Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Gauri Kokitkar

Bangalore

Summary

Resourceful Financial Analyst with progressive financial industry experience across financial assessment, auditing, financial controls, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.

Overview

6
6
years of professional experience

Work History

Finance Analyst - Private Equity

Global Automation India Private Limited
Bangalore
01.2023 - Current


Quantitative Analysis:
• Analyzed and interpreted investment portfolios and financial statements as outlined in reports of US based Private Equity firms
• Conducted comprehensive research on Seed Stage, Early Stage and even the Listed Entities, gathering and synthesizing relevant information.
• Performed detailed analysis in order to calculate GP Carried Interest, MOIC and Internal Rate of Return (IRR)
• Updated database with accurate and current portfolio company data to ensure data integrity and accessibility.
• Generated detailed reports for client review, presenting findings and recommendations effectively.

Co-investment and Growth Equity Analysis:
• Managed and guided team in comprehensive Co-investment as well as Growth Equity Analysis in order to present the reports to the client as per requirement.
• Assisted clients to enhance procedures and recommended strategies to streamline operations.

Data Management:
• Procured relevant client reports, organized data, and utilized in-house software to allocate tasks to team members

CA Articleship

Sharma & Pagaria Chartered Accountants
Bangalore
03.2018 - 04.2021

• Gained 3 years of valuable experience in tax and audit during the articleship period.
• Involved in all three facets of Direct Taxation - Compliance, Advisory & Litigation
• Prepared written submissions to present before the Commissioner of Income Tax (Appeals)
• Participated in audit engagements, performing substantive testing and reviewing financial statements for accuracy and compliance.

Education

B.Com -

AMC College of Commerce
Bangalore
01-2017

CA Final (Group I Qualified, Appeared For Group II) -

Institute of Chartered Accountants of India

Skills

  • Financial Analysis and Modeling
  • Quantitative analysis expertise
  • Fundamental Analysis of Companies
  • Tax planning
  • Tally ERP accounting
  • Microsoft Excel
  • Stakeholder Communication
  • Documentation skills

Timeline

Finance Analyst - Private Equity

Global Automation India Private Limited
01.2023 - Current

CA Articleship

Sharma & Pagaria Chartered Accountants
03.2018 - 04.2021

B.Com -

AMC College of Commerce

CA Final (Group I Qualified, Appeared For Group II) -

Institute of Chartered Accountants of India
Gauri Kokitkar