Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Pulkit Gupta

New Delhi

Summary

Senior Finance Executive with a proven track record at Allianz Partners, expert at optimizing order-to-cash processes and enhancing compliance. Demonstrated strong problem-solving abilities and effective communication skills, leading to improved financial operations and successful project outcomes. Expertise in SAP and financial analysis drives strategic decision-making and operational excellence.

Overview

6
6
years of professional experience

Work History

Senior Finance Executive

Allianz Partners
Noida
06.2022 - 10.2024
  • Managed order-to-cash processes, including accounts receivables and bank reconciliations.
  • Applied payments in PeopleSoft and Oracle according to service level agreements.
  • Processed PO and non-PO invoices efficiently while ensuring compliance with tax regulations.
  • Recorded expenses and journal vouchers in SAP for monthly closures and tracking provisions.
  • Collaborated with purchase team to review cost centers and GL before purchase orders were created.
  • Oversaw all finance and accounting operations, including handling accounts payable and receivable.

Senior Executive

EXL Services
Noida
10.2021 - 11.2021
  • Analyzing and recording the loan proposals of the customers in advanced and secured applications.
  • Scrutinizing relevant documents before sanctioning loans.
  • Conducting credit investigations and analyzing credit information pertaining to loans.
  • Analyzing customers' personal and financial background through personalized applications.

Process Associate

Accenture
Gurugram
08.2019 - 09.2020

Process Associate

Genpact
Noida
08.2018 - 07.2019
  • Analyzed and recorded loan proposals, scrutinized relevant documents before sanctioning loans, and performed thorough mid-process inspections to ensure quality assurance.
  • I also led process and product improvement initiatives.

Education

Master of Business Administration - MBA - Finance General

Middlesex University Dubai
09.2022

Global Virtual Exchange -

University of Florida
05.2022

Bachelor of Commerce - hons

Delhi University
01.2018

Skills

  • Communication
  • Organizational
  • Technical
  • Interpersonal
  • Adaptability
  • Problem-solving

Personal Information

Date of Birth: 05/27/96

Timeline

Senior Finance Executive

Allianz Partners
06.2022 - 10.2024

Senior Executive

EXL Services
10.2021 - 11.2021

Process Associate

Accenture
08.2019 - 09.2020

Process Associate

Genpact
08.2018 - 07.2019

Master of Business Administration - MBA - Finance General

Middlesex University Dubai

Global Virtual Exchange -

University of Florida

Bachelor of Commerce - hons

Delhi University
Pulkit Gupta