Sargam Gupta

Finance analyst building AI-powered tools that automate financial workflows and turn data into executive-ready decisions.

Duke Fuqua · MS Business AnalyticsLSE · BS EconomicsCFA Level 1 Candidate
Featured Project
AI · Finance Automation

Revenue Intelligence Agent

Weekly revenue reporting takes 8+ hours of manual SQL pulls, Excel reconciliation, and narrative writing. This agent does it in under 2 minutes.

  • Ingests weekly revenue data and runs variance vs. plan and prior period
  • Detects anomalies — missed targets, positive spikes, data gaps
  • Generates plain-English executive narrative via Claude API
  • Displays everything in a live Streamlit dashboard
PythonSQLClaude APIn8nStreamlitPlotly
Streamlit App Preview

Customer Churn Predictor

$480K saved

Predictive analytics pipeline identifying at-risk accounts with actionable retention strategies.

Executive KPI Dashboard

60% faster

Interactive Tableau dashboard consolidating 5 business units into a single C-suite view.

TableauSQLBI
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FP&A Variance Narrator

In Progress

AI agent that auto-generates monthly variance commentary from actuals vs. budget data.

PythonClaude APIFP&A
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Headcount Planning Model

$2M+ impact

Driver-based headcount forecasting model integrating hiring plans, attrition, and comp benchmarks.

ExcelFP&A
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Writing

Articles & essays

View all →
MediumWhy FP&A Teams Need to Embrace Python
5 min
SubstackThe Future of Financial Forecasting with AI
8 min
MediumBuilding a Career at Finance & Data's Intersection
6 min
SubstackHow I Automated Weekly Revenue Reporting with AI
10 min
MediumThe FP&A Tech Stack for 2026
7 min
SubstackFrom Spreadsheets to Agents: My Finance AI Journey
12 min
About

Why Finance + AI

I'm a strategic finance analyst with 4+ years of FP&A experience across MedTech and nonprofit — building driver-based models, owning P&L portfolios, and delivering exec-ready reporting at companies like Horizon Meditech and Cohesion Phenomics.

What changed: I started automating the work that used to consume my week. SQL pipelines that cut manual data prep by 25%. I realized the biggest leverage in finance isn't the model — it's eliminating the hours spent feeding it.

Now I'm building AI-native finance tools: agents that generate variance narratives, dashboards that run themselves, and workflows that let finance teams spend time on decisions instead of data prep.

I'm targeting roles at the intersection of FP&A and AI in big tech — where that combination is becoming a core competency, not a nice-to-have.

LinkedIn →
Skills & Stack

What I work with

Finance

FP&A & Strategic FinanceFinancial Modeling (DCF, IRR, ROI)P&L ManagementVariance Analysis & ForecastingCAPEX / OPEX PlanningHeadcount PlanningGAAP PrinciplesExecutive Reporting & ROB

AI & Data

PythonSQL (CTEs, Window Functions)Claude API / Prompt Engineeringn8n Workflow AutomationStreamlitPlotlyTableauPower BIAdvanced Excel & VBAGit / GitHub
Contact

Let's Talk

I'm actively exploring roles that combine FP&A and AI in big tech. If that's what you're building, I'd love to connect.