Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Languages
Timeline
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Naveen Kumar Reddy Yadiki

Naveen Kumar Reddy Yadiki

Kadapa

Summary

Accomplished Chartered Accountant with a strong focus on US External Audit, and expertise in Indian direct and indirect taxation. Dedicated to continuous professional development and knowledge sharing, fostering a collaborative team environment. Demonstrated leadership in planning and executing a variety of audit assignments, leveraging adaptability and strategic problem-solving skills. Recognized for optimizing processes to enhance team efficiency and drive project success. A proactive communicator with a results-oriented mindset, skilled in building and maintaining client relationships while ensuring compliance with quality standards and timelines.

Overview

9
9
years of professional experience

Work History

Senior Associate

PwC SDC Kolkata Private limited
Hyderabad
05.2022 - Current
  • Delivered assurance services to PwC clients in the United States, conducting external audits within the Financial Services sector—specifically Insurance—while adhering to PCAOB and AICPA standards. Also assisted with Agreed-Upon Procedures (AUP) and Derivatives Use Plan (DUP).
  • Led planning, walkthroughs, control testing, and substantive testing for the Investment (Derivatives) line item, ensuring data integrity and reconciling broker and analyst information with contractual agreements.
  • Conducted thorough reviews of financial statements and disclosures against supporting documentation, including comprehensive financial statement tie-outs.
  • Executed sample selection and testing based on materiality levels, utilizing various audit methodologies such as Target Testing and Accept-Reject methods.
  • Managed a team of 8 associates, overseeing task allocation, performing quality reviews, and ensuring timely project delivery.
  • Maintained effective communication with clients and engagement teams, providing regular updates on project status and addressing upcoming commitments.

Senior Audit Assistant

M/S Mohan Sampath and Janardhana
Kadapa
09.2018 - 04.2022
  • Expertise gained in auditing and regulatory registrations for various entities
  • Facilitated acquisition of crucial tax approvals for nonprofit organizations.
  • Secured increased donations, fulfilling organizational objectives.
  • Ensured meticulous compliance in tax and GST auditing for high-turnover clients.
  • Handled tax authority inquiries to maintain transparency.
  • Executed in-depth assessments of Provident Fund Trusts.
  • Expertly facilitated diverse types of business registrations, enhancing client operation efficiency.

Articled Assistant

Mohan Sampath and Janardhana
Kadapa
08.2015 - 08.2018
  • Directed statutory audits for companies in diverse sectors, including banks.
  • Analyzed financial documents to ensure proper adherence to regulatory requirements.
  • Ensured accurate compliance with TDS provisions.
  • Executed physical asset audits and finalized accounts for varied business entities.
  • Drafted critical regulatory documents like Forms 3CA, 3CB, 3CD, 10BB, 15CA, and CB.
  • Managed comprehensive tax return filings for diverse clients.
  • Planned and executed audit procedures strategically.

Education

CA Final -

The Institute of Chartered Accountants of India
Chennai
11.2021

B.Com - Commerce

Sri Venkateswara University
Tirupati
01.2019

CA (IPCC) -

The Institute of Chartered Accountants of India
Chennai
05-2015

CA (CPT) -

The Institute of Chartered Accountants of India
Chennai
12.2012

Intermediate -

Sri Chaitanya Children's Academy Jr.College
Kadapa
03-2011

S.S.C -

Oxford High School
Kadapa
04-2009

Skills

  • Working knowledge in business application software, such as MS Office, Winman, etc
  • Working knowledge of financial packages, like Tally,

Affiliations

  • Member of Student’s Committee(SICASA)
  • Participated in various Blood Donation Camps
  • Interested in Watching Movies

Accomplishments

  • Recognized with Extra Miler Award for consistently delivering exceptional quality service, thereby ensuring a positive impact on the clients.

Languages

Telugu
First Language
Hindi
Advanced (C1)
C1
English
Advanced (C1)
C1

Timeline

Senior Associate

PwC SDC Kolkata Private limited
05.2022 - Current

Senior Audit Assistant

M/S Mohan Sampath and Janardhana
09.2018 - 04.2022

Articled Assistant

Mohan Sampath and Janardhana
08.2015 - 08.2018

CA Final -

The Institute of Chartered Accountants of India

B.Com - Commerce

Sri Venkateswara University

CA (IPCC) -

The Institute of Chartered Accountants of India

CA (CPT) -

The Institute of Chartered Accountants of India

Intermediate -

Sri Chaitanya Children's Academy Jr.College

S.S.C -

Oxford High School
Naveen Kumar Reddy Yadiki