NAVNEET GAUTAM
*** ******* ** *** **, Pacifica, CA 94044; Cell #: 415-***-****;
*******.******@*****.***
PROFESSIONAL EXPERIENCE
JMP Securities, Inc.
Contractor, Equity Research Associate, San Francisco, CA, September 2009 -
December 2009
. Worked as an interning Research Associate covering the internet sector,
specifically targeting online content, e-commerce, and internet
infrastructure companies. Involved in expanding the number of companies
being covered currently from 15 to 18. Was involved in collecting
financial data, synthesizing this data and deriving models based on
revenue drivers; also assisted in updating the current financial models
for future earnings estimates. Was also involved with writing company
research notes during earnings season.
. Had the opportunity to learn about the Internet and e-commerce
industries and their business operations in depth. Also, learned more
about the various business units within an investment banking
institution. Interacted with several Managing Directors within the
firm, who specialize in equity research for other industries.
Ernst & Young LLP
Senior Associate, Mergers and Acquisitions Group, San Francisco, CA,
August 2008 - April 2009
. Lead and worked closely with client management in the private
equity, technology, media & entertainment, and financial services
industries to formulate and execute high level growth strategies
through acquisitions and post- merger integration tax structuring.
Point person on the tax due diligence team that coordinated and assembled
tax practitioners from across the various specialty
groups for both domestic and cross border engagements.
Conducted detailed interviews with target companies' senior management to
understand and analyze target's risk management policies and compliance
practices. In addition, through the due diligence process, determined
potential issues and quantified risk at a high level using trend analysis
and financial ratios and comparing these metrics with company, industry
and peer company benchmarks.
KPMG LLP
Senior Associate, Mergers and Acquisitions Group, San Francisco, CA,
September 2006 - May 2008
. Managed, wrote and delivered tax due diligence reports in
conjunction with KPMG's Transaction Services Group to clients in a
seamless, articulate and executable deliverable.
Trained and provided project management guidance to best practices for new
M&A professionals in our group and served as a
mentor to new Associates.
Deloitte Tax LLP
Associate and then promoted to Senior Associate, International Tax Group,
San Francisco, CA, July 2003 - September 2006
( Assembled global teams working with foreign tax desks, to manage cross-
border projects to determine clients' overall
international tax exposure; delivered technical advice and implemented
strategies to mitigate adverse US tax exposure.
( Streamlined the process for managing engagement profitability by
supervising engagement teams across borders and in cross-functional
teams under fixed budgets to ensure timely provision of client
deliverables.
EDUCATION
Golden Gate University, MS Taxation, San Francisco, CA, July 2002 - May
2003
Academic Honors: Graduated in the top 15% of the class; Scholarship
recipient.
Courses included: Corporate and Partnership Taxation, Taxation of Property
Transactions, Tax Research, Tax Timing, Tax Policy
and Procedures. Extensive team oriented learning.
Golden Gate University, MS Financial Planning, San Francisco, CA, July 2000
- December 2001
Courses included: Investment management, Tax planning, Insurance and Risk
management, Estate planning.
Interned with a financial advisor who is regarded by "Worth" magazine and
"Bloomberg" as one of the Top 200 advisors in the USA.
Texas Tech University, BBA Marketing, Lubbock, TX January, 1995- December
1998
Major GPA (Marketing) 3.4. Dean's list. Was a part of a consulting team in
a capstone management class, where we consulted with
our local client who wanted to penetrate a new market (Hardware industry).
Performed extensive due diligence for the client regarding
the industry and competitors. Analyzed and digested information, and
presented to the client in a clear and concise manner.
Client successfully entered the market and has subsequently expanded
significantly.
PROFESSIONAL AND PERSONAL AFFILIATIONS
Golden Gate University Tax Association, Charter member, San
Francisco, CA, January 2004 - June 2004
Growing Planet, Volunteer, San Francisco, CA, February 2002 - May 2002
Students for World Trade, Vice President, Lubbock, TX, January 1997 -
December 1997
PERSONAL SKILLS AND INTERESTS
Intermediate knowledge in written and spoken Hindi and Punjabi; proficiency
in Microsoft Word, PowerPoint and Excel. CPA candidate