Summary
Overview
Work History
Education
Skills
Awards and Recognition
Websites
Certification
Languages
Areas of Interest
Personal Information
Timeline
Generic

VEDIKA GUPTA

Mumbai

Summary

To build a career in a growing organization where I can have the opportunities to prove my abilities by accepting challenges, fulfilling organizational goals, and climbing the career ladder through continuous learning and commitment.

Overview

6
6
years of professional experience
6071
6071
years of post-secondary education
1
1
Certification

Work History

Financial Analyst, Global Client Profitability (FP&A)

BNP Paribas India Solutions Pvt. Ltd.
Mumbai
04.2024 - Current
  • Led transition of Management Reporting from Madrid, leveraging automation to deliver ~1 FTE efficiency versus the transferee team.
  • Decoded and documented a critical 28-step Alteryx workflow (Client Axis), establishing the global monthly client data referential for Corporate & Institutional Banking.
  • Authored and maintained SOPs across multiple processes, reducing key-person dependency and improving operational resilience.
  • Delivered accurate monthly, quarterly, and ad hoc client revenue reports with 100% on-time, error-free execution.
  • Analyzed performance trends and variances, reconciling management reporting data and providing actionable insights and senior-level commentary.
  • Partnered with business managers and senior leaders on profitability analysis, budgeting, and restructuring initiatives.
  • Supported annual budget preparation by analyzing client referential data and enhancing models with current business context.
  • Trained and onboarded an intern from Paris, ensuring seamless knowledge transfer and continuity.

Articled Assistant

Sunil Sachdev & Co., Chartered Accountants
Mumbai
02.2020 - 07.2023
  • Contributed to the preparation and analysis of financial reports.
  • Participated in budgeting and forecasting processes by preparing annual budgets and monthly forecast and acted as a bridge between client and investors.
  • Provided strategic tax planning advice to help clients minimize liabilities and efficiently prepared and reviewed tax returns for individuals and businesses.
  • Collaborated with clients and cross-functional teams to provide comprehensive tax solutions.
  • Sound knowledge in litigation with practice in scrutiny assessments and rectification.
  • Preparation of reports relating to tax audits & compliance with other provisions of the Income Tax Act for Body Corporates, partnership firms and individuals.

Education

Chartered Accountancy -

Institute of Chartered Accountants of India
Mumbai

CFA Level 1 -

CFA Institute
Mumbai

Bachelor of Commerce -

Jai Hind College, Churchgate
Mumbai

Skills

  • MS Office
  • Alteryx
  • Power BI
  • SAP BO
  • Customised Software - C3
  • Tally ERP 9

Awards and Recognition

  • Rising Star Award – Recognized for outstanding Commitment, Collaboration, andAccountability (2025)

Certification

  • NISM Series- XXI-A: Portfolio Management Services (PMS Distributors)
  • XV: Research Analyst Certification Examination
  • VIII: Equity Derivatives Certification Examination

Languages

English, Hindi
First Language
Marathi
Upper Intermediate
B2

Areas of Interest

Swimming, Classical Dancing (Kathak), Painting

Personal Information

  • Title: Chartered Accountant
  • Date of Birth: 12/30/00

Timeline

Financial Analyst, Global Client Profitability (FP&A)

BNP Paribas India Solutions Pvt. Ltd.
04.2024 - Current

Articled Assistant

Sunil Sachdev & Co., Chartered Accountants
02.2020 - 07.2023

Chartered Accountancy -

Institute of Chartered Accountants of India

CFA Level 1 -

CFA Institute

Bachelor of Commerce -

Jai Hind College, Churchgate
VEDIKA GUPTA