Microsoft Excel
Surbhi Gupta
Finance
Kolkata
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
13
13
years of professional experience
3
3
Languages
Work History
Senior Finance Analyst
Outpost Work LLP
07.2022 - Current
- Improved financial reporting accuracy by rigorously reviewing and reconciling general ledger accounts on a regular basis.
- Delivered timely, accurate, and insightful financial analyses to guide executive decision-making in both operational and strategic contexts.
- Optimized working capital through rigorous cash flow analysis and improvement recommendations.
- Enhanced overall profitability with cost reduction strategies and expense management techniques.
- Played a key role in driving continuous improvement initiatives across finance operations, leading to increased efficiency and reduced manual processes.
- Managed external audit engagements to ensure timely completion of required filings while maintaining positive relationships with auditors throughout the process.
- Mentored junior analysts in financial modeling, data analytics techniques, enabling them to contribute more effectively to team objectives.
- Led cross-functional teams on various finance projects, fostering collaboration between departments for enhanced business performance.
- Strengthened internal controls, ensuring compliance with all relevant regulatory requirements and accounting standards.
- Determined pricing, margins and risk factors for active and proposed projects.
Account Manager
South Calcutta Diesels Private Limited
06.2012 - 06.2022
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Used analytical skills to track and report on account performance metrics, providing insights for future growth opportunities.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Developed comprehensive financial reports for executive decision-making support.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
Education
MBA - Finance And Marketing
Amity Business School
Noida 04.2001 -
CMA - Cost Accounting
Institute of Cost Mangement of India
Kolkata 04.2001 -
Bachelor of Commerce - Commerce
Shri Shikhayatan College
Kolkata 04.2001 -
No Degree - High School
Maheswari Girls' School
Kolkata 04.2001 -
Skills
Cash Flow Management
Economic forecasting
Profitability analysis
Auditing procedures
Cost accounting
Bookkeeping
Financial Modeling
Account Reconciliation
Microsoft Excel
Financial statement analysis
General ledger accounting
Software
Xero Certified
QuickBooks Certified
Tally Software
Power Bi
Timeline
Senior Finance Analyst
Outpost Work LLP
07.2022 - Current
Account Manager
South Calcutta Diesels Private Limited
06.2012 - 06.2022
MBA - Finance And Marketing
Amity Business School
04.2001 -
CMA - Cost Accounting
Institute of Cost Mangement of India
04.2001 -
Bachelor of Commerce - Commerce
Shri Shikhayatan College
04.2001 -
No Degree - High School
Maheswari Girls' School
04.2001 -