Harneet Singh
Financial Magician Turning Numbers into Strategy | FP&A, Business Finance & Controllership | Healthcare, Fintech & US mortgage financing
- Role
- Finance Manager at Upstox
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Harneet Singh
Strategic finance professional with proven expertise across FP & A, Business Finance & Controllership, driving growth, efficiency, and financial discipline in fast-paced industries — Healthcare, US Mortgage, Fintech & Insurtech.Known as a “Financial Magician” for transforming numbers into strategy, I specialize in aligning financial insight with business goals to unlock sustainable profitability and operational excellence.
Experience
Finance Manager
Jun 2025 — Present
Finance Manager | Driving Strategic FP & A, Business Partnering & Profitability TransformationRoles & Responsibilities• Lead end-to-end Financial Planning & Analysis (FP & A), Budgeting, Forecasting, and Long-Range Planning to support business objectives and enable informed decision-making.• Drive P&L management and profitability analysis, ensuring strategic alignment between operational performance and financial targets.• Partner with business and commercial leaders to deliver data-driven insights that support growth, pricing, and margin optimization.• Spearhead cost optimization and margin improvement initiatives, identifying opportunities to enhance operational efficiency and profitability.• Oversee management reporting, MIS automation, and development of analytical dashboards to strengthen business visibility and accountability.• Build robust financial models and data visualizations using Power BI, Tableau, and Excel to provide actionable insights and scenario analyses.• Manage cash flow and working capital, maintaining liquidity and supporting business continuity.• Collaborate with leadership teams on strategic financial planning, investment decisions, and business transformation projects.• Lead, mentor, and develop a high-performing team of finance analysts, fostering analytical excellence, collaboration, and continuous improvement.
Education
Symbiosis Centre for Distance Learning
Post Graduation Diploma in Banking and Finance, Banking and Financial Support Services
2015 — 2017
DAV College
Bachelor of Commerce - BCom, Accounting and Finance
2010 — 2013
The ICFAI University, Tripura
Post Graduation Diploma in Financial Analysis, Finance, General
2017 — 2019
Guru Nanak Dev University
Master of Business Administration - MBA, Accounting and Finance
2013 — 2015
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