlined Quality processes, resulting in a 65% decrease in overall Quality within 12 months
  • Communicates with key stakeholders to ensure risk awareness, project progress, set expectations, and define next steps in a timely manner
  • Prudential Migration Project- Onboarding of clients

Lead Analyst/Associate Consultant

PLAN TECHNICAL SUPPORT
  • Participate in plan sponsor and prior record keeper calls as needed for large complex and custom plans
  • Identify and eliminate waste and inefficiency in the process which leads to significant improvements in profitability
  • Generating weekly reports on resource utilization restricted plan audits, PTS aging and SLA compliance
  • Engage with client stakeholders to understand their needs, expectations, and potential concerns
  • Conducted Nigo analysis, PKT, RCA for improved efficiency and Quality.
  • Created knowledge tests and quizzes to evaluate trainee performance.

Analyst Sytem Test

Data testing
  • · Expertise in running Predefined SQL Queries, Feedback report validations.
  • · Performed Integration feedback testing that is pre migration under UAT environment.
  • · Exposure of Testing and Requirements Gathering Tools- JIRA, HP ALM/Quality Center, Confluence, KANBAN Boards
  • · Successfully migrated large clients
  • · Develop test cases and prioritize testing activities.
  • · Execute all the test cases and report defects, define severity and priority for each defect.

Tax Analyst

Cognizant Global Services pvt ltd (October 2014 – November 2015)


• Handling Customers individual account and Maintenance.
• Property taxes, Addition bills and utility bills payments as per guidelines.
• Handling high priority escalation loans.
• Coordinate with Services Quality, training and Knowledge management functions.
• Solving clients, Bank and customer queries as per request and guidelines.
• Handling and maintaining both escrow and non-escrow accounts.
• Interaction with onshore and Taxing Authorities

Education

Bachelor of Commerce Finance -

Baldwin’s Methodist College
05.2013

Skills

  • Project Coordination
  • Top Talent Recruiting, Hiring, And Retention
  • Personnel Conflict Resolution
  • People management
  • Project Management
  • Cross-Functional Collaboration
  • Microsoft Office Suite
  • Power Bi
  • Team Leadership
  • Mentoring
  • Decision-making
  • Xstart SQL servers
  • JIRA

Certification

  • ASPPA, 2021
  • Lean Six Sigma, 2019
  • PMP, In progress
  • FLM Star Certification

Accomplishments

· Process improvement ideas- Received Above and beyond SWITCH idea award for Aging reports

· Score card Automation for performance metric Tracking tool

· SQL based -Received two ideation Awards for SQL enhancements

· Altryx based projects

· Received 8 EMVP recognitions

· VIP Awards

· Created FMEA for the team.

· Above and beyond award for Robotics intervention

Timeline

Manager Operations

Empower Financial services (April 2016 till date)
04.2016 - Current

Lead Analyst/Associate Consultant

PLAN TECHNICAL SUPPORT

Analyst Sytem Test

Data testing

Tax Analyst

Cognizant Global Services pvt ltd (October 2014 – November 2015)

Bachelor of Commerce Finance -

Baldwin’s Methodist College
  • ASPPA, 2021
  • Lean Six Sigma, 2019
  • PMP, In progress
  • FLM Star Certification
Shreyas R