Shweta Gupta

Marriott International                 (Aug 2022 – Present)

($15 billion Fortune 500 Company, Hospitality)

Finance Business Partner, Loyalty & Enterprise Partnerships (Aug 2022 – Present) Overall & Critical financial advisory and modelling support to internal business partners at Enterprise Partnerships who are driving the development of key loyalty partnerships in the Cards, Airline and financial service verticals in APAC. 

• Support to Enterprise Partnerships on the financial evaluation of potential airline partnerships, co-brand card initiatives and every day earn partnership initiatives, being responsible for the relevant financial modelling / analysis and day-to-day communications with the Enterprise Partnerships team, delivering robust recommendations which support on critical decision making and negotiation points
• Present and communicate financial evaluation outcomes (as part of business cases) and effectively walk through the financial model to Enterprise Partnership and Loyalty teams at both Continent and Global levels, working with Senior Director, Financial Analysis & Strategic Planning to achieve stakeholder alignment on the final financial recommendation whilst providing value-added inputs throughout the process
• Support with post launch deep dive financial analysis for strategic partnerships to provide decision support for driving performance and partnership optimization
• Developing long term decision support dashboards/innovative data analytics

Mastercard                                      (Jun 2018 – Jul 2022)

($15 billion Fortune 500 Company, Global payments company)

Finance Business Partner, Loyalty & Engagement (Feb 2021 – Present) Overall finance support to MA Loyalty business, end to end responsibility of $500M P&L, conducting monthly/quarterly business reviews, providing technical accounting advice in collaboration with controllers & one point of contact for all business teams for finance advice as they launch new products/initiatives while expanding/penetrating into markets/issuers & merchants

• Support Regional and divisional Loyalty business teams as part of Regional Finance Service Leads organization
• Responsible for budgeting and forecasting short/long-term plans, as well as preparing and analyzing internal and external financial reports
• managing risks and opportunities, monitoring the revenue and expenses while considering movements on underlying business drivers, in depth understanding of loyalty and engagement P&L
• Facilitating operational excellence by driving automations, platform consolidation and operational health
• Review deal economics for all proposed loyalty business cases – pricing, rack rate, drivers, ensuring deals margins as per threshold
• Conduct monthly/quarterly business reviews with senior leadership, escalate analysis and key findings to group heads and executives to ensure alignments

Manager, Financial Planning & Analysis (Jun 2018 – Feb 2021)

Working in Asia FP&A COE on Strategic, Product & Business planning and analytics for the Core products in close coordination with country finance and corporate teams.

• Transitioned  Strategic, Product & Business planning and analytics work from Singapore to COE in India
• Lead Strategic Planning (SPA) activity for Asia by closely working with all countries and
  • Ensured timely & accurate compilation, consolidation and analysis of data before upload into SPA.
  • Supported Core Products FBP for reviews with Asia management and corporate team.
  • Simplified the data gathering template/ process and enhanced analytics to support core products team.
• Coordinated Annual Market Sizing exercise by working closely with the Competitive Intelligence consultants (RBR) and country management teams for all key markets across APAC;
• Accelerated revenue by finding $250M services revenue in 2020 by building D&S analysis for Advisors CBA funded incentives including CBA inventory analytics by gathering intelligence from over 250 contracts;
• Prepared quarterly economic update of key countries for quarterly earnings call;
• One-point contact for Asia in coordinating Annual Sales Incentive Plan (SIP) metrics by working closely with Divisional Finance, Global Key Accounts and Regional Expert sales, to ensure overall alignment with regional objectives and track performance for SIP participants via Customer Account Planning Performance (CAPP).
• Developed dashboard and analytics to provide quarterly Product/Customers Insights and review with IMK and GP&S.
• Guided and trained Divisional Finance as Subject Matter Expert (SME) on use of Hyperion (Product P&L, COS, CAPP modules)
• Developed and continued to improve in-region and corporate financial analysis and reporting, supported any ad-hoc analysis and reporting.
• Facilitate Quarterly Member Reporting (QMR).
• Develop the strategic, product and business plans along with the annual plan and budget process.

Hines, India                                                                                (Nov 2017 – Jun 2018)

(A global real estate investment firm with approximately $100 billion of assets under management)

Manager, Reporting                             

Working directly with the Operating Board consisting of CFO, MD and Sr Directors, providing analytical support on various residential and commercial projects

• Overseeing all investment and development related reporting requirements and analyzing new strategies
• Continuous tracking and sign off on project budgets/costs incurred to date 
• Asset Management Reports indicating the progress of various projects for actual vs budgeted cash flows, cash flow projections
• Supporting Operating Board on various finance and project related presentations
• Coordinating, liasioning & reviewing financial, development and investment reports by preparing and sharing reporting trackers/ timelines as per Houston headquarters and Investment Contracts
• Reporting to the Investment authority the unaudited consolidated income statement, trial balance and balance sheet prepared under IFRS and other ah-doc requests from time to time
• Working with consultants on report customization and automation to streamline the financial reporting.

GENPACT, India                                                                                   (2012 – May 2017)

($2 billion NYSE listed company, global leader in business process and technology management)

Finance Manager, Growth Operations                      

Worked as Finance Business Partner in the corporate team to provide support to Global Sales Team for various MIS reporting, variance analysis, annual planning, management presentations, new system implementations etc

• Started work in a newly created “Finance Business Partner” position and supported various company wide new initiatives including measurement of Sales Force Effectiveness (SFE) by developing various scorecards, heat charts, effective headcount analysis etc.
• Worked independently across various departments and geographies with global leaders to understand and analyze the variances to the targets/ forecast, providing insights on emerging trends related to bookings, inflows and pipeline which helped double the bookings from 2013 to 2016 
• Collaborated effectively with international cross functional teams including SFE leaders, Finance & HR department to enable development and growth of SFE initiative
• Supported new IT system implementation of Sales Management System (Salesforce.com) and conducted various training for the sales team 
• Developed various simulations and financial models for Annual Plan for sales and bookings. Aligned bottoms up and top down plan with senior management and business leaders 
• Supported preparation of various key leadership presentations including Board presentations
• Prepared dynamic Operating Review dashboards, projecting bookings basis the sales leaders/client partners, in a high growth environment where sales headcount tripled in four years
• Built, stabilized and executed competitive intelligence frameworks to facilitate sales team to understand the loss analysis through various automated dashboards

TRAVELERS, USA                                                                                        (2007 –2011)

($25 billion Fortune 500 Company, one of Americas largest property casualty insurance company) 

Senior Finance Analyst                                 

• Worked independently for monitoring financial activity and performance of sixteen customer contracts for revenues and costs associated with the same
• Monthly forecasting of revenue (premiums) and costs (losses) including variance analysis compared to prior year and plan
• Prepared weekly and monthly management reports and summary analysis for use by senior management, controller’s department, brokers, insured and captive manager
• Managed cash flow aspects of the programs including settling funds with the TPA, captives and other parties. Monitored fund balances to ensure proper funding by analyzing history of paid claims & active claims. 
• Supported the internal controls, quarterly SOX testing and conducted audits.
• Monthly accounting of premiums and losses and accruals of related expenses
• Performed monthly account reconciliations for customers and bank accounts
• Reviewed legal structure and terms of programs before signing to ensure compliance 
• Monitored receivable on assigned programs and liaised with brokers and account executives for discrepancies and followed up to ensure timely reimbursement

GENPACT, India                                                                                                       (2006 ) 

Finance Analyst                                

• Supported private portfolio management team within Corporate Investment Banking (CIB) division of a major US bank client (Wachovia Bank).
• Performed quarterly financial analysis of around 140 companies which included 
  • Checking covenant compliance and analyzing credit risk position
  • Preparing credit write ups, updating management budgets and projections spreads 
  • Spreading the financials in Hyperion Strategic Finance system using SEC filings
• Received the FORCE Award for being the best newcomer in GENPACT 
• Maintained excellent client relationships and received CIB Challenger’s award from the client
• Improved productivity by 200% by standardizing the templates and improving the processes which resulted in the Company getting additional business
• Was part of the startup team which helped in migration of financial analysis processes to India
• Trained and developed new employees in India using three weeks on-the-job experience at Wachovia in USA