Ishmit Singh Makkar
MS Finance | MBA | Ex-CBRE, EY & BDO | Financial Analyst | Investment Analyst | AI in Finance Enthusiast
About Me
Finance professional with a strong foundation in financial strategy, quantitative analysis, and client relations. I specialize in delivering customized financial solutions, supported by a deep understanding of market trends and risk management.
My experience across various industries and my academic pursuit of a Master's in Finance position me well for roles in investment management, accountancy, and corporate finance. I'm eager to explore opportunities where I can leverage my analytical skills to drive value and results.
Professional Experience
1
CBRE - Investment Accounting & Reporting Intern
June 2025 - August 2025 | Los Angeles, CA
  • Spearheaded project enhancing client reporting efficiency, improving data accuracy and stakeholder communication
  • Led AI integration research for fund & property accounting automation
  • Utilized Workiva for SEC & Investor reporting and Yardi for fund-level data analysis
2
University of Utah Student Investment Fund - Investment Analyst
August 2024 - May 2025
  • Managed $1.1 million portfolio, applying academic theory to real-world financial decisions
  • Developed cash allocation strategy balancing liquidity and returns (70% SPY, 30% money market)
  • Conducted fundamental analysis and presented strategic recommendations to industry professionals
3
BDO - Associate Director
May 2023 - June 2024 | West India
  • Directed financial strategy driving 30% revenue increase
  • Delivered integrated cross-unit tax advisory solutions
  • Reduced proposal turnaround time by 30% through process optimization
4
EY - Manager, Business Development
March 2022 - April 2023 | India
  • Devised finance growth strategies leading to 20% YoY revenue increase
  • Conducted market and financial due diligence for SAAS tax deals
  • Led tax forecasting, risk analysis, and scenario planning
Key Achievements
30%
Revenue Growth
Drove revenue increase through strategic financial initiatives
$1.1M
Portfolio Managed
University of Utah Student Investment Fund under management
20%
Client Retention
Improvement through tailored financial advisory services
30%
Efficiency Gain
Reduced proposal turnaround time through process optimization
Core Competencies
Investment Accounting
Fund accounting, NAV calculations, capital activity reporting, and investor relations
Investor Reporting
REIT reporting, client deliverables, Workiva platform expertise
Financial Analysis
Quantitative analysis, portfolio management, valuation, forecasting
Real Estate Finance
Property-level analysis, fund structures, CBRE methodologies
Financial Modeling
Excel-based modeling, scenario analysis, data-driven decision support
AI in Finance
Automation research, anomaly detection, report generation optimization
Technical Proficiency
Financial Platforms
  • Workiva - Investor Reporting & Accounting
  • Yardi - Fund & Property Data Analysis
  • Bloomberg Terminal - Market Research
  • Excel - Advanced Financial Modeling
Core Skills
  • Financial Statement Analysis
  • Risk Management & Forecasting
  • Data Analytics & Visualization
  • Strategic Planning & Advisory
Education & Credentials
1
Master of Science in Finance
University of Utah - David Eccles School of Business
August 2024 - December 2025
Focus: Investment Management, Corporate Finance, Financial Analytics
2
Masters in Management Studies
Welingkar Institute of Management
2015 - 2017
Specialization: Marketing & Business Strategy
3
Bachelor of Commerce
SIES College of Arts, Science and Commerce
2011 - 2014
Major: Accounting and Finance
Career Interests & Goals
Seeking opportunities in the United States where I can apply my expertise in financial analysis, investment accounting, consulting and strategic advisory.
Target Roles
  • Financial Analyst
  • Investment Analyst
  • Investor Reporting Specialist
  • FP&A Analyst
  • Corporate Finance Associate
I'm passionate about leveraging data analytics and AI to drive financial insights and deliver measurable business value.
Notable Client Experience
Throughout my career, I've had the privilege of working with leading global organizations across diverse industries, delivering high-impact financial solutions.
Healthcare & Pharma
GlaxoSmithKline, Lupin, Bayer - Strategic tax advisory and financial planning
Financial Services
Edelweiss, Barclays - Investment strategy and compliance solutions
Consumer Goods
PepsiCo, Red Bull, Kohler - Market analysis and business development
Technology & Media
SAAS domain tax deals and financial due diligence
Let's Connect
I'm always eager to explore opportunities where I can leverage my analytical skills and finance expertise to drive value and results.
Whether you're looking for a Financial Analyst, Investment Analyst, or FP&A professional, I'd love to discuss how I can contribute to your organization's success.
Contact Information
Location: Utah, United States
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