Staff level 2
Withum smith brown
- Part of audit team in conducting the audit of Real Estate commercial Companies based on the Guidelines laid
- Managed end-to-end audit processes and served as the InCharge role for some engagements
- Worked on majority of planning section and getting confirmations for cash, debt and equity
- Prepared balance sheet, income statement, cash flow statement and statement of equity as per US GAAP
- Performing the auditing procedures in accordance with firm standards and in accurate, thorough and timely manner
- Accounting reconciliation and analysis of financial data and proposing journal entries
- Prepared audit work papers that are informative, indexed, cross referenced and can be easily understood and explained
- Also was Part of EBP Audit Team and worked on the Audit of 401K plans (Defined Contribution plans) and some defined benefit plans.
- Managed end-to-end audit processes and served as the InCharge for some EBP engagements.
- Worked on planning and execution of all the audit area of Employee Benefit Plans in conformity with US GAAP, Department of Labor and ERISA rules and CARES Act
- Majorly worked on Limited scope audits starting from planning, sample selections based on eligibility criteria for testing and performing testing on timeliness, rollover, loans, distribution, contribution along with Investment analytics
- Performed reviews of ERISA Annual Financial statements and Form 5500 to ensure they are accurately stated
- Drafted Financial Statement and Audit reports
- Pulled in reports from TPA website like ADP Retirement services, etc
- Helped in transitioning the ERISA clients from newly merged firm to withum way
- Helped in transitioning the ERISA client from CCH to Onpoint caseware
- Worked directly with US counter parts
- Training and mentorship: successfully trained new joiners, aiding in their development and onboarding.
