Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Hobbies and Interests
Generic

Ankur Gupta

Kanpur,UP

Summary

Dynamic and detail-oriented Commerce graduate specializing in Finance and Analytics, recognized for the ability to extract actionable insights from complex data sets to inform strategic business decisions. Gained hands-on experience in financial and market analysis through impactful internships at K&S Partners and a reputable NGO, significantly advancing business development and social outreach initiatives. Proven leadership skills demonstrated through active involvement in fundraising efforts, event management, and as a core member of the Finance & Investment Club. Technical proficiency includes advanced Excel, Power BI, and certifications in Bloomberg and Google Data Analytics, equipping for success in fast-paced environments.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Strategy and Client Development Intern

K&S Partners
06.2024 - 07.2024
  • Conducted in-depth industry and competitor analysis to identify market trends, emerging legal needs, and business development opportunities, providing strategic insights to senior leadership.
  • Assisted in managing and expanding client relationships by identifying new business opportunities, drafting proposals
  • Collected and organized data entries into Excel for streamlined presentation and analysis.

Student intern

Maharani Lakshmibai Education Institute (NGO)
06.2023 - 07.2023
  • Assisted in the planning and execution of NGO initiatives, ensuring efficient project delivery and impact measurement, demonstrating strong time management and organizational skills.
  • Engaged with diverse stakeholders, including community members, volunteers, and partners, strengthening interpersonal and client relationship-building skills.
  • Led educational sessions on hygiene awareness for underprivileged children, developing strong public speaking, persuasion, and negotiation skills—essential for client and expert engagement.

Education

Bachelor's in commerce - Honors

Narsee Monjee Institute of Management studies
01.2025

Senior Secondary -

Puranchandra Vidyaniketan
01.2022

Skills

  • Advanced MS Excel proficiency
  • Proficient in MS PowerPoint
  • Power BI proficiency
  • Graphic design using Canva
  • Financial analysis and modeling
  • Bloomberg

Certification

  • Financial Modeling & Valuation Course
  • EY - Financial Accounting Advisory Services (FAAS) Job Simulation
  • Goldman Sachs - Risk Job Simulation
  • New York Jobs CEO Council - Financial Analyst Job Simulation
  • Bloomberg Market Concepts by Bloomberg
  • Bloomberg Finance Fundamentals by Bloomberg
  • Environmental Social Governance by Bloomberg

Additional Information

Project Links

Financial Modelling of Varun Beverages
Group Project – Individual Contribution: Ankur Gupta

  • · Constructed detailed financial statements (P&L, Balance Sheet, Cash Flow) in Excel, ensuring compliance with financial reporting standards.
  • · Conducted EIC (Economy-Industry-Company) analysis to assess macroeconomic and industry drivers influencing company performance.
  • · Built comprehensive ratio analysis modelsto evaluate profitability, liquidity, solvency, and operational efficiency.
  • · Designed valuation models (DCF, multiples-based) to estimate intrinsic value and support investment recommendations.


Portfolio Optimization in Excel
Independent Project

  • · Applied portfolio optimization and risk-return analysis techniques to improve investment decision-making.
  • · Built Excel-based financial models (Minimum-Variance & Optimal Risky Portfolios) for asset allocation.
  • · Leveraged quantitative finance & Excel Solver to optimize diversification and capital allocation.
  • · Developed automated tools for calculating portfolio risk, return, and performance metrics.


Financial Statement Analysis – Syngenta AG (2022)
Independent Project

  • Analysed full financial statements including income, balance sheet, and cash flow data.
  • Performed detailed revenue breakdown and segment analysis to evaluate growth drivers.
  • Summarized financial highlights and key performance indicators (KPIs) in a structured Excel model.
  • Applied comparative and trend analysis to identify performance patterns across business units.


Building Financial Statements in Excel
Independent Project

  • Transformed a mapped trial balance into reconciled statements, ensuring accuracy in reporting.
  • Prepared complete Income Statement and Balance Sheet using step-by-step Excel modeling.
  • Applied GAAP/IFRS concepts to design structured financial statements with correct classifications.
  • Automated data flows to improve efficiency and reduce manual reconciliation errors.


Financial Ratio Analysis of Apple Dot
Independent Project

  • Developed a stepwise framework to calculate profitability, liquidity, efficiency, and solvency ratios.
  • Benchmarked Apple Dot’s financial performance against industry averages for actionable insights.
  • Utilized Excel formulas and ratio frameworks to assess operational efficiency and financial health.
  • Produced structured financial ratio reports for management-level decision-making.

Timeline

Strategy and Client Development Intern

K&S Partners
06.2024 - 07.2024

Student intern

Maharani Lakshmibai Education Institute (NGO)
06.2023 - 07.2023

Bachelor's in commerce - Honors

Narsee Monjee Institute of Management studies

Senior Secondary -

Puranchandra Vidyaniketan

Hobbies and Interests

  • Secured 1st position in intra-college event ‘Emporio’ showcasing critical thinking and teamwork
  • Secured 2nd position in intra-college marketing event showcasing,
  • Played competitive football for the school team demonstrating team spirit and resilience,
  • Assisted in event management as an executive member in Vitta Vibhava (UG Finance & Investment cell of NMIMS)
Ankur Gupta