CA Surbhi
Patiala
Summary
Audit Senior at Deloitte ARES Consulting, with strong leadership in audit planning, execution, and team management. Demonstrates expertise in financial statement review, risk assessment, and the delivery of high-quality audit services across diverse industries. Skilled at mentoring and developing junior staff, fostering a collaborative team environment, and building strong client relationships. Adept at ensuring compliance with U.S. GAAP and IFRS standards, driving process improvements, and enhancing internal controls.
Overview
9
9
years of professional experience
Work History
Audit Senior
- Deloitte ARES Consulting India Pvt. Ltd. (US- India)
Gurgaon
06.2020 - Current
- Developed audit strategies and risk assessments tailored to client business models, including preliminary analytical procedures, and scoping of significant accounts.
- Led audit planning and execution for various client engagements, managed, and delivered audit services for clients in the TMT and Life Sciences industries (US GAAP), as well as in the Investment Management and Private Equity sectors (IFRS and US GAAP).
- Reviewed financial statements for compliance with applicable standards.
- Prepared audit planning work papers, such as engagement letters, materiality levels, and risk assessments.
- Performed detailed audit procedures, including financial analysis, internal control testing, and substantive audit procedures for various financial statement line items such as Cash, Accounts Payable, Accrued Expenses, Accounts Receivable, Debt, Leases, Property, Plant, and Equipment, Revenue, Deferred Revenue, Cost of Sales, Operating Expenses, Payroll, Equity, and Stock-Based Compensation testing.
- Designed and executed journal entry testing procedures to detect potential fraud, errors, or misstatements in financial records.
- Conducted walkthroughs, evaluated controls, and performed substantive testing for interim and year-end procedures.
- Identified audit issues, assessed materiality, and communicated findings to clients' management to enhance internal controls and reporting.
- Supervised and mentored junior staff, reviewing their work for accuracy, and providing on-the-job training.
- Collaborated with U.S. team leaders on audits, gaining insights into best practices, while maintaining strong client relationships and addressing concerns.
- Ensured timely, high-quality audit deliverables, and proper documentation of audit work in compliance with organizational and regulatory standards.
- Conducted regular status meetings and presented audit findings to engagement partners and clients, ensuring clear communication of complex technical matters, and alignment on project progress.
- Collaborated with cross-functional teams and client stakeholders to resolve accounting issues and provide recommendations for process improvements.
Article Assistant
Vinod Aggarwal & Associates
Patiala
08.2016 - 09.2019
- Statutory audits of companies and firms, which include the finalization of accounts in accordance with the provisions of the Companies Act and relevant accounting standards.
- Collaborated with clients to gather necessary information and documents.
- Assisted in preparing income tax case files and managing deadlines effectively.
- Assisted in preparing budgets, forecasts, and other financial documents as needed.
- Reviewed and analyzed accounting records, including trial balances and general ledgers.
- Assisted in preparation and filing of tax returns for individuals and businesses.
Education
Chartered Accountant -
The Institute of Chartered Accountants of India
01-2020
B.COM -
Delhi University
01-2017
Class XII -
Police DAV Public School
01-2014
Skills
- Project management
- Team management
- Financial statement review
- Client relationship management
- Coaching and mentoring
- Data analysis
Job Responsibilities as Audit Senior
- Plan and oversee the auditing process
- Allocate responsibilities to junior and staff auditors
- Review team members work for accuracy and compliance
- Perform effective risk and control assessments
- Complete audits on time, and submit reports to the auditing manager
- Present audit findings and find ways to increase compliance and efficiency
- Coordinate periodical audits
Accomplishments
- Received multiple accolades, including two Spot Awards, two Applause Awards, and Shout Outs from Deloitte USI for exceptional performance
- Contributed as a faculty member at Deloitte USI, training new joiners in essential audit skills
- Adjudged the best debater at the middle school level
Language
- English
- Hindi
- Punjabi
Timeline
Audit Senior
- Deloitte ARES Consulting India Pvt. Ltd. (US- India)
06.2020 - Current
Article Assistant
Vinod Aggarwal & Associates
08.2016 - 09.2019
Chartered Accountant -
The Institute of Chartered Accountants of India
B.COM -
Delhi University
Class XII -
Police DAV Public School
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