Avnika (Avi) Gupta Email & Phone Number

Minneapolis, MN, US

Minneapolis, MN, US

Kansas City, Missouri, United States

Responsible for sourcing, evaluating, and executing new investments at Five Elms Capital while providing strategic support to portfolio companies. Five Elms Capital is a global growth equity firm focused on providing growth capital and liquidity for founders and early-stage investors in B2B software.

Thousand Oaks, California, United States

• Optimized collections and rebates forecasting by creating two automated dashboards which reduced time and resources needed by over 80% and 50% respectively, improved accuracy, and increased transparency within forecast
• Mapped the digitalization opportunities available across Amgen’s bank account landscape and researched a new long-term solution: virtual accounts, to identify the countries where maximum operational efficiency can be.

Singapore, Singapore

Singapore

• Facilitated cashflow management and the processing of payments for 80+ accounts on a weekly basis
• Conducted the compilation of 80+ clients' accounts to calculate their year end financial position
• Ensured statutory compliance under the Companies Act and Insolvency, Restructuring and Dissolution Act 2018 through preparing the statutory documents and legal reporting necessary in different stages during.

Modules Included: Financial Statement Analysis, Excel Modelling, Modern Portfolio Theory, Asset Pricing Models (CAPM, WACC) Profitability Ratios, Corporate Finance

• Designed B2B marketing materials, including a 30+ page product catalogue and certificate deck, increased sales efficiency in acquiring clientele by ~40%, generated $40,000+ in revenue and published on B2B website
• Constructed and launched a consumer market research survey to gauge PPE usage and future demand. Data used thus far in 5+ pitches to large retail providers and investor presentations
• Researched and compiled top 5 fraud risks and corresponding protection solutions for a… Show more
• Researched and compiled top 5 fraud risks and corresponding protection solutions for a large-scale B2B e-commerce business, presented findings to company, and successfully implemented suggested protection measures
• Conducted competitor research for nitrile gloves across select countries in JAPAC Show less

Madrid Area, Spain

• Established an entrepreneurial network and conducted public policy analysis to launch office-expansion to Barcelona
• Generated 15+ startups and 10+ mentors through profitability analysis for future strategic partnership and collaboration
• Optimized office efficiency by ~25% implementing and coaching collegues on the performance management strategy: Objectives and Key Results (OKRs)
• Utilized Salesforce to digitalize mentor records, create reports and create dashboards for Mentor… Show more
• Utilized Salesforce to digitalize mentor records, create reports and create dashboards for Mentor Management Projects Show less

Bachelor Of Arts - Ba, Economics And Philosophy Major With A Data Science Sequence

Activities and Societies: ASCMC Student Government - VP of Campus Organizations, Claremont Women in Business, and Research Analyst at the.

Finance, General

Activities and Societies: YNC Student Investment Group, sYNCED Dance Team, and Community for Advocacy & Political Education.

International Baccalaureate Diploma

Activities and Societies: Gold Duke of Edinburgh Award, Hosted the 50th Round Square International Conference, Cross Country Skiing.