Jatin Gupta

Experienced finance transformation professional with a focus on treasury process redesign, controls, and treasury governance. Led workshops across complex treasury functions, benchmarked capabilities against industry standards, and translated gaps into practical transformation roadmaps. Known for building target operating models that improve efficiency, audit readiness, and leadership decision-making.

Consultant - Finance (Treasury) Transformation at Deloitte (2025-08 – Present)

• Led end-to-end treasury transformation and advisory for six diversified client groups, aligning roadmaps to CFO, VP and Treasury Head priorities.
• Led 100+ hours of workshops across 8 L2 and 40+ L3 processes to identify current state capabilities, controls, and quick-win opportunities in cash & liquidity, bank relationships, payments, trade finance, debt, SCF, investments, and risk.
• Conducted maturity assessments benchmarked to APQC and industry practices, translating capability gaps into prioritized transformation roadmaps for executive decision-making.
• Designed target operating models, activity-to-role mapping, governance, and SLA frameworks, leading to 30% FTE reduction through centralization to an India shared service centre.
• Developed treasury taxonomy and TMS-driven process flows, embedding control points to improve operational consistency and audit readiness.
• Authored treasury governance materials, including 30-40 page policies and 100-120 page SOPs, enhancing control environment, and ensuring DRHP/IPO readiness.
• Designed dashboard wireframes covering -40 KPIs for leadership, executive and business users; co-led 8+ RFPs/proposal pursuits and contributed to a USD 5.2M win.

Industrial Trainee (Internship) at Deutsche Bank (2023-07 – 2024-10)

• Supported the Treasury Infrastructure team with process improvements and analytical support to leadership.
• Built an alternative analytics solution for live benchmark sourcing, reducing dependence on Reuters licences and lowering costs.
• Automated recurring computations in Excel, saving ~700 man-hours annually.
• Analysed customer behaviour for a global market offering, informing retention strategy decisions.
• Established an end-to-end risk desk and operational framework for pension fund risk computation and regulatory reporting.
• Authored KOPs and executed quarterly pension risk calculations and reports.

Chartered Accountant in Accounting And Finance – Institute of Chartered Accountants of India (2025-02)

Bachelor of Commerce (A&F) – Indira Gandhi National Open University (2022-02)