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Pooja Gupta

@poojagupta10

I build automated FP&A models, forecasts, and dashboards that improve financial decisions and operational efficiency.

India
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What I'm looking for

I'm looking to leverage my analytical acumen, strategic thinking, and automation skills to drive financial efficiency, support data-informed decisions, and create long-term business value.

At Consero Global, I lead FP&A for clients with $50M–$100M ARR, building financial models, budgets, forecasts, dashboards, and variance analyses that guide senior leadership decisions. I also deploy Claude-powered automation that has improved reporting and forecasting efficiency by 50%.

I've led Planful forecasting automation, Excel automation using Power Pivot and Power Query, and financial modeling training that increased team productivity by 20%+. Earlier, I delivered payroll compliance automation at Ramco Systems and built audit, forecasting, and project finance experience at Shyam Goel & Associates.

Experience

Work history, roles, and key accomplishments

CL
Current

Manager – FP&A

Consero Global Solution Pvt. Ltd.

May 2022 - Present (4 years 5 months)

Engineering and implementing complex, client-specific financial models from the ground up, integrating revenue, expense, and balance sheet drivers to enable scenario analysis and strategic financial planning. Leading end-to-end budgeting and forecasting cycles for clients with ARR between $50M and $100M, ensuring alignment with organizational goals and financial targets.

Education

Degrees, certifications, and relevant coursework

The Institute of Chartered Accountants of India logoTI

The Institute of Chartered Accountants of India

Chartered Accountant, Accounting

Chartered Accountancy from The Institute of Chartered Accountants of India, completed in 2020.

Delhi University logoDU

Delhi University

Master of Commerce, Commerce

Master of Commerce from Delhi University, completed in 2020.

Delhi University logoDU

Delhi University

Bachelor of Commerce, Commerce

Bachelor of Commerce (Hons) from Delhi University, completed in 2014.

Tech stack

Software and tools used professionally

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