Sameer Gupta

CEO

Delhi, India14 yrs 1 mo experience

Most Likely To SwitchHighly Stable

Key Highlights

Over 12 years in financial research and analysis.
Expertise in equity and derivative markets.
NISM-Series-VIII certified in Equity Derivatives.

Stackforce AI infers this person is a Financial Services Professional with strong expertise in trading and financial analysis.

Contact

Skills

Core Skills

Financial Statement AnalysisPortfolio Management

Other Skills

Email EtiquetteGoogle WorkspaceMicrosoft OfficeMicrosoft ExcelMicrosoft WordCustomer ServicePowerPointEnglishWindowsResearchTeachingPhotoshopPublic SpeakingHTMLStrategic Planning

About

With over 12 years of rich experience in financial research, analysis, and financial operations, I bring a unique blend of strategic insight and hands-on expertise across domains like underwriting, credit management, merchant financing, portfolio management, and financial markets. I’ve spent 5+ years deeply immersed in equity and derivative markets—currently working full-time as a trader, leveraging my skills in fundamental and technical analysis (NSE Certified), and driving smart financial planning decisions. I'm also NISM-Series-VIII: Equity Derivatives certified, further validating my market expertise. Career Highlights: Senior Financial Analyst at Airbnb, managing critical financial processes and analysis from 2021 to 2023 Billing Account Manager at Cvent, focusing on client billing and receivables strategy Lead Commercial Underwriter at American Express India Pvt. Ltd., where I drove credit decisions and risk assessments I’m passionate about financial markets, strategic planning, and using data-driven insights to fuel growth and efficiency. Always open to connecting with like-minded professionals and exploring opportunities in the world of finance, trading, and investment strategy. Let’s connect!

Experience

14 yrs 1 mo

Total Experience

4 yrs 4 mos

Average Tenure

6 yrs 1 mo

Current Experience

Airbnb

Senior Financial Specialist

May 2021 – Nov 2023 · 2 yrs 6 mos · Gurugram, Haryana, India · Remote

Posting and reconciling journals entries
Reconciling the GL accounts
Preparing monthly, quarterly and annual financial reports
Reconciling bank accounts
Reconciling trail balance
Managing portfolio for different asset classes
Reconciling investments including pooled investments, segregated investment portfolios, derivatives and private equity
Managing risk in relation to portfolio size and portfolio restructuring
Performing internal audits to ensure all GL accounts are correctly reconciled

Email EtiquetteGoogle WorkspaceFinancial Statement AnalysisPortfolio Management

Self employed

Equity Trader

Apr 2020 – Present · 6 yrs 1 mo · Remote

Cvent

Billing Manager

Sep 2018 – Apr 2021 · 2 yrs 7 mos · India

Responsible for managing first contact resolution with the customers who are delinquent and for collecting/repayment of overdue payments
Negotiation for the collection of overdue payments
Understanding customers financial arrangements and requirements
Handling calls (both Inbound & outbound) within the guidelines of the credit management operating system
Securing repayment of overdue funds and avoid potential losses/write-offs
Addressing escalations for resolving critical issues and ensuring continuous interaction with the customer to make sure that area of concern can be worked upon for improved service levels
Securing installments within defined due dates in the different delinquency buckets / brackets; monitoring credit & collections processes, setting processes for improving collections / recovery time
Ensuring effective debt collection mechanisms for timely receipt of money from clients & recovery; controlling and monitoring the delinquencies and credit loss
Performing allocation of cases (emails), ensuring field visits, curtailing flow rates and ensuring normalization of delinquent accounts
Coordinating with Legal Department for sending the legal notices to the non-payment accounts
Supervising accounts & developing reports to ensure compliance with legal statutes and initiating strong legal action in case of continuous payment default