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Alok Swarup Gupta

Chartered Accountant | Finance Transformation | Budgeting and Forecasting | Variance Analysis | Turning Finance Data into Actionable Insights | Automation | VBA | Power BI

Bengaluru

9+ years of work experience

KPMG
Aug 20224 yrsPresent

Bengaluru, Karnataka, India

• Dynamic finance specialist with 7+ years of experience, backed by 4 years in FP&A expertise, driving accurate budgets, forward-looking forecasts, insightful variance analytics, cost-efficiency initiatives, robust financial models, and streamlined month-end reporting. • Proven capability in building financial reporting frameworks from the ground up, accelerating reporting cycles, and enabling real-time insights through Power BI automation and advanced Excel analytics. • Demonstrated success in business partnering with operations, service-line leaders, and management to support planning, headcount forecasting, utilization analysis, and strategic decision-making. • Strong functional foundation in audit, internal controls, tax planning, compliance, and risk assessment, supported by hands-on experience as a Proprietor and Deputy Manager (Internal Audit). • Adept at driving process excellence, streamlining manual workflows, improving reporting accuracy, and managing month-end accruals, provisions, and cost allocations. • Skilled communicator with strengths in stakeholder engagement, presentation development (management decks), cross-functional collaboration, and financial storytelling.
KPMG
Aug 20224 yrsPresent

Bengaluru, Karnataka, India

•     Lead annual budgeting and forecasting cycles, partnering with service-line leaders to align forecasts with organizational targets. •     Perform deep-dive variance analysis on actuals vs. forecast/budget, identifying root-cause drivers and delivering actionable insights to decision-makers. •     Designed and implemented an end-to-end monthly reporting and consolidation framework from scratch, reducing the reporting cycle from 5 days to same-day delivery; automated Excel workflows (5 days to 2 days) and built Power Query/Power BI pipelines that auto-generate P&L, schedules, and presentation-ready slides, eliminating approximately 36 business days of manual effort annually. •     Identified approximately 200 structurally excess leased laptop units through utilization-trend analysis; built a data-backed business case for lease surrender, delivering Rs. 1.87 Cr in total cost avoidance. •     Built an Outlook-email-triggered VBA macro to automate an approval tracker, eliminating approximately 4,000 manual copy-paste actions and saving approximately 8,000 minutes (~133 hours) annually while improving data completeness. •     Developed a suite of VBA macros automating recurring finance workflows, including monthly report generation, data consolidation, and ad-hoc request processing, standardizing disparate reports into a scalable framework. •     Conduct ad-hoc analysis on utilization, headcount, and non-billable hours to support management decision-making and performance commentary. •     Collaborate with BI teams to automate dashboards, ensuring seamless data flows and live reporting updates. •     Manage month-end accruals, provisions, and cost allocation across business units and service lines. •     Oversee PR creation, invoice processing, and AP liaison to ensure timely payment resolution. •     Prepare executive presentations, shareholder decks, and forecast reports for senior leadership.
Alok S. Gupta & Associates
May 20202 yrs 4 mosAug 2022

Conducted statutory audits for private limited companies, a public sector undertaking (UP Projects), real estate firms, and public sector banks. Executed tax audits, filed income tax returns for individuals and corporates, and prepared TDS returns. Managed GST filings, reconciliations, and advisory for clients. Delivered investment consulting, tax planning, and wealth management advisory. Prepared financial projections and project funding reports to support client financing requirements. • Audit Execution: Conducting statutory audits for Pvt Ltd companies, PSU (UP Projects), real estate firms, and public sector banks. • Taxation Management: Executing tax audits, filing ITRs for individuals and corporates, and preparing TDS returns. • GST Compliance: Handling GST filings, reconciliations, and advisory. • Financial Advisory: Delivering investment consulting, tax planning strategies, and wealth management guidance. • Project Finance: Preparing financial projections and project funding reports
YES BANK
May 20182 yrs 1 moMay 2020

Mumbai Metropolitan Region

Joined YES Bank Internal audit team as a fresher in the month of May 2018. Worked with the branch banking vertical for 2 years. Below mentioned is the highlight of my work at YES bank: ▪ Independently conducted branch audits. ▪ Assisted in planning, designing and implementation of risk-based audit plans to ensure safety and soundness of the bank. ▪ Ensured completion of assigned audits and documentation of work papers on time. ▪ Provided improvement/ suggestions to existing process / systems to line management. ▪ Review of audit of the branches done by members of the audit team and concurrent auditors. ▪ Ensure regular update of concurrent audit checklists. ▪ Preparation of notes to be submitted to the Audit committee.
M/S GUPTA ANOOP & COMPANY
Jul 201711 mosMay 2018

Lucknow, Uttar Pradesh, India

Education

Chartered Accountant, Accounting and Finance

The Institute of Chartered Accountants of India

Bachelor of Commerce, Accounting and Finance

Indira Gandhi National Open University (IGNOU)

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Headline

Chartered Accountant | Finance Transformation | Budgeting and Forecasting | Variance Analysis | Turning Finance Data into Actionable Insights | Automation | VBA | Power BI

Location

Bengaluru

Work experience

Senior at KPMG, Aug 2022 - Present · 4 yrs, Bengaluru, Karnataka, India, • Dynamic finance specialist with 7+ years of experience, backed by 4 years in FP&A expertise, driving accurate budgets, forward-looking forecasts, insightful variance analytics, cost-efficiency initiatives, robust financial models, and streamlined month-end reporting. • Proven capability in building financial reporting frameworks from the ground up, accelerating reporting cycles, and enabling real-time insights through Power BI automation and advanced Excel analytics. • Demonstrated success in business partnering with operations, service-line leaders, and management to support planning, headcount forecasting, utilization analysis, and strategic decision-making. • Strong functional foundation in audit, internal controls, tax planning, compliance, and risk assessment, supported by hands-on experience as a Proprietor and Deputy Manager (Internal Audit). • Adept at driving process excellence, streamlining manual workflows, improving reporting accuracy, and managing month-end accruals, provisions, and cost allocations. • Skilled communicator with strengths in stakeholder engagement, presentation development (management decks), cross-functional collaboration, and financial storytelling.

Assistant Manager at KPMG, Aug 2022 - Present · 4 yrs, Bengaluru, Karnataka, India, • Lead annual budgeting and forecasting cycles, partnering with service-line leaders to align forecasts with organizational targets. • Perform deep-dive variance analysis on actuals vs. forecast/budget, identifying root-cause drivers and delivering actionable insights to decision-makers. • Designed and implemented an end-to-end monthly reporting and consolidation framework from scratch, reducing the reporting cycle from 5 days to same-day delivery; automated Excel workflows (5 days to 2 days) and built Power Query/Power BI pipelines that auto-generate P&L, schedules, and presentation-ready slides, eliminating approximately 36 business days of manual effort annually. • Identified approximately 200 structurally excess leased laptop units through utilization-trend analysis; built a data-backed business case for lease surrender, delivering Rs. 1.87 Cr in total cost avoidance. • Built an Outlook-email-triggered VBA macro to automate an approval tracker, eliminating approximately 4,000 manual copy-paste actions and saving approximately 8,000 minutes (~133 hours) annually while improving data completeness. • Developed a suite of VBA macros automating recurring finance workflows, including monthly report generation, data consolidation, and ad-hoc request processing, standardizing disparate reports into a scalable framework. • Conduct ad-hoc analysis on utilization, headcount, and non-billable hours to support management decision-making and performance commentary. • Collaborate with BI teams to automate dashboards, ensuring seamless data flows and live reporting updates. • Manage month-end accruals, provisions, and cost allocation across business units and service lines. • Oversee PR creation, invoice processing, and AP liaison to ensure timely payment resolution. • Prepare executive presentations, shareholder decks, and forecast reports for senior leadership.

Chartered Accountant at Alok S. Gupta & Associates, May 2020 - Aug 2022 · 2 yrs 4 mos, Conducted statutory audits for private limited companies, a public sector undertaking (UP Projects), real estate firms, and public sector banks. Executed tax audits, filed income tax returns for individuals and corporates, and prepared TDS returns. Managed GST filings, reconciliations, and advisory for clients. Delivered investment consulting, tax planning, and wealth management advisory. Prepared financial projections and project funding reports to support client financing requirements. • Audit Execution: Conducting statutory audits for Pvt Ltd companies, PSU (UP Projects), real estate firms, and public sector banks. • Taxation Management: Executing tax audits, filing ITRs for individuals and corporates, and preparing TDS returns. • GST Compliance: Handling GST filings, reconciliations, and advisory. • Financial Advisory: Delivering investment consulting, tax planning strategies, and wealth management guidance. • Project Finance: Preparing financial projections and project funding reports

Internal Auditor at YES BANK, May 2018 - May 2020 · 2 yrs 1 mo, Mumbai Metropolitan Region, Joined YES Bank Internal audit team as a fresher in the month of May 2018. Worked with the branch banking vertical for 2 years. Below mentioned is the highlight of my work at YES bank: ▪ Independently conducted branch audits. ▪ Assisted in planning, designing and implementation of risk-based audit plans to ensure safety and soundness of the bank. ▪ Ensured completion of assigned audits and documentation of work papers on time. ▪ Provided improvement/ suggestions to existing process / systems to line management. ▪ Review of audit of the branches done by members of the audit team and concurrent auditors. ▪ Ensure regular update of concurrent audit checklists. ▪ Preparation of notes to be submitted to the Audit committee.

Auditor at M/S GUPTA ANOOP & COMPANY, Jul 2017 - May 2018 · 11 mos, Lucknow, Uttar Pradesh, India

Education

Chartered Accountant, Accounting and Finance, The Institute of Chartered Accountants of India

Bachelor of Commerce, Accounting and Finance, Indira Gandhi National Open University (IGNOU)