Vivek Gupta

About Vivek Gupta

Finance professional with a robust background in finance and accounting, holding qualifications including CFA (Charter Pending) and CA (May 2023). Currently serving as Financial Controller at UnivLabs, I oversee key functions such as investor relations, compliance, bookkeeping, payment handling, product costing and pricing, and new product pricing strategies. I play a central role in investment meetings and fundraising efforts, while also managing people and teams from a finance perspective, with a sharp focus on prioritizing the payment cycle amid cash constraints and optimizing accounts receivable management.Previously, as an Investment Banking Associate, I built automated and comprehensive financial models, crafted compelling investor pitch decks, and leveraged tools like Copilot, VBA, and Excel macros to enhance modeling accuracy and efficiency. My wealth management experience includes conducting market evaluations, tailoring financial strategies to client needs, managing client relationships, and performing deep-dive mutual fund research and analysis.I also have experience drafting insolvency resolution plans and managing regulatory claims compliance. Earlier in my career, I handled due diligence, DCF-based property valuations, tax audits for large corporate groups, and advisory on income tax matters.My technical toolkit includes advanced Excel, financial analytics tools, Copilot, Zapier, and proficiency across various accounting and tax platforms.Outside of work, I’m passionate about securities trading, exploring AI innovations, speed cubing, and gaming. Let’s connect to explore opportunities in finance, investment banking, wealth management, and strategic finance leadership roles.

Experience

1. Financial Controller

   Univlabs

   Sep 2024 — Present · Gurugram, IN

   Lead end-to-end bookkeeping, financial reporting, and compliance processes, ensuring accuracy and timeliness across all financial operations.Manage investor relations, preparing materials for investment meetings, fundraising rounds, and strategic discussions.Oversee payment cycles and vendor management, carefully prioritizing cash flows to navigate cash constraints and optimize working capital.Drive product costing and pricing strategies, including pricing for new product launches, to maximize margins and market competitiveness.Collaborate with cross-functional teams to provide financial insights that support strategic decisions and operational improvements.Lead accounts receivable (AR) management, improving collections and reducing overdue balances.Handle people management within the finance function, building processes and mentoring junior team members.

Education

• CFA Institute

  Chartered Financial Analyst, Finance and Financial Management Services

• Delhi University

  Bcom Hons, Accounting and Finance

  2017 — 2020

• The Institute of Chartered Accountants of India

  Chartered Accountant , Accounting and Finance