Performance-driven and strategic Manager with 11+ years of experience across complex Finance, Audit & Assurance. Noted for performing complex investment price testing for global clientele, analyzing security prices, and implementing diverse audit procedures. Proven ability to lead & grow high- performing teams, deliver exceptional client service, and drive operational excellence.

ORGANIZATIONAL EXPERIENCE

• Kena International Pvt Ltd, Kolkata | Jul 2021 – May 2024
  Manager
  • Leadership & Team Building: Grew from first hire to lead a high-performing team of 20 in India.
  • Expertise: Experienced finance professional with expertise in financial reporting, reconciliation, and statutory compliance. Proven ability to streamline month-end close processes, enhance reporting accuracy, and ensure compliance with corporate and regulatory standards.
    • Managed Month-End Close: Led the month-end closing process, ensuring timely and accurate financial reporting in compliance with company policies and GAAP standards.
    • General Ledger Oversight: Maintained and reconciled the general ledger accounts, ensuring proper accounting treatment and resolving discrepancies.
    • Financial Reporting: Prepared and analyzed financial statements, including balance sheets, profit and loss statements, and cash flow reports for management and external stakeholders.
    • Process Improvement: Identified and implemented process improvements to optimize R2R workflows and reduce reporting cycle times.
    • Audit Support: Facilitated internal and external audits, preparing required documentation and addressing audit queries promptly.
    • Variance Analysis: Conducted variance analysis to explain deviations from budgets and forecasts, providing actionable insights for decision-making.
  • Client Management & Stakeholder Engagement:
    • Maintained high-quality client deliverables through a rigorous review process, ensuring accuracy and adherence to client requirements.
    • Primary point of contact for startup clients on accounting & financial reporting matters - tracked and reported expenses, and prepared and reviewed financial statements.

TECHNICAL SKILLS

• Bloomberg Terminal and Alteryx
• Programming Language such as C++
• Google Suite (G-Doc, G-Sheet, and Cloud)
• Tally (Accounting Package)
• MS Office Suite (Excel, PowerPoint, and Word)

PWC SERVICE DELIVERY CENTER PVT. LTD., Kolkata | Nov 2015 – Jul 2021
Growth Path:

• Senior Associate (Assurance), July 2017 – Jul 2021

• Associate, Nov 2015 – June 2017

  • Investment Price Testing | Project Leadership: Performed complex investment price testing for a global clientele across US, UK, Japan, and China:
    • Onboarded a major US-based investment management client for the Center of Excellence project, a key strategic initiative – Pivotal in taking the CoE for investment testing from a pilot phase to a fully operational client service with a 40+ member team.
  • Audits & Database Excellence: Pioneered diversified audit procedures.
    • Providing audit and assurance services to US clients in Asset & Wealth Management and Real estate clients, ensuring assignments are carried out to the highest professional and quality standards.
    • Independently leading 10,000+ hours of engagement starting from the kick-off call, scope in audit areas, allocating work among team members, ensuring deliverables are within deadline and of high quality.
    • Having technical expertise in US GAAP, PCAOB/AICPA standards, auditing of complex transactions, designing engagement procedures based on risk and materiality, executing robust audit plans and audit strategies.
    • Managing statutory reporting (group as well as standalone reporting). Detailed execution and review of all the audit areas, such as planning, internal financial controls testing & reporting, substantive testing, and concluding and communicating audit observations/findings to ensure that audits have been performed per globally accepted methodology and procedures.
    • Has been proactively involved in application and review of work in relation to the usage of new/automation tools in auditing like Alteryx, Data Snipper.
  • Financial Analysis and Reporting:
    • Championed research and knowledge management activities, providing insightful historical and projected data analysis for client benchmarking.
    • Managed engagement economics by performing & verifying budget vs. actual analysis, utilizing SAP-based tools to develop & present comprehensive reports.

Awards & Recognitions:

• Promoted to Senior Associate and recognized with Star Award and Spot Award for exceptional performance.
• Certified trainer for facilitating workshops/training across the PwC global network.
• Participated in PwC's CSR initiatives, contributing to positive social impact.

SENDOZ COMMERCIALS Pvt. Ltd., Kolkata | Apr 2015 – Nov 2015
Assistant Internal Auditor

• Safeguarded financial integrity: Led internal audits, ensured control adherence, and identified improvement areas.
• Streamlined financial processes: Collaborated on strategies for effective cash & bank transactions (daybooks, transactions, withdrawals, petty cash, payroll).
• Facilitated smooth audits: Liaised with statutory auditors for account finalization and ensured tax audit efficiency.

DAP FASHION CREATIONS Pvt. Ltd., Kolkata | Apr 2013 – Mar 2015
Accounts Executive

• Enhanced financial reporting and decision-making: Analyzed MIS requirements, streamlined reporting, and provided data-driven insights.
• Financial accuracy and efficiency: Conducted internal audits across critical areas while managing daily accounting entries and petty cash.

CORE COMPETENCIES

• Financial Close Process Management
• General Ledger Reconciliation
• Financial Due Diligence
• Offshore Audits & Assurance
• Investment Price Testing
• Project Management
• Security Pricing
• Custody Reconciliations
• Financial Operations Transformation
• Financial Analysis
• Database Management
• Client Management
• Team Building & Leadership

EDUCATION

• M.Com.
  Tirunelveli, Kolkata, India | 2013
• ICMAI (Intermediate)
  The Institute of Cost Accountants of India, Kolkata, India | 2013
  Manonmanian Sundaram University,
• CS Professional
  The Institute of Company Secretaries of India, Kolkata, India | 2012
• B.Com.
  The Bhawanipur Gujarati Education Society College, Kolkata, India | 2010