Financial Reporting Due Diligence

K E E R AT KAUR D E O L

************@*****.*** 201-***-**** Whiteland, IN www.linkedin.com/in/keerat-deol SUMMARY

Finance professional with over 7 years of experience across financial analysis, investment evaluation, public accounting, and risk oversight. Demonstrated expertise in financial modeling, market research, credit analysis, and valuation of complex transactions. Background includes roles at EY, KPMG, and Elevance Health, with a track record of supporting strategic investment decisions, performing due diligence, and enhancing financial reporting accuracy. Adept at collaborating across teams and communicating insights to senior stakeholders. Seeking to leverage strong analytical and quantitative skills in a forward-focused finance or investment role. EXPERIENCE

Finance Analyst

Elevance Health Indianapolis, IN Apr 2024 – Current

• Built and maintained dynamic financial models to evaluate investment performance, IRR, and scenario analyses for budgeting and strategic planning.

• Supported valuation analysis of assets and projects by leveraging discounted cash flow and comparable company methods.

• Delivered quarterly performance reports to senior stakeholders, including KPI dashboards and trend analysis, enhancing decision- making on capital allocation.

• Collaborated cross-functionally with product and operations teams to gather financial insights and improve forecast accuracy.

• Conducted variance and sensitivity analyses to assess portfolio risk and identify cost optimization opportunities.

• Led financial due diligence for strategic initiatives, providing data-driven insights to support investment and restructuring decisions

Senior Auditor

Sponsel CPA Group Indianapolis, IN Dec 2023 – March 2024

• Evaluated the financial health and risk profiles of clients by assessing financial statements, internal controls, and management reporting systems.

• Lead the planning, fieldwork and completion of compilations, reviews, and audits.

• Prepare and review financial statements and management letters with minimal supervision.

• Identify and assist managers in the resolution of complex client matters, apply understanding of pronouncements of auditing and accounting standards, and research key issues.

• Relationship building with clients and community contacts to contribute to business development of the firm.

• Train and mentor staff accountants. Prepare performance reviews at completion of engagements. Senior Auditor

BDO LLP Indianapolis, IN Jun 2023 – Nov 2023

• Collaborated with clients across health care and manufacturing sectors to assess complex transactions and implement accounting treatments in compliance with GAAP and SEC standards.

• Reviewed and assessed distressed asset portfolios and flagged early indicators of impairment, contributing to client restructuring recommendations.

• Supervisory role and lead a team of three.

Auditor

EY LLP New York, NY Apr 2022 – Jun 2023

• Devised a comprehensive audit program to test controls, simultaneously preparing financial statements in accordance with GAAP.

• Detected unusual and unexpected transactions, providing professional suggestions to enhance corporate financial health.

• Participated in audit engagements for Fortune 500 clients, applying rigorous analysis of investment structures, cash flow arrangements, and complex financing vehicles.

• Identified opportunities for process improvement in financial reporting and compliance, enhancing audit efficiency and data transparency.

Audit Intern

KPMG LLP New York, NY Jan 2022 – Mar 2022

• Executed testing of client controls and financial statement account balances, ensuring documentation of procedures and results in alignment with standard accounting terminology.

• Developed and prepared clear, structured audit documentation for a deep understanding of client processes

• Ensured effective communication and transparency throughout the audit process, facilitating client understanding and collaboration.

Finance Associate

Columbia Bank Fair Lawn, NJ Jan 2021 – Sept 2021

• Collaborated with the Small Business Administration in the preparation and execution of a $25 Billion Payroll Protection Program loan disbursement for pandemic relief.

• Acquired knowledge on crisis management and business preparedness in a high-pressure financial and accounting environment.

• Adopted corporate-level finance and accounting skills and procedures, enhancing efficiency and crisis response capabilities. Associate Banker

JP Morgan Chase & Co. New York, NY Nov 2021 – Oct 2020

• Partnered with high-net-worth clients managing more than $1B in funds, aiding in wealth preservation and management strategies.

• Adhered to stringent retention policies in compliance with regulatory standards, conducting autonomous analysis to ensure optimal outcomes.

• Leveraged analytical skills to independently evaluate situations, consistently prioritizing team success and optimal results. Finance Associate

Citibank New York, NY Apr 2019 – Oct 2019

• Provided comprehensive support to Financial Advisors in articulating clients' investment strategies in alignment with their financial objectives.

• Acquired proficiency in cash flow analysis, investment strategy formulation, income safeguarding, asset protection, and tax strategizing.

• Developed expertise in administrative tasks such as filing and bookkeeping, along with strengthening customer relations through regular transaction handling and telephonic communication. EDUCATION

Master of Science – Finance Management

Pace University, Lubin School of Business New York, NY Bachelor of Business Administration – Public Accounting Pace University, Lubin School of Business New York, NY SKILLS

• Financial Modeling & Valuation

• Market & Statistical Research

• Credit & Risk Analysis

• Investment Performance Oversight & Reporting

• Tools: Excel (Advanced), PowerPoint, Power BI

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