Vinay K. Gupta

Annual Budgeting and Planning

• Led annual budgeting process, ensuring timely completion and alignment with company goals and objectives.
• Contributed to the development and implementation of long-term financial planning initiatives that supported corporate growth objectives.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Monthly Reporting and Analysis

• Managed the preparation of monthly management reports, highlighting key performance indicators, risks, opportunities, and recommendations for action steps when necessary.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Enhanced financial reporting capabilities with the development of comprehensive dashboards and KPI tracking tools.

Deal Pricing

• Partnered with sales leadership to develop pricing strategies that maximized profitability while remaining competitive in the marketplace.
• Conducted thorough competitor analysis, providing valuable market insights for informed business strategy development.

Forecasting and strategy triggers

• Improved financial forecasting accuracy by implementing advanced planning models and techniques.
• Reduced overhead costs by identifying inefficiencies and implementing cost-saving measures across various departments.

Fund raising and due diligence

• Supported financial due diligence on potential investments and acquisitions.

Innovations and Process Management

• Supported BI team to automate monthly reporting on Tableau for easy access and dynamic reporting.
• Implemented Workday for Budgeting and forecasting tool
• Improved the monthly reporting process and close timelines

Business Partnering & Reporting

• Led financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.

Global Budgeting & Forecasting

• Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.

Strategic Management Reporting & Special Projects

• Preparing Investor Deck & Management Discussion & Analysis deck for Quarterly & Annual filing
• Been part of Ocwen’s $0.5 billion fund raising exercise. Provided ad-hoc support to various P&L related queries from Potential Investors

Cost Optimization

• Part of various global cost optimization initiative to drive Organization back to profitability. Worked on an initiative resulting into ~$20M annualized savings.
• Worked alongside Business to devise pricing strategy which is resulting in annualized savings in-lieu of ~$3M

Automation

• Lead the automation of all the Corporate reporting packages (~50 Financial reporting Decks) which use to take ~100 Man hour to complete
• Lead the team on automating Monthly / Quartely Financial Package reporting to Executive Leadership Team & reduced the TAT to BD 7 from BD 13

Budgeting Planning & Reporting

• Lead the Global budgeting process while training and establishing the FP&A team from scratch
• Responsible for 75% geographic presence of Organization from FP&A perspective
• Responsible for Financial reporting and analytics for ELT & Board members
• Created automated Global P&L Forecast Template & process for Revenue / Cost forecasting at granular level (Weekly man-hour saving of ~6-8 Hours)

Strategic Projects

• Member of Core team to drive operational efficiency (Yearly savings in-lieu of ~$2M)
• Actively supported in increasing one of key account's Gross margin by ~12%. Bringing around $1M+ in the Organization

Deal Pricing

• Deal Structuring and Pricing Lead for $100K to $20M+ Deals for a $80M+ P&L sized Organization.

Consulting

• Worked in Financial Consulting with SAP Labs. Focused toward Competition & Market Intelligence. Partnered with Gartner to Create a Market Model which provided granular level revenue forecast for SAP’s competitors for next 3 years.

• Part of a 2-resource team handling Business Finance Operation for the 3rd Largest Vertical in IGATE
• Analyzed various internal levers like Revenue forecast, Utilization, Resource forecast to streamline and make budget more holistic and actionable.
• Automation of Business Unit P&L at organization level.
• Implementation of Hyperion budgeting module.
• Championed an “Unbilled leakage” file, which tracks revenue leakage due to resources not being effectively utilized on projects.
• This has also helped increase margins by ensuring only required personnel are held onto projects.

• Analyzed functioning of retail store and worked as a member of Fruits & Vegetable section team for daily pricing decisions.
• Studied various attributes to understand customer behavior for preferring a retail store.
• Coordinated as a member of Fruits & Vegetable section team for opening a new Mega store in Bangalore.