Summary
Overview
Work History
Education
Skills
Accomplishments
INTERNSHIPS
Timeline
Generic

Kalyani Kumar

Associate
Delhi

Summary

Analytical finance professional with experience in fund-level debt monitoring, financial reporting, and credit agreement review. Skilled in covenant compliance, liquidity tracking, and stakeholder management across global teams. Adept at preparing internal reports, analyzing capital structures, and ensuring accuracy in deliverables for senior management.

Overview

3
3
years of professional experience

Work History

Associate

Acuity Knowledge Partners
07.2023 - Current
  • Conduct covenant monitoring (ICR, FCCR, leverage, cushion) and review credit agreements for fund-level debt structures.
  • Prepare monthly/quarterly fund reports, capital structure and KPI updates, supporting client decision-making.
  • Track liquidity, and capital structures to help clients make key decisions.
  • Collaborate with global client teams to deliver accurate reporting and respond to ad hoc fund finance requests.
  • Perform detailed variance and covenant compliance checks, ensuring zero-error reporting and accuracy in deliverables submitted to clients.
  • Supervise and mentor two associates; promoted to Associate (Apr 2025) for consistent performance and leadership.

Analyst

Goldman Sachs
05.2022 - 06.2023
  • Supported regulatory reporting by preparing and submitting daily disclosures (ICE, CME, CFTC) ensuring compliance with jurisdictions.
  • Monitored compliance triggers and threshold breaches, assisting with disclosure filings and reporting obligations.
  • Handled 50+ issuer/agent reporting requests daily, ensuring accuracy and timeliness.
  • Coordinated with global stakeholders to resolve reporting and compliance queriesefficiently.

Education

MBA - Management & Leadership

The Vedica Scholars
New Delhi
04.2001 -

Bachelor of Arts - Commerce

Sri Venkateswara College, DU
New Delhi, India
04.2001 -

Skills

  • Advanced Excel Certification - May 2021
  • Covenant Monitoring
  • Credit Agreement Review
  • Financial Reporting & KPI Tracking
  • Global Stakeholder Communication
  • Regulatory Reporting & Compliance
  • Process Improvement
  • Financial Spreading
  • Leadership

Accomplishments

  • Awarded 'Extra Miler' at Acuity Knowledge Partners (Q1 2025) for consistent high performance and exceeding client expectations.
  • President & Convener, Nritya Dance Society (DU) : Led 10+ member team, organized festivals, and raised ₹20,000+ sponsorships (2018-2020).
  • Ranked 7th in All-India DU ECA Selections under the dance choreography category (2017).

INTERNSHIPS

  • She Capital (Jul 2021 – Aug 2021) : Built ESG framework for portfolio company; managed social media; published monthly newsletter.
  • Oyo (May 2021 – Jul 2021) : Achieved 50%+ B2B client conversion during hotel onboarding process.
  • Unstop (Jun 2021 – Jul 2021) : Handled HR recruitment process including sourcing, shortlisting, and interviewing.

Timeline

Associate

Acuity Knowledge Partners
07.2023 - Current

Analyst

Goldman Sachs
05.2022 - 06.2023

MBA - Management & Leadership

The Vedica Scholars
04.2001 -

Bachelor of Arts - Commerce

Sri Venkateswara College, DU
04.2001 -
Kalyani KumarAssociate