CHHAVI GUPTA ** Marshall St, Old Greenwich, CT

EMAIL: ad33kd@r.postjobfree.com TEL: 201-***-****

Ambitious and versatile Operational Finance Business professional possessing over 15 years of experience in all aspects of Finance Transformation, Organizational Transformation, Strategic Consulting and Change Management. Experience includes Financial Analysis, Risk Reporting, Budgeting, Private Equity Valuation, Service Delivery, and Process Improvement. Successfully built strong teams and client/stakeholder relationships by stabilizing asset & revenue deliverables and lead special projects. Possess strong process & continuous improvement orientation and Green Belt (Quality) Certified, Trained and Tested. WORK EXPERIENCE

Dentsu International – Media & Advertising Agency, New York, NY Apr’21 – Present Transformation and Transition Manager – Finance Services for Americas

Project management of finance service transformation through implementation of agreed change management methodologies, maintain and report transition plan to stakeholders. Manage adoption and transition to BAU. CTS savings estimated ~$1.2MM p.a.

Lead efforts to improve PTP, OTC and RTR processes, support target system architecture (‘TSA’) deployment programmes, identify leading practices, and realign the finance services process to realize opportunities.

Develop and expand local and global capabilities in applying continuous improvement methods and utilizing RPA developers to promote a structured problem-solving approach.

Support and challenge the local staff and management in direction setting, prioritization (timing, resources, and sequence of actions) and implementation of improvement activities to best achieve the targets for the key performance indicators resulting from the annual goal development.

Share expertise and lessons learned on program executions among Business Solution Design Managers to drive cross- pollination of knowledge for best practices across US markets and other regions.

Review & monitor internal and external teams' performance, KPIs/CPIs and other service level metrics and support these teams to improve upon their overall performance.

Review available benchmark data and service management surveys to identify areas for improvement.

Review 3rd party vendor billing and feedback through VOC, audit logs, escalation matrix. Workforce Partners – Real Estate Investments, Norwalk, CT Feb’18 – Mar’21 Finance Operations Manager

Manage annual operating expense reports; prepare annual operating budgets and oversee interim monthly reporting for all the multi-family properties.

Ensure appropriate controls and procedures are in place for financial reporting and assist in preparation of year-end taxes.

Conduct month-end close activities and report to leadership team.

Responsible for special projects on process optimization such as digitizing & simplifying the operational accounting process; streamlining the property management processes and developing tools for portfolio reporting.

Lead, train, and develop standard operating procedures for daily property management activities, billing such as accounts payable and accounts receivable.

Involved in standardizing the underwriting model for multi-family units with multiple properties. GE Equity – Private Equity arm of GE Capital, Norwalk CT Mar’16 – Feb’18 Sr. Financial Analyst (Consultant)

Performed valuation related activities for managed client portfolio companies and compiling and reporting of portfolio investments data for wind-down purposes (sales, exits and closing).

Reviewed and analyzed portfolio company’s financial data and provided variance report to drive business decisions.

Prepared pitch books and provided fair value and exit value to potential bidders and for regulatory filings.

Assisted with the compilation and preparation of various client presentations and reporting out to investment teams.

Liaised with other functions (Risk team, finance, Legal, Compliance and Tax) and assisted on ad-hoc projects.

Utilized MS Office, Word, Excel, Outlook, and PowerPoint, Salesforce, in-house tools and federal tools on a daily basis. CAREER SABBATICAL (Raising Daughter) Ju1’13 – Feb’16 CHHAVI GUPTA

GENPACT LLC – Global Financial Services Outsourcing, India & US Apr’07 – Jun’13 Senior Manager

GE Equity: Gurgaon, India (Apr’07 – Apr’09); Norwalk CT (May’09 – Dec’12)

GE Energy Financial Services: Stamford CT (Jan’13 – Jun’13) Financial Analysis, Research and Modeling:

Responsible for account management of GE’s Private Equity Investments with up to $30MM exposure ($2.5B Portfolio)

Regular Portfolio Company monitoring of financial and operational performance and analyzing related industry dynamics, comparable companies and trends.

Liaised with companies for quarterly financials and monitor on Oracle Platform (Hyperion) and GE internal systems.

Prepared quarterly equity valuation (DCF, Options, Current-yield) and updating key assumptions for WACC calculations.

Performed due-diligence on deals related to new add-on investments, exits, debt-to-equity restructures, and warrants. Project Management & Portfolio Management:

Lead a team of 20 offshore Account Managers & helped streamline the portfolio management activities and process of over

~600 Private Equity deals.

Liaised with portfolio company management, board members and Private Equity sponsors on daily basis.

Prepared Investment Committee pitches and early-reads for approvals in the Underwriting process on add-on investments and Management of exit opportunities.

Managed project finance transactions with strict attention to compliance (KYC and AML) with deal terms and establish, implement and monitor reporting metrics.

Collaborated with stakeholders and multiple internal functions (legal, tax, accounting, finance, and risk) and helped develop and customize reporting solutions.

Developed key operating metrics including expense management, revenue, resource planning and headcount.

Lead Quality Project (Six-Sigma) for GE Equity’s quarterly valuation process by building a standardized equity valuation template to enhance efficiency and accuracy and reported ~30% savings of man hours per year. WNS GLOBAL SERVICES: Senior Analyst – Global Business Process Outsourcing, India Sep’05 – Mar’07

Financial Modeling and Financial Statements analysis of UK/European companies for an independent provider of financial models for sectors such as Retail, Food Producers, Publishing. Specific sector expertise in Retail. FRESHWAYS: Asst. Credit Controller – Independent Dairy Producer and Distributor, UK London, UK Nov’03 – Jul’04 EDUCATION

De Montfort University, Leicester Business School, UK (Masters) 2002 – 2003 MSc in Accounting and Finance

Credits attained towards Association of Chartered Certified Accountants (ACCA) ‘04-‘05 St. Joseph’s College of Business Administration, Bangalore, India 2000 – 2001 Post-Graduation in Business Administration (General) Jyoti Nivas College, Bangalore, India (Undergrad) 1997 – 2000 Bachelor’s in business management – Specialized in Finance CERTIFICATIONS/COURSES

Game Changing Leadership Program by Dentsu – 2023/24 – in-progress

Asian Management Accelerator Leadership Program by McKinsey Academy - 2022/23

Certificate of Financial & Valuation Modeling (CFVM) by Wall Street Prep

Green Belt (Quality) Certified, Trained and Tested

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