Sundram Gupta

Partner at Patron Accounting LLP
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Location
Pune, Maharashtra, India, IN

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Experience

    • India
    • Accounting
    • 1 - 100 Employee
    • Partner
      • Jul 2019 - Present
    • Finance Manager
      • Sep 2015 - Jun 2019

      • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, customers, vendors, cash flow and capital expenditures • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance • Oversee and manage the continued development of Budgeting, Financial Forecasting, operating plan and modeling tools • Ad-Hoc Reporting and Analysis • Quarterly and Monthly Financial report • Analyze financial information and reporting • Working with Business intelligence and business development team for insights • Working with City Operation Heads and Business Analysts on various KPIs • P&L, analysis of the same and discussion for the same with responsible persons Show less

    • India
    • Environmental Services
    • 1 - 100 Employee
    • Executive Assistant
      • Jan 2015 - Aug 2015

      • Annual and strategic planning • Forecasting financial performance and month to month variance analysis with succinct explanations for the variances, and recommendations for corrective actions • Periodic analysis of profitability based on various factors • Project costing and controlling cash flow at project level • Detailed MIS on regular intervals to functional leads to achieve the deployed target • Preparation of weekly, monthly and other business performance reports • Annual and strategic planning • Forecasting financial performance and month to month variance analysis with succinct explanations for the variances, and recommendations for corrective actions • Periodic analysis of profitability based on various factors • Project costing and controlling cash flow at project level • Detailed MIS on regular intervals to functional leads to achieve the deployed target • Preparation of weekly, monthly and other business performance reports

    • India
    • Financial Services
    • 700 & Above Employee
    • Equity Research
      • Mar 2011 - Jan 2015

      • Track the companies in the allocated sector • Build and update the financial models after a thorough understanding • Detailed review of financial statements, estimates and projections for the next • Write in detail Initiating coverage report, reflecting in-depth understanding of the company • Write Quarterly reports covering quarterly results (preview & review • Write special reports covering major news / special events/ corporate actions/ AGM/ company visit & management meet/ channel check/ company conference call/ industry conferences • Write sector updates and thematic reports • Contribute for any other special reports planned by the team Show less

    • Assistant Portfolio Manager
      • Oct 2009 - Feb 2011

Education

  • The Institute of Chartered Accountants of India
    CA, Commerce
    2005 - 2008
  • ACCA
    2015 - 2015
  • Panjab University
    Bachelor's degree, Commerce
  • DAV Public School
    +2, Commerce

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