Supriya Gupta

Principal Consultant - Financial Advisory

2024

At PPN Solutions, I specialize in financial advisory services, expertly guiding clients through complex financial landscapes with a focus on MIS reporting, budgeting, forecasting, and financial analysis. Our mission is to collaborate with emerging technologies, developing robust financial strategies to ensure their success in the market. Current Client Responsibility(Provide functional support) -Preparation of Monthly management reports across all Business units -Detailed variance analysis with budget and highlight the critical variances to top management -Preparation of Balance sheet -Support the technical team for any new implementation of a new report -Suggest key KPIs for deeper business insights through dashboard

Yoga Teacher

2019

Teaching yoga online on My yoga teacher platform Created digital presence as Sukoon Yoga across the digital platforms

Investments and Portfolio Manager

2021 - 2023

-Management of Global investment assets across Latin America, India & USA including Funds & Companies & recommendation to board on – exits, consolidation & follow on -Manage end to end funding process to new investments and portfolio management -Managing the liquidity at the organization level -Review of annual business plan and financial statements of all the portfolio companies against their budgeted plan -Preparation of financial model and sensitivity analysis for all the new ventures ideas -Present financial summaries and business insights of portfolio companies/ new ventures to Senior Management -Evaluated new venture ideas on a financial and business basis by preparing sector-specific reports including competitive analysis.

Portfolio Operation Manager

2017 - 2019

Annual review of business plan and financial statements for 10 GMC India portfolio companies Evaluate prospective new investments on financial and business model as well as provided support in due-diligence Evaluated companies for follow on funding and presented to the board Design of financial & Impact metrices reporting framework for the companies & overall portfolio Management of Global investment assets across Latin America, India & USA including Funds & Companies & recommendation to board on – exits, consolidation & follow on Monthly review of income and cash flow statements Presenting overall quarterly portfolio performance to GMC board Prepared valuation report of all GMC portfolio companies

Assistant Manager-FP&A

2013 - 2017

1)Responsible for corporate annual budgeting, and 5 year long term business plan 2)Designed and prepared consolidated management report on monthly basis including P&L, balance sheet and cash flow 3)Variance analysis of actual against forecast and budget 4)Leads detailed financial analysis of balance sheet and income statements to understand drivers of past and future performance, risks and opportunities 5)Forecasts, monitors and tracks cash flow and reports major deviations from the cash flow projection 6)Works with Accounting teams to validate the accuracy and effectiveness of consolidated financial data on monthly basis 7)Preparation for internal valuation report for company assets

Senior Finance Exceutive

2012 - 2013

Evaluation and preparation of annual budgets MIS reporting in monthly time frame and in depth analysis of financial statements Variance analysis (actual .vs. budget) and recommend actions for improvement to senior management Preparation of monthly Management reports and executing adhoc reports as and when required by management Review of Trial balance on monthly basis with accounting team Liaising with external auditors Evaluating the performance of all Emaar entities by preparing consolidation pack on monthly basis for management Preparation of Quarterly Consolidated Financial Statement

Financial Analyst

2012 - 2012

1) Prepared business plan for clients across multiple industries 2) Evaluated company business plan to identify mid and long term investment requirement to prepare investment proposal 3) Evaluated project profitabilty through financial statement and ratio analysis 4) Designed & developed financial model to generate companies financial statements as per business plan

Deputy Manager

2009 - 2011

Preparation of annual budget and quarterly rolling forecast Variance analysis of actual vs forecast Preparation of shareholders Management in order to ensure high degree of controllership in the company Analysis of financial statements on a monthly and quarterly basis MIS Reporting in monthly time frames and also the preparation of ad-hoc reports as and when required by Senior Management Support business managers in tracking, reviewing and reporting performance w.r.t plans and assist them in strategic decision making Prepared competitive intelligence reports on various business drivers and perform industry benchmarking (domestic and international) Supported Hyperion implementation and automation of different MIS reports in Oracle Key Achievements: Implemented opex cost optimization process across all departments resulting in EBITDA improvement by 2% Core team member to plan and execute knowledge sharing platform for finance department Standardized performance tracking measures across organization resulting in achieving company targets in accordance with company business plan

Assistant Manager

2007 - 2009

Interfacing with the clients for understanding business requirements and managing asset liability mismatch by doing gap and durational analysis Determining cost of fund analysis through management and estimation of fixed and floating interest of business and responsible for booking monthly and quarterly interest into business ledger Calculating leverages at business & sub- business level & explaining the movement's quarter on quarter through Capital Allocation Process Creating management tools to measure financial and operational performance viz. financial ratios, trend analysis, key performance indicators and management reports Risk Management Devising amortization schedule for all the fixed rate assets and liabilities & analyzing the movement as against last month Mitigating interest rate, currency and durational risk by reporting how well fixed rate assets are covered with fixed rate liabilities Assisting management reporting by presenting information relating to performance of GE Commercial Real Estate involving treasury

Customer Segmentation Analysis across different Distribution Channels

2007 - 2007