Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
Generic

GAUTAM TAGRA

Summary

Performance driven, Insightful Chartered Accountant, meeting deadlines in high pressure environment, thrives on gaining new skills with focus on constant learning. Resourceful Senior Associate known for high productivity and efficient task completion. Possess specialized skills in project management, financial analysis, and client relationship building. Excel in time management, teamwork, and adaptive thinking which significantly contribute to achieving organizational goals.

Overview

10
10
years of professional experience

Work History

Senior Associate 2- Assurance

PricewaterhouseCoopers (PwC)
09.2021 - 07.2024
  • Review the financial statement and verify the supporting documents against the testing performed for each FSLIs in accordance with client SOPs and US GAAP/IFRS.
  • Performed test of controls and test of details on various line items of financial statements. This involved comprehending policies, audit procedures, and evaluating qualitative elements.
  • Leading through Planning, Execution, and Completion stages of Audit Engagements and coordinating with partners to meet various milestones of the audit.
  • Conduct Walkthrough process with the clients at the planning stage to understand and verify the control operating effectiveness.
  • Determined materiality, assessing risk, understanding the entity and its environment, and conducting fraud risk assessment.
  • Lead client communication calls with multinational teams on getting audit queries resolved.
  • Finalization assertions and level of risk for different FSLIs.
  • Identifying and assessing the ROMM as per ISA 315.
  • Audited the SOX compliances adhered by the companies and ICFR to assess the financial risk.
  • Conduct Enterprise Risk Management process to assess the high-risk areas.
  • Proactively discuss audit procedures with the Engagement teams, allocating right resources (wherever needed) to work and monitor performance against standards by performing continuous reviews.
  • Mentor a team of seniors and associates, and train them to deliver high-quality, industry-specific work on time and within the time estimates made and agreed upon with the engagement teams.
  • Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.

Manager - Internal Audit

HDFC Bank Ltd.
02.2024 - 06.2024
  • Conducted Internal audits of: - Retail branches, Wholesale banking operations, Gold Loan Operations, Sustainable Livelihood Initiative (SLI) Operations of the bank
  • Develop suggestions for process efficiencies and control improvement.
  • Monitored internal controls are operated effectively by the auditing branches.
  • Monitored FEMA and RBI policy followed by the Bank and Forex Guidelines issued by the controlling authority.
  • Analyze and evaluate the risk and controls of the bank's branches according to data analysis, and prepare a report on the basis of risk identified.
  • Prepared detailed reports on audit findings, analyzed and verified annual reports.

Accounts/ Finance Manager

IFL Housing Finance Limited
02.2024 - 02.2024
  • Reviewed and monitored all the accounts, including branches of the company, along with statutory compliances such as direct and indirect taxation, including GST Returns, TDS Returns, and other taxation matters.
  • Review compliances of NHB guidelines.
  • Managed the company's Loan Portfolio by organizing it on a state and branch basis
  • Prepared MIS reports as requested by Management
  • Prepared monthly EMI/PEMI data and followed up on them
  • Scheduled and organized preparation of monthly CIBIL data.
  • Ensured compliance with Provident Fund and ESIC rules.
  • Maintained Books of accounts in accordance with Indian AS
  • Prepared projections statements of the company.
  • Prepared SOPs of each departments and risk identified for each area of the company.

Manager- Inspection & Audit

Induslnd Bank
06.2021 - 09.2021
  • Conduct internal audit of retail branches of bank.
  • Evaluate the controls and accordingly analyze the operating effectiveness of the Bank's branches.

Articled Assistant

SARVAM & Associate, Delhi
10.2014 - 10.2017
  • Audit Related Work: Statutory Audit: Ensured that the financial statements comply with the relevant legislation, the GAAP and professional pronouncements of the ICAI and provided strategic recommendations for operational improvements
  • Finalization of Annual Reports including Auditor's Report & CARO
  • Verifying the expenses and incomes by selecting the samples
  • Internal Audit: Process Analysis of Accounting, Raw Material Procurement & Disbursement Process
  • Performed other substantive procedures on various FS areas viz
  • PPE, depreciation, payroll, other expenses, cash and cash equivalents
  • Prepared and analyzed ageing of trade receivables and payables.

Education

Chartered Accountant -

ICAI
11.2017

Bachelor of Business Administration (BBA) -

GJU, Hisar
05.2015

Skills

  • US GAAP
  • Communication
  • Internal Audit
  • Internal Controls
  • Data Analytics
  • Leadership
  • MS Office
  • Finance

Languages

English
First Language
Hindi
Proficient (C2)
C2

Affiliations

  • CSR activities.
  • Played state level cricket tournament.
  • Travels and listen music.

Timeline

Manager - Internal Audit

HDFC Bank Ltd.
02.2024 - 06.2024

Accounts/ Finance Manager

IFL Housing Finance Limited
02.2024 - 02.2024

Senior Associate 2- Assurance

PricewaterhouseCoopers (PwC)
09.2021 - 07.2024

Manager- Inspection & Audit

Induslnd Bank
06.2021 - 09.2021

Articled Assistant

SARVAM & Associate, Delhi
10.2014 - 10.2017

Chartered Accountant -

ICAI

Bachelor of Business Administration (BBA) -

GJU, Hisar

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GAUTAM TAGRA