Managing Partner
Current
Dec 2020 - Present
AeroLeads people directory · profile
Sunny G. Email & Phone Number
Transaction Advisory at Xel Advisors, Inc.
at
Xel Advisors, Inc.
1 work email found
@fullerton.edu
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Transaction Advisory at Xel Advisors, Inc.
Location
Corona, California, United States
Who is Sunny G.? Overview
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Quick answer
Sunny G. is listed as Transaction Advisory at Xel Advisors, Inc. at Xel Advisors, Inc., based in Corona, California, United States. AeroLeads shows a work email signal at fullerton.edu and a matched LinkedIn profile for Sunny G..
Sunny G. previously worked as Managing Partner at Xel Advisors, Inc. and Chief Financial Officer at Rai Convenience Stores, Inc. Sunny G. holds Bachelor Of Arts - Ba, Accounting, Cum Laude from California State University, Fullerton.
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*@fullerton.edu
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Profile bio
About Sunny G.
Manminder Gill graduated from California State University, Fullerton with a Bachelor's degree in Business Administration with a double concentration in accounting and finance. He currently works in Audit & Assurance with Deloitte & Touche, which is one of the Big 4 Professional Services firm. As a motivated member of the workforce, he strives to progress his career in the professional services industry, while providing quality work in client services.
Listed skills include Microsoft Office, Microsoft Excel, Powerpoint, Customer Service, and 47 others.
Current workplace
Sunny G.'s current company
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17 roles
Sunny G. work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
Current
Rai Convenience Stores, Inc
Jan 2021 - Present
Partner
Current
Jan 2020 - Present
Manager
- Assist and interact with customers to increase customer satisfaction - Assist franchisee in hiring and managing employees- Process weekly payroll details - Prepare financial reports, purchase summaries and cash flow reports
Sep 2010 - Dec 2023
Controller
South Star Logistics, Inc.
Jul 2022 - Nov 2022
Transaction Advisory Senior
Sep 2021 - Jun 2022
Audit & Assurance Senior
Aug 2020 - Sep 2021
Senior Audit & Assurance Assistant, Financial Services
- Interact with client management teams daily- Serve primarily on Investment Management and Financial Services clients- Review and analyze clients' quarterly and annual financial statements for potential material misstatements using analytical and substantive detail testing procedures - Ensure clients' financial statements, including footnote disclosures, have been prepared in accordance with the applicable accounting principles (I.e. GAAP, IFRS, etc.) - Review the design and implementation and test the operating effectiveness of clients' internal financial accounting, reporting and operational controls - Ensure alignment of engagement progress to preset timelines - Work on both financial statement audit engagements and SOC 1/SSAE 18 engagements - Led and supervised the daily activities of a SOC 1/SSAE 18 engagements- Create and implement strategic audit work plans to ensure engagement team meets all applicable client and regulatory deadlines- Supervise, train, and serve as mentor to new engagement team members, including new hires and interns - Integrate and utilize internally developed tools to complete tasks more efficiently and effectively - Utilize Bloomberg/Excel to carry out testing on numerous financial statement line-items and investment vessels
Aug 2019 - Aug 2020
Audit & Assurance Assistant
- Assist on diverse teams to complete quarterly and year-end audits- Perform substantive detail testing and analytical procedures to test various financial statement line-items - Utilize Bloomberg and Excel to carry out testing on numerous investment vessels - Integrate internally developed programs into completing tasks efficiently and effectively- Serve primarily on Investment Management, Financial Services clients
Sep 2018 - Aug 2019
Equity Analyst - Titan Capital Management (Formerly: Applied Security Analysis Program (Asap)
Csuf Mihaylo College Of Business And Economics
- Titan Capital Management is an organization that manages a university endowment fund with over $1.5 million in investments- Manage a long-term moderate-aggressive growth fund of over 30 securities- Posted investment recommendations on Seeking Alpha as a Published Contributor- Researched and valued various Fortune 500 companies based on potential catalysts and value drivers- Developed price targets for prospective investments using discounted free-cash-flow models, relative valuation, and other valuation methods- Forecasted target company revenues and expenses based on market research and industry trend analysis - Utilized Bloomberg, Excel and other programs to generate, interpret, and analyze data- Developed weekly performance statements and market performance recaps- Single out investments using a fundamental bottom-up approach
Mar 2017 - Jun 2018
Audit Intern
- Network with industry professionals to gain a better understanding of the work environment - Serve primarily on investment management and investment banking clients- Interact with client management teams to obtain supporting documentation to complete substantive testing- Perform various forms of substantive and control testing for numerous investment funds - Utilize Bloomberg and Excel to carry out testing on different investment vessels
Jun 2017 - Aug 2017
Vice President Of Finance
- Served as the Chief Financial Officer for the ASI at CSUF - Chaired the Finance and Instructionally Related Activities Committee- Served as the Co-Trustee for the VEBA Trust - Created and administered the ASI’s $19 million budget to allow functionality and flexibility- Decreased the running annual budget deficit from about $490K to $162K, while adjusting for inflation, minimum wage adjustments, and other mandated costs. - Created and administered the IRA’s multi-million dollar budget to allow more high-impact practices for students- Entertained contingent funding requests to ensure events and programs are in accordance with the ASI mission- Ensured all ASI and IRA expenditures are in compliance with budget policies and procedures - Wrote and amended ASI Bylaws and Budget Policies to better serve the University community - Implemented the financial policies of the ASI - Supervised ASI sub-committees, student councils and internal ASI operations - Reported the fiscal budget recommendations of the Finance Committee to the ASI Board of Directors - Reported the financial conditions of the organization to the ASI Board of Directors - Interviewed and trained candidates for positions on the Finance and IRA Committees - Worked in conjunction with the ASI Executive Staff to further develop the ASI - Launched a campaign to educate the student body on the fees they pay (Fee Education Project)
Jun 2016 - Jun 2017
Vice Chair Finance Committee
- Interviewing - Training- Budgeting - Supervising Sub-Committees and Councils - Working with Executive Senate Groups
Jun 2015 - Jun 2016
President
Indian Student Association, Csuf
- Led a group of 12 students to host successful events at the CSUF campus - Restructured and re-branded the organization, as well as the roles of the Executive Board members - Encouraged Executive Board members to develop as independent leaders - Increased the amount of members involved with the club by 42% YoY- Drafted and presented proposals for event funding to ASI on the behalf of ISA - Planned, organized and implemented various cultural events: Garba, Bhangra Night, Culture Show- Worked with Student Life and Leadership and UCC to set up events and fundraisers - Managed the ISA Club Agency Account provided by the ASI - Used various social media outlets to promote ISA events - Collaborated with other organizations on campus to implement new and higher quality events for students
Jun 2016 - Jun 2017
Equity Research Analyst
Student Managed Investment Fund, Csuf
- Managed a $30,000 portfolio of fixed income and equity securities.- Tracked portfolio returns by maintaining a financial model of the portfolio. - Combined portfolio risk and return and measure against the benchmark. - Researched, calculated and analyzed return performance relative to the benchmark. - Researched, calculated and analyzed the Portfolio beta, Sharpe ratio and other risk-related metrics.
Sep 2015 - Jun 2017
Student Assistant
- Customer service - Assisting administrative staff with daily tasks - Scheduling - Handling campus-wide communications
Jan 2015 - Dec 2016
Wealth Management Intern
- Created a financial plan for a client - Developed a focus plan for a client- Pitched stocks through a crafted buy report- Learned about the various investment vessels available in today's market
Oct 2015 - May 2016
2 education records
Sunny G. education
Bachelor Of Arts - Ba, Accounting, Cum Laude
High School
Rancho Cucamonga High School
FAQ
Frequently asked questions about Sunny G.
Quick answers generated from the profile data available on this page.
What company does Sunny G. work for?
Sunny G. works for Xel Advisors, Inc..
What is Sunny G.'s role at Xel Advisors, Inc.?
Sunny G. is listed as Transaction Advisory at Xel Advisors, Inc. at Xel Advisors, Inc..
What is Sunny G.'s email address?
AeroLeads has found 1 work email signal at @fullerton.edu for Sunny G. at Xel Advisors, Inc..
Where is Sunny G. based?
Sunny G. is based in Corona, California, United States while working with Xel Advisors, Inc..
What companies has Sunny G. worked for?
Sunny G. has worked for Xel Advisors, Inc., Rai Convenience Stores, Inc, Quire Advisors, 7-Eleven, and South Star Logistics, Inc..
How can I contact Sunny G.?
You can use AeroLeads to view verified contact signals for Sunny G. at Xel Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Sunny G. attend?
Sunny G. holds Bachelor Of Arts - Ba, Accounting, Cum Laude from California State University, Fullerton.
What skills is Sunny G. known for?
Sunny G. is listed with skills including Microsoft Office, Microsoft Excel, Powerpoint, Customer Service, Microsoft Word, Leadership, Public Speaking, and Time Management.
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