Sumit Gupta Email & Phone Number

Dublin 2, Ie

Chicago, Us

Leader Planning & Forecasting Global project leader, overseeing monthly, yearly, and 3-year planning and forecasting. Administered and managed monthly Oracle PBCS & OneStream Planning & Budgeting application for over $20B of sales and operations profit. Application leader for 8+ PB&F cloud applications. Planned and strategized with finance communities in 35+ countries. Led cross functional teams to drive product development, process redesign, sign conceptualization for all planning applications.• Successfully delivered 15+ projects. Major project transition from on prem to cloud oracle PBCS & OneStream PB&F planning environment. • Provides solution design and mockups for applications, reports and dashboards.• Helped clients start the process of modernizing finance functions by consulting with internal and external teams to set strategy and goals, then prioritizing your team’s workflow.• Bridged the gap between finance and developers. Made sure all tollgates were done and documented.• Saved more than 200-man hours through several simplification and transformation projects benefiting user’s productivity, visibility & accuracy.• communicating strategy, tactical plans, and status against planned activities to execute program responsibilities.• Awarded for finance impact & CIO appreciation along with other several awards received.

Chicago, Il, Us

Finance Simplification Manager | Business Intelligence | Finance ITSimplification and EPM leader, strategizing planning and executing the finance reporting OBIEE & Qlik View tools globally (500+ users). Driving lean ideas, best practices, simplify through the journey. Product manager for HFM, Essbase, DRM and Planning. Leadership role, visualizing eco system for finance, governance, and steering committee. Implementation within approved budget.• 210$M Impact finance simplification projects in GE Transportation Finance through simplified, reengineered reporting in OBIEE, Qlik view BI tools.• Application leader/custodian for GE Transportation HFM, Essbase, planning & BI.• Execute product development/enhancements for HFM, Essbase & BI tools• Functional IT leader representing GE transportation for corporate driven project – Finance data lake ‘FDL’• Project manager for GE Transport Payroll-OHR, costing manager, Inter company. Transitioned from legacy OHR to upgraded inhouse developed GPAS system impacting accuracy, lead time.• Track work in progress, occupancy, project delivery & quality of development for projects undertaken.• Solution architect for HFM, Essabse, OBIEE, Qlik BI tools & finance projects• Manage project plans and own execution of project till completion & stability. • Manage trainings on finance tools. • Benchmark & implementing best practices in the finance transformation.• Engage developers for getting desired output on reports required by finance.• Bridge the gap between finance and developers. Make sure all tollgates are done and documented.• Lead POC & feasibility study for new tools. Be part of vendor discussion on tools down selection.• Drive/conduct steering committee meetings and make sure tools are designed as per finance requirement and expectations. Accomplishments• Led the project which was rewarded from GE chairman for best simplification project ‘headcount reporting’ for the year 2014.

NATURE OF BUSINESS: Subject matter expert & Solution Architect for MA, FP&A & R2R domain. Previously FLM for GE Money-Americas PLCC & DC credit cards doing closing, reporting, budgeting & financial planning; RESPONSIBILITY; Provide solution design for opportunities (RFP, RFI response) in MA, FP&A & R2R domain across industries Conducted Pre , Post Contract Due Diligence Engagement till all tollgates of transition is completed. Provide solutions to overcome teething problems making sure transition happen seamlessProvide support to client for effective change management and Communication Partner with client for onsite strategic assessment's (Sol ID's) , design adapted processes, implement tools, provide assessment on FTE impact, define SLA's, KPI's, highlight risks and dependenciesRe-engineering consultant for MA, FP&A & R2R domainStatistical analysis, Risk & Reserve modeling for GE Money Private Label Credit Card businessLead preparation of business financial forecasts and budgets including identifying and quantifying risks and opportunities Team handling of highly skilled (CA + MBA), responsible for effectiveness of team performance, growth, appraisal, setting of goals, NPS Scores, Client delight etc for one of the GE Credit Card businessResponsible & reporting for VP bubble revenue, billing, revenue tracking, variance analysis over OP plan, Revenue Forecasting, Headcount Forecasting, Productivity ReportingAwarded with many recognitions like, Gold, Silver, and Customer Centricity etc. Consistent Top rated player in GenpactCompleted successfully several strategic assessment's, due diligence across globe, across industries and got appreciation for exceptional work from internal & external stakeholdersTransformed RCF FP&A operation environment from single FTE model to team delivery model

Expense ModuleProcess owner of 4 Million$ account of Patni People Soft-Expense Module for US, UK & Foreign TravelResponsible for Account Payable and maintenance of vendor relation; Part of team for formulation and updating of Patni Travel Policy and Foreign Location Expense Policy.Leading a team 15 FTE offshore and 5 FTE onsite of highly skilled set (CA-Inter, ICWA & M.com)Ensure adherence to output targets/SLA's at desired quality levels on a day-to-day basis and for each deliverableWork with SBU Heads to proactively resolve differences. Define issues, organize cross project sub-teams, and review recommendationsManaging all aspects of operations for a key accountClient relationship management, meeting defined deliverablesTransition of two Process (Serco: UK-Council Tax and Patni AmEx Travel Expense)Attained Green Belt for Six SigmaCompleted successfully re-engineering project at UK Client ORGANIZATION

Kirkland, Washington, Us

Financial Planning and Analysis NATURE OF BUSINESS: INDIA - LEADING US BASED GLOBAL SERVICE PROVIDER OF PROCESS DRIVEN, QUALITY CENTRIC BUSINESS PROCESS OUTSOURCING & CONTACT CENTER SERVICES TO FORTUNE 1000 COMPANIES.DURATION: 2003 TO 2005 RESPONSIBILITY Financial Planning and AnalysisBudgeting & Variance AnalysisReview and analyze forecasts from the clients and estimate revenue Review, & analyze submissions on cost estimates & budget proposal from various operations & non-operation departments with respect to finalization by managementPrepare a monthly Variance Analysis ReportDaily & Monthly Revenue AnalysisProfitability AnalysisAgent wise /Process wise/Account wise Variance between actual profit and forecasted on a periodic basisCost Analysis & AllocationConducting Operational Audit Understand the responsibilities and risks faced by operations in various processesAssess the level of control exercised by managementIdentify possible concerns and componentsRisk assessment -Identification of high risk areas by management

Mba

B.Com (Hons)