Summary
Overview
Work History
Education
Skills
Accolades
Certification
Languages
Timeline
Generic

Amit Agarwal

Kolkata

Summary

Finance and audit professional with 5+ years of experience in assurance and compliance, currently serving as a Senior Associate at PwC. Extensive experience working with global Asset and Wealth Management clients, leading statutory audits, internal control testing, and compliance reviews under US GAAP and IFRS. Proven track record of managing audit engagements end-to-end, coordinating with cross-border teams, and delivering high-quality results. Proficient in data analytics using Excel, Alteryx, and proprietary PwC tools. Strong mentoring skills with the ability to supervise junior staff and manage tight deadlines in high-pressure environments.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Associate

PricewaterhouseCoopers (PwC) AC Kolkata
Kolkata
07.2025 - Current
  • Leading statutory audits for global Asset and Wealth Management clients under US GAAP and IFRS.
  • Managing client coordination, tracking deadlines, and finalizing deliverables in a timely manner.
  • Supervising teams, reviewing workpapers, and ensuring compliance with independence and audit standards.
  • Collaborating with onshore teams and mentoring junior staff throughout the audit process.
  • Performing key audit areas including valuation, income testing, and controls, using tools like Alteryx and Bloomberg to drive efficiency.

Associate 2

PwC
06.2023 - 06.2025
  • Led ASC 740 income tax testing pilot, focusing on capital gains taxation from foreign investments.
  • Analyzed actuals versus provisions and developed comprehensive playbook for future reference.
  • Collaborated with onshore teams to implement automation initiatives, including bot for streamlined PDF handling.
  • Automated financial statement tie-outs, enhancing accuracy checks and internal consistency validations.
  • Executed valuation and existence testing for securities and derivatives portfolios under IFRS and US GAAP.
  • Conducted audit of Fund of Funds and derivative instruments, recalculating values in clients' records.
  • Rolled out external confirmations, tracked responses, and documented audit procedures associated with confirmations.

Associate (Fixed Term Hire)

PwC
11.2022 - 06.2023
  • Performed valuation and existence testing of portfolios for big asset and wealth management clients.
  • Extensively utilized the Bloomberg Terminal to validate pricing, interest rates, and market-related data.
  • Conducted substantive testing for dividend income, interest income, open trades, cash cut-off, and investment transactions.

Senior Associate

Mahesh Sonika & Co. LLP
02.2020 - 10.2022
  • GST & Income Tax Audit and return
  • Filing & Internal, Stat Audit
  • Managing entire compliance
  • Framework of assigned clients

Articled Assistant

09.2014 - 09.2017
  • Conducted statutory and internal audits, GST and IT return filings - Managed compliance frameworks and ROC documentation.

Education

CA – Intermediate -

ICAI
05-2019

B.Com (Hons.) -

University of Calcutta
06-2016

Skills

  • Proficient in MS Office
  • Cross-border communication
  • Alteryx expertise
  • Data validation
  • Problem solving
  • Time management
  • Staff mentoring
  • Project management
  • US GAAP compliance
  • Statutory audits
  • IFRS compliance
  • Valuation testing

Accolades

  • Bright Beginner Award (2023): Recognized for making a tangible impact and leading by example within the first six months at the firm
  • Extra Miler Award (2024): awarded for consistently delivering high-quality service and driving positive client outcomes
  • Best Article (2017): Awarded for being the best articled assistant in Mahesh Sonika & Co

Certification

  • Sustainability: Business Impact Badge (PwC 2024): demonstrated a strong understanding of sustainability risks and business transformation aligned with ethical and responsible practices
  • Inclusive Mindset Badge (PwC 2023): recognized for fostering inclusive behaviors and contributing to a collaborative team environment
  • Digital Acumen Badge (PwC 2022): Acknowledged for understanding key digital trends and their influence on business decisions
  • Advanced IT and soft skills (ICAI, 2020)
  • GMCS and orientation (ICAI, 2014–2015)
  • Computer training course (ICAI, 2014)

Languages

English, Hindi, Bengali (Fluent)

Timeline

Senior Associate

PricewaterhouseCoopers (PwC) AC Kolkata
07.2025 - Current

Associate 2

PwC
06.2023 - 06.2025

Associate (Fixed Term Hire)

PwC
11.2022 - 06.2023

Senior Associate

Mahesh Sonika & Co. LLP
02.2020 - 10.2022

Articled Assistant

09.2014 - 09.2017

CA – Intermediate -

ICAI

B.Com (Hons.) -

University of Calcutta

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Amit Agarwal