CA Jyoti Sheokand
Mumbai
Summary
Detail-oriented Audit Professional with 7 years of experience in U.S. audit engagements, focusing on Employee Benefit Plan and HUD audits. Led teams through all phases of engagements, enhancing client relationships and ensuring compliance. Mentored team members and resolved complex audit issues, driving efficiency and maintaining quality standards.
Overview
12
12
years of professional experience
Work History
Supervisor / Assistant Manager
PKF O'Connor Davies
Mumbai
09.2022 - Current
- Led and managed a team of 5 in conducting Employee Benefit Plan audits, ensuring thorough execution across planning, testing, reporting, and client communication phases.
- Executed financial and compliance audit procedures for HUD clients and reviewed audit workpapers prepared by team members, providing feedback and ensuring the quality, accuracy, and completeness of audit documentation in accordance with applicable HUD and professional standards.
- Managed multiple review and compilation engagements, preparing financial statements, supporting schedules, and engagement documentation in accordance with applicable standards.
- Conduct binder and workpaper reviews to ensure audit quality and compliance, while managing direct client interactions, resolving queries, and communicating audit findings.
- Contributed to the migration team that transitioned multiple client engagements from CCH Engagement to DAS, managing engagement data and supporting documentation migration, reviewing migrated files, and overseeing the process to verify accuracy, completeness, and adherence to established procedures.
- Facilitated training as part of the company’s All-India Audit Training Program, mentoring team members on audit procedures, best practices, and engagement execution.
Senior Associate - Audit & Assurance
Eide Bailly Shared Services Pvt. Ltd.
Mumbai
08.2019 - 08.2022
- Executed audits, reviews, certifications, and due diligence engagements for Employee Benefit Plans, Real Estate, Affordable Housing, and Not-for-Profit sectors, ensuring compliance and accuracy.
- Performed key EBP testing on eligibility, investments, distributions, and deferrals; prepared and reviewed financial statements, reports, and workpapers to support audit objectives.
- Managed multiple U.S.-based engagements, supervising team members and coaching them while delivering client presentations.
Article/Audit Assistant
CA Sundaram Seshan & Associate
Mumbai
06.2014 - 06.2017
- Performed tax audits, statutory audits, and company law compliances as an Articled Assistant; assisted in income tax return filings, scrutiny assessments, and preparation of appeal documentation.
Education
Chartered Accountant -
The Institute of Chartered Accountants of India
01-2019
Bachelors of Commerce -
Mumbai University
01-2015
Skills
- Team Leadership & Management Client Relationship Management Audit Quality & Review Engagement Management Leadership & Mentoring Task Prioritisation & Time Management Attention to Detail Client Communication US GAAS & Audit Compliance
Custom
- Founder & Leader, Women's Committee - PKF O'Connor Davies
- Member, Indo-American ERG Committee
- STARR Award Winner - for outstanding contributions
- Consistently rated Meets/Exceeds Expectations in performance reviews
Personal Information
Hobbies: Fitness Enthusiast, Painting & Designing
Timeline
Supervisor / Assistant Manager
PKF O'Connor Davies
09.2022 - Current
Senior Associate - Audit & Assurance
Eide Bailly Shared Services Pvt. Ltd.
08.2019 - 08.2022
Article/Audit Assistant
CA Sundaram Seshan & Associate
06.2014 - 06.2017
Chartered Accountant -
The Institute of Chartered Accountants of India
Bachelors of Commerce -
Mumbai University