CA Swati Gupta

Associate Consultant

Noida, Uttar Pradesh, India9 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Managed a $330M annual budget with 99.5% forecast accuracy.
Designed comprehensive P&L structure for project-level insights.
Mentored over 20 students, impacting their future.

Stackforce AI infers this person is a Financial Analyst with expertise in Fintech and strategic financial management.

Contact

Skills

Core Skills

Financial Planning And Analysis (fp&a)Business PartneringBudgetingFinancial ReportingP&l Management

Other Skills

Business AnalysisBusiness Partner RelationsBudget ManagementFinancial InsightsCross-Functional Business PartneringRisk & Opportunity AssessmentCost Modelling & SupportTopline SupportProcess Automation & ReportingData Visualization & ReportingMicrosoft PowerPointInterpersonal SkillsProcess ImprovementConflict ManagementFinancial Analysis

About

I’m a Financial Analyst at Adobe with with expertise in financial planning, budgeting, and forecasting, managing a $330M annual budget while identifying risks and opportunities to drive strategic growth. Skilled in financial modelling, cost analysis, and performance tracking, enabling data-driven business decisions—while consistently maintaining forecast accuracy of 99.5% or above. A trusted partner to business leaders, talent partners, and procurement teams, aligning financial strategies with business objectives. Passionate about process automation, efficiency improvements, and advanced analytics, leveraging tools like Power BI, Tableau, and Excel for impactful financial insights I’ve also contributed to Topline budgeting and forecasting in an interim support role, gaining exposure to the Japan region. Experienced in P&L management, having designed and implemented a comprehensive reporting system that tracks profitability, employee contributions, and efficiency metrics. Consistently ensures timely, accurate reporting, delivering strategic insights that support revenue growth and cost optimization Beyond my professional role, I’m passionate about giving back to society and have mentored 20+ students in last 2 years; making an impact and helping them shape their future.

Experience

9 yrs 6 mos

Total Experience

2 yrs 4 mos

Average Tenure

3 yrs 9 mos

Current Experience

Adobe

2 roles

Senior Financial Analyst

Jan 2025 – Present · 1 yr 4 mos

Business AnalysisBusiness Partner RelationsFinancial Planning and Analysis (FP&A)Business Partnering

Financial Analyst 2

Aug 2022 – Jan 2025 · 2 yrs 5 mos

 Budget Management & Financial Insights – Managing a $330M annual budget, leading quarterly forecasting and annual budgeting to ensure optimal resource allocation aligned with organizational objectives.
 Cross-Functional Business Partnering – Partnering with Business, Engineering, and Product teams to assess financial implications and align strategies.
 Risk & Opportunity Assessment – Proactively tracking business performance, identifying opportunities and risks, and providing actionable insights to leadership
 Cost Modelling & Support – Collaborating with engineering team to develop financial models for COGS, supporting new initiatives
 Topline Support – Provided interim support on topline forecasting, gaining exposure to various Japan region offerings, routes to market, market segments, and products.
 Process Automation & Reporting – Drive process automation and structured reporting to enhance financial efficiency and accuracy.
 Data Visualization & Reporting – Utilizing Power BI and other visualization tools to translate financial data into clear, intuitive insights for stakeholders.

Budget ManagementFinancial InsightsCross-Functional Business PartneringRisk & Opportunity AssessmentCost Modelling & SupportTopline Support+5

Smartworks

Business Finance Manager

Jun 2022 – Jul 2022 · 1 mo · Noida, Uttar Pradesh, India

 Introduced management reports and implemented monthly and weekly MIS reporting.
 Developed and implemented SOPs to streamline the accounting process.
 Directly report to the AVP - Finance and Co-founder

Interpersonal SkillsProcess ImprovementFinancial Reporting

The smart cube

2 roles

Assistant Manager Finance

Promoted

Jan 2021 – May 2022 · 1 yr 4 mos · Noida, Uttar Pradesh, India

 Project-Level P&L Management & Reporting – Designed and implemented a comprehensive P&L structure at the project level to track profitability, employee contributions, and efficiency metrics. Ensured timely and accurate financial reporting, delivering insights that optimized project costs and maximized revenue growth.
 Financial Reporting & Analysis – Led end-to-end preparation and reconciliation of weekly, bi-weekly, and monthly MIS and Board reports, ensuring accuracy and alignment with business goals.
 Strategic Business Partnering – Partnered with CFO, COO, and sector heads to provide insights through headcount and salary forecasting, annual budgeting, and variance analysis for data-driven decision-making.
 P&L Management & Compliance – Oversaw financial statements, tax audits, and compliance with ROC and direct tax regulations, ensuring financial accuracy and adherence to statutory requirements.
 Taxation & Regulatory Compliance – Conducted advance tax planning, revenue adjustments, and statutory audits, optimizing tax efficiency while maintaining regulatory compliance.
 FTE contract Pricing – Supported FTE contract pricing based on projects and market positioning.
 Process Optimization & Automation – Implemented new MIS reports and automated manual workflows, enhancing efficiency in UK accounting, AP/AR, and payroll processing.
 Financial Automation – Collaborated with automation teams to drive process improvements, enhance reporting efficiency, and improve data accuracy through structured financial systems.
 Team Leadership & Collaboration – Managed and mentored a team of 3, ensuring timely financial deliverables, process adherence, and cross-functional coordination.

Conflict ManagementFinancial AnalysisP&L Management

Senior Executive

May 2018 – Dec 2020 · 2 yrs 7 mos · Noida, Uttar Pradesh, India

Microsoft ExcelTableau

Sumit ahluwalia and associates

Consultant

Feb 2017 – Feb 2018 · 1 yr · Delhi, India

Exclusive consultant for Smart Cube India Private Limited.
Managed ITR filing of individuals and corporates.
Managed direct tax and ROC compliances of private companies.
Facilitated and filed CST refund and service tax refunds.
Finalization of accounts for many private companies.

Microsoft ExcelTally ERP

Mitsubishi electric in india

2 roles

Paid Assistant

May 2015 – Jan 2016 · 8 mos

Assisted in preparation of product, client and geography level profitability reports.
Assisted in budget reports.
Assisted in Tax audit, statutory audit and Internal MEI audit.
Worked closely with AR team to understand the process flow.

Microsoft ExcelSAP ERP

Industrial Trainee

Jul 2014 – May 2015 · 10 mos

Part of MIS Reporting team and prepared MIS reports.
Facilitated and assisted in Tax Audit.
Facilitated and assisted in Statutory Audit and prepared notes to accounts and Financial Statement.
Facilitated and assisted in MELCO (Internal) Audit.

Microsoft Excel