Sandeep Gupta

Experience

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  Gokhale & Sathe Chartered Accountants

  Aug 2011 - Aug 2014

  Article Assistant

  Handled Audit projects of Manufacturing and Service Industries Individually and in TeamPrepared Audit Report based on audited financial statementsAssisted in valuation of Inventory and provided suggestions to improve internal control for safeguarding inventory, and fixed assets.Valuation of portfolio of various mutual funds schemes including exception reporting.Scrutiny of advances provided by banks.

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  Technobyte Financial Services Private Limited

  Aug 2017 - Jun 2018

  Senior Financial Consultant

  Provided Advisory services for improved accounting and compliance with Indian GAAPAssisted team in projection of Financials of client to facilitate procurement of funds from lending institutions. Understanding various processes of client business and assisted in drafting process Notes to contribute in SOP

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  J.K.Delvadawala &Co

  Oct 2018 - Aug 2019

  Internal Auditor And Consultant

  Handled projects related to reviewing accounting and operational System of clients and consulting on Revenue Leakage.Assessed business processes, assets, capabilities and financial performance of client companies. Due Diligence for Non-Banking Financial Companies for their target companies.

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  CRISIL Limited

  Mar 2021 - Jun 2021

  SME Analytical Intern

  Part of SME Retail Analytical team involved in publishing CRISIL-SIDBI MSE Sentiment Index, or CriSidExPrimary role to interact with MSE promoters across India to understand their view on MSE business and key challenges related to their businessPerformed primary research with respect to promotor’s view on government policies, financials aids and MSE outlook

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  Princeton & Company

  Jul 2021 - Sept 2021

  Strategy Consulting Intern

  Worked on a strategy consulting process of building the international expansion of a global unicorn, developing strategy methodology, initial hypotheses, data, and market research requirements.

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  JM Financial Ltd

  Sept 2021 - Dec 2021

  Institutional Equity Research

  •Collect and interpret company data to facilitate in earnings, valuation, and assisting in building financial model for new clients•Assist in writing research reports with findings, to be published to the community and media•Assisted in Pre-deal note relating to IPOs for investors

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  Citi

  Jun 2022 - Dec 2023

  Analyst

  A key contributor to the COO group, where I played a pivotal role in supporting strategic initiatives and operational enhancements. Additionally, I spearheaded revenue analysis, ESG analysis , providing valuable insights that informed our strategic decision-making process and contributed to the company's growth trajectory. Having opportunity to sharpen my analytical skills, collaborate with cross-functional teams, and drive tangible results.

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  Bank of America

  Dec 2023 - now

  Investment Banking Analyst - Leverage Finance

  •Part of Debt Capital Markets, facilitating financing and refinancing solutions.•Proficient in analyzing covenants, financial metrics, and industry overviews.•Skilled in crafting screening memos, internal discussion materials for strategic financing decisions.•Committed to optimizing capital structures and driving financial success.