
Timeline
About me
Assistant Manager at EY | Ex-FactSet | 10 Years Exp | 6-Sigma BB | People & Operations | Power Bi | Visio | Agility | Financial Data | Audit | Power Query
Education
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Osmania university (ou), hyderabad
-Master of business administration - mba finance
Kakatiya university, warangal
-Bachelor of commerce - bcom accounting and finance
Experience

Factset
Nov 2014 - Oct 2022• Lead a team of ~25 Research Analysts & Subject Matter Experts, coordinating, supervising, and developing their skills as the team continues to grow.• Responsible for ensuring the team provides accurate and reliable financial and non-financial market data to internal database and external clients based on various data sources and financial reports.• Timely, accurate, complete collection and update of data.• Manages performance evaluation metrics and formulates, executes, monitors and assesses motivation plans for enhanced employee morale and appropriate rewards systems. • Prepares capacity planning, manages shifts, overtime requirement and workload distribution. • Ensures to lookout for cross production within the department. • Improved motivation and continuous development of the core competencies of the team members resulting to better employee satisfaction and retention. • Efficiently managing resources for productive results.• Implements process improvement initiatives and projects and recommends product enhancements. • Increased efficiency and effectiveness of collection and data quality with direct impact on business goals related to TACCU.• Works with Senior management and respective stakeholders to build plans and improvement strategies for greater output. • Smooth execution of operational plans and business strategies.• Hires appropriate candidates to fulfil resources requirement.• New resource hiring for timely production delivery.• Manages client RPDs and query resolution. • Improved client satisfaction and retention. Show less • Worked as a Process Specialist in a team of ~18 Analysts in the department of Product, Content and Technology wherein I ensure that we produce data as per the requirement of Investment Bankers and Portfolio Managers.• Primary point of contact for research related queries.• Providing support, implementing quality checks Critical, Focus and Key fields as well as detailed audits, remediation and backfill projects. • Identify and implement opportunities for quality and productivity improvement. Implementing action plans for team and individual performance improvement.• Managing daily activities and drive to improve the quantity and quality of the team’s output on a continuous basis.• Extracting and analyzing financial information from companies on IFRS/Local GAAP reporting (i.e., Commercial, Retails, Insurance companies and Investment Banking) Annual/semi-annual/Quarterly reports• Earnings / Press releases and Proxy Statements the companies worldwide.• Preparing Daily, Weekly, Monthly and Quarterly Reports by coordinating the information from various applications/teams to distribute accurate Client Reports within prescribed deadlines.• Coordinating meetings and conference calls with stakeholders to discuss issues at various levels. Show less
Team Leader - Fundamentals, As Reported Data
Dec 2019 - Oct 2022Process Specialist / SME
Mar 2018 - Dec 2019Senior Research Analyst
Mar 2017 - Feb 2018Research Analyst
Nov 2014 - Feb 2017

Ey
Oct 2022 - nowAssistant manager – assurance, audit• Enable quality audit through robust engagement management support from acceptance to audit setup, planning, budgeting and resourcing, as well as process and milestone management.• Provide value by streamlining client and engagement management processes.• Achieve performance objectives and metrics locally, including client service, quality and risk management, sales and business growth, solution development and teamwork.• Team development, including mentoring, counselling and team building.• Ensuring all protocol-related documents are up-to-date and being followed by the respective teams. E.g., Portfolio allocation, VOC, etc.• To facilitate establishment of new work from project initiation to business-as-usual stage. • Relationship building with the engagement team. • Manage attrition in the team. • Drive quality culture and promote process improvements in the team. • Assist in hiring, documentation, training and other related aspects. • Contribute to the culture of the broader team. Show less
Licenses & Certifications
- View certificate

Lean six sigma black belt
UdemyMay 2023 - View certificate

Interview training: ask better questions, hire better people
UdemyApr 2023 - View certificate

Emotional intelligence at work
UdemyJan 2023 - View certificate

Recruitment interviewing essentials: interviewing made easy
UdemyApr 2023 - View certificate

Finance foundations: corporate governance
LinkedinJul 2022 - View certificate

Lean six sigma green belt
UdemyNov 2022 - View certificate

Learning design for sustainability
LinkedinJul 2022 - View certificate

Critical thinking
LinkedinNov 2021 - View certificate

5 personal finance tips
LinkedinJun 2021 
Lean management
SimplilearnNov 2021
Honors & Awards
- Awarded to Ashok ShivarathriGDS User Recognition EY Jun 2024
- Awarded to Ashok ShivarathriEY Ripples EY May 2023 EY Ripples is global Corporate Responsibility (CR) program that provides our people the opportunity to positively impact the lives of millions of individuals by using their skills, knowledge, and experience.I have earned ripples in the following areas.1. Action for Environment2. Light a Life3. Awareness on Climate Change
- Awarded to Ashok ShivarathriDream Team Award FactSet Aug 2021 (Frequency - Semi-annual)My team won the "Dream Team award" during H2FY21. This award is given to the team that has met the given criteria for the half year (Productivity, accuracy, efficiency, capacity utilization, leave adherence, training participation, project/idea submission).
- Awarded to Ashok ShivarathriSTAR (R&R) Award FactSet Aug 2020 (Frequency - Semi-annual)"STAR award" was given 3 times during H1FY19, H2FY19 & H2FY20 for consistent performance on metrics as evidenced by teams statistics.
- Awarded to Ashok ShivarathriBlue Ribbon Award FactSet Feb 2020 (Frequency - Quarterly)"Blue Ribbon award" was given 6 times during FY21, FY20 & FY19 for taking initiatives, displaying excellence and walking the extra mile at work for process improvement.
Volunteer Experience
Member of Corporate Social Responsibility
Issued by EY on Oct 2022
Associated with Ashok ShivarathriMember of Core Cultural Committee(HYD)
Issued by EY on Oct 2022
Associated with Ashok ShivarathriMember of Corporate Social Responsibility
Issued by FactSet on Nov 2014
Associated with Ashok Shivarathri
Languages
- enEnglish
- teTelugu
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