AMBIKA GUPTA
Ludhiana
Summary
Results-driven Finance & Accounting Professional with *5+ years of cross-functional experience* in corporate finance, financial reporting, risk management, and financial education. Proven track record of *enhancing financial accuracy, optimizing cash flow systems, and supporting strategic business decisions* across startups and established firms. Dual expertise as both a *practicing finance manager* and an *ACCA/CFA-certified educator* enables me to bridge technical rigor with clear communication—making complex financial insights actionable for stakeholders at all levels. Seeking to bring my analytical precision, leadership mindset, and global finance perspective to a forward-thinking organization
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Professor (Part-Time)
Kalyan Institute
Ludhiana
06.2024 - 10.2025
- Taught advanced finance courses aligned with *ACCA, CFA, and CMA curricula* to undergraduate students, with a focus on *real-world application* over theory.
- Developed *case-based learning modules* on topics like “Risk in Emerging Markets” and “Ethical Dilemmas in Financial Reporting,” improving student engagement by 60% (based on feedback).
- Organized *industry-academia workshops* with CA firms and local businesses, creating internship pathways for 15+ students annually.
- Served as an academic advisor for student finance clubs, guiding them in national competitions, and research projects.
Account & Finance Manager
Swipewire Technologies
Bangalore
03.2023 - 10.2025
- Led end-to-end financial operations for a high-growth tech firm, managing accounts payable/receivable, payroll, and month-end closing with 100% on-time delivery.
- Designed and implemented a standardized accounting policy framework aligned with GAAP, reducing compliance discrepancies by 40% during internal audits.
- Analyzed financial performance metrics (revenue trends, cost structures, ROI) and presented insights to the CEO and investors, directly influencing quarterly budget reallocations that improved operational efficiency.
- Managed investment portfolios for high-net-worth clients in Dubai and the USA, conducting risk profiling, asset allocation reviews, and market trend analysis; achieved a 92% client retention rate.
- Conducted due diligence for potential partnerships and vendor contracts, identifying financial red flags that saved the company an estimated ₹18 lakhs in potential losses.
- Mentored 3 junior analysts, improving team productivity through structured training in financial modeling and reporting best practices.
Assistant Accountant and Auditor
Harman & Company
Ludhiana
06.2019 - 11.2022
- Prepared *monthly/quarterly financial statements* for 20+ SME clients, ensuring *timely filing* and full compliance with tax regulations.
- Reconciled *bank and general ledgers* with 99.8% accuracy, resolving long-standing discrepancies that improved client trust and reduced audit queries.
- Supported *statutory and internal audits* by organizing documentation, preparing working papers, and coordinating with external auditors—cutting audit cycle time by *25%*.
- Advised clients on *investment strategies, including diversification, tax-efficient instruments, and risk mitigation—leading to a **30% increase in repeat advisory engagements*.
- Automated routine data entry using *Tally and Excel macros*, saving 10+ hours per week in manual work.
Education
CFA Charterholder
CFA Institute | Completed Level III (2025)
2025
ACCA Affiliate
Association of Chartered Certified Accountants
(UK) | Finalist (2025) 2025
MBA in International Finance
Jain (Deemed-to-be University)
Bangalore 2024
B.Com (Hons) in Finance
Panjab University
IN-CH2022
Skills
Financial Expertise
- Financial Statement Preparation & Analysis
- Budgeting & Forecasting
- Cash Flow Optimization
- GAAP & IFRS Compliance
- Risk Assessment & Due Diligence
- Investment Portfolio Review
- M&A Support & Valuation Analysis
Technical Tools
- SAP ERP
- Tally Prime
- QuickBooks
- Zoho Books
- FreshBooks
- MS Excel (PivotTables, VLOOKUP, Dashboards)
- PowerPoint (Executive Presentations)
Soft Skills
- Strategic Communication
- Stakeholder Management
- Cross-functional Collaboration
- Problem Solving & Critical Thinking
- Leadership & Mentorship
- Adaptability in Fast-Paced Environments
- Time & Priority Management
Languages
Punjabi
Advanced
C1
Hindi
Advanced
C1
English
Proficient
C2
Certification
- Foundation in Professionalism (ACCA)
- Advanced Financial Software Training (Teachnook Institute)
Timeline
Assistant Professor (Part-Time)
Kalyan Institute
06.2024 - 10.2025
Account & Finance Manager
Swipewire Technologies
03.2023 - 10.2025
Assistant Accountant and Auditor
Harman & Company
06.2019 - 11.2022
CFA Charterholder
CFA Institute | Completed Level III (2025)
ACCA Affiliate
Association of Chartered Certified Accountants
MBA in International Finance
Jain (Deemed-to-be University)
B.Com (Hons) in Finance
Panjab University