Problem Structuring and Diagnostics
Breaks ambiguous owner and CXO pain points into process, people, system, control and financial levers through walkthroughs, stakeholder interviews, evidence capture, gap logs and current-state mapping.
Niteesh Guptha
Management Consultant | Founder's Office | Co-Founder
CA and ACCA member with 3+ years across management consulting, finance transformation, business process reengineering, ERP implementation, internal controls, MIS dashboards and founder's-office growth.
Experienced in translating ambiguous business problems into structured diagnostics, operating models, SOPs, RACI, financial controls, dashboards and adoption routines across retail, manufacturing and business environments.
Enterprise BPRAcross retail and manufacturing
ERP and UATRequirements, testing and adoption
DashboardsMIS, inventory, sales and working capital
Financial RigorReconciliations, leakages and working capital
Founder's OfficeGTM and partnerships
Profile
A personal portfolio built around capabilities, operating depth and real business impact.
My work sits at the intersection of business problem solving, financial discipline, process design and implementation. I work comfortably across owner and CXO discussions, field walkthroughs, finance teams, software vendors and frontline users, with an operating style focused on turning recommendations into visible routines.
I bring a mix of consulting rigour and hands-on execution across diagnostics, controls, dashboards, process documentation, implementation support and growth execution. The portfolio below reflects that blend across consulting delivery, founder's-office work and entrepreneurial exposure.
How I Work
- Break complex issues into process, people, system, control and financial levers.
- Convert observations into structured SOPs, RACI, FRDs, dashboards and review rhythm.
- Move beyond recommendation into training, adoption and implementation follow-through.
- Package outputs into decision-ready material for management and operating teams.
Capabilities
Capability depth across consulting, controls, systems and execution.
Finance Transformation and Controls
Designs chart-of-accounts restructuring, daily book-close discipline, TDS and GST automation, pending-bill clean-up, vendor onboarding, due-date trackers, RTGS and NEFT approvals, petty-cash digitisation and AP and AR visibility.
Procurement and Inventory
Builds purchase-order discipline, reorder-level logic, ageing dashboards, goods-inward controls, stock tagging, branch and counter allocation, old-stock liquidation, vendor credit-period planning and exception reporting.
Sales and Customer Funnel
Creates customer response capture, callback routines, non-conversion analysis, staff-wise performance visibility, sales-to-footfall linkage, incentive automation, price and discount controls and negotiation transparency.
ERP and Implementation
Converts process gaps into software requirements, FRDs, report matrices, alerts, access roles, master-data preparation, UAT scripts, training manuals, issue logs and post-deployment adoption routines.
Analytics and Management Rhythm
Develops dashboards for sales, stock ageing, purchase, vendor exposure, receivables, OD utilisation, product trends, staff performance and customer feedback, while embedding review cadence and decision ownership.
Automation and Internal Build
Creates spreadsheet-led decision tools, Python workflow utilities, Google Workspace repositories, dashboard layers and project delivery sites to standardise consulting output across engagements.
Communication and Change
Produces CXO-ready decks, workshops, walkthrough summaries, proposals and training documentation, while working closely with owners, CFOs, store managers, accountants, inventory teams, vendors and implementation partners.
Case Impact
Selected impact evidence across anonymised engagements.
Client names are intentionally not shown. Industry, scale and scope are used wherever relevant.
Procurement, inventory, sales, accounts, customer follow-up and branch controls. About 40% lower TDS and GST effort per entry, ₹50L+ supplier recovery, ₹19 Cr+ POS-to-books reconciliation and dashboard-led spend correction.
Purchase planning, stock ageing, inventory visibility, vendor discipline and customer response. ₹50L+ old-stock clearance, ₹23L+ estimated purchase savings, 100+ reports and 40+ controls documented across workflows.
Delegation, finance controls, dashboarding, chit and girvi controls, and sales incentives. 15+ hours per week saved through incentive automation and stronger RACI and SOP discipline.
Built a decision-ready contract-manufacturing proposal and operating narrative integrating capacity, cost, controls, risks and implementation approach.
Led a 4-member time-and-motion study and identified 50 actionable improvement points across quick wins, tactical actions and transformational levers for productivity, shop-floor discipline and morale.
Built new product-development dashboards and a return-video automation workflow, giving end-to-end visibility from ideation to sale-live and faster claim support through video interval isolation.
Selected Work Samples
A small visual snapshot of delivery outputs.
Images below are shown with consent and are used only as work-sample references.
Stock and Suggestion Dashboard
Sales and Category Dashboard
Trend and Mix Review View
Consulting Delivery Repository
SOP and Control Documentation
Workshop and Adoption Session
Experience
Roles and operating exposure.
PiAxis AI | Growth and Partnerships - Founder's Office
Worked with founding partners on GTM for AI workflow solutions for architecture and engineering firms across the Americas and Australia. Supported ICP definition, lead sourcing, outbound sequencing, cold-call coordination, CRM hygiene and partnership follow-ups, while also contributing to financial projections, pitch-deck storyline, website and SEO inputs, founder profiles and investor-readiness support.
PKC Management Consulting | Management Consulting Senior Associate - Articleship
Led and supported BPR and finance-transformation workstreams across jewellery retail and wholesale, manufacturing and e-commerce. Owned diagnostic walkthroughs, current-state mapping, FRDs, SOPs, controls, dashboards, UAT, training and implementation follow-through, while also contributing to business development, CXO pitches and multi-sector proposal work.
Inkmeo | Co-Founder
Co-founded an education and creative-products brand combining reusable learning products, AR interaction and pop-out cards. Handled product ideation, creative direction, supplier coordination, website operations, marketing experiments and customer feedback loops, building strong entrepreneurial exposure across pricing, inventory, digital commerce and brand storytelling.
Founder Work
Inkmeo
Inkmeo reflects my entrepreneurial side through reusable learning products, AR-enabled interaction and creative educational formats for children. The brand experience has added hands-on depth in product development, creative direction, digital commerce, supplier coordination and customer-facing execution.
Visit Inkmeo
Education
Academic foundation and professional credentials.
ICAI
Chartered Accountancy; CA Foundation with Distinction.
ACCA
Member.
Loyola College, Chennai
B.Com. Honours, International Business and Commerce.
UC Leuven-Limburg, Belgium
Erasmus+ Scholar in International Business Management; among the top 4 Loyola students selected.
National Public School
Grade XII, 98%; School Topper in Commerce.
Tools and Software
Major tools used across projects.
Certifications
- Zoho Creator Associate Developer
- Darwinbox Certified Practitioner
- Google Analytics and Google Ads
- edX Big Data Strategies and Blockchain Applications
- YouTube Content Ownership and Music Rights
Recognition
Recognition, leadership and research.
- Team award for ₹4,000 Cr+ retail BPR turnaround at PKC.
- Relationship Excellence for leading ₹100 Cr retailer BPR at PKC.
- Versatile Virtuoso individual performance award at PKC.
- Best Presenter at SIRC of ICAI MCS.
- Erasmus+ Scholar and Student Jury Winner for Best Marketer, UCLL, Belgium.
- President of a corporate storytelling club and Head of Marketing and Branding for a campus entrepreneurship programme.
- MUN administration exposure, TEDx operations exposure and research in business and cross-cultural contexts.
Contact
Let's connect.
For consulting, founder's-office, strategy, transformation or entrepreneurial conversations, feel free to connect directly.
Socials
Connect on professional and social platforms.