Asha Poorna Balaji
Mumbai
Summary
A diligent and motivated Chartered Accountant, seeking challenging opportunities. Proven track record in client relationship management and process improvement, recognized for delivering actionable insights and mentoring teams to enhance operational efficiency.
Overview
9
9
years of professional experience
Work History
Senior Associate Auditor
PKF O'Connor Davies
Mumbai
02.2024 - Current
- Global working exposure of engagements through sectors such as Real Estate and, Charter schools audit including preparation of Financial Statements for financial services client based in USA ensuring compliance with accounting standards and regulatory requirements as per US GAAP.
- Handled engagements as audit in-charge of Real Estate, Charter school and Commercial clients in the busy season and performed end-to-end audit from planning, risk assessment, substantive procedures, client communication and deliverables.
- Drafted comprehensive audit reports, highlighting findings, prepared detailed budget vs actual reports, hence providing practical recommendations for enhancing financial operations and efficiency, enabling informed decision-making for US-based corporations.
- Led risk assessment and internal control reviews, performing walkthrough procedures and recommending process improvements and developing reports, enabling in depth understanding of various major processes in the working of a business.
- Designed and delivered training programs for new team members on processes, tools and best practices, improving team readiness and accelerating productivity.
- Established effective and strong client relations through proactive communication, reviewed work performed by subordinates and coordinated all phases of client engagement from kickoff through close-out. Provided direct reporting to Partner on completed work and audit findings.
Audit Financial Consultant
EisnerAmper LLP
Mumbai
07.2022 - 12.2023
- Global working exposure of engagements through various sectors Real Estate audits, Employee Benefit Plan (EBP) and preparation of Financial Statements for financial services client based in USA ensuring compliance with accounting standards and regulatory requirements as per US GAAP.
- Gained comprehensive experience in assurance services, mirroring responsibilities and akin to those in my current role at PKF O'Connor Davies, thereby enhancing my proficiency and adaptability.
- Prepared detailed audit plans and programs, including the evaluation of financial statements, transactions, and supporting documentation.
- Awarded with Employee Recognition award from partners and managers of the engagement.
Articled Assistant/Executive Auditor
KPMG India, Hyderabad
Hyderabad
02.2017 - 08.2021
- Experienced in planning and execution of Statutory audits and Limited reviews, spread across various sectors like Manufacturing and Hospital. Core team member for the Statutory audit and Limited review of listed client, "Rain Industries Limited" and its entities.
- Worked comprehensively on important planning factors of audit such as determination of materiality, understanding of process narratives, determination of control checks and their effectiveness in risk mitigation.
- Extensively worked on Internal Financial Control Reporting, including testing of walkthroughs, control testing and subsequent risk identification and control recommendations for enhancing operations and mitigation of risk.
- Performed substantive procedures (Analytical and TOD) for major areas from start to end such as revenue, cash, expenses, receivables, payables, and fixed assets including complex transactions involving discounts.
- In-charge for preparation of deliverables such as Audit committee presentation, Audit report and management reports.
- Performed physical verification of stock.
- Awarded kudos (Best Performer) award from the firm for exceeding expectations in 2017.
Education
CA Final - Group II, Group 1
ICAI
02.2022
B.com -
Osmania University
04.2018
CA IPCC -
ICAI
11.2017
H.S.C. -
CBSE (P. Obul Reddy Public School)
04.2015
S.S.C. -
CBSE (Bharatiya Vidya Bhavans)
04.2013
Skills
- Proficiency with MS office applications (Excel, work, PPT), Caseware and Yardi
- Process improvement recommendations
- Effective communication
- Training and mentoring
- Adaptability and flexibility
- Team leadership
- Client relationship management
Accomplishments
- Member of Employee Council of the firm during articleship to ensure redressal of complaints by employees.
- Awarded second prize in national level poetry writing competition in 2014 (Secondary School).
- Demonstrated leadership and management skills as a prefect in 2013 (Secondary School).
- Certified classical dancer (Kathak and Bharatnatyam).
Hobbies and Interests
- Dancing
- Painting
- Poetry writing
Personal Information
Date of Birth: 07/01/97
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Tamil
Advanced (C1)
C1
Telugu
Advanced (C1)
C1
Kannada
Advanced (C1)
C1
Timeline
Senior Associate Auditor
PKF O'Connor Davies
02.2024 - Current
Audit Financial Consultant
EisnerAmper LLP
07.2022 - 12.2023
Articled Assistant/Executive Auditor
KPMG India, Hyderabad
02.2017 - 08.2021
CA Final - Group II, Group 1
ICAI
B.com -
Osmania University
CA IPCC -
ICAI
H.S.C. -
CBSE (P. Obul Reddy Public School)
S.S.C. -
CBSE (Bharatiya Vidya Bhavans)