Mohit Gupta Email and Phone Number
Executive with extensive industry experience (Wells Fargo, Ernst & Young, JPMorgan, Merck, Andersen Consulting) in Europe and New York. Domain expertise in financial services, payments, energy trading and environmental markets/climate change. Executed and led complex projects from concept to delivery by bringing multi-discipline teams together. to drive growth, revenue, operational performance, and profitability. Developed and grew new business units. Recruited, led, and developed talented teams. Transformed business processes, financial expertise, public company CFO, capital raising M&A expertise, leadership acumen, analytical rigor and strategic thinker. The five pillars of my professional experience are:1. Led strategy for the largest investment bank in the world 2. In the e-transformation and venture capital arm of JPM, incubated and invested in dot com startups. Transformed traditional business models in trading and investment banking. 3. As the global CFO/COO, played a key role in starting and growing the energy trading business at JPMorgan to nearly $1.5bn in revenues. Launched over 50 trading products and trading operations in all continents of the world. Led five major acquisitions. Saw client growth from less than 300 wholesale clients to over 1,500. Grew 100+ person global finance team. 4. As the Global CFO/COO, I was responsible for a large scale payments operations, with $6trillion in payments a day, 26mm transactions per day in over 60 countries. As the head of North America treasury services business, drove business growth ($125mm annually) in an industry with shrinking wallet and increasing competitive intensity. Transformed business to adapt to the regulatory landscape; Drove digital innovation; leveraged emerging technologies (Cloud, Blockchain, Machine Learning/AI), to transform the payments platform and infrastructure. 5. As the CFO, leading the transformation of Global Operations division (85,000 employees) - developed and started implementation of plan to reduce expenses by 25%, transform contact centers with latest voice and artificial intelligence based technology, implement global delivery model, digitization and mobile, intelligent process automation, improve customer service levels, and reduce overall cost of delivery.Cricket buff. Passionate about debating business & politics. Enjoy biking with my daughters and playing a game of squash with my league buddies. Support educational charities. Advisor to startups.
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North America Cfo And Cfo Of Global Technology And OperationsFnzNew York, Ny, Us -
Chief Financial OfficerZefiro Methane Corp. Jul 2024 - PresentFort Lauderdale, Fl, Us -
Coo & CfoX Machina Capital Strategies Jul 2024 - PresentFort Lauderdale, Florida, UsLeading the development of a best in class infrastructure for a scale (SEC registered) private equity fund. Leading the development and execution of fund raising strategy. One of three key leading partners in the investment committee managing the investment portfolio. -
Chief Financial Officer - Global OperationsWells Fargo Oct 2020 - Jun 2024San Francisco, California, UsLeading the transformation of Global Operations division – developed and started implementation of plan to reduce expenses by 25%, transform contact centers with latest voice and artificial intelligence based technology, implement global delivery model, digitization and mobile, intelligent process automation, improve customer service levels, and reduce overall cost of delivery. -
Managing Director, Financial Services AdvisoryEy Oct 2019 - Sep 2020London, GbLed the development of the Treasury services, cash management and payments side of the practice. Focused on 1) Risk management - application of advanced analytics, Artificial intelligence and process automation in AML monitoring, Fraud prevention, KYC/onboarding 2) Digitization with focus on B2B payments and receivables space 3) Payments/Receivables infrastructure & technology modernization 4) Business process automation using bots and machine learning 5) Revenue generation using big data 6) Public sector and Federal agencies payments infrastructure modernization and digitization. Developed solutions and tools to go to market, in strategic partnerships with fintechs. Hire and developed talent in the practice. -
Advisor To FintechsFintech Startups Mar 2019 - Sep 2019Advising fintech startups on strategy, technology, product development, funding, sales/marketing plans, talent acquisition, formulation of the board, regulatory affairs, operations and risk.
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Head Of Na Treasury Services (Payments/Receivables) And Cfo/Coo Of Global Treasury Services BusinessJ.P. Morgan Jan 2014 - Jan 2019New York, Ny, UsBusiness provides large corporations, financial institutions and public sector entities with a full range of payments, receivables and cash management solutions. Lead the business through a rapidly changing industry and competitive dynamics, increasing regulatory scrutiny and threat from new innovative technology. Responsible for overall product profitability, strategy, product development, channel and distribution strategy, sales, technology & operations Management & Leadership Successes• Managed large scale payments operation processing $6 trillion in payments and 26mm transactions a day; client operations spanning 60 countries and serving thousands of large and mid size businesses and millions of retail clients. • Led several key initiatives to transform the payments controls, operations, risk processes and infrastructure with the changing regulatory landscape/mandate. • Played a key role in driving digital innovation/disruption in payments. Led the International and US expansion of the business by establishing partnerships with local banks and fin-techs and set up of local operations. • Led the transformation of the payments technology and operations infrastructure, leveraging emerging technologies like cloud, blockchain, artificial intelligence and natural language processing – resulting in $125mm of saves and providing scale and flexibility to the business. • Drove business growth ($125mm annually) in an industry with shrinking wallet, increasing competitive intensity and regulation and declining margins. -
Cfo/Coo Energy Trading BusinessJ.P. Morgan Jan 2005 - Dec 2013New York, Ny, UsChosen to start, build and expand this new unit from scratch that encompassed power, gas, oil, emissions and agricultural commodities trading. Deploy business development skills to create a vision, shape the competitive strategy and define a strategic roadmap for the business. Evaluated and researched transformational acquisition targets with M&A and Energy bankers.Management & Leadership Successes• Instrumental in growing the business to nearly $1.5bn in revenues and headcount to nearly 1,000. • Developed the vision and strategic roadmap and launched over 50 trading products, including developing their technology and operations infrastructure, regulatory approvals, business development and marketing plans. • Led the research, due diligence and integration of five major acquisitions to complete the product offering. • Played a leadership role in international expansion and set up of operations in Europe, Asia and Latin America. • Built world class trading technology platform, financial and product controls, legal entity controls, risk and regulatory infrastructure. • Created short term funding lines with treasury and external banks to fund trading activity• Developed a best in class finance and COO function.
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Head Of Strategy And Business Development & Managing DirectorJ.P. Morgan Feb 2003 - Dec 2004New York, Ny, UsHand-picked as the Change Agent for the Investment Bank to strategically reposition the business in the era of the post dotcom crash. Drove several strategic initiatives ranging from multi year strategic planning, competitor and industry analysis, analysis for c-suite, developing acquisition pipeline, geographical expansion, exiting product/businesses, new business/product feasibility studies and business performance analysis/benchmarking. Led all business performance analyses with focus on financial performance, gap to leading competitors, industry trends and capital productivity. Generated financial planning and analysis reports for the Chairman & CEO of JPMChase and co-heads of the IB. Recognized as trusted advisor to Co-CEOs and CFO of the IB.Management & Leadership Successes• Deployed analytic rigor to business execution, planning and performance targets to adapt to rapidly changing market conditions, while establishing benchmarks and building competitive fact-base• As part of the multi year strategic plan, established the strategy and growth plan for the Investment bank, including leveraging new and emerging technologies to refine business model, expansion in emerging markets and launching new businesses• Led all expense and headcount benchmarking to right size the investment bank post dot com crash, resulting in reduction of $1.5bn and involving over 3,000 heads
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Labmorgan (Venture Capital Division Of Jpmorgan)J.P. Morgan Feb 1997 - Jan 2003New York, Ny, UsSelected as 1 of the first 10 professionals to join the new Venture Capital team and fulfill a mandate to acquire and leverage e-technologies and e-business resources onto traditional business models in the Investment Banking industry. Personally evaluated potential e-business opportunities and formulated comprehensive business plans to address those with attractive value propositions. Partnered with incubation team to launch start-up ventures. Management & Leadership Successes• Drove the acquisition and leverage of e-commerce/e-technologies to disrupt/transform and innovate traditional business models in the Investment Banking industry. • Evaluated potential e-business ideas and led the incubation of several startups, including developing business plans, talent acquisition, funding and business development. • Led nearly $50mm in investments over six years, in several start ups in online content/research distribution, online trade execution, trading platforms, and portals.
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Associate- Strategy DivisionJ.P. Morgan Nov 1994 - Jan 1997New York, Ny, UsTasked with creating and initiating the strategy to expand Euroclear’s (largest International Clearing & Settlement system) presence in Asian and Eastern European markets. Examined business issues and climate in numerous countries to formulate an informed strategy. Also formulated the strategy for opening up the custody business for the equities product.
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Associate- Strategy DivisionMerck Jul 1992 - Oct 1994Based at the European HQ, closely interacted with 7 country heads to develop and implement market penetration efforts, while positioning the organization to encompass rapid changes in the pharmaceutical industry. Implemented a multi-year strategic plan that improved new product launches, identified acquisition targets, reduced time to market new products and decreased costs through process reengineering
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AnalystAndersen Consulting Jul 1989 - Jul 1990Analyst supporting the Financial Services consulting practice
Mohit Gupta Education Details
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Cornell UniversityGeneral -
Catholic University Of LeuvenBusiness Administration; Economics And Corporate Finance
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Delhi UniversityAnd Accounting
Frequently Asked Questions about Mohit Gupta
What company does Mohit Gupta work for?
Mohit Gupta works for Fnz
What is Mohit Gupta's role at the current company?
Mohit Gupta's current role is North America CFO and CFO of Global Technology and Operations.
What schools did Mohit Gupta attend?
Mohit Gupta attended Cornell University, Catholic University Of Leuven, Delhi University.
Who are Mohit Gupta's colleagues?
Mohit Gupta's colleagues are James Willoughby, Tatiana Vishniakova, Michael Lennon Winton, Josh Saunders, Happy Ngulube, Ethan Painter, Hanne Diertl.
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