Pankaj Gupta

Delhi, India +91-991*******

ad3ivy@r.postjobfree.com

VP/CFO/Head/Director

STRATEGY PLANNING F&A OPERATIONS MANAGEMENT PROJECT MANAGEMENT BUSINESS TRANSFORMATION COST CHAMPIONSHIP PROVEN PEOPLE LEADER

Accomplished GBS/GCC and F&A professional with 20+ years of diverse experience in setting up, managing and leading Back-Office Operations. Proficient in outsourcing & Off-shoring, Planning & Strategy, Service Delivery, BPO & Shared Services Operations and Business Transformation across various industry verticals. Significant expertise in streamlining business operations & processes, managing P&L, cost championship and enhancing people competency to develop world class teams

CORE SKILLS

Financial Strategy Planning

Financial Reporting & Analysis

Business Transformation & Improvement

Resource & Cost Optimization

Automation & Robotics / ERP Mgmt

Ops & Transition / F&A Due Diligence

Client Relationship Management

Project Management

Competency Development

Team Leadership & People Engagement

Change Management

Service Delivery

EXECUTIVE SUMMARY

Demonstrated expertise in managing Operations, Finance & Accounting, working on complex Financial Accounting processes across towers (RTR, PTP & OTC), FP&A, Regulatory Reporting, Transitions & Migrations, business analysis and implementation of Automation & Robotics for continuous improvement and bringing efficiencies.

Track record of success in leading and improving F&A BPO Operations, enhancing business growth & maximizing profits through achievements in P&L and Cost management, internal controls and process & productivity improvements.

Capable to develop and strengthen customer relationships, providing excellent service & support, business partnering and ensuring effective & prompt resolution of their issues & challenges.

Skilled in rolling out and managing various process improvement projects leading to enhanced operational efficiency and service quality across F&A.

A resourceful leader recognized for building, retaining, motivating, and guiding high performing teams to deliver organizational goals & objectives.

High mentoring ability with potential to lead team members across levels in managing business exigencies.

EDUCATION

Executive Leadership Excellence Program, Indian School of Business, Hyderabad, 2018

Management Series Program, Harvard Business Publishing, 2009

PG Diploma in Management – MBA (Finance and Information Technology), Amity Business School, Noida, 2000

Cost & Management Accountant, The Institute of Cost Accountants of India, 1999

B. Com. (Hons.), Zakir Husain College, Delhi University, 1994

CERTIFICATIONS

Certification in Healthcare Finance Professional, Healthcare Financial Management Association, USA, 2018

Six Sigma Green Belt Certification

PROFESSIONAL AFFILIATIONS

CFO Engage

Automation

Artificial Intelligence

PROFESSIONAL EXPERIENCE

Huhtamaki India – Business Process Centre of Excellence, Mumbai, India

Head – Shared Services Aug 2023 – Present

Responsibilities:

Heading BP CoE (Shared Services) for supporting Finance & Accounting processes (PTP, OTC, RTR, Taxation, etc.) as the Operations & Service Delivery Leader.

Part of Global Finance Transformation team for driving various initiatives, projects, systems & tools evaluation & implementation.

Service delivery, governance, internal & external stakeholder management and client engagement.

Key Accomplishments:

Successfully implemented Basware workflow system for PTP.

Kicked off various projects - Project Accounting module within Oracle, Segregation of Duties tool, new reports development and T&E tool evaluation.

Restructured the Operations teams basis functional towers & business for better utilization & control.

Harsco India Services Private Limited – Global Service Centre, Hyderabad, India

Head – Global Finance Shared Services June 2020 – Aug 2023

Responsibilities:

Heading Global Finance Shared Services for Finance & Accounting as the Operations Leader.

Managing Global Finance teams across locations in India, North Americas, LATAM, EMEA and APAC for F&A processes like PTP, OTC, RTR, FP&A, Business Controls, Internal Audit, etc.

Managing extended CFO office and reporting of Financials as per internal and statutory timelines.

Budget and P&L ownership for FSSC with consistent focus on revenues, costs and value addition to business and continuous improvement.

Partnering with Gartner for advisory and offshoring best practices to build a world class Finance organization.

Key Accomplishments:

Leading transformation of FSSC via restructuring following tower approach to optimize capacity utilization.

Kicked off Oracle R12 implementation project across geographies (40 countries) & businesses.

Successfully deskilled several roles to bring in line with actual job requirement providing a positive dollar impact.

Standardization of metrics, KPI’s and common governance model.

Provided necessary support for new business merger and acquisition.

Formed core team for identifying opportunities of automation, RPA, AI and Standardization.

Optum Global Solutions (A UnitedHealth Group Company), Noida, India

Director – Finance & Accounting Jan 2015 – June 2020

Responsibilities:

Spearhead F&A Operations for a business segment as the Service Delivery Leader and Controller - North India location & Centre leader for Finance and Accounting division.

Spearhead global teams of 350+ FTEs across locations for F&A delivery with a diverse portfolio spanning from simple to complex processes like PTP, OTC, RTR, Reporting, FP&A, etc.

Involved in Due Diligence, Scoping and Solutioning for transitioning F&A processes from onshore to offshore, Agreement on Key Performance Indicators & efficiency gains and accomplishment via process improvements & projects.

Manage resource deployment across processes for engagement for accomplishing budget and pricing assumptions. Implement service quality plan including quality control, assurance and improvement.

Focus on optimizing cost and revenue for the segment as well as setting up and rapidly expanding F&A practice in Noida and new F&A site in Gurgaon.

Reengineer business processes and plan & execute strategies based on collated inputs from the Voice of Customer and Voice of Employee surveys within F&A for enhancing Net Promoter Score.

Key Accomplishments:

Instrumental in initiating of RPA and Automation initiatives for one of the functions resulting in 10% saving of FTEs.

Defined quality framework in F&A while strengthening delivery thereby curtailing, staffing costs and increasing competency level of the team.

Successfully reduced DSO from 57 days to 51 days for a business line through effective controls and AR collections strategies. Automated Travel Approver & Policy Compliance process to the extent of 70%.

Rolled out Green Belt Six Sigma project on 2 clearing accounts reconciliations with a major clean-up of 95% aged open items worth $21 million and implemented multiple controls.

Enhanced team competency through job rotation, trainings and job enrichment as well as Employee Engagement score from 83% in 2017 to 88% in 2018 as part of Voice of Employee (Vital Signs) survey.

IBM India Private Limited, Gurgaon, India

DGM – F&A Operations Apr 2012 – Jan 2015

Responsibilities:

Involved in end to end management of F&A Delivery for a large Global manufacturing client. Functioned as Delivery Project Executive for end to end Finance and Accounting processes across all towers.

Managed Transition and Operations Service Delivery aimed at enhancing productivity, generating revenue and billing, hiring and managing attrition.

Rolled out various process improvements and operational efficiencies by deploying IBM tools and technology as part of the transformation project

Planned and implemented operational and client plans, customer relationship building for accomplishing organizational change initiatives.

Reported to the North India F&A head and Location Leader. Functioned as Owner and custodian of various contract documents (MSA, SOW, SLA’s and KPI’s) based on business and operational requirements.

Key Accomplishments:

Played a key role in streamlining the Accounts Payables process to enable and control Paid on Time.

Implemented best in class IBM workflow tools in AP and Journal Entry process besides MEC tracking tool. Enhanced standardized payment terms from 66% to 85% of the vendors via effective change management leading to a positive cash flow impact.

Reduced the long Accounting MEC of 7 days to 5 days by spacing several activities happening over critical MEC and better capacity utilization

Improved process standardization by centralizing processing of all payments at single location

Previous Assignments

AVP – F&A Operations, WNS Global Services Aug 2008 – Apr 2012

Global Manager, Oracle India Nov 2003 – Aug 2008

Client Service Manager, Crossdomain Solutions Aug 2002 – Nov 2003

Manager, Pagepoint Services India Feb 2001 – Jul 2002

Process Associate, GE Capital International Services Mar 1997 – Dec 1998

Personal Details

Nationality: Indian

Languages Known: English and Hindi

Passport Details: P-9230238 valid till 2027

Address: Flat No. 10, Sector – 6, Pocket – 1, Dwarka, New Delhi – 110075

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