Suraj Gupta, Mba, Cfa Email & Phone Number

Toronto, Ontario, Canada

• Identified burgeoning growth markets and executed innovative pricing strategies, expanding Stone+Lain's revenue streams and achieving a 180% YoY sales increase in 2021
• Designed and implemented KPI dashboards, enabling data-driven decision-making and contributing to a 10% improvement in gross margin
• Conducted comprehensive assessments of financial contracts, pricing frameworks, and payment timelines, to ascertain financial viability
• Steered the development, tracking, and… Show more
• Steered the development, tracking, and reporting of performance metrics, ensuring they remained tightly aligned with strategic objectives
• Oversaw month-end close processes in collaboration with an external accounting agency, ensuring timely and accurate financial reporting

Montreal, Canada Area

• Analyzed and defined the pricing structure of the company’s consulting arm which supports their software products.
• Helped mititgate change in ARR for clients by changing consulting pricing credits all to one price
• Created dashboards and models which project and assess the performance of digital initiatives and track key business metrics that measure impact of program activity on strategic objectives
• Created dashboards and models which project and assess the performance of… Show more
• Built financial models and forecasts to model revenue scenarios and uncover upsell opportunities among existing clients
• Compilied dashboards and models into succinct presentations and reports for senior management to help execute business decisions

Mumbai Area, India

• Developed an e-commerce gateway with a gross merchandise value of $87K
• Formed a customer base in 3 countries and grew sales to $43K in two years with 30% YOY growth
• Constructed adhoc analyses to determine ROI's and risks of different capital investments
• Negotiated mutually beneficial profit-sharing agreements with suppliers and attained a 20% higher profit margin per item than industry average
• Sourced $20K for working capital financing from financial institutions/banks at… Show more
• Sourced $20K for working capital financing from financial institutions/banks at competitive interest rates

Mumbai Area, India

• Analyzed financial statements of Citi’s major European clients and calculated solvency ratios to assign credit ratings
• Managed high-volume deals reaching $250M and formulated projection models within stringent deadlines
• Prepared periodic analyses to enable efficient risk capital allocation and used internal credit ratings to make credit extension decisions
• Published recommendation memos for approvals of new credit lines amounting to $50M

Mumbai Area, India

• Performed process reviews and internal audit investigations of PwC’s major clients.
• Acted in a project management role for a leading telecommunications client and conceptualized a project monitoring and tracking system
• Constructed excel models which identified process improvements leading to a 20% decrease in purchasing costs for a major medical manufacturer

Master Of Business Administration - Mba, Finance And Business Analytics, 3.8 Cgpa, Dean'S Honor List

Activities and Societies: President of the Lifestyle Committee MBA from McGill University with a dual specialization in Finance and.

Master'S Degree, Commerce, First Class

Bachelor Of Business Administration (Bba), Finance, General

Education record