Summary
Overview
Work History
Education
Skills
Desiredpositions
Visagranted
Skypeid
Personal Information
Timeline
Generic

Abhisht Gupta

Melbourne

Summary

CPA & CMA have demonstrated experience of analytical ability for data with a strong attention to detail and accuracy. I have 15+ years of experience including 7 years of experience in P&L analysis for regulatory reports. Have strong communication and presentation skills for various dashboards with senior management and proven record for business process changes using advanced Excel formulae. I have worked with tier 1 financial institutions including Moodys Analytics (Deutsche Bank), HCL Technology (UBS), Wells Fargo, State Street, and HSBC. I also have a permanent residency visa for Australia.

Overview

17
17
years of professional experience

Work History

Assistant Vice President

HSBC
02.2023 - Current
  • Responsible for performing analysis of financial regulatory reports including NSFR, LCR for US, Asia Pacific and consolidated level
  • Working closely with Executive to deliver reports, analysis findings, potential risk areas and forecast opportunities
  • Ensuring compliance with statutory law and financial regulations by the regulators by understanding the regulations and incorporate the same in reports
  • Improving efficiencies and reducing costs across the business by automating manual processes
  • Maintaining relationships with external auditors and banks by responding to their queries and sending variance explanation to them
  • Preparing and analyzing data to produce internal reports for the management.

Senior Manager

State Street
05.2022 - 02.2023
  • Lead & mentored a team of 3 people responsible for performing financial regulatory reporting tasks
  • Ensuring the annual and Quarterly financials are produced in a timely and accurate manner to enable consolidation & publication of Group regulatory financials
  • Analyze project income and expenses, and assist with the preparation of project cash flow, profit and loss
  • Managed and mentored team members financial matters, cost control, and budget management to senior management
  • Conduct and report on full P&L by analyzing trends and financial performance across business units
  • Assisted management with the preparation of forecasts and budgets
  • Work with and train the Commercial team and senior project and operational staff to realize the full benefit of our projects, ensuring a proper close out is performed and people are clear on project budgets, costs, invoicing, and revenue
  • Collaborate with cross-functional teams to collect and analyze financial data and provide insights for decision-making
  • Ensuring balance sheet integrity through reconciliation of all balance sheet accounts with GAAP accounts.

Senior Financial Analyst

Wells Fargo
03.2021 - 05.2022
  • Responsible for deliver reports, analysis findings, potential risk areas and forecast opportunities of financial regulatory reports including FRY-9C & FFIEC031, FR2900 & FR2644 mentoring & reviewing schedules of weekly, quarterly and annual financial regulatory report.

Deputy Manager

HCL Technologies Ltd
11.2016 - 03.2021
  • Leading a team of 10 people responsible for performing regulatory tasks for liquidity and funding
  • Recently, completed successful transition in London for the role to be performed
  • Team Management of 10 people including mentoring and staff development
  • Working closely with Executive to deliver reports, analysis findings, potential risk areas and forecast opportunities
  • Preparation of timely and accurate weekly, quarterly financial statements and annual reports
  • Developing financial strategy, including risk minimization plans and opportunity forecasting
  • High-level financial reporting and analysis, including measuring company performance against external and internal benchmarks
  • Ensuring compliance with statutory law, taxation, and financial regulations by the regulators
  • Improving efficiencies and reducing costs across the business by automating manual processes
  • Maintaining relationships with external auditors and banks by responding to their queries and sending variance explanation to them
  • Improve financial literacy across the organization by explaining them the variances and large changes.

Senior Associate

Moody’s Analytics
12.2007 - 04.2016
  • Worked with bankers in evaluation and preparation of pitch books, comparative company analysis, profiles, financial analysis, etc
  • Preparing comps for analyzing the financial trends for REITs, Technology, FIG (Financial Institutional Group) & Fintech sector
  • Mentoring and guiding the analysts by reviewing their work and explaining them the methodology of doing every request and giving feedback to senior management about the quality of their work
  • Doing financial analysis like calculation of WACC analysis and performing sensitivity analysis using excel functions.

Education

CPA -

Certified Practising Accountant, Australia
01.2023

Chartered Global Management Accountant -

Chartered institute of Management Accontants, UK
01.2014

Chartered Financial Analyst -

ICFAI, India
01.2007

Master of Business Administration (Finance) -

Uttar Pradesh Technical University, India
01.2006

Bachelor of Commerce -

MJP Rohilkhand University, India
01.2001

Skills

  • Issue Resolution Skills
  • Consulting
    Analytical skills
    Financial modeling
    Regulatory reporting
    Corporate presentations
    Staff Management
    Effective relationship building
    Financial Management
    Decision Making & Judgment
    Variance Analysis
    Costing & Budgeting
    Internal Audit
    Financial management

Desiredpositions

Looking for suitable role in management accounting, regulatory reporting, corporate finance & investment banking

Visagranted

B1/B2, USA (Valid till 2026)

Skypeid

abhishtkusumgupta

Personal Information

  • Available: Immediately
  • Residency: Permanent Residency (Valid Till Dec ’27)
  • Date of Birth: 07/01/1981
  • Gender: Male
  • Nationality: Indian

Timeline

Assistant Vice President

HSBC
02.2023 - Current

Senior Manager

State Street
05.2022 - 02.2023

Senior Financial Analyst

Wells Fargo
03.2021 - 05.2022

Deputy Manager

HCL Technologies Ltd
11.2016 - 03.2021

Senior Associate

Moody’s Analytics
12.2007 - 04.2016

CPA -

Certified Practising Accountant, Australia

Chartered Global Management Accountant -

Chartered institute of Management Accontants, UK

Chartered Financial Analyst -

ICFAI, India

Master of Business Administration (Finance) -

Uttar Pradesh Technical University, India

Bachelor of Commerce -

MJP Rohilkhand University, India

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