Yash Gupta

Chartered Accountant with deep expertise in M&A financial due diligence and assurance for large conglomerates and growth-stage startups, working with private equity and venture capital clients, specializing in the financial services and technology sectors.

Work Experience

Deputy Manager - Strategy, Risk, and Transactions | Deloitte Touche Tohmatsu India LLP | Mumbai

  • Led M&A financial due diligence for Private Equity and Venture Capital clients on startups and listed companies across SaaS/Technology sectors, including Fin-tech, Agri-tech, E-commerce, and Education. Key transactions included:
    • $30 million Series B funding for a logistics SaaS startup delivering cargo community systems to over 100 airports and ports globally
    • $27 million Series E funding for an identity verification startup providing digital solutions to major e-commerce companies and private banks, managing over 60 million monthly verifications
    • $20 million Series F funding for a leading Fintech startup specializing in payment processing solutions, with revenue driven by POS devices and Merchant Discount Rate (‘MDR’) on card transactions
    • $6.5 million Series A funding for an Agri-tech financing startup, focused on short-term credit to MSMEs and Farmer Producer Organisations (FPOs)
    • Reviewed 10-year financial models for an inbound M&A transaction involving a major infrastructure conglomerate's smart electricity metering project (~INR 7500 crores) with the UP state DISCOM
    • $2.5 million top-up funding for a beauty-focused E-commerce marketplace.
    • Distressed debt deal for a listed core education player with a nationwide preschool and K-12 chain

 

  • Analyzed unit economics and operational metrics to evaluate cost structures, revenue drivers, and margin sustainability, providing insights on business scalability and profitability.
  • Conducted in-depth financial analysis of the target company's historical financial statements and management accounts
  • Conducted in-depth financial analysis of the target company's historical financial statements
  • Evaluated the quality of earnings and the sustainability of financial performance
  • Identified potential deal breakers or issues that may require negotiation
  • Prepared detailed reports and presentations summarizing the key findings of the financial due diligence process
  • Presented key findings in client meetings with private equity and venture capital funds
  • Guided clients on financial matters related to the transaction

 

Assistant Manager, Assurance Services | Ernst & Young India (S.R. Batliboi & Co. LLP) | Mumbai

  • Led 25+ Statutory Audits and Limited Reviews for financial conglomerates across banking, wealth management, asset management, and NBFCs
  • Developed and implemented audit programs and procedures to evaluate internal controls and suggested process improvements
  • Led audit teams (4-5 personnel) in performing risk assessments, planning audit strategies, and executing audit procedures, while ensuring compliance with SEBI and RBI regulations
  • Presented in meetings with senior executives for audit observations and built client relationships
  • Prepared audit committee presentations, highlighting key communications and recommendations for board members
  • Attended board meetings of listed companies and assisted the firm’s partner in addressing questions from board members
  • Executed first-time Indian Accounting Standard (Ind AS) implementation engagement for NBFCs
  • Conducted technical training on regulatory updates in NBFC and Broking sector to 50+ participants
  • Identified audit exceptions totalling approximately INR 15 crores on a revenue base of around INR 200 crores, leveraging data analytics tools
  • Engaged with cross-functional teams such as Taxation, Valuation, and Data Analytics to corroborate audit findings
Accomplishments
  • Kudos award, Ernst & Young: Awarded for embracing digital audit tools on key year-end assurance assignments with EY
  • “Dot of Fame” award, Deloitte: Awarded for resilient performance in the first assignment with Deloitte while serving a private equity client
  • CA Internship with Ernst & Young: Completed three-year CA Internship with Ernst & Young and thereafter offered a full-time employment.
Education

Chartered Accountant, Institute of Chartered Accountants of India

B.Com, DAVV University Indore

Certificates
Co/Extra-curricular
  • Elected member (16/158) of the Placement Committee of the IIM-A PGPX 2024-25 batch
  • Elected representative (6/158) of the core committee of the Finance club at IIM-A PGPX batch of 2025
  • Long-distance runner with a total tracked distance of ~1400 km
  • Served as Mentor with Lighthouse Project for 10th-standard underprivileged kids 

Quick Look

  • Work Experience: 5.4 Years
  • Previous Roles

    Deputy Manager, Deloitte Touche Tohmatsu India LLP, Mumbai

    Assistant Manager, Ernst & Young India (S.R. Batliboi & Co. LLP), Mumbai

  • Function : Consulting
    Finance/Accounting
  • Industry/Sector: BFSI
    Consulting
    Technology
Work Experience

Deputy Manager - Strategy, Risk, and Transactions | Deloitte Touche Tohmatsu India LLP | Mumbai

  • Led M&A financial due diligence for Private Equity and Venture Capital clients on startups and listed companies across SaaS/Technology sectors, including Fin-tech, Agri-tech, E-commerce, and Education. Key transactions included:
    • $30 million Series B funding for a logistics SaaS startup delivering cargo community systems to over 100 airports and ports globally
    • $27 million Series E funding for an identity verification startup providing digital solutions to major e-commerce companies and private banks, managing over 60 million monthly verifications
    • $20 million Series F funding for a leading Fintech startup specializing in payment processing solutions, with revenue driven by POS devices and Merchant Discount Rate (‘MDR’) on card transactions
    • $6.5 million Series A funding for an Agri-tech financing startup, focused on short-term credit to MSMEs and Farmer Producer Organisations (FPOs)
    • Reviewed 10-year financial models for an inbound M&A transaction involving a major infrastructure conglomerate's smart electricity metering project (~INR 7500 crores) with the UP state DISCOM
    • $2.5 million top-up funding for a beauty-focused E-commerce marketplace.
    • Distressed debt deal for a listed core education player with a nationwide preschool and K-12 chain

 

  • Analyzed unit economics and operational metrics to evaluate cost structures, revenue drivers, and margin sustainability, providing insights on business scalability and profitability.
  • Conducted in-depth financial analysis of the target company's historical financial statements and management accounts
  • Conducted in-depth financial analysis of the target company's historical financial statements
  • Evaluated the quality of earnings and the sustainability of financial performance
  • Identified potential deal breakers or issues that may require negotiation
  • Prepared detailed reports and presentations summarizing the key findings of the financial due diligence process
  • Presented key findings in client meetings with private equity and venture capital funds
  • Guided clients on financial matters related to the transaction

 

Assistant Manager, Assurance Services | Ernst & Young India (S.R. Batliboi & Co. LLP) | Mumbai

  • Led 25+ Statutory Audits and Limited Reviews for financial conglomerates across banking, wealth management, asset management, and NBFCs
  • Developed and implemented audit programs and procedures to evaluate internal controls and suggested process improvements
  • Led audit teams (4-5 personnel) in performing risk assessments, planning audit strategies, and executing audit procedures, while ensuring compliance with SEBI and RBI regulations
  • Presented in meetings with senior executives for audit observations and built client relationships
  • Prepared audit committee presentations, highlighting key communications and recommendations for board members
  • Attended board meetings of listed companies and assisted the firm’s partner in addressing questions from board members
  • Executed first-time Indian Accounting Standard (Ind AS) implementation engagement for NBFCs
  • Conducted technical training on regulatory updates in NBFC and Broking sector to 50+ participants
  • Identified audit exceptions totalling approximately INR 15 crores on a revenue base of around INR 200 crores, leveraging data analytics tools
  • Engaged with cross-functional teams such as Taxation, Valuation, and Data Analytics to corroborate audit findings
Accomplishments
  • Kudos award, Ernst & Young: Awarded for embracing digital audit tools on key year-end assurance assignments with EY
  • “Dot of Fame” award, Deloitte: Awarded for resilient performance in the first assignment with Deloitte while serving a private equity client
  • CA Internship with Ernst & Young: Completed three-year CA Internship with Ernst & Young and thereafter offered a full-time employment.
Education

Chartered Accountant, Institute of Chartered Accountants of India

B.Com, DAVV University Indore

Certificates
Co/Extra-curricular
  • Elected member (16/158) of the Placement Committee of the IIM-A PGPX 2024-25 batch
  • Elected representative (6/158) of the core committee of the Finance club at IIM-A PGPX batch of 2025
  • Long-distance runner with a total tracked distance of ~1400 km
  • Served as Mentor with Lighthouse Project for 10th-standard underprivileged kids