Jyoti Gupta
Delhi
Summary
Dedicated and adaptable professional with expertise in financial planning and analysis at Concentrix Daksh, India Services. Proven track record in ensuring compliance and enhancing reporting efficiency through advanced Excel and analytical problem-solving skills. Recognized for collaborating effectively with cross-functional teams to resolve discrepancies and improve retirement benefit processes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Operations Representative
Concentrix Daksh India Services
Gurgaon
07.2024 - 12.2024
Reviewed client-prepared statements to ensure compliance with labor laws and retirement benefit regulations.
Verified employer contributions under defined plans were non-discriminatory and met legal requirements.
Collaborated with accounting, migration, and other teams to calculate discrepancies, and recommend corrective contributions.
Advised clients on contribution adjustments to pass compliance tests, and ensure equitable retirement benefits.
Prepared reports highlighting discrepancies and solutions to support regulatory adherence.
Operations, Representative
Concentrix Daksh India Pvt. Ltd.
Gurgaon
12.2021 - 04.2023
Reconciled client statements with Form 5500, annual reports, and account summaries, identifying and documenting discrepancies.
Analyzed inconsistencies between third-party data and client records to support resolution, and ensure data integrity.
Reviewed retirement plan accounts for compliance with regulatory standards and internal controls.
Coordinated with compliance, audit, and client teams to address issues and align reporting processes.
Prepared reconciliation reports and discrepancy logs for audits and regulatory filings.
Ensured reports were accurate, release-ready, and compliant with industry requirements.
Suggested process improvements to strengthen controls and enhance reporting efficiency.
Education
MBA - Business Analytics
MERI College of Engineering & Technology
Sampla, Bahadurgarh Road, Hariyana07-2025
Bachelor of Arts - Economics
Zakir Husain Delhi College
New Delhi07-2023
Intermediate Certificate - Commerce
Sarvodaya Kanya Vidyalaya
C-Block, Janakpuri, Delhi05-2019
Matriculation -
Sarvodaya Kanya Vidyalaya
C-Block, Janakpuri, Delhi05-2016
Skills
- Financial planning and analysis
- Financial modeling and valuation
- SQL and advanced Excel
- FIS Relius expertise
- Macro development
- Generative AI proficiency
- Analytical problem solving
- Attention to detail
- Team collaboration
Certification
• Certification in Marketing from Godrej & Boyce (MBA 1st Semester)
• Certification in MIS & Data Analysis
• Certification: Financial Planning Analysis
• Learning and exploring Financial Modelling
• Pursuing certification in Equity Research
Affiliations
• Developed a predictive analytics model using Python (TensorFlow & scikit-learn) to forecast sales team performance.
• Built Power BI dashboards with AI-driven insights for HR demographics and sales analytics.
• Conducted financial system analysis using FinChat.io for company fundamentals and TradingView (AI scripts) for market trend evaluation.
• Made two major projects about a comprehensive analytical study on impact of Data Mining on Industry and customer satisfaction on Indian banking operations and services offered by them.
• Minor project on an internship at MERI skills where I created Power BI dashboards for sales data and HR Analytics.
Timeline
Senior Operations Representative
Concentrix Daksh India Services
07.2024 - 12.2024
Operations, Representative
Concentrix Daksh India Pvt. Ltd.
12.2021 - 04.2023
MBA - Business Analytics
MERI College of Engineering & Technology
Bachelor of Arts - Economics
Zakir Husain Delhi College
Intermediate Certificate - Commerce
Sarvodaya Kanya Vidyalaya
Matriculation -
Sarvodaya Kanya Vidyalaya
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