Tanya Gupta
San Jose,CA
Summary
Finance professional with 4+ years of experience in financial planning, job costing, and operations support, including direct involvement in construction finance within healthcare and real estate sectors. Successfully managed budgeting, forecasting, and cost tracking during medical facility and residential apartment construction projects. Adept at collaborating with project managers, tracking expenses against budgets, and producing actionable financial insights to support on-time and on-budget delivery. Proficient in Excel, Sage, and ERP tools, with hands-on knowledge of construction workflows and cost control.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Analyst
Rocklin Urgent Care
Rocklin, CA
10.2023 - 05.2025
- Owned the full budgeting and forecasting lifecycle for the $2M urgent care facility construction project using PivotTables, SUMIFS, enabling real-time visibility into capital spend reducing budget variance by 15%.
- Partnered with general contractors and operations to track labor, materials, and subcontractor costs via SAP and QuickBooks, and conducted monthly margin and variance analysis to support cost control decisions.
- Led job cost management, physical inventory reviews, and fixed asset tracking during the construction-in-progress (CIP) phase, ensuring seamless transition of assets post-occupancy.
- Supported month-end close activities by preparing accurate journal entries, reconciling construction-related AP/AR in QuickBooks, and delivering KPI dashboards to senior leadership using Power BI.
Finance Investment Analyst
Bob Cota Realty
Sacramento, CA
11.2022 - 09.2023
- Managed budgeting, forecasting, and cost control across multiple residential apartment construction projects using Sage and Excel, improving forecast accuracy by 20%.
- Collaborated with project managers to evaluate labor efficiency, material overruns, and subcontractor performance, delivered monthly job cost variance reports that improved margin tracking and reduced unexpected costs by $100K.
- Led monthly financial reporting processes, including journal entries and reconciliations, and supported AP/AR functions tied to vendor contracts, draws, and lien waivers through QuickBooks and SAP.
- Built Power BI dashboards to deliver project-specific financial insights and KPIs to senior management, enabling faster decision-making for ongoing construction phases and lease-up strategies.
Financial Analyst
Foil Pack India
Ludhiana, IN
02.2019 - 06.2022
- Owned the full budgeting and forecasting cycle across production units, using SAP and Excel to manage OPEX, labor costs, and material variances, resulting in a 12% improvement in forecast accuracy.
- Collaborated with production and engineering teams to analyze BOM structures, track raw material usage, and optimize product-level margins. Implemented cost models that improved SKU-level profitability tracking by 18%.
- Led monthly financial close, prepared journal entries, reconciled inventory balances, and maintained fixed asset schedules; reduced month-end close time from 9 to 5 business days by automating recurring entries in QuickBooks.
- Developed Power BI dashboards to visualize manufacturing KPIs such as yield rates, scrap costs, and machine utilization, enabling real-time insights that supported lean manufacturing initiatives and cost containment.
Education
Master of Business Administration - Operations & Supply Chain Management
CSU East Bay
CA05.2024
Bachelor of Commerce (Hons.) - Accounting & Finance
Panjab University
IN06.2021
Accomplishments
- TECHNICAL SKILLSAdvanced Excel (financial modeling, pivot tables, macros), PowerPoint, Tableau, QuickBooks, Google Sheets, Anaplan, Power BI, Sage, SAP, NetSuite, Pigment, MS Project, Asana, Jira, MS Dynamics 365
- FINANCIAL & ANALYTICAL SKILLSFP&A, Budgeting & Forecasting, ROI Analysis, Variance Analysis, GTM Strategy, Payroll Management, Cost Accounting, Inventory Control, Asset Management, GL Reconciliation, Financial Forecasting, Cost Management, Data Analysis, GAAP Reporting, Statutory Compliance
- PROJECT & PROCESS MANAGEMENTCross-Functional Leadership, Performance Metrics, Roadmap Development, Risk Assessment, Timeline Control, Lean Six Sigma, Agile, Scrum, Waterfall Methodologies, Collaboration Skills
Certification
- Financial Modeling & Forecasting | SAS Studio | SAP ERP Essential Training | Google Project Management | Google Ads | SEO Foundations
Rocklin Urgent Care
- Ground-Up Healthcare Facility Construction, Managed financial oversight for constructing a new urgent care center, coordinating with contractors and internal teams to ensure job cost alignment and capital tracking. Built Excel-based cost models to monitor labor, materials, and permitting expenses. Enabled leadership to stay within a $2M budget while improving forecasting accuracy by 20%.
Bob Cota Realty – Residential Apartment Development Projects
- Supported financial planning and analysis for multiple apartment construction projects under the real estate portfolio. Conducted budget vs. actual variance reviews, tracked payments to subcontractors, and worked with project leads to refine pricing strategies. Helped optimize project returns by identifying $150K in cost overruns early through proactive financial review.
Foil Pack India- End-to-End P&L Analysis and Margin Reporting
- Owned the complete P&L analysis for three product lines supporting manufacturing and GTM functions. Built and automated Excel reports to track sales revenue, variable costs, and operating expenses, driving visibility into gross margin performance. Partnered with accounting for month-end accruals and adjustments to ensure accurate margin reporting. Delivered monthly variance commentary and led cost improvement discussions with supply chain and commercial heads. The initiative led to a 6% improvement in margin and strengthened forecast alignment with actuals.
Timeline
Financial Analyst
Rocklin Urgent Care
10.2023 - 05.2025
Finance Investment Analyst
Bob Cota Realty
11.2022 - 09.2023
Financial Analyst
Foil Pack India
02.2019 - 06.2022
Master of Business Administration - Operations & Supply Chain Management
CSU East Bay
Bachelor of Commerce (Hons.) - Accounting & Finance
Panjab University
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