Rahul Kotakonda

Rahul Kotakonda Contact No.:- Email:-JOB OBJECTIVE Seeking growth opportunities within various teams at Morningstar to showcase my wide experience as analyst in the Company Operations Process. SYNOPSIS ❖ Total work experience of around 10 years in Equity Data & Research, Derivatives segment, Accounting and Taxation ❖ Core team member in the Global Equity Classification Structure (GECS) Project ❖ Process Training and mentoring team members ❖ Basic level of knowledge in SQL ❖ Highly proficient in Advance MS Office ❖ Adept at people management, handling team queries, maintaining healthy relationships with colleagues ❖ Possess strong communication and interpersonal skills ❖ Always intend to seek higher responsibilities. Work with Passion, Dedication and Dependability CORE COMPETENCIES ❖ ❖ ❖ ❖ ❖ Industry / Sector Classification Expertise Process Training / Refresher Training Conducting Root Cause Analysis Sessions Client Tickets Resolving Basic knowledge of working in SQL ❖ ❖ ❖ ❖ SOP Creation and Policy Changes Huddle Leader for the Process Work Allocation with TAT Maintenance Project management and stakeholder communication CAREER CONTOUR 1) Senior Data Research Analyst at Global Equity Data Team - Company Operations Process (Since Sep 2012) The team is responsible for updating basic operational data for public listed companies with a total coverage of approximately 56,000 companies. Job Profile:               Updating, reviewing, managing Industry/Sector classification changes for companies in coverage Publishing daily reports to be in sync with the daily production and keep a track of the industries processed Allocating work to the team on the basis of number of TAT files in queue and available resources Receiving files from London Stock Exchange (Regulatory News Service, RNS) for processing them as Financial News Working on client tickets and resolving them with satisfactory solutions within designated TAT Reviewing files processed by the team for a first level QC check to avoid errors before it goes to products Conducting Huddles with enthusiasm and keeping the whole team participative by discussing common issues Buddying up with new joiners and taking care of their transition to the floor by providing training, feedback and sharing knowledge and experience in the process Reviewing Global Audit results and attending calls set up to discuss root causes and actions items for avoiding them in the future Preparation of reports on a monthly basis for peak status, GECS changes notification, files inflow comparison (year to year) Participating in peak planning, non-peak planning, other projects planning Using Lean Tools to identify root causes for problem areas and preparing actions items to curb the efficiency issues. Preparing specification documents for the technical teams for enhancements related to application improvement or additions. Liaising with the technical team for enhancements within the collection applications used Notable Experiences: Liaising with Chicago Research team as well as other cross location stakeholders for project discussions and communications as part of GECS project Frequent communication with technology team for ideas implementation and prioritization from operations side Subject Matter Expert in the current process Successfully fulfilled the responsibility of certifying the process for Level 1 certification with the help of team members and managers     2) Accounts Assistant at K F Jetsey & Co. (August 2011 till August 2012) K F Jetsey & Co. is a Chartered Accountant firm providing Accounting and Taxation services to Individuals and Private companies. Job Profile:             Internal, Statutory & Tax Audits of Trading and Manufacturing entities. Writing and Finalization of Accounts for various entities Handling Tax related work for Individuals, HUF, Partnership Firms and Companies. E-Filing of Income Tax, TDS VAT and Service Tax returns of companies and Individuals. E-Filing of ROC Returns and Compliance Related Returns with ROC. Preparation of Provisional financial statements of various entities for obtaining Loans. Stock Audit of a reputed Food Beverages company Preparing Form 15CA and 15CB, Issuing Form 16 & TDS Certificates. Payroll Process Checking. Handing Income Tax Scrutiny and Appeal for Various entities. Preparation of CMA Data for Loans and Obtaining loans From Banks. Working as Senior Level to Assist the Manager and works delegated to the Assistant and Junior Assistant. 3) Office Assistant at S.K Associates (Sub Broker) (February 2009 till June 2011) S.K Associates is a Sub Broker providing Trading and Advisory Services of Securities to Individuals and Small Organisations. Job Profile:      Ordering buy/sell entries of stocks on behalf of the client. Transferring physical stocks into Demat. Responsible to verify documents for Trading Terminals Creation/Modification requests. Processing and submitting of IPO forms. Preparing Summary Reports. EDUCATIONAL QUALIFICATIONS: ❖ Pursuing CFA Level 1 ❖ M.Com (Accounting & Finance) from Mumbai University in 2013 ❖ B.com from SIES College, Mumbai in 2011 ❖ HSC (Commerce) from Maharashtra Board, Mumbai in 2008 ❖ SSC from Maharashtra Board, Mumbai in 2006 ADDITIONAL QUALIFICATION ❖ Certified Capital Market from NCFM ❖ Certified Advanced MS Office PERSONAL DETAILS Date of Birth Languages Known : : 15th May, 1990 English, Hindi, Marathi and Telugu