Shree Kumar

Shree Kumar Email and Phone Number

Vice President Operations at Envestnet, Inc @ Envestnet, Inc
Shree Kumar's Location
Thiruvananthapuram Taluk, India, India
Shree Kumar's Contact Details

Shree Kumar work email

Shree Kumar personal email

About Shree Kumar

Dynamic Finance professional with over 25 years of broad experience in F&A domain in financial services, investment banking and wealth management industry in India and GCC region. Proficient in managing and leading large teams for running successful process operations and experience in implementing procedures, service standards, process metrics for business excellence.Sound analyst of system and procedures, review of scope of audit, implementation of internal control systems, operational risk and crisis management.Possesses comprehensive knowledge of SOX, Data Privacy & Protection, Anti-money Laundering etc.Proven abilities in process re-engineering, enhancing financial processes and systems, cost optimization, reviewing complex financial data to facilitate financial growth of organizations.Excellent interpersonal, communication, management skills with demonstrated abilities in business partner relationship, engaging and driving motivated teams in achieving organizational goals.Certified Six Sigma Green belt and SOX compliance.

Shree Kumar's Current Company Details
Envestnet, Inc

Envestnet, Inc

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Vice President Operations at Envestnet, Inc
Shree Kumar Work Experience Details
  • Envestnet, Inc
    Vice President Operations
    Envestnet, Inc Feb 2015 - Present
    Berwyn, Pennsylvania, Us
  • Envestnet, Inc
    Associate Vice President Operations
    Envestnet, Inc Jul 2012 - Jan 2015
    Berwyn, Pennsylvania, Us
  • Global Investment House, Kuwait
    Senior Manager - Operation Control
    Global Investment House, Kuwait Sep 2008 - 2012
    Kuwait, Safat, Kw
    - Managed an internal control team handling the custodian, fund position, nostro banks, inter-branch and subsidiary reconciliation process. - Conduct regular internal review of operational activities and publish varied internal control reports- Liaise with internal/external auditors for regulatory compliance and correspondence with banks for operational needs
  • American Express
    Manager - Balance Sheet Account Reconciliation
    American Express Mar 1997 - Aug 2008
    New York, Ny, Us
    - Managed the reconciliation & reporting of all balance sheet accounts for UK, US and Latin American markets- Coordinated the SOX documentation, Process attestation, Walk-through and audits with internal & external auditors- Undertaken change management and process improvement initiatives- Handled 3 onsite process transition from UK and US markets
  • Calcutta Jute Industries
    Manager - Administration
    Calcutta Jute Industries Aug 1990 - Feb 1997
    Administered Regional Office and Branch accounting up to finalization of accounts, Handled Income and Sales Tax assessment, Cash management, Budgeting, Branch audits, Debtors collection, MIS reporting and Office administration including Payroll, Insurance, Vendor development, Statutory Compliance etc.Key Highlights- Instrumental in conversion of manual accounting into computerized accounting- Automation of Invoice billing, Payroll and petty cash process- Significant Sales tax saves

Shree Kumar Skills

Process Improvement Sarbanes Oxley Act Account Reconciliation Finance Banking Risk Management Financial Analysis Auditing Accounting Six Sigma Management Internal Audit Internal Controls Financial Operations

Shree Kumar Education Details

  • Indira Gandhi National Open University
    Indira Gandhi National Open University
    Finance
  • University Of Kerala
    University Of Kerala
    Finance
  • National Institute Of Information Technology
    National Institute Of Information Technology
    P.G. Diploma In System Management
  • Rani Durgavati Vishwavidyalaya
    Rani Durgavati Vishwavidyalaya
    Commerce

Frequently Asked Questions about Shree Kumar

What company does Shree Kumar work for?

Shree Kumar works for Envestnet, Inc

What is Shree Kumar's role at the current company?

Shree Kumar's current role is Vice President Operations at Envestnet, Inc.

What is Shree Kumar's email address?

Shree Kumar's email address is su****@****hoo.com

What schools did Shree Kumar attend?

Shree Kumar attended Indira Gandhi National Open University, University Of Kerala, National Institute Of Information Technology, Rani Durgavati Vishwavidyalaya.

What skills is Shree Kumar known for?

Shree Kumar has skills like Process Improvement, Sarbanes Oxley Act, Account Reconciliation, Finance, Banking, Risk Management, Financial Analysis, Auditing, Accounting, Six Sigma, Management, Internal Audit.

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