Kritika Gupta

Finance professional with 1.5 years of experience in Reporting & Analytics Services at UBS, supporting the Investment Banking division through financial data analysis, reporting, and performance tracking. Completed CA Articleship with practical exposure to Direct Taxation, GST, and Tax Audits. CA Final candidate (May 2026, result awaited) with strong analytical skills and a solid foundation in finance, taxation, and reporting.

Reporting & Analytical Services Intern – Investment Banking & Non-Core & Legacy (NCL) - UBS - Pune, Maharashtra

(2024-09 - 2026-03)

• Led the end-to-end replication and migration of Global Markets daily and weekly reporting processes for the Non-core legacy (NCL) division following the UBS–Credit Suisse merger, establishing reporting workflows from scratch.
• Played a key role in the segregation of Investment Banking (IB) and NCL revenue and cost dashboards, performing comprehensive data validation and reconciliation to ensure reporting accuracy post-merger
• Streamlined and automated reporting processes for the NCL division using Excel & Power BI, reducing manual effort by approximately 40% and increasing reporting accuracy across 2 critical reports.
• Managed the end-to-end preparation, validation, and distribution of monthly and quarterly financial Regulatory reports for Global CFOs and senior stakeholders across Investment Banking and Group Finance
• Conducted detailed variance and trend analysis across revenue, cost, headcount, and hierarchy-based reporting; flagged anomalies, investigated breaks, and communicated insights to business finance teams

Article Assistant - N.K.D & Co., Chartered Accountants - Ranchi

(2023-02 - 2024-08)

• Conducted tax audits & internal audits for corporate & non corporate clients.
• Prepared draft responses to income tax scrutiny notices & proceedings
• Managed end -to - end tax compliance including Income Tax Returns, GST Returns (GSTR-1 & 3B) & TDS filings

CA Final - Chartered Accountancy - ICAI (2026-05)

CA Intermediate – Group I - Chartered Accountancy - ICAI (2022-05)

CA Intermediate – Group II - Chartered Accountancy - ICAI (2022-11)

CA Foundation - Chartered Accountancy - ICAI (2021-01)

B. Com (Accounting Hons.) - Accounting - St. Xavier's College, Ranchi (2020 - 2023)

Class XII – Commerce (CBSE) - Commerce - Surendranath Centenary School, Ranchi (2020)

Class X (CBSE) - Surendranath Centenary School, Ranchi (2018)