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Marketing Management

Austin, Texas, United States
January 20, 2018

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Surbhi Khandelwal

*****, ****** ****,****, ****** 78758 TX

Mobile: +1-737-***-****

DOB: 05/04/1989

About Me

I am an enthusiastic, driven, resourceful investment professional with 12 months of experience and a good knowledge of Capital Market domain. I have an MBA in Finance and Marketing from Banasthali University, Jaipur. I have familiarity with agile, use case, user stories & acceptance test driven development (GHERKIN). My strong analytical, reporting and communication skills have been very helpful in delivering value to end customers. I successfully completed my last assignment as a Tax Analyst with Ernst & Young, Bangalore before moving to Austin in June 2017.My interest areas are Product Management & Business Analysis and I am working on gaining knowledge around these streams.

I have a valid EAD to work in United States till March 2019 & I don’t need a visa sponsorship to start my work.

Work Experience

Ernst & Young LLP Jan 2017 – Jun 2017 Bangalore Tax Analyst

Prepared and reviewed federal income tax returns for corporate and partnership firms. (form1120 and form 1065)

Reviewed schedule k1 for partners for partnership firms.

Reviewed state income tax returns for various clients.

Reviewed financial statements of client which includes trial balance, P&L account and balance sheet.

Manoj Jeevan & Associates Feb 2016- July 2016 Gwalior Trainee

Prepared and analyzed financial statements (Journal Entry analysis, Trial Balance, P&L and Balance Sheet) for around 20 clients. (Individuals and SME firms)

Filed Income tax returns for Individual clients. (Form 16)

Assisted senior Charted Accountants in financial audits of SME clients.

Bharat Heavy Electricals Limited May 2013- Jun 2013 Jhansi Intern

Worked as an intern on a Project related to debtor management.

Learned to prepare work order and analyzed various ratios related to debtor.

Allahabad Bank Sep 2011- Oct 2011 Gwalior Intern

Worked as an intern to analyze the priority sector lending of Allahabad Bank.


MBA (Finance& Marketing), 2014 (74%)

Banasthali University, Jaipur

B.B.A (Bachelor of Business Administration), (Finance & Marketing), 2012 (72%)

Jiwaji University, Gwalior

XII, 2007 (80.6%)

St.Pauls’s School, Gwalior, affiliated to C.B.S.E. Board

Matriculation, 2005 (82%)

St.Pauls’s School, Gwalior, affiliated to C.B.S.E. Board


ICICI E-learning module in - Currency Management, Indian financial system, General Banking Operation, Collective investment scheme.

Business Domain:

Stock Plan Services, US Retirement Plan, Equities, Fixed Income, Derivatives (Options), Brokerage & Trading,Budegting,Forecasting,Estimations.


Microsoft Word, Excel, PowerPoint, One Note, JIRA, Confluence, Balsamic, Visio, Snagit, OneSource, Go System

Extracurricular Activities:

•Stood 1st in Bankopoly event organized in NAVOTKARSH 2014.

•Stood 3rd in Corporate Walk event organized in NAVOTKARSH 2014.

•Stood 1st in UDAAN session conducted in BANASTHALI College (in marketing game).

•Member of coordination team in college fest NAVOTARKSH.

•Participated in ICICI securities Ltd Stock Mind Game.

•Participated in Portfolio Management Game.

•Participated in International conference held in PRESTIGE College.

•Participated in Case study workshop held in PRESTIGE college and the case got published in “The Case Center”

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