Karan Gupta

Associate Partner

Delhi, India10 yrs 11 mos experience

Highly Stable

Key Highlights

6+ years in finance and investment management.
Managed over US$15 billion in equity.
Expert in financial reporting and investor relations.

Stackforce AI infers this person is a finance professional with expertise in investment management and financial reporting.

Contact

Skills

Core Skills

Business TransformationPeople ManagementFinancial ReportingInvestment AnalysisFinancial AccountingTax

Other Skills

AccountingAnalysisAuditingBankingCorporate FinanceDue DiligenceFinanceFinancial AnalysisFinancial ModelingInternal AuditInvestor CommunicationMicrosoft ExcelPrivate Equity FinanceTeam Management

About

Trusted finance professional with 6+ years’ experience working for Macquarie , one of the world’s premier investment bank and infrastructure fund managers. Responsibilities within finance, operations, due diligence, and investor relations in managing complex investment vehicles with more than US$15 billion of equity under management and 25+ portfolio company investments

Experience

Ey

2 roles

Senior Manager Technology Consulting

Apr 2023 – Present · 2 yrs 11 mos · India

Business TransformationPeople Management

Manager Technology Consulting

Jan 2022 – Apr 2023 · 1 yr 3 mos · India

Macquarie

4 roles

Manager

Promoted

Jun 2020 – Jan 2022 · 1 yr 7 mos

Assistant Manager

Promoted

Jul 2017 – Jun 2020 · 2 yrs 11 mos

Executive

Apr 2015 – Jun 2017 · 2 yrs 2 mos

Management Trainee

Sep 2013 – Mar 2015 · 1 yr 6 mos

Private Equity Finance:-
Indian counterparts of US finance team managing infrastructure funds .
Managing quarterly investor and fund performance summaries as well as other private equity reporting standards following the Global Investment Performance Standards.
Investment and ratio analysis.
Managing investor level capital calls and waterfall computation/distribution.
Managing funds finance, investor reporting, financial reporting of above PE funds (US GAAP), due diligence and investor communication.
Group Level Equity Accounting
Local Finance:-
Monitoring of funds positions, availability of funds for payment obligations & investment of surplus funds
Managing relationships with bank, negotiating forex rates with banks, reporting forex exposures at group level.
Preparation and audits of financial statements under local Indian GAAP.
Management reports for monthly control.
Relevant income tax and service tax matters.
Debtors Monitoring and Realizations
Matching & Netting: - Pooling and settlement of intercompany balances
Achievements:
Initiation of idea for group level interest rate cap mechanism
Team work in a major service tax refund exercise.
Initiated and implemented the idea of cluster deposits to reduce the idle balances on current account
Identified the financial leakage on currency purchase and implemented the remedial measures
Rewarded in internship for sound peer review by Deloitte Haskins & Sells for one of reputed multinational client