Purnima Batra
Auditor
GURUGRAM
Summary
- Accomplished auditor with over 10+years of experience delivering impactful external audit and accounting solutions.
- ACCA qualified with expertise in IFRS and US GAAP
- Renowned for exceptional communication, critical thinking, and business acumen.
- Proven expertise in successfully overseeing a wide range of US private and public engagements spanning diverse industries, consistently ensuring rigorous compliance with SOX 404 standards, and conducting thorough external audits.
- Previous roles at EY, both domestically and internationally, have cultivated a nuanced global perspective and refined adeptness in client interaction.
- Dedicated to nurturing a culture of ongoing enhancement and playing an active role in driving organizational success.
- Currently Based out of India (Haryana, Gurgaon). Available for relocation with notice.
Overview
11
11
years of professional experience
2
2
Languages
Work History
Manager Assurance
Ernst & Young LLP
11.2022 - Current
- Directed and supervised 10+ large and small audit engagements from US-west region across diverse industries as audit manager, managing mixed portfolio of private and public clients to ensure 100% regulatory compliance and promote culture of excellence
- Mentored and coached team of supervisors and staff members, resulting in 20% increase in efficiency and 20% reduction in audit completion time and appreciated by audit committee
- Demonstrated strong managerial skills in budgeting, resourcing, and planning for private audit engagements, optimizing resources and reducing costs by 15% through strategic suggestions such as removal of redundant procedures
- Demonstrated expertise in Sarbanes-Oxley (SOX) regulations, coupled with proficient identification of risks and meticulous testing of controls, ensuring thorough compliance and risk mitigation strategies within audit engagements
- Cultivated close client collaboration to assess audit outcomes, delivering strategic managerial insights that resulted in measurable performance improvements across all client engagements
- Skilled in assisting with preparation of fee proposals for new business opportunities, with capability to support partners in this process effectively
- Engaged in corporate social responsibility (CSR) initiatives, collaborating with company leadership on projects promoting women's empowerment and community welfare
- Involved in coordinating diverse health initiatives aimed at enhancing employee well-being and fostering a healthier workplace environment.
Assistant Manager /Senior Assurance Associate
Ernst & Young LLP
10.2016 - 11.2022
- Conducted comprehensive audits adhering to financial reporting standards for a diverse clientele, overseeing entire audit process from planning to execution and finalization
- Implemented various substantive tests to acquire adequate and pertinent audit evidence, compiled detailed reports, and effectively communicated findings and recommendations
- Assessed suitability of accounting policies and reasonableness of accounting estimates made by client management
- Collaborated closely with audit partners to address challenges such as opening balance discrepancies, ensuring seamless resolution
- Assisted in completion of SEC reporting by contributing to quarterly and year-end reporting processes.
Assurance Associate
Ernst & Young LLP
09.2013 - 10.2016
- Conducted comprehensive audit procedures across diverse industries, ensuring regulatory compliance and accuracy
- Utilized financial analysis to assess client organizations' financial health, providing actionable insights
- Maintained compliance with GAAP, IFRS, and SOX regulations, ensuring integrity of financial information
- Identified and mitigated risks through thorough risk assessments and strengthened internal controls
- Effective communication, teamwork, and adaptability facilitated successful audit outcomes and timely delivery.
Trainee
Ernst & Young Dallas
10.2015 - 04.2016
- Collaborated with Assurance EY Dallas to provide comprehensive assurance services to clients, focusing on ensuring financial integrity and regulatory compliance
- Conducted thorough testing of SOX 404 controls, meticulously assessing effectiveness and compiling detailed reports on audit findings
- Engaged closely with clients throughout reporting process, reviewing and analyzing financial statements during quarterly and year-end periods
- Partnered with onsite audit teams to facilitate integrated audits for major Retail and Manufacturing clients, with specific focus on key areas such as Revenue, Cash, and Accounts Payable
- Developed process flow diagrams and flow charts, conducting walkthrough to gain a deep understanding of multiple processes onsite
- Managed and coordinated resources from EY's offshore teams, effectively supporting engagements across United States.
Education
Association of Chartered Certified Accountants (ACCA), Qualified in 2022 - Accounting And Finance
Association of Chartered Certified Accountants
United KingdomPost Graduate Diploma in International Business Operations - Accounting And Finance
IGNOU
New DelhiBachelor of Commerce With Honors, - Accounting And Finance
Delhi University
New Delhi 01.2010 - 2013.04
Skills
- Seasoned experience servicing listed and major retail clients in the US, complemented by work with non-listed clientele
- Proficient in GAAP (Generally Accepted Accounting Principles), ensuring precise financial reporting
- Advanced proficiency in Microsoft Office Suite, particularly Excel, for streamlined data analysis
- Demonstrated leadership, taking initiative to cover workload gaps and inspire team members
- Results-oriented, meeting deadlines with meticulous attention to detail
- Strong interpersonal skills, fostering collaboration and cultivating positive working relationships
- Committed to continuous improvement, driving organizational success through process enhancement
Accomplishments
- Actively contributed to the Health and Wellness initiative of the firm, promoting employee well-being and fostering a healthy workplace culture.
- Assisted Directors in spearheading Corporate Social Responsibility (CSR) initiatives, aligning company values with community engagement efforts.
- Recipient of multiple awards for outstanding performance, recognized for dedication and contribution to organizational success.
- Played a key role in organizing various cultural events within the firm, fostering camaraderie and a positive work environment.
Personal Information
- Date of Birth: 08/02/92
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Timeline
Manager Assurance
Ernst & Young LLP
11.2022 - Current
Assistant Manager /Senior Assurance Associate
Ernst & Young LLP
10.2016 - 11.2022
Trainee
Ernst & Young Dallas
10.2015 - 04.2016
Assurance Associate
Ernst & Young LLP
09.2013 - 10.2016
Bachelor of Commerce With Honors, - Accounting And Finance
Delhi University
01.2010 - 2013.04
Association of Chartered Certified Accountants (ACCA), Qualified in 2022 - Accounting And Finance
Association of Chartered Certified Accountants
Post Graduate Diploma in International Business Operations - Accounting And Finance
IGNOU
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