Summary
Overview
Work History
Education
Skills
Certification
Major Clients
Languages
Areas Covered
Personal Information
Timeline
Generic

CA Baishali Jain

Kolkata

Summary

Results-driven Senior Associate with KPMG GDC, skilled in financial reporting and compliance. Expert in data analysis and accounting software, enhancing audit accuracy and efficiency. Proven ability to manage deadlines and collaborate effectively with teams, delivering high-quality workpapers and insights that improve client outcomes.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Associate

KPMG GDC (AMDC)
Kolkata
02.2024 - Current
  • Executed statutory audits for US clients, ensuring compliance and accuracy throughout processes.
  • Established materiality thresholds to guide audit procedures and improve outcomes.
  • Developed equity workpapers, enhancing financial reporting quality for diverse clients.
  • Prepared investment workpapers, ensuring thorough documentation for multiple clients.
  • Performed valuation workpapers to enable accurate assessments for select clients.
  • Facilitated team discussions to improve workflows and collaboration.
  • Sent confirmations to clients while executing cash-related workpapers efficiently.
  • Managed various audit clients, receiving positive feedback for high-quality services and prompt responses.

Senior Associate

PWC SDC
Kolkata
12.2020 - 02.2024
  • Conducted statutory audits for clients in USA, collaborating with US PWC engagement teams throughout all phases.
  • Reviewed financial statements ensuring compliance with auditing standards and understanding document relationships.
  • Verified current year financial statements against prior periods for accuracy.
  • Executed mathematical accuracy checks using MA Tool to ensure precise calculations.
  • Prepared client's EGA in Aura Database, maintaining comprehensive records.
  • Ensured internal consistency of documents through thorough verification processes.
  • Monitored time management and adhered to deadlines effectively.
  • Complied with PWC SDC policies and procedures throughout all audit activities.

Audit Assistant

HPPA & Associates
12.2017 - 03.2020
  • Handled audit assignments such as Statutory Audit, Tax Audit, Company law matters, e-filing of Income tax returns and ROC forms and other miscellaneous works.
  • Vouching, Drafting Correspondences, Handling and Reconciliation of Debtors, Preparation of Documents for Appeal & submission for scrutiny cases and other miscellaneous matters.
  • Preparation of Statement of Profit & Loss & Balance Sheet.

Article

M/s Santosh Kumar Agrawal & Co.
04.2014 - 04.2017
  • Handled audit assignments such as Statutory Audit, Tax Audit, Company law matters, e-filing of Income tax returns and ROC forms and other miscellaneous works.
  • Vouching, Drafting Correspondences, Handling and Reconciliation of Debtors, Preparation of Documents for Appeal & submission for scrutiny cases and other miscellaneous matters.
  • Preparation of Statement of Profit & Loss & Balance Sheet.

Education

CA-Final -

11.2019

CA-IPCC -

05.2014

B.com (Honours) -

Calcutta University
01.2014

CA-CPT -

07.2011

Class- XII -

Balika Siksha Sadan
01.2011

Class-X -

Balika Shiksha Sadan
01.2009

Skills

  • Microsoft Office Suite
  • Data analysis tools
  • Accounting software
  • Email management
  • Internet operations

Certification

Obtained Certificate from West Bengal Government for attending Camp as a National Cadet Corps (NCC)

Major Clients

  • Internal Audit, Real estate Industry, BRS Audit, Revenue Audit
  • Concurrent Audit, Banking, ICICI Bank, Auditing of Various areas in Cash Process, Jewel Loan, Locker Management, Transaction Processing, Customer Services, Sourcing & KYC
  • Various Compliances, Agricultural Sector, Shree Balaji Agro Private Limited, Anant Pulses Private Limited, Done Account Finalisation, Return Fillings and various Forms of ROC
  • RBI Compliances, NBFC, Adroite Commercial Private Limited, Chetak Agencies Private Limited, Filled forms as per RBI Guidelines
  • Labour Compliances, Manufacturing Company, Orient Electric Ltd., Audit of Labour Compliances
  • Internal Audit, NBFC, Aditya Birla Finance Limited, Audit of Loan Documents

Languages

  • English
  • Hindi

Areas Covered

  • Handled audit assignments such as Statutory Audit, Tax Audit, Company law matters, e-filing of Income tax returns and ROC forms and other miscellaneous works.
  • Vouching, Drafting Correspondences, Handling and Reconciliation of Debtors, Preparation of Documents for Appeal & submission for scrutiny cases and other miscellaneous matters.
  • Preparation of Statement of Profit & Loss & Balance Sheet.

Personal Information

  • Hobbies: Listening to music and dancing, Engaging in various sports
  • Father's Name: Mr. Dilip Jain
  • Mother's Name: Mrs. Baby Jain
  • Date of Birth: 03/27/93

Timeline

Senior Associate

KPMG GDC (AMDC)
02.2024 - Current

Senior Associate

PWC SDC
12.2020 - 02.2024

Audit Assistant

HPPA & Associates
12.2017 - 03.2020

Article

M/s Santosh Kumar Agrawal & Co.
04.2014 - 04.2017

CA-Final -

CA-IPCC -

B.com (Honours) -

Calcutta University

CA-CPT -

Class- XII -

Balika Siksha Sadan

Class-X -

Balika Shiksha Sadan
CA Baishali Jain