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    Jai CV

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    Sanjay Leo
    Jai Shankar is a billing analyst with over 3 years of experience in revenue operations, forecasting, billing, finance, and KYC processes. He currently works at State Street Global Advisors in Bangalore. He has skills in research, analysis, meeting deadlines, and learning new skills. He holds an MBA and BCOM in Finance and has experience in revenue forecasting, billing clients accurately, tracking unbilled revenue, and reviewing investment agreements.

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    Jai CV

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    Sanjay Leo
    28 views2 pages
    Jai Shankar is a billing analyst with over 3 years of experience in revenue operations, forecasting, billing, finance, and KYC processes. He currently works at State Street Global Advisors in Bangalore. He has skills in research, analysis, meeting deadlines, and learning new skills. He holds an MBA and BCOM in Finance and has experience in revenue forecasting, billing clients accurately, tracking unbilled revenue, and reviewing investment agreements.

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    Jai Shankar is a billing analyst with over 3 years of experience in revenue operations, forecasting, billing, finance, and KYC processes. He currently works at State Street Global Advisors in Bangalore. He has skills in research, analysis, meeting deadlines, and learning new skills. He holds an MBA and BCOM in Finance and has experience in revenue forecasting, billing clients accurately, tracking unbilled revenue, and reviewing investment agreements.

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    28 views2 pages

    Jai CV

    Uploaded by

    Sanjay Leo
    Jai Shankar is a billing analyst with over 3 years of experience in revenue operations, forecasting, billing, finance, and KYC processes. He currently works at State Street Global Advisors in Bangalore. He has skills in research, analysis, meeting deadlines, and learning new skills. He holds an MBA and BCOM in Finance and has experience in revenue forecasting, billing clients accurately, tracking unbilled revenue, and reviewing investment agreements.

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    of 2

    JAI SHANKAR N

    Maruthi Sevanagar, Bangalore 9845575718 Jaishankar98455@gmail.com

    Career Objective
    To work for a professional organization, which offers challenging opportunities, and excellent
    cooperative working environment to utilize my professional and technical knowledge, enabling me to
    improve my abilities and develop my functionality.

    Summary

    A result oriented professional with an overall 3.10 yrs. experience in which 3 yrs. for Revenue
    operations, Revenue forecasting and billing, Finance, and 10 months in KYC Process. Presently
    associated with State Street Global Advisors, Bangalore as a Billing Analyst. Exposure in Revenue
    operation activities involving forecasting and variance analysis, billing platinum clients within
    scheduled time with cent percent accuracy. Looking more towards taking care of any upcoming
    challenges in a different role than what I currently have experience in.

    CAPABILITIES SKILLS

     Good research and analytical skills.


     Accustomed to the pressure of tight deadlines.
     Able to learn new things quickly in any environment.
     Strong, motivational and leadership skills and qualities
     Ability to work as individual as well as in group.

    PROFESSIONAL EXPERIENCE

    State Street Global Advisors – Bangalore, Billing Analyst from June 10th 2019 to till date
    State Street Global Advisors – Bangalore, Periodic review from September 6th to June 8th 2019

    Role description:

    • Revenue Forecasting – Help our stakeholders in providing revenue forecasting reports and
    variance analysis on a monthly basis.

    • Billing and Revenue Reconciliation – As a monthly process prepared complex and semi-
    complex invoices (bills) for platinum clients within scheduled time and cent percent
    accuracy. After the billing process, provided reconciliation report to upper management with
    variance analysis between forecasted revenue and actual revenue.

    • Unbilled revenue – Kept track on unbilled services and cleared almost USD 120mm worth
    bills by taking up a small unbilled project with the team.

    • Top Client Review – Verifying existing and new Investment management agreement (IMA)
    if all relevant data has been updated on RMS tool, hence billing cycle can go on smooth.

    Information Classification: General


    EDUCATION & CERTIFICATIONS

     MBA (Finance) from CMR University - 2018.


     B.COM (Finance)from CMR Institute of Management Studies -2016.
     PUC from PU board Sheshadripuram composite college- 2013.
     SSLC from Mariam Nilaya High School- 2011.

    Rewards & Recognition

     Recognized as shining star in KYC team for giving 100% quality.


     Recognized as Best Performer for clearing unbilled invoices.

    PROFESSIONAL SKILLS:

     An effective communicator with excellent relationship building and interpersonal skills


     Demonstrated abilities in completing tasks within the schedule time without affecting the
    quality.
     Team builder and ability to co-ordinate with each other.

    Software Skills

     MS- Office
     Basic IBM analytics (Cognos)
     Basic tally

    Other Responsibilities

     Team Trainings conducted to all the new Joiners in our team


     First point of contact for Statutory Audit for APAC region

    PERSONAL DETAILS:

    Father’s Name : (Late) Narayana M


    Gender : Male
    Marital Status : Single
    Languages Known : Kannada & English

    Declaration

    I hereby declare that the above furnished details are true to the best of my knowledge and belief.

    Place: Bangalore
    Date : 2022
    JAI SHANKAR N

    Information Classification: General

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