Jyotsna Gupta

Private Investor at Inflection Point Ventures
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Contact Information
us****@****om
(386) 825-5501
Location
Waterloo, Ontario, Canada, CA

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5.0

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Aradhana Chakrabarty

I had worked under Jyotsna for a few months when I was in Wipro and she has been one of the key persons who has helped me grow in my role in Finance. She is very clear in her thought process and knows what she wants and what to do to achieve it. She trained me mostly on Revenue Recognition, Analysis and Forecasting. She is very methodical and this helps in simplifying a lot of processes. I will forever be grateful to her for helping me understand things in such a clear manner.

Bhuvaneshwari C

Jyotsna is a highly committed professional, very passionate about her work, She is meticulous and focused on quality, and has a high degree of ownership towards her role. She is a great team player too, which helps in working with people to stitch together solutions balancing best of business and financial asks. Indeed an asset to any organisation. Wishing her the best !

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Experience

    • India
    • Venture Capital and Private Equity Principals
    • 100 - 200 Employee
    • Private Investor
      • Jan 2022 - Present

    • Canada
    • Insurance
    • 400 - 500 Employee
    • Director, Group Finance
      • May 2019 - Present

    • Manager, Group Finance
      • May 2018 - May 2019

    • Supervisor, Group Finance
      • Dec 2016 - May 2018

    • Accounting Analyst
      • Oct 2015 - Nov 2016

    • India
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Business Finance Manager / Senior Financial Analyst
      • Sep 2007 - Nov 2013

      • Analysis and review of Key Performance Indicators and monthly performance MIS• Conducting profit improvement reviews with business teams• Preparation of annual operating plan and the long term plan• Preparation of Revenue Forecast and achievement monitoring• Sales Team Incentives Management• Identification of revenue and cost optimization opportunities and implementation monitoring• Review of Billing and Accounts Receivables.• Monthly, Quarterly and Annual closing of financial books & handling external audit queries.• Finalization of pricing & commercial proposals for submission to various customers• Finalization of Master Service Agreements and Project specific Work Orders with various customers and vendors• Mentoring newly on-boarded team members

    • Partner
      • Dec 2006 - Aug 2007

      • Conducting Internal Audit of Various Companies, Businesses, Banks • Conducting Statutory Audits• Filing of Income tax returns for Individuals and Business Operations• Support preparation of financing proposals • Conducting Internal Audit of Various Companies, Businesses, Banks • Conducting Statutory Audits• Filing of Income tax returns for Individuals and Business Operations• Support preparation of financing proposals

    • India
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Team Lead, Senior Internal Auditor
      • Sep 2004 - Nov 2006

      • Risk Assessment Studies: Hold discussions with Business Team and Senior Leadership team and inventorize various risk perceived by them. Identification of Key Risks based on controllability, probability and impact severity. Accordingly annual audit plan was finalized.• Joint Studies with Business teams to improve operations and processes with focus on revenue and cost optimizations• Lead Audit of business operations, resource utilization, financial books, inventories, receivables, contractual compliance for various divisions of the Company including IT services, IT hardware manufacturing, consumer care manufacturing.• Conduct of Unconventional Audits like audit of in-house civil infrastructure operations, Vendor selection process, and company’s employee transportation operations.

Education

  • Institute of Chartered Professional Accountants of Ontario, Canada
    CPA, CA, CPA, CA
    2014 - 2014
  • The Institute of Chartered Accountants of India
    Chartered Accountant, Accounting and Finance
    2001 - 2004
  • Panjab University
    Master of Commerce, Accounting and Finance
    2001 - 2003
  • Institute of Company Secretaries of India
    Company Secretary, Coporate and Secretarial Practice
    1998 - 2001
  • Institute of Chartered Accountants of Ontario
    -

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