Milan Gupta Email & Phone Number

Pune, Mh, In

Pune

Agency & Proprietary Sales Force Channels• Responsible for financial planning and budgeting of revenue and all cost lines including headcount, variable spends, acquisition and management cost. • Preparation of profitability statements on monthly basis and getting involved in reviews with business heads for better decision making. • Seek opportunities to enhance financial planning and analysis processes, implementing best practices to improve accuracy and efficiency. • Performing various scenario analysis, sensitivity analysis & stress testing on different cost & revenue models for projections & forecasts and responsible for preparation of financial & business models for new business structure. • Preparing & implementing Annual Operating Plans including creation of financial projections and collaborating with cross-functional teams. • Aiding in creation of long-range plan focused on sustainable and profitable business growth including models for new business initiatives.

• Responsible for preparation of quarterly financial reporting to board of directors, stakeholders & senior management highlighting financial & business performance. • Assisting in formulation of financial plans/business plans/ forecasting/ projections/ financial planning. • Examining revenue side of business & organizations overall profit & loss statement. • Responsible to keep check for internal control systems & liaising with internal auditors.

As a part of Strategy Function team at Hero Insurance Broking, assisting on Strategy & Planning for CEO & CFO Office along with necessary support to all the line of Businesses (Retail, Employee Benefits, Specialty & Reinsurance Solutions)A) Strategy & Planning - CEO Office• Assisting in-house strategy/CEO office projects • Responsible for preparation of monthly deck to stakeholders & promoters highlighting financial & business achievements• Making reports & presentations on the research conducted its findings for the special projects coming from strategy/CEO office• Provide support and insight into significant organizational changes (e.g., shift in strategic focus, mergers, and acquisitions)• Running simulation, sensitivity analysis & financial feasibility on the projects• Research & analysis on various opportunities/clients/trends/news etc.B) Assisting Business Functions• Support to all line of businesses for internal and external updates & presentations • Responsible for supporting LOBs for their monthly business reviews• Responsible for market-based research for specific projects & making strategy to achieve business targets• Assess sales metrics to gauge the success of new strategies & setting KPI's based performance metricsC) Finance• Support strategy & finance team for respective financial plans/business plans/ forecasting• Support in constructing forecasts and analytical modelsD) Project Management Office (PMO)• Responsible for managing projects from strategy/CEO office • Collaborating with other department leaders to define, prioritize, and develop projects• Analyzing financial data, including project budgets, risks• Continuously evaluating projects to ensure they are meeting company standards, adhering to budgets, and meeting deadlines

Assisting Corporate Finance function for Hero Enterprise. Responsible for providing necessary support to Business & Support Functions for group companies under Hero Enterprise.Key Projects/Engagements Handled:A) Serendipity Arts Foundation - A Munjal Initiative for Creativity:As a part of Hero Team providing support to Internal SAF Finance team, have ensured that all the pre-requisites for festival are closed well within timelines which includes production agencies selection & negotiation, support to travel team for vendor closures & process finalization, contract closures on time, inventory tracking & movement tracker, keeping track of budget & tentative expenditures and any other incidental/additional activities. Key Activities:• Responsible for preparation of Annual Operating Plan• Involvement in Production agency selection, negotiations & billing closure• Cost Sheet finalization and measures to reduce production/operations cost• Support in on site Cost elements verification with in house team/external appointed agency• Setup process for validation & payment mechanism• Suggest initiatives/measures to reduce costs. Cost reduction in major headsB) Digital Insurance Business (B2C) - Project Management & Strategy Support• Responsible for project management ensuring the overall project timelines during implementation phase• Acted as a coordinator between vendors, implementation team and Insurance companies • Responsible for weekly project updates to Steering Committee• Involvement in vendors selection, evaluation process, negotiations & on boarding• Prepared 5 years Business Plan C) Functional Support to Other Entities:• Responsible for Monthly Snap Reports to stakeholders• Active involvement in preparation & finalization of Budget• Leading the projects for digitalization & process automation• Deep dive analysis of the various metrics and derive insights for the business

Gurgaon, India

Project Costing, Financial Analysis & Planning:• Analyze the actual cost incurred & use it to track project status and reasons for delay.• Forecast expected costs the product is expected to incur over its lifecycle.• Responsible for financial planning of RnD.• Resource allocation to projects. Project Management:• Co-ordinate with BD team to help identifying with future molecules for RnD.• Keeping track of all projects from initiation till launch.• Manage 12-18 months project plan based on stage gates.• Align the portfolio & priorities with business goals.SAP Implementation & RnD Up gradation:• Responsible for implementation of SAP for RnD.• Providing support to strengthen the current functions under SAP & making it robust.• Planning for capex & opex items for extension of RnD.• Detailed financial planning & analysis in order to have funding from DST.

Gurgaon, India

Project Costing:• Handle a portfolio of about 120 products focused on the US market and 40 products focused on the Emerging Markets.• Work closely with Business Development Team in order to perform NPV and IRR analysis that is used directly to recommend possible capital investment decisions on Pharma products manufactured by the firm and sold in US, European and Indian markets.• Responsible for financial planning and budgeting exercise of Research & Development Centre-Gurgaon, India.• Forecast expected costs the product is expected to incur over its lifecycle till it gets approved by the regulator.• Top management reporting. R&D Demand Initiative and R&D Portfolio:• Work closely with Project Management Office to run demand aggregation for R&D, sharing the R&D demands with MSTG (or plant PMO).• Manage 12-18 months project plan (R&D matrix) based on stage gates, and update it periodically.• To align the portfolio and priorities with business goals.

Gurgaon, India

DSIR (Department of Scientific and Industrial Research) Audit:• Facility wise preparation of Raw Materials, Consumables & Spare parts data as per DSIR guidelines.• Consolidation of all the requisite data as per DSIR guidelines & preparation of facility wise certificates.• Co-ordinate with auditors & working on additional information /query.Consent Decree:• Preparation of MIS Reports.• Arrangement of tax opinions & variance analysis.Review/Rectification/Budget/Provision:• Review/Rectification/Budget/Provision towards Power expenses, Consultant Cost, Legal Expenses, Staff Welfare Expenses & etc.• Quarterly review of R&D expenses towards RM, Consumables & Spare Parts.

Rewari Area, India

• Bank Audits(P.N.B, O.B.C)• Vouching, verification, Ledger Scrutiny, Reconciliation of Ledgers.• Preparation of financial statements of clients.• Maintenance & preparation of individual, HUF & firm Income tax returns.• Preparation of TDS returns.

Chartered Accountant

Bachelor Of Commerce - Bcom, Banking, Corporate, Finance, And Securities Law