Ridhima Gupta
Sr. Client Finance Analyst
Queens,NY
Summary
Dynamic financial analyst with proven expertise in process improvement and automation resulting in enhanced decision-making and operational efficiency. Demonstrated ability to leverage advanced Excel skills to significantly reduce report processing time while leading teams on strategic financial initiatives. Proficient in client communication and problem-solving, consistently delivering impactful financial insights and driving successful outcomes. Committed to leveraging analytical skills for continued organizational growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sr. Client Financial Analyst
Merkley + Partners
New York
06.2024 - Current
- Company Overview: Omnicom Subsidiary
- Guide and train existing and onboarding offshore employees in mastering technical tasks, such as manual report updates and invoice preparation, enabling the onshore team to focus on in-depth client analysis and strategic financial decision-making.
- Lead month-end close processes, including reconciliations for straight-line and hours-based fees under ASC 606, ensuring accurate revenue recognition and compliance.
- Create automated reporting tools that transform data accessibility, reduce preparation time, and enhance the finance team’s ability to provide real-time client insights.
- Proactively manage WIP aging and revenue accrual, collaborating with internal teams to address discrepancies, maintain data integrity, and support a clean month-end close.
- Facilitated client-facing meetings for monthly revenue reconciliation.
Client Financial Analyst
Merkley + Partners
New York
08.2023 - 06.2024
- Company Overview: Omnicom Subsidiary
- Designed and implemented an automated client accrual reporting system, cutting processing time from 2 to 3 days to 15 to 20 minutes, enabling faster decision-making, and allowing CFAs to focus on strategic financial analysis.
- Collaborated with the Brand, Production, and Media teams to ensure accurate invoicing aligned with client MSAs, leading monthly forecast burn, and variance analysis reviews to address budget discrepancies.
- Leveraged expertise in Maconomy, Oracle, and Microsoft D365 to streamline financial processes, ensuring seamless billing, revenue recognition, and reporting for clients.
Jr. Financial Analyst
72 And Sunny Partners LLC
New York
09.2021 - 06.2023
- Assisted in month-end close processes, including reconciling accounts, analyzing variances, and preparing financial statements for management review
- Tracked the financial health of projects throughout their scoped duration using a burn report, ensuring accurate forecasting, and timely identification of potential issues.
- Assisted in client billing and accounts receivable processes, ensuring accuracy and timeliness in invoicing and revenue recognition
- Collaborated with cross-functional teams, such as Brand managers Producers and Casting, to gather financial data and provide insights for decision making
Store Manager Trainee
CVS Pharmacy
New York
06.2021 - 09.2021
- Assisted in the management of daily store operations, gaining hands-on experience in all aspects of store management
- Supported the Store Manager in overseeing scheduling, staffing, and performance management of a diverse team
- Ensured compliance with company policies and procedures, including inventory management, cash handling, and loss prevention
- Assisted in implementing merchandising strategies to optimize product placement, increase sales, and enhance the customer shopping experience
Education
Bachelors - Finance & Investments, English
Baruch College, Zicklin School of Business
New York, NY05.2020
Skills
- Advanced Excel Expertise: Highly skilled in using complex formulas, creating automated reports, and building user-friendly, visually appealing dashboards that simplify data analysis and enhance decision-making
- Variance & Financial Performance Analysis: Experienced in analyzing financial variances to understand deviations from forecasts and budgets, providing clear explanations and recommendations to improve financial performance
- Cash Flow & Working Capital Management: Proven ability to track, manage, and forecast cash flow and working capital, ensuring optimal liquidity and reducing collection backlogs by streamlining processes
- Leadership & Team Development: Demonstrate ability to lead and motivate teams, fostering collaboration and maintaining alignment across departments to meet financial objectives Known for developing talent and empowering team members to achieve professional growth
Certification
- Understanding GAAP (Generally Accepted Accounting Principles) – LinkedIn Learning
- Financial Manager Course Completion – Udemy
- Financial Analysis for Budget Variance & Cash Flow Analysis – Udemy
Languages
Hindi
Professional
Punjabi
Limited
Timeline
Sr. Client Financial Analyst
Merkley + Partners
06.2024 - Current
Client Financial Analyst
Merkley + Partners
08.2023 - 06.2024
Jr. Financial Analyst
72 And Sunny Partners LLC
09.2021 - 06.2023
Store Manager Trainee
CVS Pharmacy
06.2021 - 09.2021
Bachelors - Finance & Investments, English
Baruch College, Zicklin School of Business