Bineet Gupta

Finance professional with experience in supporting the Consumer Banking CFO Office in financial planning, forecasting, and regulatory reporting. Expertise in Non-Interest Revenue (overdrafts, debit income), CCAR/RA stress testing submissions, and executive-level financial presentations. Proven track record in process improvement using tools like Alteryx and Essbase, with strong analytical skills in variance analysis and budgeting. Recognized for leading UAT initiatives, driving automation, and delivering insights that support strategic decision-making.

Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.

Finance specialist with experience in budgeting, forecasting, and financial analytics within the insurance domain, supporting commercial and personal insurance verticals. Skilled in managing annual budgeting (bottom-up), strategic planning, and quarterly forecasting using SAP BPC. Adept at partnering with regional CFOs to deliver P&L analysis, commentary, and ad-hoc insights.

Strong background in expense allocation, cost center analysis, and template restructuring for better consolidation across business groups. Proven ability to automate reporting processes using VBA, improve intercompany review processes, and lead small teams effectively.

Finance professional with hands-on experience in reinsurance planning, forecasting, and P&L analysis across regions and business lines. Skilled in building Excel models for revenue and cost reporting, managing quarterly reforecasts, and loading data into HFM and Magnitude. Played a key role in Anaplan setup and QlikView integration, acting as a bridge between business and consultants. Known for strong variance analysis, report automation, and receiving multiple awards for high performance and commitment.

Finance Analyst with solid experience in OPEX budgeting, forecasting , and global FP&A reporting . Collaborated directly with FP&A leadership in New York on BlackRock G&A expense reports and CFO-level commentary. Proficient in preparing weekly to quarterly financial reports and senior management decks on revenue, expense, and initiatives. Skilled in variance analysis, data validation, and providing actionable insights to support strategic decisions. Successfully transitioned Corporate FP&A work to India and recognized by global CFOs for outstanding performance.

Finance and BI analyst with experience in earnings analysis, forecasting, and variance/trend analysis using Business Intelligence tools. Specialized in identifying financial patterns, building forecasting models, and presenting insights through dashboards and visual reports (charts, tables, and graphs). Proven ability to drive daily and monthly variance reviews, and support data-driven decision-making for financial performance improvement.