PRIYANKA GUPTA
Vancouver,BC
Summary
As a seasoned Financial Analyst with over 5 years of experience, I excel in delivering financial insights that drive strategic business decisions. My expertise includes financial planning, analysis, reporting, and modeling, focusing on optimizing performance and delivering actionable recommendations. I've managed multi-million-dollar budgets, conducted detailed variance analysis, and developed financial models. Proficient in Excel, Anaplan, SAP, Tableau, and Power BI, I turn complex data into impactful reports. I've led pricing strategy calls, secured numerous contracts, and won significant government bids. Known for strong analytical skills and effective communication, I've enhanced efficiency and cost savings through reporting automation and process optimization.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Analysis Specialist
DEL MONTE FOODS
12.2022 - Current
- Working at CFO Headquarters closely with FP&A Directors, VPs and cross- functional leaders on Budgeting, Forecasting, Financial Analysis, Close and Reporting as well as Pricing Contracts bringing in $$$ Revenue for Del Monte Foods.
- Ownership of overall Financial Analysis & Reporting for Foodservice, Government Bids and Co- Pack business channels.
- Leading Pricing Contracts with leadership, making real- time adjustment to models, analyzing profitability using different scenarios and quoting competitive Prices/ Bids. Worked on 100+ Pricing Contracts. Won several significant contracts through detailed analysis and strategic pricing.
- Preparing and maintaining detailed Annual Budget and rolling forecast cycles by partnering with cross- functional teams, developing consensus and aligning with key stakeholders.
- Spearheading Monthly- close by analyzing Financial Statements, preparing monthly, quarterly, and annual reporting, analyses with regards to Actuals, Budgets, and projections.
- Analyzing Variances from Plan, keeping close track of Key Performance Indicators and quantifying drivers of the variance to Key Stakeholders.
- Creating and maintaining innovative and dynamic financial models.
- Building strong relationships with business partners and influencing decisions through data analysis and financial presentations highlighting performance against budget, key financial metrics, and areas of risk or opportunity.
- Automating Financial Reporting, creating new analysis reports across business channels and visualizing large sets of Financial data into Graphs and Charts. Increased productivity by 50%. Helped other business channels to increase their productivity.
- Performing Inventory Analysis on a periodic basis, working on Excess Inventory Pricing and leading pricing calls with Finance & Sales leadership. Resulted in 20% less spoilage of excess inventory.
- Developed monthly Performance Analysis results into Scorecard presented to CEO.
- Performing leaf level COGS analysis up to Operating Income on negative margin categories, identifying specific items driving negative margin and setting them up to be discontinued from the business. Increased Margins by 12%.
- Working on creating new Power BI Dashboards from Excel reports & implementing across business channels and updating them on periodic basis.
Financial Analyst
JPMORGAN CHASE & CO.
12.2020 - 06.2021
- Handled ~2.3 billion USD Annual Budget in Home Lending Technology finance of Consumer & Community Banking sector.
- Planned, prepared and executed detailed annual budget in collaboration with upper management for operational, headcount and capital expenses.
- Lead loading of Plan numbers into Essbase.
- Administered monthly financial closing by reviewing balance sheet accounts, ensured financial transactions are recorded accurately, compiled financial information, processed journal entries and reconciled data.
- Prepared post-close financial results, analyzed actual results with plan and forecasts, identified key areas and presented to business leaders and stakeholders.
- Performed detailed variance analysis between forecast & actual; evaluated reasons & provided actionable recommendations.
- Prepared & presented management decks and visualizations of financial data to promote internal & external understanding of company’s financial results.
- Analyzed weekly performance metrics, prepared Headcount and Flash reports.
- Lead the process to update the monthly outlook and budget forecasts.
- Developed comprehensive financial models and various ad-hoc strategic analyses throughout the planning cycle.
- Maintained multiple Power BI Dashboards.
Financial Specialist
HONEYWELL TECHNOLOGY SOLUTIONS
05.2018 - 11.2020
- Handled 800 million USD Annual Budget in Engineering Arm of Honeywell Aerospace Financial Planning & Analysis.
- Prepared and executed detailed long-term financial plan i.e., budgeting in collaboration with upper management for operational, headcount and capital expenses. Lead the process of Essbase budget loading.
- Performed complex analysis of financial data to prepare reports, variance analysis between actual results vs budget and forecast; evaluated reasons & presented key performance metrics to the management on monthly basis.
- Worked cross- functionally with the accounting and operations team to ensure accurate financial reporting, performed weekly analysis of SAP transactions and Business Objects to catch business anomalies.
- Consolidated monthly financial data in excel and updated Global Aerospace FP&A Dashboard in Tableau on a monthly basis.
- Built relationships with Finance Leaders, Stakeholders, Directors by presenting Monthly Financial Results with Key Performance Metrics and advised management on matters, such as effective use of financial resources and assumptions underlying budget forecasts.
- Consolidated Aerospace Indirect Spend for 9 sub- departments and presented results to leadership team.
- Designed and implemented robust Dashboards for Indirect Spend across Engineering Finance.
- Handled overall function on Over/ Under Absorption.
Education
MBA- Finance and Analytics -
Xavier Institute of Management & Entrepreneurship
04.2018
Bachelor of Finance -
Sam Higginbottom Institute of Agriculture, Technology & Sciences
04.2016
Skills
- Budgetary Planning
- Financial Analysis and Reporting
- Financial Modeling
- Pricing Analysis
- Variance Analysis
- Data Analysis
- Cost-benefit analysis
- Excellent attention to detail
- Stakeholder Communication
- Problem-Solving
- Analytical Thinking
Accomplishments
- Del Monte Silver Award: Worked on Pricing for Foodbuy customers which involved deep analysis of business in different pricing & rebate scenarios, competitor pricing analysis and decision making on the Floor & Final Price. Won 3-year contract bringing in ~2MM USD.
- Del Monte Bronze Award: Worked on Pricing Analysis for Premier items and won 3-year contract.
- Honeywell Business Partnering Award for working on Texas Audit Project for Aerospace business in 2019.
Certification
- Advanced Excel
- SAP ERP
- Anaplan
- Essbase
- Speadsheets
- Tableau
- Power BI
- Outlook
- Automation
Timeline
Financial Analysis Specialist
DEL MONTE FOODS
12.2022 - Current
Financial Analyst
JPMORGAN CHASE & CO.
12.2020 - 06.2021
Financial Specialist
HONEYWELL TECHNOLOGY SOLUTIONS
05.2018 - 11.2020
MBA- Finance and Analytics -
Xavier Institute of Management & Entrepreneurship
Bachelor of Finance -
Sam Higginbottom Institute of Agriculture, Technology & Sciences
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