Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Generic
CA Swati Agarwal

CA Swati Agarwal

Noida

Summary

Chartered Accountant with expertise in investment accounting, internal audits, and financial reporting. Proven track record in leading teams to ensure compliance with GAAP and IFRS standards, including IFRS 7, IFRS 9, and IFRS 13. Proficient in managing a diverse portfolio of financial instruments, including bonds, equities, and derivatives, while streamlining financial processes. Focused on delivering solutions that enhance operational efficiency and support business growth.

Overview

15
15
years of professional experience

Work History

Team Leader - Investment Accounting

Genpact
Gurgaon
01.2019 - Current
  • Executed reconciliation and reporting of financial instruments under US GAAP and statutory frameworks.
  • Achieved zero-error reconciliation through process optimization and rigorous oversight.
  • Oversaw hedging, impairment, accruals, amortization, and tax calculations for accurate financial reporting.
  • Conducted forecasting and variance analysis of P&L numbers to ensure precision.
  • Developed dashboards and trend analyses for timely monthly and quarterly data submissions.
  • Managed financial data submissions across formats, ensuring integration between FAH and SAP RIC.
  • Prepared SII and SST reconciliations to uphold compliance with financial and tax regulations.
  • Monitored segmental movements to prevent inter-segment investments of collected funds.

Internal Auditor

Genpact
Gurgaon
01.2014 - 12.2018
  • Conducted audits of financial controls for SOX compliance and bank reconciliations.
  • Achieved 0% error rate through rigorous quality assessments.
  • Strengthened internal control processes to enhance operational integrity.
  • Assisted senior auditors in optimizing overall efficiency.
  • Performed fixed asset control checks under IAS 16, ensuring compliance with recognition and measurement standards.
  • Contributed to improved financial reporting and compliance across various functions.

Internship

P. Tandon & Company
01.2011 - 12.2014
  • Assisted in audits, financial record-keeping, tax filing.
  • Preparing financial documents for diverse clients.
  • Conducted statutory concurrent tax and trust audits, ensuring compliance accuracy.

Education

General Management & Communication Skills Training -

ICAI
Lucknow
08-2014

Chartered Accountant (CA) - Final Examination

ICAI
Kanpur
05.2014

Master of Commerce (M.Com.) -

Rohilkhand University
Bareilly
01.2014

Skills

  • Investment accounting and reporting
  • Hedging and impairment accounting
  • Fixed assets management
  • Financial reconciliation
  • Audit and internal controls
  • Team leadership
  • Technical proficiency
  • Problem-solving skills
  • Task management

Personal Information

Timeline

Team Leader - Investment Accounting

Genpact
01.2019 - Current

Internal Auditor

Genpact
01.2014 - 12.2018

Internship

P. Tandon & Company
01.2011 - 12.2014

General Management & Communication Skills Training -

ICAI

Chartered Accountant (CA) - Final Examination

ICAI

Master of Commerce (M.Com.) -

Rohilkhand University
CA Swati Agarwal