Engagement Manager
RACHIT BANSAL
US Senior Auditor
Dehradun
Summary
Senior Associate with audit experience across NPO, government, and private-sector engagements. Leads financial statement analysis, audit testing, and binder preparation for areas such as cash, fixed assets, AP, loans, equity, revenue, and expenses. Coordinates client requests, confirms documentation, and supports GAAP and Single Audit compliance.
Overview
2
2
Languages
4
4
years of professional experience
Work History
Senior Associate
Elevate
01.2026 - 07.2026
- Managed audits for NPOs and commercial profit, ensuring compliance and accuracy in financial reporting.
- Engaged in multiple binder sections from planning workpapers through cash section, addressing fixed assets, accounts payable, loans and advances, equity, revenue, and expenses to support audit objectives.
- Compiled tax work papers for 990 tax return preparation using Lacerte software, facilitating timely and accurate filing.
Senior Consultant
Entigrity Pvt. Ltd
09.2022 - 01.2026
- Review and Analysis of the Financial Statements
- Preparation & review the engagement letter, materiality calculations, audit programs, various testing documents like Cash, AR, AP, FA, Revenue, Lease, Debt and legal expense etc, draft financial statements and PBC documents management
- Testing of Revenue, Grants Received, Fixed Assets and long-term liabilities
- Performed compliance testing for Non-Profit Organizations (NPOs) in accordance with Single Audit requirements.
- Executed testing for Revenue, Payroll, and Non-Payroll for NPO audits to ensure compliance and accuracy
- Worked on Different Testing In 401K Audit, like Distribution Testing, Contribution Testing, Eligibility Testing, Loan Receivable Testing
- Coordinated with CPAs and their clients to obtain confirmations and gather required audit documentation.
- Led a team of 3-4 members, coordinating tasks and priorities to meet client deadlines
- Allocation of work to the subordinates based on the priority of the client
- Prepared and reviewed audit reports, including Balance Sheet, Income Statement, Cashflow, and Notes, to provide stakeholders with comprehensive financial insights
- A company specializing in financial consultative services
Consultant
Ernst & Young
11.2021 - 04.2022
- Tracked costs and expenses against budget to identify discrepancies
- Authored detailed work plans to meet business priorities and deadlines
- Kept records of program and performance progress, education initiatives, and leadership
- Examined reports, processes, and documentation to comply with established internal procedures
- Compiled working papers, reports, and supporting documentation to substantiate audit findings
- A global leader in assurance, tax, transaction and advisory services
- A global leader in assurance, tax, transaction and advisory services
Articled Assistant
Rajat Aggarwal & Co
10.2016 - 05.2017
- Conducted audit engagements across diverse industries, including engineering, manufacturing, non-profit, and human resources
- Prepared working papers, reports, and supporting documentation to support audit findings
- Used accounting software to prepare weekly and monthly financial reports
- A firm providing audit and consultancy services
- A firm providing audit and consultancy services
Articled Assistant
Raj Garg & Associates
10.2016 - 05.2017
- Acquired in-depth knowledge of audit methodology, approach and tools to enhance audit processes
- Supported office administration and client communication to streamline auditors' workload management
- Utilized Excel to create and manage budgets and balance sheets, ensuring accurate financial reporting
- A consulting firm focused on financial services
- A consulting firm focused on financial services
Education
Master of Commerce - Accounting and Finance
Jain University
Bengaluru07-2024
Bachelor of Commerce - Accounting and Finance
IGNOU
Noida12-2018
CA Finalist - undefined
Institute of Chartered Accountant of India
New Delhi12-2021
Skills
Engagement management
Team supervision
Client communication
Audit quality review
Audit planning
Audit documentation
Risk assessment
Working papers
Internal control testing
Software
CCH Engagement
MS Teams
Suralink
MS Outlook
Sharefile
Interests
Hobbies, Listening to music, driving, and travelling
Timeline
Senior Associate
Elevate
01.2026 - 07.2026
Senior Consultant
Entigrity Pvt. Ltd
09.2022 - 01.2026
Consultant
Ernst & Young
11.2021 - 04.2022
Articled Assistant
Rajat Aggarwal & Co
10.2016 - 05.2017
Articled Assistant
Raj Garg & Associates
10.2016 - 05.2017
CA Finalist - undefined
Institute of Chartered Accountant of India
Bachelor of Commerce - Accounting and Finance
IGNOU
Master of Commerce - Accounting and Finance
Jain University