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Shivam Gupta

Business Excellence & Transformation Leader | Supply Chain COE · $12B Spend | Agentic AI in Production · GCC COE Builder | Data, Process & Working Capital Transformation | 20+ Yrs · Ex-EY & KPMG

Hyderabad

17+ years of work experience

Carrier
Sep 20232 yrs 10 mosPresent

Hyderabad, Telangana, India

Recruited to build and scale Carrier's Global SCM Business Excellence COE from greenfield—governing $12B+ in spend across 100+ manufacturing sites and 700+ global stakeholders, while managing a 30-person global function. ▸ COE Scale-Up & Talent Strategy: Built the India COE from zero to 30 FTEs in 6 months; drove 10 internal promotions and established robust succession pipelines across analytics, governance, and data engineering tracks. ▸Working Capital Optimization: Delivered +3 WAPT days in 2025 (~$130M cash flow impact) by engineering a COE-gated payment term workflow with analytics-driven opportunity identification. Target: +4 days in 2026 (~$400M cumulative). ▸ Centralized productivity reporting across 70+ factories ($464M+ spend visibility); recovered $9M via rebate analytics and unlocked $10M+ in pricing clawback opportunities. ▸ Price Governance Framework: Centralized $2B Americas Direct spend through a COE-gated price governance model—mandating 100% COE review, eliminating manual leakage, and establishing a repeatable framework now being scaled globally. ▸ Contract Lifecycle Management (CLM): Governed a $5B spend-under-contract portfolio; built the overarching strategy, analytics frameworks, and CLM governance while driving category comparison tools across high-value spend segments. ▸ Supply Resiliency: Improved alternate sourcing coverage from 37% to 51% (CY target: 60%) through a Dual Qualification strategy and SOTD governance, significantly reducing supply risk exposure at an enterprise scale. ▸ GenAI & Market Intelligence: Designed and deployed an Agentic AI system (Microsoft Copilot Studio + Claude LLM) tracking 17 HVAC competitors daily across 12 intelligence topics (tariffs, earnings, M&A signals, data center demand)—eliminating 100% of manual research and delivering automated, board-ready briefings. ▸ Storytelling and Own all data, frameworks, and executive decks for leadership reviews and board level presentations.
EY
Jun 20212 yrs 3 mosAug 2023

Hyderabad, Telangana, India

Led high-complexity analytics engagements for Fortune-scale clients across procurement, supply chain, and finance—owning delivery from data architecture through C-suite storytelling; executed programs utilizing a Design-Build-Operate-Transfer (DBOT) model. ▸ Spend Analytics & Savings: Managed analytics for $14B addressable spend across 10,000+ contracts; enabled $80M in annual savings through payment term optimization and contractual discount recovery. ▸ Procurement Forensics: Led procurement forensics for a major telecom client with a 20-member team; identified ₹300Cr in savings through unclaimed tax credit recovery and procurement control gap analysis. ▸ Predictive Modeling: Designed predictive AR analytics during COVID-19 revenue disruption; achieved an 80% collections recovery rate through data-driven prioritization. ▸ BI & Data Transformation: Led BI transformation across 120+ global offices; built 10+ data warehouse and analytics platforms across procurement, finance, and supply chain.
EY
Oct 20146 yrs 9 mosJun 2021

Gurugram, Haryana, India

Delivered end-to-end analytics programs for Business, Audit, and Forensic teams across telecom, media, consumer, and industrial sectors. ▸ C-Suite Governance Framework: Architected a global Supply Chain KPI framework (15 core KPIs and 25 S2P metrics) adopted as a C-suite governance blueprint by the client. ▸ Data Modeling: Designed and deployed data models and dashboards enabling data-driven procurement decision-making across multi-billion dollar spend portfolios. ▸ Analytics Architecture: Built and managed robust analytics platforms using Alteryx, Power BI, Tableau, SQL, and ACL—covering procurement, vendor management, and financial operations.
EY
Nov 20112 yrs 11 mosSep 2014

Gurugram, Haryana, India

▸ Project Leadership: Led a large team of analysts across 300+ financial analytics projects for US clients—covering revenue recognition, AP analytics, vendor management, and data migration. ▸ Audit Analytics: Delivered tailored analytics solutions for statutory and internal audits across multiple industries; governance frameworks were fully adopted by clients post-engagement.
KPMG
Mar 20101 yr 9 mosNov 2011

Gurugram, Haryana, India

▸ Reviewed 10+ business processes for telecom clients — identified risks, quantified losses, and recommended mitigation solutions. ▸ Conducted internal audit reviews across metal and mining sector clients; delivered gap analysis with corrective action roadmaps.
American Express Business
Jan 20084 mosApr 2008

Gurugram, Haryana, India

▸ Performed critical research of airline ticketing databases and tools to control the cost written off on monthly basis for unrecoverable & untraceable amounts from customers ▸ Created MIS reports for every month to analyze the working of team on different criteria & check the profitability on different matrix based on quality i.e. Six Sigma
GENPACT
Nov 20061 yr 2 mosDec 2007

Gurugram, Haryana, India

▸ Maintained financial model for 100+ different reinsurance program with coverage of 1K+ Corporate clients and ensured proper ceding of claims and expenses to the reinsurer as per the terms of reinsurance program ▸ Controlled the expenses and looked at revenue generation by analyzing the claims and expense data on MoM, QoQ and YoY basis

Education

ICFAI Business School, Pune Official

Master of Business Administration, Finance

ICFAI Business School, Pune Official

20082 yrs2010

CA Intermediate

The Institute of Chartered Accountants of India

20013 yrs2004

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Headline

Business Excellence & Transformation Leader | Supply Chain COE · $12B Spend | Agentic AI in Production · GCC COE Builder | Data, Process & Working Capital Transformation | 20+ Yrs · Ex-EY & KPMG

About

I build processes and functions that think, decide, and act — translating operational complexity into financial outcomes. Supply chain is where I have done it most. Data strategy, process transformation, and Agentic AI are how I do it anywhere. Over 20 years, I have led analytics and transformation programs across supply chain, procurement, and enterprise functions — from forensic investigations on a $14B spend portfolio at EY, to architecting a greenfield SCM COE that scaled from zero to a 30-person India team in 6 months. At Carrier Technologies (GCC, Hyderabad), I lead the Business Excellence team across SC Pillars — Productivity, Resiliency, Contracts, Master Data, and Supply Chain Performance — $12B+ in spend across 100+ manufacturing sites, turning data and process rigour into impact through technology and AI. Impact delivered: → +3 WAPT days in 2025 (~$130M cash flow); +4 days targeted for 2026 (~$400M cumulative) → $464M+ manufacturing productivity spend centralised across 70+ factories → $5B spend-under-contract portfolio — strategy, analytics, and CLM governance → Alternate sourcing coverage improved 37% → 51%; CY target 60% → $9M recovered via rebate analytics; $10M+ in pricing clawback opportunities → $2B Americas Direct spend centralised through COE-gated price governance Built and deployed an Agentic AI system — Microsoft Copilot Studio + Claude LLM — tracking 17 HVAC competitors daily across 12 intelligence topics: commodity tariffs, earnings, M&A signals, data centre demand. Fully autonomous. Zero manual effort. The pattern is consistent: take fragmented enterprise data, design governance architecture, automate the repeatable, and surface decisions leadership can act on. That capability is not supply-chain-specific — it applies wherever an organisation is building a COE, scaling a transformation agenda, or closing the gap between data and decisions. Prior to Carrier, 12 years at EY (Consultant → Senior Manager) — procurement forensics on $14B spend, $80M annual savings, ₹300Cr identified in forensic analysis, 80% AR recovery during COVID-19. Grounded in financial discipline — connecting analytics to P&L across supply chain, finance, and enterprise operations. I write about supply chain strategy, process transformation, Agentic AI in operations, and the data infrastructure that separates good enterprise functions from excellent ones. Feel free to connect via LinkedIn or contact me directly at shivamgupta1983@gmail.com.

Location

Hyderabad

Work experience

Business Excellence Leader - Global Supply Chain COE at Carrier, Sep 2023 - Present · 2 yrs 10 mos, Hyderabad, Telangana, India, Recruited to build and scale Carrier's Global SCM Business Excellence COE from greenfield—governing $12B+ in spend across 100+ manufacturing sites and 700+ global stakeholders, while managing a 30-person global function. ▸ COE Scale-Up & Talent Strategy: Built the India COE from zero to 30 FTEs in 6 months; drove 10 internal promotions and established robust succession pipelines across analytics, governance, and data engineering tracks. ▸Working Capital Optimization: Delivered +3 WAPT days in 2025 (~$130M cash flow impact) by engineering a COE-gated payment term workflow with analytics-driven opportunity identification. Target: +4 days in 2026 (~$400M cumulative). ▸ Centralized productivity reporting across 70+ factories ($464M+ spend visibility); recovered $9M via rebate analytics and unlocked $10M+ in pricing clawback opportunities. ▸ Price Governance Framework: Centralized $2B Americas Direct spend through a COE-gated price governance model—mandating 100% COE review, eliminating manual leakage, and establishing a repeatable framework now being scaled globally. ▸ Contract Lifecycle Management (CLM): Governed a $5B spend-under-contract portfolio; built the overarching strategy, analytics frameworks, and CLM governance while driving category comparison tools across high-value spend segments. ▸ Supply Resiliency: Improved alternate sourcing coverage from 37% to 51% (CY target: 60%) through a Dual Qualification strategy and SOTD governance, significantly reducing supply risk exposure at an enterprise scale. ▸ GenAI & Market Intelligence: Designed and deployed an Agentic AI system (Microsoft Copilot Studio + Claude LLM) tracking 17 HVAC competitors daily across 12 intelligence topics (tariffs, earnings, M&A signals, data center demand)—eliminating 100% of manual research and delivering automated, board-ready briefings. ▸ Storytelling and Own all data, frameworks, and executive decks for leadership reviews and board level presentations.

Senior Manager, Data Analytics and Business Intelligence at EY, Jun 2021 - Aug 2023 · 2 yrs 3 mos, Hyderabad, Telangana, India, Led high-complexity analytics engagements for Fortune-scale clients across procurement, supply chain, and finance—owning delivery from data architecture through C-suite storytelling; executed programs utilizing a Design-Build-Operate-Transfer (DBOT) model. ▸ Spend Analytics & Savings: Managed analytics for $14B addressable spend across 10,000+ contracts; enabled $80M in annual savings through payment term optimization and contractual discount recovery. ▸ Procurement Forensics: Led procurement forensics for a major telecom client with a 20-member team; identified ₹300Cr in savings through unclaimed tax credit recovery and procurement control gap analysis. ▸ Predictive Modeling: Designed predictive AR analytics during COVID-19 revenue disruption; achieved an 80% collections recovery rate through data-driven prioritization. ▸ BI & Data Transformation: Led BI transformation across 120+ global offices; built 10+ data warehouse and analytics platforms across procurement, finance, and supply chain.

Manager - Data and Audit Analytics at EY, Oct 2014 - Jun 2021 · 6 yrs 9 mos, Gurugram, Haryana, India, Delivered end-to-end analytics programs for Business, Audit, and Forensic teams across telecom, media, consumer, and industrial sectors. ▸ C-Suite Governance Framework: Architected a global Supply Chain KPI framework (15 core KPIs and 25 S2P metrics) adopted as a C-suite governance blueprint by the client. ▸ Data Modeling: Designed and deployed data models and dashboards enabling data-driven procurement decision-making across multi-billion dollar spend portfolios. ▸ Analytics Architecture: Built and managed robust analytics platforms using Alteryx, Power BI, Tableau, SQL, and ACL—covering procurement, vendor management, and financial operations.

Senior Consultant - Data and Audit Analytics at EY, Nov 2011 - Sep 2014 · 2 yrs 11 mos, Gurugram, Haryana, India, ▸ Project Leadership: Led a large team of analysts across 300+ financial analytics projects for US clients—covering revenue recognition, AP analytics, vendor management, and data migration. ▸ Audit Analytics: Delivered tailored analytics solutions for statutory and internal audits across multiple industries; governance frameworks were fully adopted by clients post-engagement.

Executive Consultant, Data Analytics and Risk Advisory at KPMG, Mar 2010 - Nov 2011 · 1 yr 9 mos, Gurugram, Haryana, India, ▸ Reviewed 10+ business processes for telecom clients — identified risks, quantified losses, and recommended mitigation solutions. ▸ Conducted internal audit reviews across metal and mining sector clients; delivered gap analysis with corrective action roadmaps.

Team Member - Travel Accounting Team at American Express Business, Jan 2008 - Apr 2008 · 4 mos, Gurugram, Haryana, India, ▸ Performed critical research of airline ticketing databases and tools to control the cost written off on monthly basis for unrecoverable & untraceable amounts from customers ▸ Created MIS reports for every month to analyze the working of team on different criteria & check the profitability on different matrix based on quality i.e. Six Sigma

Process Associate (Reinsurance Accounting) at GENPACT, Nov 2006 - Dec 2007 · 1 yr 2 mos, Gurugram, Haryana, India, ▸ Maintained financial model for 100+ different reinsurance program with coverage of 1K+ Corporate clients and ensured proper ceding of claims and expenses to the reinsurer as per the terms of reinsurance program ▸ Controlled the expenses and looked at revenue generation by analyzing the claims and expense data on MoM, QoQ and YoY basis

Education

Master of Business Administration, Finance, ICFAI Business School, Pune Official

CA Intermediate, The Institute of Chartered Accountants of India

Shivam Gupta - Business Excellence Leader - Global Supply Chain COE in Hyderabad | Tal