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PRATEEK GUPTA

 With 7+ years of experience as an Assistant Manager in Record to Report (R2R), I have honed my expertise in managing financial processes, ensuring accurate and timely reporting, and analyzing financial data to provide strategic insights. My strong leadership skills have enabled me to effectively lead teams and drive process improvements. I am proficient in utilizing various financial software and systems to streamline operations and enhance efficiency. Overall, I bring a wealth of knowledge and experience in R2R that can contribute to the success of any organization. 

Key Skills

Problem solving
Analytical Skills
Workday
ORACLE
SAP S4 HANA
SERVICE NOW
Microsoft Office
Blackline

Professional Experience

Jul 2023
Present
Assistant Manager
EXL SERVICES Noida, IN
Working for: Willis Towers Watson is a leading global advisory, broking, and solutions company that helps clients navigate the challenges of risk, people, and capital.
  • Managing a team of 5 junior accountants, delegating tasks and ensuring timely completion of financial reporting and reconciliation processes.
  • Performed month-end closing activities, including preparing journal entries, reconciling accounts, and analyzing financial data to identify discrepancies.
  • Collaborated with the finance team to streamline the Record to Report process, implementing best practices and improving efficiency.
  • Developed and maintained strong relationships with key stakeholders, including auditors and external regulators, to ensure compliance with reporting requirements.
  • Identified opportunities for process improvements and worked closely with cross-functional teams to implement changes that resulted in cost savings and increased productivity.
Sep 2021
Jul 2023
Senior Accountant
Genpact Noida, IN
Worked for: Bridgewater Associates is a global investment management firm providing institutional clients with uniquely tailored investment strategies and solutions.
  • Responsible for managing month-end closing processes, including reconciling balance sheets, analyzing financial
data, and preparing financial reports for senior management.
  • Utilized advanced knowledge of financial accounting principles to ensure the accuracy of financial statements and
compliance with GAAP.
  • Handled US Taxation forms (Withholding taxes Federal and state)
  • Led a team of junior accountants in performing various accounting tasks, including accounts payable/receivable, payroll processing.
  • Used analytical skills to identify trends and variances in financial data, providing insights to senior management to inform decision-making.
  • Collaborated with cross-functional teams to streamline financial processes, implement new accounting software, and improve overall financial performance.
Aug 2016
Feb 2020
Junior Accountant
Sarvodaya Hospital And Research Centre Noida, IN
Sarvodaya Hospital And Research Centre is a leading healthcare institution providing compassionate and comprehensive medical services and cutting-edge research.
  • Managing Direct Taxation functions including filing of TDS
  • Returns, GST filing, and tax provisions for Income Tax
  • Reconciling accounts as well as preparing reports
  • Monitored expenditures to mitigate risk of overages

Education

Mar 2025
Oct 2025
Enrolled Agent in Pursuing EA Part 1 Exam (Obtained PTIN)
IRS USA
Jun 2021
Jun 2023
Master in Business Administration in
Swami Vivekanand Subharti University
Jun 2018
Jun 2020
Bachelors in Commerce in
Swami Vivekanand Subharti University

Achievements

2022
Accounting Excellence Award 2022
Accounting Excellence Award in August 2022 at Genpact. Utilized my expertise in R2R to streamline processes, improve accuracy, and drive financial growth. 
2024
Superstar Award Q1 2025
Achieved Superstar Award Q1 2025 at EXL. Mentored team members to enhance their skills and performance. Recognized for outstanding leadership and dedication to driving success in the organization.

Languages

English
(Native)
Hindi
(Native)
Bengali
(Basic)

Get in touch with PRATEEK