Deepak Rajasekar R
Chennai
Summary
An experienced Audit professional who has a track record of providing client-oriented services, handled US public and US private engagements handling multiple teams. Training, guiding, motivating and reviewing the work done by team in the areas Financial Statements audit to deliver the audited financial statements with comprehensive footnotes with high quality standards.
Overview
14
14
years of professional experience
Work History
Assistant Manager
TCB Accounting Services PVT LTD
Chennai, India
10.2024 - Current
Audit Assistant Manager
TCB Accounting Services Private Ltd
10.2024 - Current
- Worked on preparation of Audits and Review for US CPA firm for industries like Oil and gas, financial institutions, government audits, Not for profits, EBP and Insurance audits.
- Coordinated directly with a partner to work on end-to-end preparation of Oil and gas industry audits with overall hours of 400 the audit.
- Worked on EBP plans like 401k and defined plans from planning stage also involved in planning, testing and completion process. Selected samples and completed the testing by log-in for TPA websites like Fidelity. ABG. Millennium and principal.
- Worked on the CaseWare transition process for pilot projects on EBP, Audits, Review and compilation and single audits.
- Working experience in Caseware cloud, Box, SharePoint and Data sniper – new tool to use PDF to excel and automate data extraction, document matching and audit evidence links to testing purposes.
Audit Manager
CRSP Connect Pvt. Ltd
10.2023 - 09.2024
- Manage audits for US CPA clients in diverse sectors including Not-for-Profit, Government, Single Audits, EBP, and Real Estate Mortgage. Oversee all phases of audits, from planning and substantive testing to reporting.
- Lead a team of 3-4 audit professionals, providing guidance and support while ensuring adherence to audit standards and timelines. Manage multiple client accounts and coordinate planning calls with US-based teams.
- Conduct training sessions on Single Audits and Not-for-Profit audits for team members, enhancing their expertise and audit efficiency.
- Collaborate with the HR team in conducting interviews to align with business needs, ensuring a strategic approach to talent acquisition.
- Support the marketing team by participating in client interviews and developing materials to showcase the team’s expertise and audit processes.
Deputy Manager
Bahwan Cybertek
11.2021 - 10.2023
- Working in a Deputy Manager role for a US CPA client for industries like Not-forProfit audits, Government, EBP, Review, Compilation and AUP commercial engagements from the planning stage of the audit, Substantive testing procedures for Assets, Liabilities and Revenue & Expenditure sections and review to the conclusion of the clients.
- Leading a team of 10-15 members who report to me directly and handling and managing multiple engagement clients, contributing individually, and reviewing the team members’ work done on the engagements. I am a key contact from India to manage the team.
- Conducts audit for Not for profit and Government Audits (single audit). Assists in the conduct of an Employee Benefit Plan Audit (Limited and Full-Scope procedure) for various benefit plans (401k, 403b, and 411k)
- Train and develop team members and new joiners. Providing guidance in audit methods, risk assessments, client relations, audit program creation and testing procedures.
- Identifying and communicating issues as well as progress of the work to the US team in a timely and organized manner.
- Directly reporting to the US Manager/Director, handling weekly calls with them to discuss the workflow of west regions. Working experience in CCH Pro FX engagement, Smart Practice aid, CAAT tool, IDEA, PFX Fixed assets software data.
- Prepared quarterly and annual Reports for team and attended weekly calls with US engagement team.
- Presentations on overall performance of Audit and assurance team to the client for the year end meeting.
- Assisted HR team in conducting Interviews according to the business requirement. and preparing year end appraisal report for team members.
Team Leader
Cohnreznick Professional Service Pvt Ltd.
11.2011 - 11.2021
- To handle a team of 20- 25 members on Boston Real Estate Project Audit team. Reporting and communicating with US Team.
- Trained as preparer and reviewer in Chennai office to work for New York and Sacramento offices in U.S.
- Performed Audit for U.S. based Non-profit and healthcare firms (both Regulated and Unregulated entities).
- Responsible for Real Estate Project audit which includes review of audit package, audit work paper documentation and agreed upon procedures and posting necessary adjusted accounting entries.
- Preparation of Financial statements (Balance Sheet, Income statement, Cash flow statements) in accordance with US GAAP and also issuing draft Audit reports which are prepared in Indian office.
- Coordinating with Managers and Senior Associates in U.S for daily work flow and status, delegating the work to team members and completion of work from India.
- Preparation of Fund work (Richman and NEF) –Prepare investment workbook, equity reconciliations and compare financial statements with fund reports. Also had worked and lead a Team of National Equity fund.
- Involved in Classroom Training for the Employees on the Accounting concepts and also the process to be adhered in the preparation of financial statements.
- Performing analysis like Completeness testing, Journal Entry (JE) testing, MUS Sampling, GAP testing, Bedford’s analysis, Investment testing, Capital testing, Purchase & Sales testing, Dividend & Income testing, Cash Testing, Fixed Asset Testing through using IDEA software and TeamMate Analytics.
- Accounting reconciliation and analysis of financial data and posting entries.
- Performing testing OTPS and visits for Medicare and Medicaid Audits and updating and finalizing details into Cost reports using Compu Max (HFS) and AHCF software.
- Attended Planning meeting with US engagement team to assess the workload and to work and train staffs to perform test work.
- Coordinating with US Senior Managers regarding the progress of work and for the upcoming new assignments.
- Conversion of PDF to excel for General Ledgers, AR reports, AP listing and also other reports.
Education
CMA (Inter) -
Institute of Cost Accounting of India
M. Com - undefined
University of Madras
B. Com - undefined
Madras Christian College
01.2011
Sri Sankara Matriculation Sr. Sec. School - undefined
01.2008
Sri Sankara Matriculation Sr. Sec. School - undefined
01.2006
Skills
- Experienced with MS Office applications
- Tally ERP proficiency
Languages known
Tamil
English
Hindi
Basic German
Extra-Curricular Activities
Involved in Departmental activities in college. Worked as an Intern in Indian Overseas Bank for the period of one month.
Summary
- Good communication and interpersonal skills
- Good team player
- Good at teaching and possess excellent analysis skills.
- Active listener
- Discharge duties with sincerity and high level of integrity
Timeline
Assistant Manager
TCB Accounting Services PVT LTD
10.2024 - Current
Audit Assistant Manager
TCB Accounting Services Private Ltd
10.2024 - Current
Audit Manager
CRSP Connect Pvt. Ltd
10.2023 - 09.2024
Deputy Manager
Bahwan Cybertek
11.2021 - 10.2023
Team Leader
Cohnreznick Professional Service Pvt Ltd.
11.2011 - 11.2021
M. Com - undefined
University of Madras
B. Com - undefined
Madras Christian College
Sri Sankara Matriculation Sr. Sec. School - undefined
Sri Sankara Matriculation Sr. Sec. School - undefined
CMA (Inter) -
Institute of Cost Accounting of India