Mukul Gupta

Experience

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  EY

  Jul 2017 - Aug 2018

  Assurance Associate

  - Involved with the external statutory audit of American clients belonging to various industries such as steel, transport, utility area, in accordance with the Global Audit Methodology (GAM)- Understanding the business entity, their accounts, financial statements including 10-K, 10-Q, 8-K, 8-Q, and related schedules- Understanding and working on different areas such as revenue, cost of revenue, equity, accounts payable, accounts receivable, etc.- Ownership over several audit areas of the client and handling end to end audit of the same- Performing secondary research using platforms like Factiva, Thomson One, and Company Infogator. - Guided and trained a batch of 2 new associates; making them oriented with the work of the engagements and the firm. Show less

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  Chegg Inc.

  Apr 2019 - Sept 2019

  Subject Matter Expert (Free Lancing) - Finance & Accounting

  - Solved more than 50 case problems as a Subject Matter Expert (SME) of Finance and Accounting.

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  Plootus

  Jul 2019 - Jul 2020

  Financial Analyst

  - Analyzed more than 180 retirement savings plans such as 401(k), 403(b), and State's Deferred Compensation Plan (457) offered by the U.S. employers to their employees- Used analytical tools like Microsoft Excel and Python3 to analyze the performance of various investment options such as mutual funds, ETFs, and collective investment trusts (CIT) - Examined 180+ retirement savings plans to create optimal investment plans to serve over USD 0.3 tn market- Employed 15+ financial metrics for performance evaluation of 500+ mutual funds to create an optimal portfolio- Designed portfolio allocation strategies under 5 diАerent investment styles based upon the users' risk profiles- Performed secondary research using market research platforms like Morningstar.com, Yahoo Finance, Bloomberg, MarketWatch.com, Mufualfunds.com, Fidelity, etc.- Enhanced accuracy of portfolio allocation by using Selenium framework with Python to automate data integration- Used Python scripts and tools such as Morningstar's portfolio manager to pull data of mutual funds for analysis- Written informational articles for the Plootus.com blog page, about financial and economic conditions in the U.S.A.- Managed end to end recruitment of interns for the role of Financial Analyst- Mentored and trained 3 interns on collecting data, analyzing performance, and designing portfolio allocation advice Show less

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  CATUnderdogs

  Dec 2019 - Jan 2023

  Co-Founder

  - Co-Founded a non-profit competitive exam preparation forum with a presence across 3 social media platforms- Engaged over 6,000 aspirants and witnessed a 100+ average weekly growth in the number of aspirants- Provided an open free-of-cost peer-to-peer learning ecosystem and solutions to 300+ queries weekly on an average

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  Financially Yours IIM Kozhikode

  Apr 2021 - Apr 2022

  Elected Member

  - Published equity research and valuation reports on 9 listed large-cap Indian firms using fundamental analysis- Administered campus round for 200+ participants in 2 international competitions organized by CFA Institute- Organized and co-hosted 10+ webinars and workshops by esteemed industry speakers on topics across finance

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  ICICI Bank

  Apr 2021 - Jun 2021

  Summer Intern

  Approach towards the 360-Degree Banking:- Improved customer coverage and delivery process by developing a 360-Degree banking framework at the bank- Reduced overall turnaround time by bench-marking bank’s corporate banking approach against the competition- Devised a strategic model for 50+ corporate products to identify offerings that maximize the potential revenue- Conceptualized a monitoring system, for tracking the progress of tasks, aimed at reducing internal inefficiencies

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  ICICI Bank

  Apr 2022 - now

  Large Clients Group - Wholesale Banking Group

  • Manager

    Apr 2023 - now

  • Management Trainee

    Apr 2022 - Apr 2023