www.opiglobal.com Outsource Partners International Bangalore : Project Lead, Data Analysis, IT experience

[Rajkumargautam]

Outsource Partners International Bengaluru/Bangalore : Project Lead – Data Analysis

Website: http://www.opiglobal.com

Keywords: Data Analysis,internal audit, corporate compliance, or IT experience, CA, CPA

Designation: Project Lead – Data Analysis
Experience: 5 - 8 Years
Location: Bengaluru/Bangalore
Compensation:
Rupees 5,00,000 - 12,00,000
Education:
UG - B.B.A - Management,B.Com - Commerce,B.Tech/B.E. - Any Specialization,BCA - Computers
PG - CA,ICWA,MBA/PGDM - Any Specialization
Industry Type: Banking/Financial Services/Broking
Functional Area: ITES/BPO/KPO, Customer Service, Ops.
Posted Date: 07 Aug

Job Description:

Position Description Document

Project Lead – Data Analysis

Role Description

The GDC Advisory Services group is comprised of multiple sub-specialties. The Data Analysis group supports onshore engagement team by processing/executing agreed upon data analysis steps and procedures. These procedures may include the assessment of source data validity, completeness, and sufficiency. The group may also be required to prepare work documents outlining steps executed, important assumptions, and preliminary summary of findings and observations. Data will often pertain to a company’s financial records but may also include other operational data including key performance indicators. The Data Analytics specialty requires that a candidate have an affinity for working with large amounts of data using a variety of tools and presenting and interpreting that data in a logical and compelling manner. The ideal Project Lead in the Data Analysis group combines a technical proficiency with data analysis tools and techniques with a solid understanding of financial or operational data that supports business activity.



Client portfolios are assigned to project leads based on an assessment of skills and experience versus the client’s specific needs. Project leads will utilize the Associate pool to execute the client requests, such that the work product 1) is off high quality 2) meets client expectations, and 3) is delivered within the agreed upon turn-around time. Individual project teams may form, disband, and re-form based on the types of work that is requested from period to period. The Project Lead role is not solely an administrative or oversight function. Project leads are also expected to execute work requests and perform quality reviews. All project leads must demonstrate proficiency in performing quality reviews. Although Leads are typically assigned to a sub-specialty group, they may also be called upon to execute other types of audit procedures including but not limited to assistance in process analysis, control testing, research, and other ad-hoc requests.

There are three foundational principles of the Project Lead Role:

- Project leads pursue quality at all times. Individual leads are ultimately accountable to clients as well as GDC management for all matters pertaining to quality on their assigned projects.

- Project leads are dedicated to client service. Project leads present a critical path to developing relationships with clients, and feel ownership for the commitments that are made and the services provided. Project leads are advocates for their client’s needs.

- Project leads find the right solution. The scope of our work is broad and it is not expected that any one individual has the experience and skills to suit every situation; however, the project lead is responsible for reaching out to colleagues or management to find the right solution in support their projects.

Project Leads report to a designated Group Lead respective to their sub-specialty group. As Project Leads demonstrate mastery of their job roles and responsibilities, they become eligible to progress to Group and Delivery Lead roles.

During certain periods of time, work loads at the center may increase and require professionals to contribute overtime hours. Be advised that every effort is made to plan work in advance and/or ensure that work loads are equitably balanced.

Project Leads receive a substantial amount of training at the beginning of their employment and throughout the course of their tenure at the GDC. This training will include OPI General Training, Advisory Overview, Compliance Training, and of course Process Specific Training. Certain training and orientation programs may require travel to the US.

General Responsibilities

• The first and foremost responsibility for GDC professionals is a commitment to outstanding client service.

Project Leads are expected to support client service delivery by consistently meeting quality guidelines within the established turnaround times (or allotted budget) for assigned requests.

• Project Leads will monitor and report on the status of their assigned projects/ portfolios; this may include but is not limited to, tracking of total budget hours, estimated remaining effort to complete, and stage of completion.

• Project Leads are responsible for reviewing the work of others to assess the level of quality, sufficiency, and alignment with agreed upon project deliverables.

• Project Leads will escalate issues to appropriate members of GDC management or engagement team contacts to support transparency in project reporting as well as issue resolution.

• Project Leads are expected to independently perform follow up activities on tasks assigned to themselves or other members of their project teams.

• Each individual is responsible for prompt and accurate time reporting by project using the group’s time tracking system.

• Each individual is responsible for maintaining compliance with the group’s independence and risk management policies at all times.

• Each individual is responsible for exhibiting personal and professional integrity and behaving in an ethical manner at all times.

• Each individual is responsible for the active management of their development and learning goals. Management and the group at large will provide support and guidance.

Requirements / Qualifications

The candidate must meet the following requirements:

• Strong academic credentials as evidenced by an undergraduate college degree in accounting / business / finance from an accredited college/university (BBM / BSc / BBA / MCA / BCom / BE).

• The successful candidate will have a minimum 5 years of professional work experience in a client service industry (e.g. sourcing, Big4, internal audit, etc…).

• Candidates should have prior experience in managing projects involving delivery of work products to clients within specified time frames and budgets.

• Strong verbal and written communication skills should be demonstrated. Candidate will be required to interact with colleagues in the US via email, written instructions, phone, or other online collaboration protocols.

• Successful candidates will be able to write clear and concise reports that summarize the procedures executed, findings/observations, and noted recommendations.

• Candidates should be able to demonstrate solid reading comprehension skills and follow written instructions.

• Professional certifications such as CA or CPA and/or other equivalent certifications are required.

Time Management

- Use appropriate criteria to prioritize workload and accomplish tasks within required timeframe

- Able to monitor the progress of work deadlines and provide proactive status updates against the same

- Successful candidates will be able to work on multiple projects during the day and manage competing deadlines

Technical Skills

- Prior work experience in Accounting and Finance related fields is required. Experience may include areas such as Financial Analysis, Monthly/Yearly close and consolidation, reconciliation, preparation and presentation of financial statements, etc.

- Proficient in using Microsoft Standard Office Suite including Word, PowerPoint, Visio, and Outlook

- Able to effectively perform basic research functions utilizing standard search engines and other

Data Analysis

- Candidates should be proficient in the use of one or more data analysis tools (preferably Excel or IDEA). Proficiency here is defined as intermediate to Advanced skill level.

- Able to assess the level of sufficiency/completeness, consistency, and validity of data

- Candidates should be detail oriented

- Able to infer or draw conclusions from available source data

- Able to identify patterns and trends in data

- Able to effectively summarize research findings and determine relevance and applicability to the engagement

Personal Effectiveness

- Ability to create daily goals and actions items and demonstrate follow through against the same

- Able to clearly and concisely articulate issues and present recommendations for consideration

- Able to give and receive critical feedback

- Experience working in a team environment

- Experience in motivating and focusing team members to achieve desired goals

- Strong analytical and problem solving skills

- Able to demonstrate organizational ability and effective documentation to support the audit trail as well as change management objectives

- Active listening and effective note taking

The following additional skills and requirements are desirable:

• Prior experience with Big 4 audit, tax, or advisory groups are a big plus. Prior internal audit, corporate compliance, or IT experience in the following areas is desirable: corporate information systems management, and/or information systems risk management; systems integration or systems outsourcing organization, including business development and project management experience.

• Exposure to 1 or more ERP packages (e.g. SAP, Oracle, PeopleSoft, etc) or data analysis tools.

• Project Management and quality assurance course work or certifications are plus (e.g. Six Sigma, Lean Sigma, etc).

• Able to effectively perform basic research functions utilizing standard search engines and other sources.

• Experience in researching, creating, and hosting effective public presentations.



Desired Candidate Profile:

Data Analysis,internal audit, corporate compliance, or IT Audit experience, CA, CPA

Company Profile:
Outsource Partners International (OPI) is the largest firm worldwide dedicated solely to outsourcing finance and accounting functions. Our range of services includes accounts payable, receivables, payroll, cash management, tax compliance, general accounting and financial reporting. Our unique, highly customized service model combines experienced on-site staff with document imaging, automated workflow and offshore transaction processing, enabling clients to substantially reduce cost, shorten lead times for processes, improve financial reporting and focus on their core businesses.

OPI is built and managed by experienced professional accountants, most of whom are former Big Four accounting firm partners and managers. That heritage drives a strong spirit of partnership with our clients. Placing client service and quality above all else has enabled us to build a substantial portfolio of satisfied clients who reward us by acting as references and serving as real-life examples of the power of outsourcing.

OPI has more than 2300 professionals operating through offices in Bangalore, Kochi and Delhi in India; Dallas, Houston, Los Angeles, Chicago, New York, Atlanta, Detroit, Washington DC in US; London in UK and Sofia in Bulgaria. Additional information about OPI and its finance and accounting solutions is available at www.opiglobal.com.

Address: Outsource Partners International
Vrindavan Tech Village (Vikas Telecom Special
Economic Zone) Tower 2D, Sarjapur Outer Ring
Road Deverabeesanahalli
BANGALORE,Karnataka,India 560087

Telephone: Not Mentioned

Reference ID:
Project Lead - DA

Keywords: Data Analysis,internal audit, corporate compliance, or IT experience, CA, CPA

[nalini rajshekar]

Hi,
This is Nalini,working for Igate Global Solutions,Ltd,Whitefield in US Mortgage process since 2 years.I'm a BBM graduate in Finance with 75% & currently pursuing my MBA:Finance from KSOU.I'm very much passionate to work in the field of Accounts/Finance.I can be reached @
nalini_rajshekar@yahoo.co.in

Awaiting ur positive response,

Thanks,
NALINI

[Guest]

Outsource Partners International persuing the work "Financial resource and analytical solutions"Outsource Partners International

[Guest]

Dear Sir

I am 51 yead Old retd Solder with 31 year experince in Land loistic forces (Corps Of Electrnic and Mechnical Engeering) and 3 yead in civl .My resume is attched for your review.

[Guest-IJT]

RESUME

Dinesh kumar.P
#918, vinayakar Kovil Street, E-mail ID- dina_jus4u AT yahoo.com
Chinna Elasagiri, Phone no.09786984383,09043748524
Sipcot post, Hosur-635109
Tamilnadu , India.

OBJECTIVES:
To work in a good concern and express my talents
for the development of the concern.

EDUCATION QUALIFICATION:
- Diploma in Civil Engineering, in Adhiyamaan Polytechnic College, Hosur of 2005-2008
- S.S.L.C Sri Sharada vidya mandir, Hosur, in period of 2003.

PROFESSIONAL QUALIFICATION:
Completed BTEC (HNC) in Frankfinn Institute of Airhostess Training in Aviation, Hospitality and Travel management

INTERESTS:
- Interior designs
- Playing drums.
- Swimming.

ACHIVEMENTS:
- Awarded as a designer by CAAD centre.
- Secured 1st place for 100% attendance in 5th standard.

STRENGTHS:
- Self motivated.
- Positive thinker.
- Fast learner.

PERSONAL DETAILS:

Gender : Male
D.O.B : 24-07-1988
Father’s name : D.Ponnuvel
Mother’s name : P.Kuppu
Languages Known : English, Tamil
Height : 178 cm
Weight : 70 kg
Passport details:
Passport no :H2199012
Date of Expiry :12-02-2019.

Place:
Date: (DINESH KUMAR.P)

[Guest]

CURRICULUM VITAE

Email : chandasimha.b AT gmail.com
Chandra sekhar babu

Professional Objective :
Further my career in a challenging environment, where my skills are recognized and my knowledge can be enhanced for my personnel development as well for the benefit of the organization.
Education Qualification :
B A (M.E.S) -S V ARTS COLLEGE, TIRUPATI (Only one subject is pending)
Computer skills :
PGDCA [Post Graudate Diploma in computer application]

DTP [Desk Top Publishing]

Typing Skill
70 words per minute
PRESENT WORK EXPERIENCE :
JP Morgan Chase Team Member March 2008 – Till Date
JP Morgan Chase is a leading global financial services. The firm is a leader in investment banking, financial services for commercial banking, financial transaction processing, asset management and Treasury Services.
JOB DESCRIPTION
Company : JP Morgan India pvt ltd.
Designation : Team member
Duration : March 2008 to still date
Process : NWLB (National Whole sale Lock Box)
National Whole Sale Lockbox
NWLB Department is a service provider to various Corporations in US and classified as Receivable Operations under the Treasury and Securities line of business.
Role and Responsibility : Reporting to Team Lead
- Processing on Cheque payments
- Validating OCR, MICR, & Verification’s
- Processing Accounts for different clients
- Working for different client database
2. Company : Intertitle (A subdivision of ZAPAPP)
Process : ATP (Automated Teleprocessing) & Eagle Pro
Designation : Process Executive
Profile : Word Processing,Proofing and Scanning for Eagle Prodocu.
2. COMPANY : OMEGA HEALTH CARE SERVICES
PROCESS : HEALTH LOGIC
DESIGNATION : JUNIOR PROCESS ASSOCIATE
PROFILE : MEDICAL BILLING PROCESS

[Guest]

RESUME
VINAY S PATTAR

E-mail : pattarvinay AT yahoo.com
pattarvinay9743054710 AT gmail.com
CAREER OBJECTIVE
“To excel in the field of finance by undertaking a challenging job where I can use my knowledge and training for the growth of the Company.”
ACADEMIC QUALIFICATIONS
Course Institution University Year of Passing Marks %
M.B.A
(Finance) The Oxford College of Engineering,
Bangalore V.T.U 2011 66
B.Com
CSI College of Commerce, Dharwad K.U.D 2007 68
P.U.C Tunga Mahvidyalaya,
Thirthahalli P.U.C 2004 76
S. S. L.C KPC Eng Med High School,
Mastikatte S.S.L.C 2002 70
PROJECT SUMMARY
Title : WORKING CAPITAL MANAGEMENT
Name of the Organization : KARNATAKA POWER CORPORATION LIMITED
Duration : 2 and ½ Month
Description : The project was done on Working Capital Management. Means, working capital refers to the part of the firm’s capital which is required for financing short term or raw material, payment of wages, and other day to day expenses etc.
Working capital management involves the problem of decision making regarding investment in various current assets with an objective of maintaining the liquidity of funds of the firm to meet its obligations promptly and efficiently.
TECHNICAL SKILLS
Software : Ms-office (MS-Word 2003-2007, MS-Excel, MS-PowerPoint)
Course : Tally 9.1, Hardware & Networking and MCSE Course in ITTS.

[st.shilpaa@gmail.com]

SHILPA SHREE. T
E-mail : st.shilpaa AT gmail.com
An accomplished MBA professional who has been associated with several industries from the past 3 years in supporting the peoples team activities

Career Objective
Seeking to work in an encouraging organization where the best of my experience can be used by simultaneously adding to the organization’s growth and success.
Professional Experience
Corporate Exposure :
Organization : VCI Hospitality Ltd
Client : Golden Palms Hotel and Spa, Brigade group
Duration : Oct 2008 to Oct 2009 (1 year)
Designation : TME
Responsibilities : In Brief
- Telemarketing and handling phone calls
- Data entry, assisted the HR team in recruitments screening of candidates
Corporate Promoter
- Worked as a promoter for HDFC drawing competition [Color me bright]
- Worked for Cadbury Dairy milk silk chocolate promotion
- Worked for Bournville chocolate promotion
- Hosted a show for the product launch of ‘ Amul Gouda Cheese’ at Forum Mall
- Worded as a promoter for Burn [Energy Drink of Coco-cola company]
- Worked as a promoter for Colgate Tooth Paste
- Worked for Yipeee Noodles
- Worked as a promoter for Phillsbury
- Worked as a promoter for Fashion AT Big Bazar (Just Try Madi)
Achievements

Completed B and C certificates in NCC (National Cadet Corps) and headed the battalion
Research Undertaken
- Hygiene Maintenance (Laundry Services in Hospitals) conducted for Sahana Hospital.
Projects Undertaken
- 3rd Sem MBA, Internship project with H&R JOHNSON (INDIA) LIMITED, Kunigal
- 4th Sem MBA, HRM project on Recruitment and Selection Process at Tata Institute of Fundamental Science, Bangalore
Academic Qualification
- MBA from Surana PG College - Bangalore University with 69% - 2011 pass out
- B.Sc from K.L.E College - Bangalore University with 66% - 2008 pass out
- PUC from K.L.E College with 47% - 2005 pass out
- SSLC from The New Cambridge High School with 80.08% - 2003 pass out
Additional Qualification
- Completed Junior Type Writing in English
- Successfully completed an Executive Development Program on the following modules : Business Etiquette, Goal Setting, Group Dynamics, Public Speaking and Corporate Culture, conducted by KWEC
- Have been certified by London Chambers of Commerce Institute (LCCI)
Skills
- Analytical Skills - Demonstrative talent for identifying, scrutinizing, improving and stream-lining complex work processes
- Communication Skills - Exceptional listener and a good communicator who effectively conveys information verbally and in writing
- Leadership Skills – I support my fellow companions in encouraging, supporting and motivating them whenever they are in distress
- Data Entry Skills – Good typing speed and accuracy in English typewriting
Technical Skills
Operating Systems : Windows, MS OFFICE, Internet, Pursuing C Programming language
Additional Information
Successfully running training tutorial and trained 200+ students from past 5 years.
Extra Curricular Activities
- Co-ordinator for “Sur-Sangram 2010”, Inter collegiate management fest hosted by Surana PG College. Headed the Human Resource, Marketing & Business Plan events
- Organizer of Varnotsava 2009 Cultural Fest, hosted by Surana College
- Participated in Entrepreneurship Development Program, held by Surana PG College