Transaction advisory — FDD, quality of earnings, carve-outs.

Seattle · Vancouver · Delhi

CPA candidate (Washington State, AUD passed) working across financial due diligence, quality of earnings and carve-outs — in SaaS, industrials and healthcare — with a public accounting audit foundation and cross-border Canada/US deal experience.

Portrait of Kanika Gupta
SELECTED ENGAGEMENTS

Deal work

2024 — 2026
  • 2025Transaction Services

    Engineering VDD — Revenue Recognition

    Identified a $750K EBITDA normalization adjustment driven by a revenue recognition issue, directly impacting purchase price considerations.

    • Vendor-side
    • EBITDA normalization
    • Revenue recognition
  • 2025Transaction Services

    SaaS Buy-Side Diligence

    Flagged customer concentration with the top 3 customers representing ~52% of ARR, prompting further diligence into customer retention and contract continuity.

    • Buy-side FDD
    • ARR analysis
    • Customer concentration
  • 2025Transaction Services

    Software Carve-Outs

    Executed two carve-out engagements (~$20M and ~$6M in standalone revenue) for a buy-side software acquirer, isolating target businesses through revenue/cost mapping and shared-cost allocations.

    • Carve-out
    • Shared-cost allocation
    • Standalone revenue
  • 2024Audit

    Multinational Asset Consolidation

    Designed audit procedures for a ~$32M asset consolidation across 4 subsidiaries in 3 countries, testing intercompany eliminations and foreign-currency translation.

    • Cross-border
    • Intercompany eliminations
    • FX translation
EXPERIENCE

Where I've worked

  • 2025 — 2026

    Associate, Transaction Services

    BDO · Calgary

    Executed 23 middle-market buy-side and sell-side engagements for businesses with $10M–$50M in revenue across SaaS, professional services, industrials, healthcare and consumer. Flagged ~$450K in potential cash and debt-like adjustments impacting purchase price.

  • 2024 — 2025

    Staff Accountant

    Buckley Dodds CPA · Vancouver

    Led 20 mid-market audit engagements across healthcare, energy, mining and construction, from planning and risk assessment through financial statement issuance. Identified ~$325K in inventory valuation adjustments for an industrial client.

  • 2021 — 2022

    Financial Analyst

    Gaurav International · Delhi

    Analyzed pricing, margins and operating costs to surface profitability improvements, and optimized procurement and material utilization for roughly $300K in annual cost savings.

  • 2020 — 2021

    Assurance Associate

    Ernst & Young · Delhi

    Executed quarterly and year-end audits across technology and healthcare clients, and performed SOX walkthroughs, controls and IPE testing over key financial reporting processes for US GAAP.

EDUCATION & CREDENTIALS

Qualifications

  • In progress

    CPA Candidate

    Washington State

    AUD passed · FAR scheduled

  • 2022 — 2023

    MSc, Finance

    Simon Fraser University

    Merit Scholar · Vancouver, Canada

  • 2017 — 2020

    BCom, Honors

    University of Delhi

    Delhi, India

GET IN TOUCH

Let's talk about your next deal.

Open to transaction advisory and financial due diligence roles in Seattle. CPA candidate, FAR scheduled. Happy to talk anytime.