Surbhi Khandelwal

Surbhi Khandelwal is a Vice President in the Office of the CFO Practice at Portage Point Partners, based in the Gurugram office.  

Surbhi has more than seven years of experience advising companies on financial reporting, complex technical accounting matters and public company readiness. Her experience spans initial public offerings (IPOs), special purpose acquisition company (SPAC) transactions, mergers and complex transaction reporting. She brings deep technical expertise and practical execution experience in supporting clients through complex, time-sensitive capital markets and transaction reporting requirements across the transaction lifecycle. She is a trusted partner in managing capital markets transactions and sponsor-led reporting with technical depth and execution agility.  

Prior to Portage Point, Surbhi was a Manager within the Accounting and Financial Reporting team at Uniqus Consultech, Inc., where she led the execution and oversight of various public listings, IPO readiness and financial reporting engagements for clients across geographies (India and the United States) and sectors including E-commerce and real estate technology.  

Prior to Uniqus, Surbhi served as an Associate Manager in the Transaction Advisory Services group at Houlihan Lokey, where she advised public companies and private equity-backed businesses on a broad range of accounting and financial reporting matters, including public company readiness assessments, generally accepted accounting principles (GAAP) conversions, purchase accounting, stock-based compensation, revenue recognition and the preparation of US GAAP financial statements. She also supported practice-level business development initiatives, including identifying and developing opportunities across capital markets and environmental, social and governance (ESG) reporting services. 

Surbhi began her career in EY’s Financial Accounting Advisory Services practice, where she focused on accounting advisory engagements, including public company readiness assessments, preparation of issuer US Securities and Exchange Commission (SEC) filings, GAAP checklists, technical accounting assessments under US GAAP and International Financial Reporting Standards (IFRS) and the implementation of new accounting standards for various blue chip companies.

Surbhi holds a Bachelor of Commerce (BCom) in Accounting and Finance from the University of Rajasthan and is a Chartered Accountant (CA) certified by the Institute of Chartered Accountants of India.