Sumit Gupta

Operations Associate

Pune City, Maharashtra, India19 yrs 4 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 18+ years of global finance transformation experience
  • Expert in managing multi-million dollar ERP projects
  • Trusted partner to C-suite executives across multiple regions
Stackforce AI infers this person is a Finance Transformation Leader with expertise in Fintech and digital transformation initiatives.

Contact

Skills

Core Skills

Project ManagementFinanceChange Management

Other Skills

Agile Project ManagementConsultingConfluenceOneStreamERP ImplementationsDigital TransformationLean Six SigmaManagementProject PlanningGenerative AIJiraFinancial AuditsFinancial ReportingAccount ReconciliationBusiness Analysis

About

Seasoned Finance Transformation Leader with 18+ years of global experience delivering multi million dollar digital and ERP led finance transformation programs for Deloitte Consulting and Fortune 500 clients across EMEA, APAC, and the Americas. Trusted partner to C-suite executives, European regional & Global leadership, and cross-functional teams, adept at navigating complex regulatory environments. Recognized for transparent governance, precise financial oversight, and robust risk mitigation across Agile, Waterfall, and hybrid delivery models. Spearheading GenAI & Agentic AI roll-out strategies for performance optimization across clients. ✔ Program Management | PMO Leadership | Strategic Planning ✔ Portfolio Governance | Financial Management | ROI Analysis ✔ Risk Mitigation | Change Management | Compliance & Controls ✔ Executive Reporting | Performance Dashboards | KPIs & OKRs ✔ Agile, Waterfall, and Hybrid Delivery | Global Team Leadership

Experience

19 yrs 4 mos
Total Experience
2 yrs 2 mos
Average Tenure
3 yrs 5 mos
Current Experience

Deloitte

Manager Consulting

Dec 2022Present · 3 yrs 5 mos · India · Hybrid

  • Spearheading a multi-year Finance Transformation programs, implementing enterprise wide ERP (SAP S/4 Hana) across key finance workstreams.
  • Directed all client-facing management reporting activities, enhancing transparency through weekly status updates and KPI tracking.
  • Collaborated with stakeholders to define project objectives and success criteria, ensuring alignment across all SDLC phases.
Agile Project ManagementConsultingProject ManagementConfluenceFinanceOneStream+2

Agoda

Principal Technical Project Manager

Jan 2022Sep 2022 · 8 mos

  • Leading Finance System & Innovation Project team for Agoda Finance
  • Spearheading strategic Finance transformation projects portfolio serving multiple functions of AP, GL, AR & Treasury. Leading finance systems design review meetings between tech scrum & finance users, adopting data driven & tactical approach in defining target state KPIs,
  • Managing various project phases, including requirement gathering, planning, build, UAT/testing, Go-Live deployment, and normalization. Lead collaboration with cross-functional integration teams with strong influence to ensure that they incorporate finance requirements into the product development.
  • Designing project communication strategy and interfaced with all areas affected by the program/project including cross-functional stakeholders, business sponsors. Facilitated steering committee meeting with CFO & Business Leaders for project tracking & monitoring.
Lean Six SigmaAgile Project ManagementManagementProject PlanningProject ManagementConfluence+4

Airbnb

Project Manager

Aug 2018Jan 2022 · 3 yrs 5 mos · New Delhi, Delhi, India

  • Lead finance transformation projects of scaling-up finance systems & payments platform to translate business requirements of integration of new payment routes,gateways, new payment entities to align with global processes and systems for consistent data processing, reconciliation and accounting analysis.
  • Planing implementation configuration for new types of Products, Payment Routes, new entities integrations and business needs.Manage and scale-up Platform Ops to translate business requirements into global processes and systems that drive consistent data processing, reconciliation and analysis
  • Built multiple Global Finance capabilities of Platform Cash, Revenue Ops, AR & Collections at Airbnb GCC, Designed and Implemented Global Operational framework to collaborate with cross function teams of platform engineering, Business Intelligence and Finance technology.
Lean Six SigmaAgile Project ManagementManagementProject PlanningProject ManagementConfluence+4

Natwest markets

Manager

May 2016Aug 2018 · 2 yrs 3 mos · Gurugram, Haryana, India

  • Delivered the onshore (Manchester) Group Liquidity & Funding process re-engineering project in Fixed Income & Derivatives product lines for G11 & EM currencies
  • Proactively managing risks, issues and dependencies through action plan development in consultation with the project leads
Agile Project ManagementManagementProject PlanningProject ManagementConfluenceFinance+3

Bank of america merrill lynch

Manager

Jun 2015May 2016 · 11 mos · Gurugram, Haryana, India

  • Worked as Manager with Middle Office PC handling Equity Derivatives Product Control function.
  • Leading a team of 5 FTEs, managing its Client engagement for various Change management & transformation initiatives service delivery.
ManagementProject ManagementConfluenceFinanceERP ImplementationsDigital Transformation

Rbs markets & international banking

Manager

Aug 2011May 2015 · 3 yrs 9 mos · Gurugram, Haryana, India

  • Collecting, validating and analyzing Project Metrics data. Creating Project metrics reports providing objective visibility to organizational leadership
  • Preparation of BRD for the existing Bugs / defects faced by Product Controller teams & BU Controllers. Worked as SharePoint site administrator to manage project documentation storage for audit purposes
  • Managing Issue prioritization forum discussions with Tech, Middle Office, Financial Controllers based on the Financial, Regulatory impacts & expected CBAs savings to deliver a robust platform for Trading Ledger integrity
  • Leading fortnightly calls with senior stakeholders to develop and prioritizing key initiatives and proposals based on the organization Strategic Direction
  • Performing RCA’s of the recurring break categories, data discrepancies which result in increased manual journal entries. This involves working & coordination among Global teams of Lead BAs, Finance IT, Middle Office, Operations and the systems specific teams based out of London, Singapore & India to resolve the issues for better control & governance
  • Risks and Issue tracking and analysis; review content and quality assurance against P3M methodology
Lean Six SigmaAgile Project ManagementManagementProject PlanningProject ManagementFinance+3

Exl (chartis / aig )

Assistant Manager

Nov 2010Aug 2011 · 9 mos · Dubai / India

  • Preparing Stakeholder dashboards for (US / Gulf Region), Product wise segmental management reporting, including actual, estimates and forecasts for Board level leadership
  • Lead the Balance Sheet review & substantiation project to identify any risk, process deficiencies & submission of project report advising on implementation of changes in view of statutory reporting guidelines
Project ManagementFinanceChange ManagementDigital Transformation

Barclays

Finance Team Lead

Feb 2008Dec 2010 · 2 yrs 10 mos

  • Lead the Lean project to own the end to end delivery from Project initiation to closure stage: This involves Profit Centre Level Opening balances re-statements / re-alignments to correct the balance sheet positions at Profit centre group level & SBU level for Fixed Assets.
  • Supported the RCAs, UAT & Implementation of project aimed at Cross Cluster P&L account lines ETA (External trade agreements) to stop any manual intervention of posting of journals & retaining the sanity of monthly P&L reporting. Project involves multiple cluster level Financial Controllers & Support Accountants.
  • Preparation of GL Controls Accounts on monthly basis. Monthly GL Risk Items RAG Status SBU Financial Controllers Summary MI Reporting
Lean Six SigmaFinanceChange ManagementDigital Transformation

Genpact llc

Finance Associate

Sep 2006May 2008 · 1 yr 8 mos · Greater Delhi Area

  • Worked with Genpact (India) as Associate in Finance & Reporting process From Sep’2006 to May 2008.
  • Lead the Transitions / Knowledge Transfer of Record to Report BS & PL process from United Kingdom. (2006 & 2007)
  • Key Working Areas –
  • Monthly GL Accounting on Legacy System & reconciliation, Balance Sheet reconciliations (Accrual & Prepayment), Reporting of Company’s External (Creditors) Liability to various Finance Leaders for there respective Business Centers , Preparation of Bank Reconciliation
  • Process Improvement initiatives through six sigma & Lean tools.
Lean Six SigmaFinance

Education

Sikkim Manipal University - Distance Education

Master of Business Administration — Finance

Jan 2009Jan 2011

Delhi University

Bachelor of Commerce - BCom — Finance & Accounting

Jan 2002Jan 2005

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