CA Phaneendra Kumar PotnuruCA Phaneendra Kumar Potnuru – 220330 – 220330 CA Phaneendra Kumar PotnuruCA Phaneendra Kumar Potnuru – 220330 – 220330

CA Professional Achiever Award – CA Professional Achiever Award – Engineering and Capital Goods Engineering and Capital Goods

SectorSector

CA Professional Achiever Award – CA Professional Achiever Award – Engineering and Capital Goods Engineering and Capital Goods

SectorSector

Senior Manager Caterpillar India Private Limited subsidiary of

Caterpillar Inc USA

• Turnover (Sales) of the Company in Turnover (Sales) of the Company in Rupees:Rupees: INR 3,000 Billions INR 3,000 Billions

• Net worth of the Company:Net worth of the Company:

INR 646 BillionsINR 646 Billions

• Market Capitalization of the Organization:Market Capitalization of the Organization:

INR 2,750 BillionsINR 2,750 Billions

Note: Please give details of the company where the person is located. For CA Business Achiever or CFO where person is handling multiple companies within a group, please give composite details of all companies under the domain of nominee. Details of Individual companies may be given separately. The applicants of CA Professional Achiever should give details only of the company where they are working.

Caterpillar is the world’s leading manufacturer of construction Caterpillar is the world’s leading manufacturer of construction and mining equipment, diesel and natural gas engines, industrial and mining equipment, diesel and natural gas engines, industrial gas turbines and diesel electric locomotives. It is also a leading gas turbines and diesel electric locomotives. It is also a leading service provider through Cat financial services, service provider through Cat financial services, Remanufacturing, Logistics and Rail. With 2011 Sales & Remanufacturing, Logistics and Rail. With 2011 Sales & revenues of $60.138 Billion, Caterpillar has been making revenues of $60.138 Billion, Caterpillar has been making sustainable progress possible on every continent and was sustainable progress possible on every continent and was ranked by Fortune as the number one admired company in the ranked by Fortune as the number one admired company in the Industrial and farm equipment category and number 19 on Industrial and farm equipment category and number 19 on world’s Most admired companies list this year.world’s Most admired companies list this year.

Asia pacific shared services (APSS) provides valued accounting Asia pacific shared services (APSS) provides valued accounting related shared services and decision support to help Caterpillar related shared services and decision support to help Caterpillar achieve its goals. We are recognized for providing value added achieve its goals. We are recognized for providing value added low cost services by ensuring strong fiduciary reporting low cost services by ensuring strong fiduciary reporting responsibility and regulatory compliance with 200+ workforce responsibility and regulatory compliance with 200+ workforce in Bangalore and Tianjin.in Bangalore and Tianjin.

India Shared Service Center working from Bangalore provides India Shared Service Center working from Bangalore provides accounting and related shared services support for 15+ legal accounting and related shared services support for 15+ legal entities in the region which covers India, Singapore, Thailand, entities in the region which covers India, Singapore, Thailand, Japan, Indonesia, Australia etc handling business volume Japan, Indonesia, Australia etc handling business volume transaction of close to $12 Billion Sales & revenues.transaction of close to $12 Billion Sales & revenues.

About the OrganizationAbout the Organization

KEY ROLE IN THE ORGANIZATIONKEY ROLE IN THE ORGANIZATION • Senior Manager with responsibility for Financial and Statutory Reporting Senior Manager with responsibility for Financial and Statutory Reporting

and Capital Assets for facilities with total revenue of about $12 Billion. I and Capital Assets for facilities with total revenue of about $12 Billion. I have a work group of 17 people of whom 14 are qualified chartered have a work group of 17 people of whom 14 are qualified chartered accountants.accountants.( Nov’11 – Till date )( Nov’11 – Till date )

• Manager for Capital Assets, Reconciliations, Inter Company and Financial Manager for Capital Assets, Reconciliations, Inter Company and Financial Systems teams (Nov’09 - Oct’11)Systems teams (Nov’09 - Oct’11)

• Deputy Manager for Financial Systems ( Mar’08 – Oct’09)Deputy Manager for Financial Systems ( Mar’08 – Oct’09)

• Revenue Accountant ( Oct’06 – Feb’08)Revenue Accountant ( Oct’06 – Feb’08)

• Qualified Chartered Accountant ( May’06 )Qualified Chartered Accountant ( May’06 )

MAJOR ACHIEVEMENTSMAJOR ACHIEVEMENTS• Professional And Academic CareerProfessional And Academic Career

ICAI – All India 2ICAI – All India 2ndnd Rank (PE II), All India 30 Rank (PE II), All India 30thth Rank (Final) (self study Rank (Final) (self study – did not go for any sort of coaching)– did not go for any sort of coaching)

ICWAI (self study – did not go for any sort of coaching)ICWAI (self study – did not go for any sort of coaching) B Com Hons - 15B Com Hons - 15thth University Rank University Rank +2 Commerce – 13+2 Commerce – 13thth State Rank State Rank Cleared Two papers of Indian Actuaries CourseCleared Two papers of Indian Actuaries Course

• Served as faculty at ICAI Chapter, Bangalore for one year in Served as faculty at ICAI Chapter, Bangalore for one year in 20102010

• Addressed a gathering of about 70 qualified chartered Addressed a gathering of about 70 qualified chartered accountants at Belgaum Chapter in 2010 on accounting accountants at Belgaum Chapter in 2010 on accounting standardsstandards

• Set aside and use 10% of my salary for social and charitable Set aside and use 10% of my salary for social and charitable causes causes

• Recognised for seamless transition of accounting function to Recognised for seamless transition of accounting function to India and SAP implementation in APAC region (2007)India and SAP implementation in APAC region (2007)

MAJOR ACHIEVEMENTSMAJOR ACHIEVEMENTS• Nominated as first Asia Resource for Accounting for SAP Nominated as first Asia Resource for Accounting for SAP

implementation at global level and recognised for work done on implementation at global level and recognised for work done on that by Group CFO ( 2009 )that by Group CFO ( 2009 )

• Coded an excel template that sends mail response automatically Coded an excel template that sends mail response automatically with click of a button for which received appreciation from users with click of a button for which received appreciation from users across Asia Pacfic Region ( 2010 ) across Asia Pacfic Region ( 2010 )

• Served as President for Caterpillar FSD Toastmasters, Bangalore Served as President for Caterpillar FSD Toastmasters, Bangalore for one year. Club received “for one year. Club received “Select Distinguished Club” Status for Select Distinguished Club” Status for 1st July 2010 to 30th June 20111st July 2010 to 30th June 2011 ( 2011 ) ( 2011 )

• Rose to Senior Manager level in span of just 5 years ( 2011 )Rose to Senior Manager level in span of just 5 years ( 2011 )• Bestowed with creativity award for conception, development and Bestowed with creativity award for conception, development and

implementation of productivity tools (2011)implementation of productivity tools (2011)– Journal Archiving and Work flow Solution – JAWS ( For Designing and Journal Archiving and Work flow Solution – JAWS ( For Designing and

Testing ) Testing ) – Repetitive Activity Performance Tracker - RAPT (For Designing, Coding Repetitive Activity Performance Tracker - RAPT (For Designing, Coding

and Testing)and Testing)– Tracker for One Time Tasks - TOTT (For Designing, Coding and Testing)Tracker for One Time Tasks - TOTT (For Designing, Coding and Testing)

• My profile selected for display in Caterpillar’s recently opened My profile selected for display in Caterpillar’s recently opened Visitor Center in US ( 2012 )Visitor Center in US ( 2012 )