Summary
Overview
Work History
Education
Skills
Projects
Accomplishments
Timeline
Generic

Khushboo Gupta

Delhi

Summary

A proficient and adept expert with more than 6 years of experience in valuing various complex financial instruments using advanced statistical and financial techniques for financial reporting and tax purposes.

Overview

7
7
years of professional experience

Work History

Deputy Manager

Deloitte
12.2021 - Current
  • Valued complex financial instruments as part of diverse client engagement teams
  • Evaluated and analyzed a range of instruments, including fixed income securities, performance stock units, and preferred stock of private companies, contingent considerations
  • Developing models to value a variety of financial instruments and to analyze various business situations using option pricing theory, fixed income and structured finance models and Monte Carlo simulation
  • Generating deliverables such as workpapers, memos and report to document the methodology
  • Offering guidance and oversight to juniors and new team members during live projects, ensuring the timely accomplishment of assigned duties within the confines of project deadlines
  • Conducting trainings regarding the valuation models for new joiners.

Advanced Analyst

Ernst & Young
04.2018 - 12.2021
  • Serving as a member of multiple client engagement teams involving valuation of complex financial instruments such as fixed income securities, performance stock units, preferred stock of private company, contingent consideration, Interest rate/FX swaps, testing the effectiveness of hedge instruments and embedded derivatives
  • Developing models to value a variety of financial instruments and to analyze various business situations using option pricing theory, fixed income and structured finance models and Monte Carlo simulation
  • Valuations for financial reporting and tax purposes under IRC 409a, ASC 718, ASC 815, ASC 805, ASC 820 and producing deliverables such as workpapers, memos and report to document the methodology
  • Coaching and supervising intern and new employees on live projects ensuring the completion of assigned responsibilities under applicable project deadlines.
  • Created a comprehensive Power BI dashboard showcasing summarized data and value bridges for over 150 fixed income securities.

Summer Intern

Lumax Industries Ltd.
05.2017 - 06.2017
  • Handling financial data operations.
  • Reconciliation of bills.

Education

Master of Business Administration -

Rukmini Devi Institute of Advanced Studies (RDIAS), GGS Indraprastha University
06-2018

Bachelor of Commerce (Hons) -

Lakshmi Bai College, University of Delhi
01.2016

12th, Higher Secondary (C.B.S.E) -

Nav Bharti Sr. Sec School, CBSE Board

10th, Senior Secondary (C.B.S.E) -

Nav Bharti Sr. Sec School, CBSE Board

Skills

  • Bloomberg
  • MS PowerBI
  • MS Office
  • Financial Modelling
  • Model Review
  • Refinitiv Eikon
  • S&P capital IQ
  • Python (Begginer)

Projects

A Study on Financial Analysis Lumax Industries Limited., A Comparative analysis of financial statements for five years. In this project I had analyzed detailed financial statements including income statement, Balance sheet and other key performance indicators using Ratio analysis.

Accomplishments

  • Awarded the outstanding contribution award at Deloitte. (2023)
  • Awarded the Extra Miler Award at EY for exceptional client service. (2021)
  • Secured a badge in Data visualisation by developing a dashboard in Power BI.
  • Awarded the Extra Miler Award at EY for excellence in performance. (2019)
  • Secured 3rd position in documentary review competition in RDIAS. (2016)

Timeline

Deputy Manager

Deloitte
12.2021 - Current

Advanced Analyst

Ernst & Young
04.2018 - 12.2021

Summer Intern

Lumax Industries Ltd.
05.2017 - 06.2017

Master of Business Administration -

Rukmini Devi Institute of Advanced Studies (RDIAS), GGS Indraprastha University

Bachelor of Commerce (Hons) -

Lakshmi Bai College, University of Delhi

12th, Higher Secondary (C.B.S.E) -

Nav Bharti Sr. Sec School, CBSE Board

10th, Senior Secondary (C.B.S.E) -

Nav Bharti Sr. Sec School, CBSE Board
Khushboo Gupta