Krish Kumar Email & Phone Number

New York, NY, US

San Francisco, California, US

SIPS Division (Save, Invest, Protect, Spend)

San Francisco, California, US

• SIPS Division (Save, Invest, Protect, Spend)
• Enhance operability of Credit Card and Spend Better Financial Model to improve analysis of KPIs and Income Statements
• Created Unit Economics Models utilized in the determination of credit card offerings and rewards for the company
• Collaborate with Accounting and Corporate Finance during close process to ensure integrity of Financial Statements

Chicago, IL, US

• Serve as project manager to streamline communications between the client and the team to coordinate and lead diligence calls, allocate assignments to team members, and review final valuations and reports
• Build and review detailed financial models (Discounted Cash Flow, Comparable Company, Precedent Transaction, Black-Scholes, and Liquidation Scenario) tailored to each portfolio valuation and transaction opinion
• Lead training sessions focused on the valuation, use-cases, and accounting of digital assets, such as Bitcoin and NFTs
• Supervise the overhaul of Lincoln’s real estate valuation model to accommodate more complex valuation methodologies by working with officers and structured products specialists
• Present and defend recommendations on the fair value for 60+ portfolio companies’ complex financial instruments each quarter to Managing Directors, Senior Advisors, and key client contacts

Chicago, IL, US

Chicago, IL, US

GB

• Provide audit services to public and private companies in accordance with US GAAP and PCAOB guidelines in the Asset and Wealth Management Industry
• Performed audit testing procedures related to custody of assets, net asset values, fraud inquiries, and various revenues and expenses account testing,
• Enhanced communication skills by coordinating audit schedules and deliverables with local and global audit team members as well as with client contacts
• Improved audit efficiency by better utilizing the Global Service Delivery Center to reduce audit time for engagements.
• Educate and mentor new associates on auditing techniques and use of software such as Aura and Bloomberg.
• Worked at various PwC recruiting events in effort to bring in new associates into the firm

GB

Winston-Salem, NC, US

• Utilized Microsoft Excel to build a dynamic dashboard allowing users to enter planned gifts and analyze all donations.
• Studied IRS tax implications for creating planned gift donations to charities and communicated findings to donors.

GB

• Assisted in building Pro-forma financial models on Microsoft Excel to use in IPO filings and mergers/acquisitions for clients.
• Enhanced analytical skills by working with entire CMAAS team to study various financial records from clients.
• Studied applications of the new FASB Revenue Recognition standards and how they would apply to several industries.

• Assisted in filing amended tax returns for individual clients
• Served as an assistant for day-to-day operations
• Organized investment files separated by client accounts and analyzed returns related to the accounts.

Bachelor Of Science (B.S.), Accounting

Master’S Degree, Accountancy