Rakesh Gupta

CEO

Mumbai, Maharashtra, India21 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 15+ years in finance and analytics leadership
  • Expert in data-driven decision making
  • Proven track record in financial modeling and automation
Stackforce AI infers this person is a Fintech professional with strong expertise in financial analytics and automation.

Contact

Skills

Core Skills

Data AnalyticsBusiness Performance ReportingData ManagementFinancial PlanningForecastingFinancial ModelingMis ReportingProcess Automation

Other Skills

Power BIKPI GovernanceGoogle BigQueryVariance AnalysisExcel MacrosVBAManagement PresentationsMacrosProblem SolvingTeam ManagementBusiness AnalysisAccountingVendor ManagementDerivativesFinance

About

Senior Finance and Analytics Leader with 15+ years of experience in FP&A, MIS, financial planning, budgeting, forecasting, and business performance reporting. Proven track record in partnering with CXOs, driving data-driven decision making, and improving profitability through cost optimization and financial modelling. Experienced in implementing automation using Power BI, Excel VBA, SQL and Python to enhance reporting accuracy and efficiency. Skilled in building analytics frameworks, leading high-performing teams, and executing digital transformation initiatives in financial services.

Experience

21 yrs 10 mos
Total Experience
6 yrs 4 mos
Average Tenure
11 yrs 7 mos
Current Experience

Edelweiss financial services limited

Assistant Vice President

Nov 2014Sep 2024 · 9 yrs 10 mos · Mumbai, Maharashtra, India · On-site

  • Spearheaded the function of FP&A. Prepared annual and long-range financial plans, regularly updated quarterly forecasts, and conducted in-depth variance analysis. My role involved developing interactive models to evaluate the financial impact of business decisions, analyzing cost data, and publishing insightful dashboards. I also introduced automation through Excel macros and PowerBI to streamline reporting processes.
  • Earlier, as Manager of Enterprise Technology at the same organization, I established robust budgeting, MIS, and data management processes, created comprehensive databases, and developed the annual technology budget in coordination with business teams. I was instrumental in improving the purchase order process through automation and devised cost allocation methodologies to optimize expenses. My contributions were recognized with the 'Bond with the Best' award for my role in developing the Procure to Pay (P2P) software, reflecting my commitment to innovation and efficiency in financial and technological operations.
Financial PlanningForecastingVariance AnalysisExcel MacrosPower BI

Indiabulls securities limited

Head of MIS and Data Analytics

Oct 2014Present · 11 yrs 7 mos · Mumbai, Maharashtra, India · On-site

  • Leading the MIS and Data Analytics function with a mandate to strengthen data-driven decision making across the organization. I work closely with senior leadership to develop business performance insights, monitor growth metrics, and drive revenue-focused analytics initiatives.
  • Key contributions include building enterprise dashboards in Power BI, establishing a centralized data lake in Google BigQuery, and designing analytical models that support sales productivity, customer engagement, and marketing effectiveness. I oversee reporting frameworks, govern KPIs, and ensure teams have timely, accurate intelligence to influence business strategy and execution.
  • This role blends stakeholder alignment, analytics leadership, automation, and strategic reporting to improve visibility, accelerate decisions, and deliver measurable business value.
Power BIData AnalyticsBusiness Performance ReportingKPI Governance

State street syntel services pvt ltd

Deputy Manager

Oct 2006Oct 2014 · 8 yrs · Mumbai, Maharashtra, India · On-site

  • I led the MIS reporting team, managing the publication of over 30 daily reports, along with weekly and monthly reports, and preparing management presentations and ad hoc reports. I also maintained employee details and published organizational charts. My focus on process automation generated significant cost savings and improved efficiency, earning me a State Street Certificate of Appreciation from a client, multiple awards from Syntel, and Lean Bronze and Silver certifications for automation projects under the Lean initiative.
  • Key projects I developed include an Outlook VBA macro for validating email attachments and recipients, an automated security position reconciliation process, a central portal for tracking process work status and auditing, a performance calculator for summarizing employee productivity, and an error logging tool for centralized error resolution.
  • Additionally, as an active member of the Fun Committee, I organized workplace events and team outings.
MIS ReportingProcess AutomationVBAManagement Presentations

Shriram transport finance co. ltd.

Account Officer

Dec 2005Oct 2006 · 10 mos · Mumbai, Maharashtra, India · On-site

  • I supported branch operations from the Head Office, auditing branch receipts and expense vouchers, calculating foreclosure amounts for loan settlements, and conducting bank reconciliations. Additionally, I performed quarterly visits to branches for physical verification.

Karunakar associate, chartered accountants

Accountant

Jul 2004Dec 2005 · 1 yr 5 mos · Mumbai, Maharashtra, India · On-site

  • I was responsible for finalizing accounts, preparing income tax returns, and conducting internal audits to ensure financial accuracy and compliance.

Education

University of Mumbai

M.Com — Accounts

Jan 2007Jan 2009

University of Mumbai

Bachelor of Commerce (B.Com.) — Accounting and Finance

Jan 2000Jan 2003

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