Madhur Gupta Email & Phone Number

Mumbai, Maharashtra, IN

Corporate Banking

• Relocated from the USA to India to be closer to family.
• Managed the overall transition process for this move.
• Time commitment to help my kid adapt to a new country and culture.
• Spent quality time with parents and supporting their medical needs.

New York, NY, US

• Led planning, execution and cross functional collaboration across Engineering, Product, Operations, Customer Service & third-party vendors to drive a range of initiatives, including Credit Disputes, Merchant Fraud.
• Drove quarterly prioritization for the team, collaborating with stakeholders, and presented to C-level leadership for critical input and alignment.
• Collaborated across Compliance, Product, Engineering & external vendors to develop and implement procedures ensuring compliance with AML, OFAC and Reg E Dispute Intake. Drove end to end implementation of PEP and MLA.
• Led the end-to-end process, working cross-functionally to define scope, including timeline, mitigate risks, and manage dependencies of key initiatives such as KYC provider migration ($ savings), Contacts Suggestion for.

New York, NY, US

• Pushed for thorough analysis and prioritization ensuring <15% roadmap shift and help focus and completion of prioritized initiatives like Contacts Suggestion for Referrals, Day21 Swipe, Web Onboarding and Marketing.
• Guided the strategic direction of the Attribution process by conducting a detailed analysis of the existing SQL based process.
• Mentored TPMs, helping them setup for success. Coached individuals across departments on SDLC & Scrum.
• Triaged Customer Service Issues in a timely manner to drive customer satisfaction and hence improvements to CSAT score. Enhanced platform stability by conducting in-depth incident postmortems and partnering with TPMs.

New York, NY, US

• Expression based Income Allocation
• Deliver a flexible expression language based system to automate allocation plans used in income allocations!
• Spearheaded the analysis of existing plans and integration touch points, proposed the approach to automate these, planned the timelines, resourcing and milestones for the project.
• Outline strategic vision for the system with relevant stakeholders.Investor Allocation Share based
• Build share based allocations by extending the Capital based system. Collaborate with Product and Operations team to phase it out and initially focus on most impactful funds having the structure fees at master.
• Led the integration with downstream systems through orchestration & consolidation of data points for migration to the new in-house system. Investor Allocation Capital based (multi-year effort)

New York, NY, US

Relocated to New York, continue working on Investor Allocation Capital based (multi-year effort)

New York, NY, US

• Investor Financial Statement Reporting
• Led the upgrade of a complex report generation system from a SQL based process to a java-based engine. Reduced recurring overrides by integrating overridden data for a period into the next period calculation. Improved.
• Build an in-house Capital based Investor Allocation system to replace the previously used vendor, generating multi million dollar savings for the business & improve overall process efficiency.
• Worked closely with the business & product teams to break it down into phases, with the initial phase focusing on a like to like replacement.Miscellaneous
• Provided time sensitive production support for various applications for smooth business operations often by providing quick solutions/workarounds for identified issues/bugs or providing patch fixes.
• Enhanced CI/CD pipelines across projects by adding automated tests & automated deployment including database changes.

New York, NY, US

• Accrual System:
• Lead developer, architect & business faceoff for the Broker Accrual Payout system. Automated the payout based on pre-determined payout cycle & customized rules for each broker. Saving 3 days of manual work every month.
• Automate the excel macro based Transaction reconciliation by building a java based scalable system to perform multiple levels of complex many to many matching. Integrate with Position reconciliation to be able to.
• Built additional features like roll forward from yesterday to today, cancel correct support, override match and collapse, break reporting & comment tracking. Provide ease of use & traceability to track manual actions.

New York, NY, US

• Accrual System
• Lead developer, architect & business faceoff for the Broker Accrual automation system for fund services.
• Reused the reconciliation system modules to support file monitoring, parsing & normalizing using defined rules for 5-7 prime brokers.Reconciliation:
• Developed a SQL based generic & configurable Reconciliation Engine to allow performing multiple flavors of reconciliation. Drastically reduced the time to setup a new reconciliation type from 7-8 weeks to less than a.
• Collaborated across teams with the Equity Soft Dollar Commission team on their requirement to reconcile commission & trades. Leveraged the reconciliation system to setup and customize this flavor of recon.

New York, NY, US

Backend developer for reconciliation system used to reconcile Custodial vs Accounting system for various asset types. Enhanced the system to support additional reconciliation flavors like Client-Custodial, General Ledger. Ownership of changes right from analyzing & understanding requirements to go live and production support.Technologies used were Java.

B.E., Computer Science

12Th, Science

Ssc-10Th