Anu Gupta
Financial Strategist
Delhi
Summary
Experienced financial professional with over 10 years of expertise in financial planning and analysis (FP&A), currently serving as a Client Financial Management Specialist. Driving financial strategies, optimizing budgeting and forecasting processes, conducting variance analysis, and managing financial reporting.
Overview
11
11
years of professional experience
Work History
Financial Specialist
Accenture
05.2022 - Current
- As CFM, I am responsible for managing the financial health of client accounts. My role involved managing budgets, forecasting financial outcomes, and ensuring the accuracy of financial reporting.
- Connected with internal teams and clients to track project costs, analyze financial performance, and identify areas for improvement.
- Identify cost-saving opportunities, managing billing processes, and ensuring compliance with contractual financial terms.
- Providing insightful financial analysis to support overall project profitability.
- Conducted monthly true-ups (at month-end) and prelims (before month-end) to reconcile actual figures with forecasted numbers, identifying variances and their root causes.
Financial Reporting
Ernst & Young
06.2019 - 04.2022
- Weekly and monthly forecast reports, providing detailed insights into financial results.
- Identify and highlight significant variances, which helps management for decision-making.
- Managed ad-hoc tasks throughout the month, addressing specific issues to the onshore team.
- Conducted deep-dive analyses to identify cost-saving opportunities and revenue assurance strategies.
- Created and maintained separate worksheets for trial balance, income statement, and balance sheet, supporting federal tax return preparation (US Partnership 1065 or US Corporate Tax 1120) and state tax returns.
Business Analyst
Thomson Reuter
05.2016 - 06.2019
- Gathered information from multiple sources and disseminated it in detail.
- Consolidated month-wise reports and prepared MIS dashboards for performance tracking.
- Created alternatives and recommended actions to reduce costs and improve company finances.
- Tracked reports for new projects, analyzing cost, FTE requirements, and variances between estimated and actual data.
- Worked as a Project Coordinator to ensure tasks were completed within deadlines.
Senior Analyst
Infosys BPO
06.2014 - 04.2016
- Collaborated with clients to identify and track issues on a regular basis.
- Reconciled client positions with multiple custodians, ensuring proper posting of accruals and entitlements.
- working closely with clients, custodians, and accounting teams.
- Interacted with clients and internal teams on routine matters and inquiries.
- Reconciled SWIFT MT564/MT566 notifications from global custodians with client positions in back-office systems.
Education
MBA - Finance
UPTU University
Ghaziabad, Uttar Pradesh08-2013
Skills
- Budgeting & Forecasting
- Financial Reporting
- Business Operations
- US partnership/corporate tax
Personal Information
Date of Birth: 09/26/90
Timeline
Financial Specialist
Accenture
05.2022 - Current
Financial Reporting
Ernst & Young
06.2019 - 04.2022
Business Analyst
Thomson Reuter
05.2016 - 06.2019
Senior Analyst
Infosys BPO
06.2014 - 04.2016
MBA - Finance
UPTU University
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