Ashish Gupta, CFA
Frederick
Summary
Detailed-oriented Financial Analyst with strong background in financial modeling, FP&A and business valuation. Possess an M.S. in accounting and CFA certification. Excited to leverage my strong analytical skills to become an indispensable asset.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Business Valuation Consultant
John Staurulakis, LLC (dba JSI)
09.2021 - 11.2023
- Perform detailed financial planning and analysis (FP&A) of middle-market telecommunication companies.
- Assist FP&A team in production of quarterly cost study analysis by updating 10 year financial model with income statement, balance sheet and cash flow projections from audited financial statements and trial balance.
- Perform valuation of middle-market companies in the telecom industry 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. Worked closely with the auditors of acquiring entity to estimate the total amount of Goodwill to be recorded on the balance sheet post-acquisition. - Prepare detailed offering memoranda to discuss valuation analysis and methodologies utilized in the business valuation.
➢ Led the preparation of offering memoranda materials for multiple valuation engagements. - Participate in conference calls with management team to discuss financial projections including revenues, expenses, capital expenditures and subscriber 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 Bank
08.2020 - 09.2021
- Support financial data solutions team in decomposition and documentation of data sources and Excel formulas as well as data mapping specification of KDE and Axiom attributes.
- 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.
- 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.
- Provide subject matter expertise on multiple asset class reports, data quality issues, analysis of MDRMs with sourcing of strategic data, and communication with financial data solutions team to ensure all MUFG products are accurately assessed in regulatory report filings such as FFIEC_031, FRY-9C, and FFIEC_009.
Financial Analyst
SK Research And Due Diligence, LLC
07.2016 - 02.2020
- Collected, reviewed and analyzed financial data on alternative investment programs including non-traded REITs, BDCs and interval funds.
- Responsible for in-depth financial analysis on 80+ investment programs. Increased analysis efficiency by 35%.
- Researched office, multifamily, hospitality and industrial real estate sectors and provided recommendations based on current market trends.
- 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.
- 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
11.2015 - 04.2016
- Developed a detailed project management plan to improve efficiency of bank regulatory report production, which illustrate foreign exchange derivatives, equity investments and financial derivative contracts.
- Assisted with the preparation of quarterly regulatory reports and researched variances that meet specified thresholds on foreign exchange derivatives across six currencies.
- Performed user acceptance testing on the SAP Hana Migration Project to transfer all financial data from an Oracle Database to an SAP database.
Associate Treasury Liquidity Controller
JPMorgan Chase
12.2014 - 03.2015
- Managed large sets of data in Excel using pivot tables and complex formulas to update the values of risk-weighted assets.
- Performed user acceptance testing and regression analysis to test system functionality and analyze and report potential defects with new release upgrades.
- Oversaw production of daily and weekly stress test report, variance analysis and collateral management of bilateral derivative contracts to determine credit risk exposure.
- Performed continuous balance sheet monitoring of repurchase agreements, derivatives, short-term and long-term debt and secured funding.
Capital Reporting Associate
Morgan Stanley
07.2013 - 12.2014
- Managed large sets of data from general ledger in Excel to prepare daily, weekly, monthly and quarterly regulatory reports which illustrate risk-weighted assets and liabilities for two MS legal entities.
- Managed whole process from start-to-finish and provided insightful analysis on changes in the Tier 1 Capital and Leverage Ratio to senior management.
- Reviewed quarter-end variances regarding financial assets and liabilities which meet specified thresholds and provided commentary on the primary drivers of the change in Axiom.
- Created macros in Excel to automate daily and weekly adjustments to the values of financial assets and liabilities on the general ledger.
- Improved efficiency over 50% as well as earlier submission of daily and weekly balance sheet to senior management and balance sheet controllers.
Education
Master of Science - Accounting
American University
Washington, DC12.2012
BBA - Economics And Finance
University of Richmond
Richmond, VA05.2004
Skills
- Financial Modeling
- Investment Analysis
- Financial Statements Expertise
- Microsoft Excel
- Investment Valuation
- Financial Statement Analysis
- Knowledge of ERP (Enterprise Resource Planning) Software
- Financial Reporting
Certification
Chartered Financial Analyst (CFA)
Timeline
Business Valuation Consultant
John Staurulakis, LLC (dba JSI)
09.2021 - 11.2023
Financial Analyst II (Contract Position - Remote)
MUFG 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
Chartered Financial Analyst (CFA)
Similar Profiles
Laura NicholasLaura Nicholas
Bookkeeper at John Maben, LLC DBA Pegasus Coin & JewelryBookkeeper at John Maben, LLC DBA Pegasus Coin & Jewelry
Olajimi LatunjiOlajimi Latunji
Supply Chain and Warehouse Supervisor at John Snow Inc, JSISupply Chain and Warehouse Supervisor at John Snow Inc, JSI
Russell AikenRussell Aiken
Acoustical Ceiling Installer at John Parker DBA Suspended Ceiling ServiceAcoustical Ceiling Installer at John Parker DBA Suspended Ceiling Service