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Madhu Shankargouda
C-67, Sector- 4, Airoli, Navi Mumbai - 400 708
India
+91 9769305414
Email/Skype/In: madhu.gouda@gmail.com
Team Member – Business Analyst
Tax and e-Filing / Transition Management
OVERVIEW
 A “Performance Driven Professional” bringing in rare level business acumen and record of
achievements developed in over 8 years
 Sufficient experience in managing the entire process operations with an aim to accomplish
business plans & goals successfully
 Used instincts, insight, judgment, and timing to succeed on tough deal:
o Operations Management focusing on maximizing customer satisfaction, process compliance,
etc.
o Process improvement initiatives to achieve maximum efficiency in various operations
 Abilities in coordinating with internal/external customers for running successful business
operations and experience of implementing procedures and service standards for business
excellence
 Adroit in ensuring delivery of high quality services to support customer's business needs &
achieving continued high customer satisfaction from all operational users for services
 Prudent, disciplined & self-motivated with excellent interpersonal, communication & organizational
skills with proven abilities in team management and customer relationship management
CORE COMPETENCIES
 Framing work direction and plan for the associates’ after thorough assessment of their capabilities
 Setting up targets and drive with planning for the process and maintain SOPs
 Transitioning tools to upgraded versions to achieve efficiency in various operations; spearheading
process improvement initiatives
 Conducting internal process audits & process reviews for ensuring strict adherence to the process
parameters/systems as per defined guidelines
EMPLOYMENT DETAILS
1. Aon Hewitt
Since April’14: Vashi, Navi Mumbai, India
Role:
Team Member April’14 – till date
Key Responsibilities
 Execute Virtual transitions for New Client Implementations
 Handle client objections and escalations
 Handle processes for tax E-Filing like Tracer logins, Amended Returns
 Handle E-Filing, Company packages, W2 & W3 extracts from JAT and E-filing them
 Identify and create back up for processes
 Pitch in to support client based reports team during Annual Enrolment and high work volumes
 Get cross skilled on all the processes to enable opportunities
 Create monthly reports & metrics, dashboard reports and client reports required by
onshore/offshore
 Assist the manager to create monthly reports for the team – E-Filing counts tracker, Team status
tracker
 Contribute ideas for process improvement
 Floor support to assist on any trouble shooting with applications as well as process related queries
 Conduct process & tools’ trainings for new hires
 Provide Feedback to the team for their performance and assist them in optimization
Achievements
 Got appreciated for continuous improved performance & excellent domain knowledge
 Optimized critical projects to save production time & create capacity
 Recognized to maintain ZERO processing Error since took over the responsibilities
2. Syntel Pvt. Ltd IND
May’14 – Dec’14
Role:
Financial Analyst
May’14 – Dec’14
Key Responsibilities
 Rebalance trades every month
 Match and settle currency trades with client and brokers
 Coordinate with brokers and clients to resolve issues and queries
 Handle claims and settle them on time
 Keep track on web and settle trades
 upload inputs on daily basis and preparing daily status files
 Work on different applications to match and settle trades and resolve queries
3. Quantitative Ltd. UK
June’12 – May’13
Role:
Trade Analyst June’12 – May’13
Key Responsibilities
 Trade reconcile, commission calculations, Equity and cash balance determination, pre -market
trade analysis, currency hedging, dividend updates, determine Incoterms instructions for trades,
currency transfers, analysis of FTSY shares
 Specific analyses of placing, takeovers, and Arbitrage trades
 Strategic analysis to inform, manage and drive investment decisions
 Work on Alpha trading platforms, Bloomberg terminals, IG market and index, L2 dealers and
other online trading platforms
 Perform user-testing on in-house trade-analysis software
 On-call trading with Canadian brokers like Canaccord Genuity, Richardson GMP, Haywood
Securities
4. EDF Energy Ltd. UK
Nov’11 – Feb’12
Role:
Customer Service Adviser Nov’11 – Feb’12
Key Responsibilities
 Work for Energy Field Sales Process team
 Handle inbound phone calls to attend complaints, provide details about various tariffs and
persuade customers opt for services offered by EDF Energy
 Handle customer grievances regarding billing and settle issues subsequently
 Keep regular check on open issues & escalations to set off the requests in timely manner
ACADEMIC DETAILS
1. Master of Science in Business Management & Finance
Sep 2010 - Sep 2011
University of Sussex, UK
 Studied global perspectives on the interactions between business, management and finance,
critical to the sustainability of the advanced economies and to the growth and development of
emerging economies
 In-depth study of financial analysis as a part of my final dissertation on “Study of Financial
Statements of Peers & Analysis of Profitability: Identification of the most Profitable Firm”
 Learned Cash flow, Fund flow analysis, Budgeting and Risk analysis
 Built an awareness of the use of quantitative techniques in finance, financial modelling
 Study within finance of how it is applied internationally and ways to apply it
2. Bachelors of Management Studies
Jun 2007 – Apr 2010
University of Mumbai, IND
 Developed basic understanding of Accounting and Finance, International Finance – Currency
Exchange, Managing the business, values of business, and Overall management of Business
 Study of Mutual Fund markets through my final year report on “Mutual Funds and Factors
influencing Mutual Funds/Scheme selection by retail investors”
SKILLS
 Excellent knowledge of Accounting including preparing trail balance and balance sheets, posting
journal and ledger entries and creating financial statements
 Considerable experience of risk and time management
 Knowledge about Trade reconciling, Equity and cash balance determination, pre market trades
analysis, currency hedging, International Commercial terms
 Familiar with Windows Operating systems, SAP, MS Office, Thomson One Banker, Bloomberg
terminals, Share scope, strong working knowledge of MS Excel
 Excellent communication and interpersonal skills & UAT of IT tools for trading and analysis
EXTRA CURRICULAR
 Volunteered to assist the Anti-Ragging campaign at SIES India Responsibilities included regular
monitoring of student groups to ensure students had acclimatized with the campus life
 Actively traded stocks during undergraduate studies, in the NIFTY and BSE markets to understand
various stock trading practices and rules
 Actively participated in and organized events for the Indian students organization a t University of
Sussex
 Organized intra-collegiate events at SIES college
PERSONAL DETAILS
 Date of Birth : May 22nd
, 1989
 Language Known : English, Hindi & Marathi
 Nationality : Indian
 Passport # : J2268655
 Passport Validity : July 2020
Date:
Place:
Madhu Shankargouda

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Madhu_Profile

  • 1. Madhu Shankargouda C-67, Sector- 4, Airoli, Navi Mumbai - 400 708 India +91 9769305414 Email/Skype/In: madhu.gouda@gmail.com Team Member – Business Analyst Tax and e-Filing / Transition Management OVERVIEW  A “Performance Driven Professional” bringing in rare level business acumen and record of achievements developed in over 8 years  Sufficient experience in managing the entire process operations with an aim to accomplish business plans & goals successfully  Used instincts, insight, judgment, and timing to succeed on tough deal: o Operations Management focusing on maximizing customer satisfaction, process compliance, etc. o Process improvement initiatives to achieve maximum efficiency in various operations  Abilities in coordinating with internal/external customers for running successful business operations and experience of implementing procedures and service standards for business excellence  Adroit in ensuring delivery of high quality services to support customer's business needs & achieving continued high customer satisfaction from all operational users for services  Prudent, disciplined & self-motivated with excellent interpersonal, communication & organizational skills with proven abilities in team management and customer relationship management CORE COMPETENCIES  Framing work direction and plan for the associates’ after thorough assessment of their capabilities  Setting up targets and drive with planning for the process and maintain SOPs  Transitioning tools to upgraded versions to achieve efficiency in various operations; spearheading process improvement initiatives  Conducting internal process audits & process reviews for ensuring strict adherence to the process parameters/systems as per defined guidelines EMPLOYMENT DETAILS 1. Aon Hewitt Since April’14: Vashi, Navi Mumbai, India Role: Team Member April’14 – till date Key Responsibilities  Execute Virtual transitions for New Client Implementations  Handle client objections and escalations  Handle processes for tax E-Filing like Tracer logins, Amended Returns  Handle E-Filing, Company packages, W2 & W3 extracts from JAT and E-filing them  Identify and create back up for processes  Pitch in to support client based reports team during Annual Enrolment and high work volumes  Get cross skilled on all the processes to enable opportunities  Create monthly reports & metrics, dashboard reports and client reports required by onshore/offshore  Assist the manager to create monthly reports for the team – E-Filing counts tracker, Team status tracker  Contribute ideas for process improvement  Floor support to assist on any trouble shooting with applications as well as process related queries  Conduct process & tools’ trainings for new hires  Provide Feedback to the team for their performance and assist them in optimization
  • 2. Achievements  Got appreciated for continuous improved performance & excellent domain knowledge  Optimized critical projects to save production time & create capacity  Recognized to maintain ZERO processing Error since took over the responsibilities 2. Syntel Pvt. Ltd IND May’14 – Dec’14 Role: Financial Analyst May’14 – Dec’14 Key Responsibilities  Rebalance trades every month  Match and settle currency trades with client and brokers  Coordinate with brokers and clients to resolve issues and queries  Handle claims and settle them on time  Keep track on web and settle trades  upload inputs on daily basis and preparing daily status files  Work on different applications to match and settle trades and resolve queries 3. Quantitative Ltd. UK June’12 – May’13 Role: Trade Analyst June’12 – May’13 Key Responsibilities  Trade reconcile, commission calculations, Equity and cash balance determination, pre -market trade analysis, currency hedging, dividend updates, determine Incoterms instructions for trades, currency transfers, analysis of FTSY shares  Specific analyses of placing, takeovers, and Arbitrage trades  Strategic analysis to inform, manage and drive investment decisions  Work on Alpha trading platforms, Bloomberg terminals, IG market and index, L2 dealers and other online trading platforms  Perform user-testing on in-house trade-analysis software  On-call trading with Canadian brokers like Canaccord Genuity, Richardson GMP, Haywood Securities 4. EDF Energy Ltd. UK Nov’11 – Feb’12 Role: Customer Service Adviser Nov’11 – Feb’12 Key Responsibilities  Work for Energy Field Sales Process team  Handle inbound phone calls to attend complaints, provide details about various tariffs and persuade customers opt for services offered by EDF Energy  Handle customer grievances regarding billing and settle issues subsequently  Keep regular check on open issues & escalations to set off the requests in timely manner
  • 3. ACADEMIC DETAILS 1. Master of Science in Business Management & Finance Sep 2010 - Sep 2011 University of Sussex, UK  Studied global perspectives on the interactions between business, management and finance, critical to the sustainability of the advanced economies and to the growth and development of emerging economies  In-depth study of financial analysis as a part of my final dissertation on “Study of Financial Statements of Peers & Analysis of Profitability: Identification of the most Profitable Firm”  Learned Cash flow, Fund flow analysis, Budgeting and Risk analysis  Built an awareness of the use of quantitative techniques in finance, financial modelling  Study within finance of how it is applied internationally and ways to apply it 2. Bachelors of Management Studies Jun 2007 – Apr 2010 University of Mumbai, IND  Developed basic understanding of Accounting and Finance, International Finance – Currency Exchange, Managing the business, values of business, and Overall management of Business  Study of Mutual Fund markets through my final year report on “Mutual Funds and Factors influencing Mutual Funds/Scheme selection by retail investors” SKILLS  Excellent knowledge of Accounting including preparing trail balance and balance sheets, posting journal and ledger entries and creating financial statements  Considerable experience of risk and time management  Knowledge about Trade reconciling, Equity and cash balance determination, pre market trades analysis, currency hedging, International Commercial terms  Familiar with Windows Operating systems, SAP, MS Office, Thomson One Banker, Bloomberg terminals, Share scope, strong working knowledge of MS Excel  Excellent communication and interpersonal skills & UAT of IT tools for trading and analysis EXTRA CURRICULAR  Volunteered to assist the Anti-Ragging campaign at SIES India Responsibilities included regular monitoring of student groups to ensure students had acclimatized with the campus life  Actively traded stocks during undergraduate studies, in the NIFTY and BSE markets to understand various stock trading practices and rules  Actively participated in and organized events for the Indian students organization a t University of Sussex  Organized intra-collegiate events at SIES college PERSONAL DETAILS  Date of Birth : May 22nd , 1989  Language Known : English, Hindi & Marathi  Nationality : Indian  Passport # : J2268655  Passport Validity : July 2020 Date: Place: Madhu Shankargouda