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UK

Umang Kulshrestha

Finance and investment analyst specializing in financial modeling, forecasting, valuation, and strategic analysis

Davis, California, United StatesNot looking

I am a finance and investment analyst with 4+ years of experience across higher education, venture capital, government, and consumer goods. I specialize in financial analysis, budgeting, forecasting, market research, investment due diligence, commercial analysis, valuation, and strategic planning, using quantitative insights to support sound business decisions. In my current role at UC Davis, I manage pre-award and post-award financial administration for more than $5 million in research funding, prepare forecasts and variance reports, and advise faculty and department leadership on resource allocation. Previously, I managed more than $3.5 million in annual regional business revenue at Amul and contributed to 10% year-over-year sales growth through market analysis and improved forecasting. I bring strong analytical and technical capabilities across Excel, Power BI, Tableau, SQL, Python, SAP, Salesforce, PitchBook, CRSP, and Compustat. My performance at UC Davis has been recognized with the COMET Commendation and STAR Award.

Experience

UO

Financial Analyst (RSCH ADM CX 1)

University of California Davis – Electrical & Computer Engineering Dept.

Sep 2024 – Present

Davis, CAFull time

I manage pre-award and post-award financial administration for more than $5 million in research funding. I prepare forecasts, budget analyses, variance reports, effort reporting, cost-sharing analyses, and year-end reconciliations while monitoring compliance with NIH, NSF, and university policies. I provide financial insights to faculty and department leadership and received the COMET Commendation (2024) and STAR Award (2025) for exceptional performance.

Financial administrationFinancial forecastingBudget analysisVariance analysisGrant managementEffort reportingCost-sharing analysisFinancial reportingReconciliationBudget planningNIH complianceNSF compliance
UD

New Ventures Intern

UC Davis Venture Catalyst – Biotech Innovation Gallery

Sep 2023 – Mar 2024

Davis, CAInternship

I conducted financial and commercial feasibility assessments for biotechnology startups, including market research, industry analysis, and competitive benchmarking. I evaluated Total Addressable Market, Serviceable Available Market, and Serviceable Obtainable Market, and assisted with investor reports, commercialization strategies, and research on market trends and investment opportunities to support venture funding decisions.

Financial analysisCommercial feasibility analysisMarket researchIndustry analysisCompetitive benchmarkingTAM/SAM/SOM analysisInvestor reportingCommercialization strategyInvestment research
IS

Project Management Intern

Indian Space Research Organization

Jun 2023 – Aug 2023

Ahmedabad, IndiaInternship

I evaluated the financial implications of implementing AI for government space programs. I conducted cost-benefit analyses, prepared reports on financial trade-offs and resource optimization, and contributed research supporting strategic technology investment decisions.

Cost-benefit analysisFinancial analysisOperational planningResource optimizationStrategic investment analysisProject managementAI implementation analysis
GC

Regional Sales Manager

Gujarat Cooperative Milk Marketing Federation (Amul)

Sep 2020 – Jun 2022

Ahmedabad, IndiaFull time

I managed annual business revenue exceeding $3.5 million across an assigned territory and prepared sales forecasts, revenue analyses, and budgeting reports. I developed Excel- and SAP-based forecasting models for inventory and revenue planning, conducted variance analysis, monitored budget utilization, and evaluated market opportunities that contributed to 10% year-over-year sales growth. I also supervised distributor performance and analyzed operational efficiency metrics.

Sales managementRevenue analysisSales forecastingBudgetingFinancial modelingAdvanced ExcelSAPVariance analysisMarket analysisProfitability analysisInventory planningDistributor managementOperational efficiency analysis

Education

UO
University of California, Davis, Graduate School of Management

Master of Business Administration (Finance & Data Analytics)

2022 – 2024

Final CGPA: 3.82/4

Co-President, Finance Association; Finalist – Financial Times Business Quiz (2022, 2023); Finalist – Net Impact Challenge (2023)

AA
Anand Agricultural University

Bachelor of Technology (Dairy Technology)

2016 – 2020

Final CGPA: 8.19/10

Skills

Financial analysisInvestment analysisFinancial modelingBusiness valuationBudgetingForecastingVariance analysisFinancial reportingMarket researchCompetitive analysisDue diligenceRisk assessmentStrategic planningCommercial analysisData analyticsAdvanced ExcelPower BITableauSQLPythonSAPSalesforcePitchBookCRSPCompustatFinancial databasesRevenue analysisCost-benefit analysisFinancial planningResource allocationGrant administrationRegulatory complianceStakeholder collaborationTeam supervisionProject managementInvestment due diligenceFinancial statement analysisScenario modelingDiscounted cash flow valuationMergers and acquisitions modelingLeveraged buyout modelingThree-statement modelingMarket segmentationStrategic decision-making

Languages

English
Full professional proficiency
Gujarati
Professional working proficiency
Hindi
Professional working proficiency
French
Elementary proficiency