Financial Planning Analyst
Resume:
KRITIKA GUPTA
Financial Planner & Analyst
+1-551-***-**** *********@*****.*** www.linkedin.com/in/kritika-gupta-2025hm Jersey City, NJ Summary
Financial professional with over 5 years of experience in financial planning and analysis, expert in Tableau and Microsoft Excel. Key achievements include driving a 25% operational improvement through strategic decision-making based on Tableau analysis and enhancing forecasting accuracy by 20%. Seeking a Financial Analyst position at your company, where I bring my financial planning and analysis skills to support your mission of delivering enhanced financial insights and operational efficiencies. Skills
Financial Reporting & Analysis Advanced Microsoft Excel & Office Suite Pivots & QuickBooks internal & Financial Auditing Financial Modelling Sensitivity Analysis Audit Planning & Internal Control Evaluation Capital Budgeting & Forecasting Strategic Planning Support DCF and scenario Analysis Work Experience
Asia Medicorp Faridabad,India
Financial Planner & Analyst 11/2024 - 03/2025
Spearheaded monthly and annual forecasting collaborating with finance teams to drive accuracy and inform strategic decision-making, resulting in improved variance management by 20%
Crafted insightful management reports and engaging dashboards using Tableau, delivering performance insights that informed strategic decisions and drove operational improvements by 25% Conducted comprehensive cost-benefit analyses for over 5 major projects, guiding investment and resource allocation decisions that improved efficiency by 15%
Enhanced planning accuracy by 20% through data-driven strategies utilizing QuickBooks and Excel, incorporating advanced features like pivot tables and data visualization
Leveraged advanced Excel functions like pivot tables and macros to reduce data entry time by 30%, enhancing analysis efficiency and accuracy of reporting
Multiple Firms India
Fixed Term Internal Auditor 03/2021 - 06/2024
Spearheaded collaboration with management teams to streamline processes, boosting operational efficiency by 20% and aligning with industry best practices in 3 different sector organisations Streamlined a diverse range of internal documents, procedures, and reports by implementing standard protocols, resulting in enhanced compliance and operational efficiency
Improved short-term financial planning processes, resulting in a 15% increase in forecast accuracy and faster reporting by 20% Conducted thorough data analyses and crafted detailed audit reports and work papers, uncovering key insights that enhanced internal review efficiency by 20%
M/s Gandhi& Minocha (CA FIRM) Ambala
CA Article & Audit Assistant 02/2014 - 06/2017
Created detailed audit reports that enhanced compliance processes and collaborated with senior auditors on assurance assignments to ensure high-quality audit outcomes
Optimized financial statement preparation and improved bank reconciliation for 20+ clients, increasing accuracy by 30% and speeding up processing times
Collaborated with senior auditors to improve tax return accuracy by 20%, enabling timely filing and streamlining the audit process Conducted thorough reviews of legal and compliance documents during audits, identifying key compliance gaps that contributed to enhanced organizational standards
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Education
CPA New Jersey
CPA - Aspire to pursue 2025
Eligible to appear in examination and obtain CPA license in 2 years. The Institute of Chartered Accountants of India New Delhi, India CA-IPPC (INTEGRATED PROFESSIONAL COMPETENCE COURSE) 2016 Cost Accounting & Advanced Financial Management
Information Technology & Strategic Management
Advanced Auditing, Assurance & Professional Ethics Financial Reporting & International Taxation
The Institute of Company Secretaries of India New Delhi, India CS EXECUTIVE COURSE 2015
Corporate Laws & Accounting
Financial Management
Drafting & Pleadings (Companies Act)
Capital Market & Securities
Kurukshetra University Haryana, india
Bachelor of Commerce 2015
Business Laws & Financial Accounting
Capital & Securities Law
Business Economics & E-commerce
Financial Management
The Institute of Chartered Accountants of India New Delhi, India CA CPT (Common Proficiency Test) 2012
Corporate accounting
income taxation
Business laws
Economics and Mathematics
PKR JAIN SR. SEC. PUBLIC SCHOOL Haryana, india
High school (Commerce) 2012
Business Studies
Mathematics
Financial Accountancy
Micro & Macro Economics
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