Namita Bhalla
Gurgaon
Summary
Experienced in conducting comprehensive audits in Investment Management, including private equity, mutual funds, and investment funds. Leading and developing high-performance teams to provide expert advice to clients, enabling them to achieve greater efficiencies through the implementation of innovative methodologies and cutting-edge technologies. Transforming traditional auditing practices into value-adding services, dedicated to delivering exceptional results and exceeding client expectations.
Overview
13
13
years of professional experience
Work History
Audit Senior Manager
Deloitte & Touche, LLP
06.2022 - Current
- Leading Scottish Investment Funds audit of Glasgow and Edinbrugh clients ensuring successful end to end delivery of UK SORP and IFRS based audits.
- Leading the audit integration with Irish and South Africa member firms.
- Leading a cluster of professionals and implementing leadership decisions and representing the cluster professionals in year end talent discussions.
- Participating in the audit bidding process for new prospective clients.
- Performing practice reviews at firm wide level and discussing audit findings with the National review panel for the selected audits under review.
Audit Manager
Deloitte & Touche, LLP
06.2018 - 05.2022
- Leading and managing end to end Private Equity audits of one of the largest PE firm based in Jersey, Channel Islands.
- Providing audit clearance to the client once signed by the Engagement Partner.
- Part of the recruitment panel of Deloitte USI and interviewing campus hires and lateral hires from across locations for all USI offices.
- Part of the Audit Transformation team to strategise implementation of audit tools and technology for delivering efficient audits.
Audit Senior
Deloitte & Touche, LLP
07.2015 - 06.2018
- Performing and supervising the audit assignments in accordance with the United States Generally Accepted Accounting (US GAAP) by organizing, structuring and planning various tasks in an efficient manner in order to ensure that the expectations are met and that the client complies with the regulatory requirements of SEC, PCAOB, AICPA etc.
- Demonstrating specialized knowledge of Mutual Funds in order to interpret and apply the applicable accounting treatment and auditing methodologies.
- Led Audit Process Excellence (APEX) program and brought process efficiencies at each key audit process workflow.
Audit Senior Assistant
Deloitte & Touche, LLP
06.2013 - 08.2015
- Performing financial statement audits for Investment Management clients.
Assistant Manager
Neuerth Group of Companies
06.2012 - 06.2013
- Preparation of in-house financials for the group companies as per company law. Liaising with the statutory auditors at various locations (Bangalore, Singapore, Cyprus) for finalization of financials and swift closure of audit.
Education
Chartered Accountancy -
ICAI
05-2012
B.Com. (Honours) -
Jesus & Mary College
07-2009
Contact
bhalla.namita@gmail.com, 9871217987
Personal Information
Date of Birth: 09/11/88
Timeline
Audit Senior Manager
Deloitte & Touche, LLP
06.2022 - Current
Audit Manager
Deloitte & Touche, LLP
06.2018 - 05.2022
Audit Senior
Deloitte & Touche, LLP
07.2015 - 06.2018
Audit Senior Assistant
Deloitte & Touche, LLP
06.2013 - 08.2015
Assistant Manager
Neuerth Group of Companies
06.2012 - 06.2013
Chartered Accountancy -
ICAI
B.Com. (Honours) -
Jesus & Mary College
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