Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies
Timeline
Generic
Sumit Gupta

Sumit Gupta

Senior Manager Performance - Finance
Gurgaon

Summary

Forward-thinking team leader adept at efficiently operating departments to meet goals. Proactive and hardworking, focused on continuous improvement. Highly collaborative with a proven track record of effectively training, guiding, and developing team members. Instrumental in ensuring business operations remain fully compliant and within budgetary guidelines, knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Skilled in working under pressure, adapting to new situations and challenges to best enhance the organizational brand.

Overview

17
17
years of professional experience
5
5
years of post-secondary education

Work History

Senior Performance Manager – Finance

Bacardi India Pvt Ltd
Gurgaon, Haryana, India
11.2024 - Current
  • Conduct a comprehensive review of the monthly projection, leveraging insights from relevant stakeholders to ensure precision and alignment with the annual Budget.
  • Integrate key findings on brand and state-level projections while identifying and communicating Risks & Opportunities.
  • Moving beyond historical data to provide predictive insights that influence business direction.
  • Establish and drive efficiency in credit limits, considering business dynamics, risk factors, and growth opportunities.
  • Monitor and optimize inventory levels to prevent overstocking and ensure efficient capital utilization.
  • Assess ROI of key trade retailers by evaluating spend efficiency and revenue growth.
  • Evaluating customer ROI (Return on Investment) which involves deeper dive into overall customer trade investment and earnings.

Cluster Finance Manager – North and West

Beam Global Spirits & Wines Pvt Ltd
06.2014 - 11.2024
  • Ownership of Gross margin and Revenue growth initiatives of regions and taking strategic plan for long term interventions involving cross functional alignments.
  • Partner with Innovation/Marketing and commercial teams and cross functional stakeholders for all upcoming brand/product innovations in India (new brand/segment introductions).
  • Taking pricing initiatives to mitigate steep inflation/gap while maintaining Gross margin and market share.
  • Collaborate and create constructive interaction between Marketing, Commercial and Finance teams(s).
  • Finalization of Cost cards as per applicable state excise policy along with EDP, GM and MRP analysis.
  • To facilitate high level of cash flow and minimize levels of overdue debt.
  • Leading a team of finance professionals and responsibility for their capability development through 70:20:10 learning model with continuous focus to maintain healthy employee engagement scores.
  • Management of overall Trade spends, regional Opex and A&P spends. Review of spends aligned to national Brand-State priorities.
  • Effective delivery of Commercial KPIs like Month end close, Customer management, Claim servicing, Account reconciliations, Accrual management, Policy governance through concerned team members.
  • Support internal and statutory audit process including internal compliance reviews by partnering with Legal, Compliance and Controlling functions to drive minimal observations.

Assistant Manager - Finance & Accounts

Godrej Appliances
09.2012 - 04.2014

Commercial In-Charge - Finance & Accounts

Sony electronics
New Delhi
04.2011 - 09.2012

Account Officer (including Contractual Experience)

Nestle
New Delhi
03.2008 - 03.2011

Education

CMA Intermediate -

Institute of Cost and Works Accountant of India
07.2009 - 03.2011

Bachelor of Commerce (Hons) - undefined

University of Delhi
04.2004 - 03.2007

Skills

  • Financial forecasting

  • Internal control management

  • Business Strategy and Revenue Growth

  • Team leadership

  • CCC optimization

  • Trusted Business Partner

  • Process Optimization & Automation

  • Credit management

  • Long-term planning

  • Strategic pricing analysis

  • Stakeholder collaboration

Accomplishments

  • Developed a robust Accounts Receivable (AR) methodology to systematically track overall receivables, ensuring achievement of annual AR targets. Positively impacted AR target by $5Mn in 2025.
  • Established a strategic inventory management framework for the corporate market, driving better cash flow management and minimizing due balances. Achieved efficiency of $100k on annual basis.
  • Developed a monthly comprehensive business overview deck, providing key updates, variance analysis, risk and opportunity assessments, regulatory insights, and inventory forecasts for strategic decision-making.
  • Automated the All-India cost card pricing process in 2022, integrating gross margin calculations, state excise nuances, and approval workflows for improved efficiency and accuracy.
  • Achieved positive Glint employee survey results for the team in 2022, 2023, and 2024, reinforcing our commitment to Diversity, Equity, and Inclusion as a top priority.
  • Facilitated the successful career progression of six employees, including promotions, as part of the people development initiative over the past three years—earning recognition and appreciation from the India Management team.
  • Received the Beam Spirits Award for the successful completion of the Promoter disengagement project in 2021. This critical Risk Management initiative required seamless cross-functional collaboration for effective implementation.
  • Successfully achieved a long-awaited price increase in Kerala by collaborating with the Commercial and Corporate Affairs teams, driving GM growth up to 5% in 2023.
  • Successfully unlocked the BIO market in Uttarakhand in 2023-24 by strategically overcoming regulatory and distribution challenges.
  • Driven South market revenue growth in 2022-2023 by spearheading innovation pricing initiatives and expanding new product launches across the zone.
  • Led the NPD P&L strategy as part of RGM initiatives from 2021-2024, driving growth across premium brands, including HOS (Toki, Roku, Hibiki, Yamazaki), Laphroaig Select, and Bowmore 15YO.
  • Collaborated with Commercial and Marketing team for margin sustainability initiative, leading to 4% GM increase of the Brand in 2020-21.
  • Involved in successful completion of Statutory and Internal audit in 2021, 2022 & 2023, report submitted without any adverse findings.
  • Key member of India Credit enablers team to identify Growth based Credit portfolio. Beam Spirits Award for providing Credit enablers to support business growth in 2019.
  • Teachers Golden Thistles Award for making significant contribution in collection and reconciliation of CSD dues in 2019.
  • Implemented G2N project which aims to implement standard GL codes and ensure consistent application of SAP conditions. Visited Madrid, Spain to provide overview of the India operations to ensure smooth implementation of the Project in 2018.

Hobbies

Watching Cricket and Reading Books

Timeline

Senior Performance Manager – Finance

Bacardi India Pvt Ltd
11.2024 - Current

Cluster Finance Manager – North and West

Beam Global Spirits & Wines Pvt Ltd
06.2014 - 11.2024

Assistant Manager - Finance & Accounts

Godrej Appliances
09.2012 - 04.2014

Commercial In-Charge - Finance & Accounts

Sony electronics
04.2011 - 09.2012

CMA Intermediate -

Institute of Cost and Works Accountant of India
07.2009 - 03.2011

Account Officer (including Contractual Experience)

Nestle
03.2008 - 03.2011

Bachelor of Commerce (Hons) - undefined

University of Delhi
04.2004 - 03.2007
Sumit GuptaSenior Manager Performance - Finance