Sumit Gupta
CA|Bajaj Finance|FP&A|Audit|Ex-Citi,EY|Serving Notice Period|
- Role
- Senior Fp & a Manager at Bajaj Finserv
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Sumit Gupta
I am a Chartered Accountant (CA) with a B.Com from Pune University and over 3 years of experience in Financial Planning & Analysis (FP & A), audit, and strategic finance roles across Financial Services and consulting sectors. At Bajaj Finserv, I manage end-to-end FP & A responsibilities including budget forecasting, variance analysis, and performance reviews of SME lending (~INR Cr). I’ve developed financial models for penal income and recovery commissions (~INR Cr), contributed to cost-saving initiatives (~INR 3 Cr), and delivered actionable insights to leadership through dashboards and business reviews. Previously at Citi, I supported global finance transformation projects—leading planning cycles, enhancing regional cost allocations using Citi’s RUBY tool, automating dashboards via Tableau, and driving travel cost optimizations (~INR 5 Cr). My foundation in finance was built during my 3-year article-ship at EY affiliate SRBC & Co. LLP, where I led statutory audits for large corporates, analyzed financial data using tools like GL Analyser, and worked on Ind-AS compliant consolidations. I’m passionate about using financial data to drive smarter decisions, streamline processes, and add measurable value. Open to new FP & A and strategic finance opportunities where I can continue to make meaningful impact. Serving Notice Period (SNP)
Experience
Senior Fp & a Manager
Aug 2024 — Present · Pune, IN
Education
The Institute of Chartered Accountants of India
CA - Chartered Accountant
2016 — 2021
Savitribai Phule Pune University
Bachelor of Commerce - BCom
2018 — 2021
St. Xavier's High School - India
HSC
2014 — 2016
St. Xavier's High School - India
SSC
2003 — 2014
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