Your Name
Pune
Summary
Looking for a responsible position with many opportunities for growth to leverage professional knowledge acquired by way of industry exposure and academics to achieve organizational goals. Alongside, I would like to contribute significantly to the overall growth and success of my organization with the help of my skills, knowledge and team building abilities.
Associate member of Institute of Chartered Accountants of India (ICAI), qualified Company Secretary with 11 years of work experience. 2.5 years of work experience in cybersecurity industry in financial reporting and statutory audit. 4 years of work experience in External Audit - Assurance (helped in conducting Statutory Audit of USA, Australia, Canada, UK, and Channel Island territories for client pertains to Banking & Capital Market and Asset & Wealth Management sectors). 4.5 years of work experience in core Banking industry (in the field of Global Banking and Markets Credit Analyst - Singapore Region and SME Credit Analyst of Western Region-Ahmedabad, Eastern Region- Kolkata).
Overview
11
11
years of professional experience
Work History
Assistant Manager II
CrowdStrike India Private Limited
Pune
11.2023 - Current
- Lead the statutory audit process of CrowdStrike's foreign subsidiaries. Consulting with auditors, local agencies, and the internal stakeholders to finalize the statutory accounts and compliances. Leading a 15 member team to comply with audit/compliance requirement.
- Assisted in completion of end-to-end audit by preparing financial statements, CARO Report, Representation Letter, and all compliance forms for CrowdStrike India Private Ltd according to CARO and ICAI guidelines.
- Drove preparation and audit of statutory financial statements, including notes and cash flow statement, ensuring compliance with regulations.
- Prepared annual audit plan in coordination with tax, legal, and audit firms; managed local GAAP bookkeeping of CrowdStrike's foreign subsidiaries to ensure accuracy.
- Review day-to-day transactions recorded as per US GAAP and ensure necessary adjustments to comply with local GAAP requirements i.e., Prepaid, Fixed Assets Capitalization.
- Review and finalize the SOW/Engagement Letters with auditors and accounting service providers.
- Coordinate with CS Legal and Information Security teams for necessary approvals.
- Negotiated bookkeeping, financial statement, and audit fees, finalizing quotes and engagement letters while aligning with budgeted numbers.
- Reconcile multi-books (US GAAP & local GAAP) on an annual basis and explain Balance Sheet differences.
- Answers accounting and financial questions by researching and interpreting data. Assist with accounting integration activities, which include implementing a variety of finance and accounting-related software solutions.
Manager Level 2
PwC IAC and EY GDS
Kolkata
12.2019 - 11.2023
- Coordinated and maintained productive relationships with key engagement team counterparts as engagement manager, identifying improvement areas for GDS Assurance quality by owning responsibilities and expanding scope of work.
- Leading a 20-members team for the US territory and AU territory at IAC to achieve PwC convergence goals AC 5.0 and EOT 3.0.
- Leveraging my project and management skills to support the management with a size-able portfolio around 20,000 standard hours of various audit clientele of India (abhor support), US and UK for banking and capital market client like South State Bank, Regions Bank, Hartley Partners LP and Aliped (UK) by helping in conducting end to end audit from planning till conclusion stage.
- Supporting the operational aspects of engagement management, such as engagement finances, resource management and elements of risk management.
- Acting as a mentor to the seniors and staff working on the engagement, by providing coaching and thereby playing a key role in the development of the team.
- Developed and applied zero-based budgeting strategies to ensure effective management of team hours and engagement planning. for IAC team hours in coordination with engagement planning calls.
- Financial Statement reviewed procedures based on understanding of relationships between supporting documentation and financial statement documents in accordance with auditing standards.
- Conducted tests of controls during integrated audits. Executed substantive audit procedures on various financial statement line items identified by the engagement team. Participated in walkthroughs and planning calls for the engagement. Completed partner reviews for the audit areas assigned as IAC ownership.
- Conducted test of details and controls for revenue, operating expenses, equity, interest income/expense and dividends with policies, auditing procedures and evaluation of qualitative items.
- Led Career Round Table discussions for coaches as relationship leader during year-end evaluations, contributing as a member of People Committee Team focused on team member well-being.
- Performed qualitative review on all deliverables to ensure they are consistent with laid down quality parameters & providing reviewer sign off.
Associate
HSBC EDPI
Kolkata
09.2018 - 11.2019
- Authored detailed credit proposals, risk mitigation strategies, and financial statement analyses to assess counterparty creditworthiness, supporting new credit lines across industries in Global Banking.
- Performed periodic reviews to support the risk management of the overall GB&M credit portfolio.
- Facilitated faster turnaround in processing and approval of credit proposals by providing an interactive interface with Credit Risk Management.
- Analysis of financial documentation and supplement data to support lending decision making and recommend credit requests to appropriate business needs.
- Conducted analysis of industry, competitor, and client data to support strategies for the Global Relationship Management Team.
- Developed and maintained strong working relationships with onshore credit analyst team, risk approving team, and relationship managers to enhance collaboration.
Credit Manager
HDFC Bank
Kolkata
04.2015 - 09.2018
- Managed portfolio worth Rs. Eight hundred crores (Accounts 138) in Ahmadabad region in various type of industries with independent delegation of power for sanctioning of loan up to Rs.200 lac. Post- appraisals Monitoring.
- Managed portfolio worth Rs.325cr (Accounts 320) in Kolkata, North24Parganas region in various types of industries with independent delegation of power for sanctioning of loan up to Rs.50 lac. Post- appraisals Monitoring.
- Assessed creditworthiness of applicants by analyzing financial statements and credit documents, providing recommendations to higher management to maintain portfolio health.
- Underwrote working capital credit proposals for enterprises with turnover exceeding Rs.200 crores, focusing on fund-based and non-fund-based requirements, including trade facilities for SME customers.
- Monitored the portfolio daily and regularized accounts in delinquency by the target date.
Education
Chartered Accountancy - Final
Institute of Chartered Accountants of India
11.2014
Company Secretary - Final
Institute of Company Secretaries of India
06.2013
Bachelor of Commerce - Honors
University of Calcutta
01.2012
ISC - Standard XII
Maria's Day School
01.2009
ICSE - Standard X
01.2007
Skills
- Financial Reporting
- Auditing
- Financial Services Audit
- IFRS
- US GAAP
- Risk Compliance
- Regulatory Risk
- Consolidated Financial Statements
- Corporate Credit lending
- SME Credit lending
- Credit analysis
- Credit rating
- Customer handling
- Loan recovery
- Portfolio management
- Financial appraisal
- Financial modeling
- Cash flow projections
- Fund flow projections
- Working capital assessment
- Export finance
- Automations of digital tool
- Teamwork skills
- Leadership
- Creative thinking
- Team Building
- People Management
- Strategic Growth
- Operating Effectiveness
- Learning Culture
- Process Standardization
- Review Meetings
- Review Process
Accomplishments
- ACE Team Award for standout performance in CrowdStrike statutory audit in Q3 2024.
- Promoted to Manager in 2022 for top contribution in Banking and Capital Market Domain.
- Tier Impact II Rating for consecutive two fiscal year 2021 and 2022 in PwC.
- Received 3 Spot Award in PwC.
- Received Quarter of Employee Award in HSBC for period (April-June' 2019).
- Strong Contributor performance rating in HDFC Bank in 2017.
Technical Experience
- Working knowledge of Banking software -Finable, Fanfare, Flexure, Lasersoft, Client Vision, CARM, HUB etc.
- Proficient Knowledge of MS-Office.
- ERP, SAP, Aura, Canvas, Alteryx, Ui Path Robot, Power BI, Alpha Panda, Data Sieve, Data Snipper, GL Analyzer, Microsoft, Random and accounting software-Tally.
- Assisted PwC Digital Asset team in designing tools through Alteryx, GL Analyzer, Data Snipper and Power BI by identifying different business scenarios saving 1000+ hours.
Email Addresses
- Abhishek.ag333@gmail.com
- Abhishek.ag333@outlook.com
Hobbies and Interests
- Reading Business Magazines, Journals and articles related to finance.
- Attending various training program, seminars & annual conference.
- Listening to music and travelling.
Languages
- English
- Hindi
- Bengali
Personal Information
- Passport Number: Hold a valid Indian Passport
- Father's Name: Sari Kamal Agawam
- Date of Birth: 06/11/91
- Marital Status: Married
Timeline
Assistant Manager II
CrowdStrike India Private Limited
11.2023 - Current
Manager Level 2
PwC IAC and EY GDS
12.2019 - 11.2023
Associate
HSBC EDPI
09.2018 - 11.2019
Credit Manager
HDFC Bank
04.2015 - 09.2018
Chartered Accountancy - Final
Institute of Chartered Accountants of India
Company Secretary - Final
Institute of Company Secretaries of India
Bachelor of Commerce - Honors
University of Calcutta
ISC - Standard XII
Maria's Day School