Senior Associate Business Development

Akshay Chopra

CONTACT INFORMATION

Email: ***************@*****.*** Mobile: 973-***-****

PROFESSIONAL EXPERIENCE

Moss Adams LLP San Francisco, CA (Remote)

Assurance Senior Associate, Venture Capital and Private Equity September 2022 – October 2024

• Oversaw staff on pre-audit planning and field work for engagements, reviewed client accounting and operating procedures

• Performed internal control testing and planning to support an audit opinion

• Prepared supporting work paper documentation, conducted analytical reviews of account balances and prepared financial statements

• Created draft audit reports for management review

• Assisted Managers and Partners in preparing risk assessment, audit plan programs and internal audit reports

• Built relationships with existing clients, including involvement in networking and business development activities

• Provided both leadership and supervision to Audit Staff Marcum LLP Roseland, NJ

Valuation Advisory Senior Associate, Valuation, Forensic and Litigation Services June 2021 – June 2022

• Performed discounted cash flow analysis and capitalization of earnings calculations for various types of valuation engagements

• Conducted economic, industry and/or other research

• Drafted reports, tables, exhibits, and charts for numerous engagements

• Performed a gift tax valuation using the capitalization of earnings method on a New York State Veterinary Practice

• Performed a partnership buyout valuation using the capitalization of earnings method on a New Jersey Pediatric Practice

• Reviewed and inputted financial data into various models or workbooks

• Participated in client interviews and discussions with clients and attorneys

• Identified challenges and presented potential solutions to those challenges

• Reviewed and summarized engagement related documentation

• Analyzed documents relevant to forensic accounting and litigation engagements to identify key observations, potential trends and/or anomalies

Ernst & Young LLP New York, NY

Assurance Senior Associate, Wealth and Asset Management January 2019 – June 2021

• Stratified the investment portfolio and tested the valuation of securities including long/short equity, debt securities and level 3 private investments

• Executed testing on the valuation of investments and derivatives, including assessing the reasonableness of inputs and assumptions utilized in internal and external valuation models

• Supervised and trained a team of associates to successfully apply audit strategies and meet deadlines within the budget

• Lead meetings with key executives on the client side, third-party administrators, and valuation specialists, as well as internal meetings within EY’s specialist groups (i.e. valuation and tax groups)

• Facilitated communication between the US based team and the Bangalore, India team, as well as administered assignments to staff in Bangalore daily. Evaluated work performed by staff and ran weekly meetings between onshore and offshore teams

• Performed analytics on various asset, liability, profit and loss, and capital accounts, as well as analyzed the financial highlights for total return and expense

• Planned, performed, and executed audit procedures, including the audit of financial statements in accordance with US GAAP for Business Development Companies (BDCs) as well as Hedge Funds with AUM ranging from 10 to 50 billion USD.

• Performed consistently at a high level and receive strong performance reviews by demonstrating exceptional leadership and client management skills

EDUCATION

Fairleigh Dickinson University, Silberman College of Business Teaneck, NJ Master of Science in Accounting December 2018

• GPA: 3.8 / 4.0

Bachelor of Science in Accounting - minor in Finance May 2018

• GPA: 3.5 / 4.0

LEADERSHIP EXPERIENCE

FDU Accounting Society, Board Member/ Co-Founder/Public Relations Lead January 2017 – May 2018

• Re-established the Accounting Society chapter for the Metropolitan campus and promoted 25+ co-sponsored events and meetings

ADDITIONAL INFORMATION

Technology: Microsoft Office Suite, Microsoft Navision, HTML, QuickBooks, Wall Street Prep, Bloomberg Interests: Cooking, Baking, Miami Heat, New York Yankees, Indianapolis Colts, Punjabi Music

Contact this candidate