ASHISH GUPTA
Frederick
Summary
Versatile financial professional skilled in analysis, modeling, and reporting across diverse sectors. Developed comprehensive financial projections and detailed variance analyses that improved decision-making. Adept at optimizing CRM tools and automating processes to drive efficiency and support business growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
FINANCIAL ANALYST
Access Intelligence
Rockville
03.2024 - 05.2025
- Prepared quarterly and monthly variance analysis of income statement to budget and forecast and reviewed results with brand leaders and accounting.
- Participated in year-end business planning and financial review meetings with brand leaders and executives to assess annual budget and quarterly and yearly forecasts for next fiscal year.
- Streamlined data retrieval and analysis of monthly engagement statistics by automating variance calculations and reporting of KPI metrics in Excel.
- Supported sales operations by managing and optimizing Salesforce CRM, ensuring accurate tracking of leads, deals, pipeline stages and revenue forecast.
- Represented firm at industry trade shows and conferences, engaging with attendees, prospects, and vendors to enhance brand visibility and drive business development.
BUSINESS VALUATION CONSULTANT
John Staurulakis, LLC (dba JSI)
Greenbelt
09.2021 - 11.2023
- Performed business valuation analysis by building financial models to perform discounted cash flow, public company and guideline transaction analysis.
- Led the financial modeling and analysis of the purchase price allocation of Highline Communications and USConnect Holdings. Transaction consideration was $66.0 million.
- Developed detailed offering memoranda outlining valuation analysis and methodologies to communicate findings effectively to stakeholders.
- Supported FP&A team with financial analysis, budgeting, and forecasting for rural telecommunication and broadband companies, enhancing decision-making processes.
- Supported financial reporting and compliance efforts for the federal ReConnect Grant Program, including preparation of 10 year financial projections and analysis of revenue growth, operating expenses and key performance indicators (KPIs) across telecom operations.
- Coordinated with cross-functional teams to compile financial data and assess project financial performance and free cash flow for rural broadband expansion initiatives, contributing to informed funding decisions.
- Participate in conference calls with management to discuss financial projections including revenue, operating expense, cost of goods sold, capital expenditure and subscriber count information.
- Demonstrate knowledge of telecom industry by staying abreast of government regulations, M&A activity, material changes in client financial performance and macroeconomic conditions.
FINANCIAL ANALYST II (CONTRACT POSITION - REMOTE)
MUFG Union Bank
Tempe
08.2020 - 09.2021
- Analyze financial regulatory reports including FRY-9C and FFIEC 031 and RFIs by capturing data requirements at the MDRM level to improve automation and process improvement.
- Provided subject matter expertise on asset class reports and data quality issues, ensuring accurate assessment of MUFG products in regulatory filings including FFIEC_031, FRY-9C, and FFIEC_009.
- Consolidate financial data and aggregate Axiom attributes of financial assets such as derivatives, loans, securities, and deposits at the MDRM level to align with KDEs.
- Supported financial data solutions team by documenting data sources and Excel formulas to enhance clarity and usability.
FINANCIAL ANALYST
SK Research And Due Diligence, LLC
Columbia
07.2016 - 02.2020
- Conducted in-depth financial analysis on 80+ investment programs.
- Collected, reviewed and analyzed financial data on alternative investment programs including non-traded REITs, BDCs and interval funds.
- Developed financial template and financial model for detailed analysis of interval funds.
- Collaborated with colleagues on research projects to analyze recent M&A transactions and financial performance of investment programs.
- Researched office, multifamily, hospitality, office and industrial real estate sectors and provided recommendations based on current market trends.
- Led preparation of daily newsletter by analyzing SEC filings of alternative investment programs and including notable financial and economic news articles.
FINANCE CHANGE MGMT ASSOCIATE (CONTRACT POSITION)
Deutsche Bank
Jacksonville
11.2015 - 04.2016
- Created project management plan to streamline bank regulatory report production for foreign exchange derivatives, equity investments, and financial derivative contracts.
- Supported preparation of quarterly regulatory reports and analyzed variances meeting specified thresholds on foreign exchange derivatives across six currencies.
- Conducted user acceptance testing on SAP Hana Migration Project for transferring financial data from Oracle Database to SAP database.
ASSOCIATE TREASURY LIQUIDITY CONTROLLER
JPMorgan Chase
Newark
12.2014 - 03.2015
- Oversaw daily and weekly stress test report production and variance analysis, ensuring effective collateral management of bilateral derivative contracts to assess credit risk exposure.
- Monitored balance sheet continuously for repurchase agreements, derivatives, and short- and long-term debt to maintain financial stability.
- Managed large data sets in Excel with pivot tables and complex formulas to enhance accuracy of risk-weighted asset evaluations.
- Performed user acceptance testing and regression analysis to test system functionality and analyze and report potential defects with new release upgrades.
CAPITAL REPORTING ASSOCIATE
Morgan Stanley
Baltimore
07.2013 - 12.2014
- Oversaw end-to-end process and delivered analysis on changes in Tier 1 Capital and Leverage Ratio to senior management.
- Managed data from general ledger in Excel to prepare regulatory reports illustrating risk-weighted assets and liabilities for two MS legal entities.
- Improved efficiency over 50% as well as earlier submission of daily and weekly balance sheet to senior management and balance sheet controllers.
- Created macros in Excel to automate daily and weekly adjustments to the values of financial assets and liabilities on the general ledger.
- Reviewed quarter-end variances in financial assets and liabilities meeting specified thresholds and provided commentary on primary drivers of change in Axiom.
Education
MASTER OF SCIENCE - ACCOUNTING
American University
DC12-2012
BBA - ECONOMICS AND FINANCE
University of Richmond
VA05-2004
Skills
- Financial modeling and analysis
- Expertise in financial statements
- Investment valuation techniques
- Financial reporting
- Risk assessment methods
- Data analysis techniques
- Microsoft Excel proficiency
- ERP software knowledge
Certification
Chartered Financial Analyst (CFA)
References
References available upon request
Timeline
FINANCIAL ANALYST
Access Intelligence
03.2024 - 05.2025
BUSINESS VALUATION CONSULTANT
John Staurulakis, LLC (dba JSI)
09.2021 - 11.2023
FINANCIAL ANALYST II (CONTRACT POSITION - REMOTE)
MUFG Union Bank
08.2020 - 09.2021
FINANCIAL ANALYST
SK Research And Due Diligence, LLC
07.2016 - 02.2020
FINANCE CHANGE MGMT ASSOCIATE (CONTRACT POSITION)
Deutsche Bank
11.2015 - 04.2016
ASSOCIATE TREASURY LIQUIDITY CONTROLLER
JPMorgan Chase
12.2014 - 03.2015
CAPITAL REPORTING ASSOCIATE
Morgan Stanley
07.2013 - 12.2014
MASTER OF SCIENCE - ACCOUNTING
American University
BBA - ECONOMICS AND FINANCE
University of Richmond