Shikhar Gupta, CFA

Assistant Manager - Finance & Accounts

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Bengaluru, Karnataka, India

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Timeline
About me
EMD Portfolio Construction & Trading at Goldman Sachs Asset Management | MDI Gurgaon
Education
- Maharaja Agarsain Public School
  -
  CBSE Commerce 96%
  • School Rank 1 in class XII board exams with 96% aggregate best 4 in Commerce stream• Received certificate of Merit from CBSE for being among top 0.1% of all candidates in Business Studies
- Management Development Institute
  2016 - 2018
  Master of Business Administration - MBA Finance
- Sri Venkateswara College
  2012 - 2015
  B.A. Hons Economics
Experience
- Channelplay Limited
  Jun 2015 - Jun 2016
  Assistant Manager - Finance & Accounts
  • Handled Accounts Receivable and took ownership of booking revenue, analyzing profitability for all the projects and reconciling all customer ledgers• Booking vendor costs and processing payment against vendor invoices as a part of the P2P Process• Implemented changes in internally developed ERP System (1Office) and streamlined the process of book keeping and reports presentation• Coordinated with the projects teams to settle the advance balances of company vendor accounts
- PharmEasy
  Apr 2017 - May 2017
  Summer Intern
- Max Ventures & Industries Limited
  Sept 2017 - Nov 2017
  Live Project - Investment Vertical
  Identified investment opportunities in Big Data Analytics space across different industries by analyzing existing deals & their structure, the valuations, prevailing Business Models & key success parameters
- IFCI LIMITED
  Sept 2017 - Nov 2017
  Live Project - Project Finance
  • Understood various operational models for road infrastructure projects including BOT, BOOT, Hybrid Annuity• Prepared a comprehensive financial model using sensitivity analysis to assess the viability of a highway expansion project
- Goldman Sachs
  May 2018 - now
  - Vice President
    Jan 2023 - now
  - Associate
    Jan 2021 - Jan 2023
  - Analyst
    May 2018 - Dec 2020
Licenses & Certifications
- 'Introduction to Finance' by Prof. Gautam Kaul
  Coursera
  Aug 2014
- Amazon Trained Ecommerce Specialist
  Amazon
  Apr 2016
- Bloomberg Market Concepts
  Bloomberg LP
- CFA Charterholder
  CFA Institute
  May 2024
Honors & Awards
- Awarded to Shikhar Gupta, CFA
  Awarded cash scholarship from CBSE under CSSS-2012 for academic excellence in XII board exams CBSE May 2012
- Awarded to Shikhar Gupta, CFA
  Certificate of Merit from CBSE in Business Studies for being amon 0.1% of all candidates in class XII boards CBSE May 2012
Volunteer Experience
- Core Member
  Issued by Jan Manthan Adhikar on Mar 2017
  Associated with Shikhar Gupta, CFA