Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

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

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Software

Microsoft Excel

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 -
Surbhi GuptaFinance