Rocky Kajla
New Delhi
Summary
A Chartered Accountant and CFA Level II passed candidate, with strong interest in Due Diligence, actively seeking an opportunity to build and apply my skills in this dynamic field.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Audit Senior Assistant
Deloitte & Touche AERS India Pvt. Ltd.
Gurugram
10.2024 - Current
- Contributed to audits of fintech-blockchain & digital asset clients.
- Conducted substantive testing on digital assets, partners' capital, term loans, and cash accounts.
- Performed analytical procedures for various funds, documenting year-on-year balance fluctuations.
- Executed guided risk assessments while evaluating internal controls for significant accounts.
- Participated in client walkthrough meetings, preparing detailed minutes for reference.
- Collaborated with seniors and managers to communicate audit findings and meet deadlines.
- Engaged in internal training to enhance audit skills and improve industry knowledge.
Associate - US Tax
SKRK & Associates
New Delhi
07.2021 - 03.2024
- Prepared and reviewed over 50 tax returns (1120, 1120-S, 1065), including Schedules K-1, 4562, 4797, and 8990, ensuring compliance with federal regulations.
- Managed accounting for over 10 businesses using QuickBooks, Zoho Books, and Excel, integrating payroll reports, state taxes, and 1099s to ensure accurate financial records.
Industrial Trainee - Asset Wealth Management
JPMorgan Chase & Co.
Bengaluru
07.2018 - 07.2019
- Supported Quality Assurance over Financial Reports submitted to US regulators (SEC, FRB & OCC).
- Prepared Standard Operating Procedures (SOPs) to enable team members to efficiently execute quality assurance processes.
- Applied data analytics techniques to analyze source data, validating data elements for accuracy, relevance, and completeness.
- Continuously engaged in stakeholder engagements, providing valuable support and insights into project reports.
Articled Assistant
J.C Bhalla & Co.
Noida
07.2016 - 06.2018
- Performed statutory audits, tax audits and limited reviews of listed and unlisted companies and trusts.
- Prepared and filed various income tax returns and tax audit reports.
- Led the group certification process of life insurance claims, ensuring
accuracy and compliance with regulations. - Prepared CARO report, and examined compliance with statutory dues.
- Analysis of Financial Statements as per Ind AS.
Education
ICAI
01-2024
CFA Institute (US)
B.Com (Hons) - Finance And Accounting
Delhi University
High School (CBSE) -
Army Public School, Devlali
MaharashtraSkills
- Interpersonal skills
- Attention to detail
- Analytical skills
- Advanced MS Excel
- Basic Bloomberg Terminal
Certification
- Financial Modeling & Valuation Analyst (by Corporate Financial Institute)
- Financial Due Diligence (by CA Monk)
Timeline
Audit Senior Assistant
Deloitte & Touche AERS India Pvt. Ltd.
10.2024 - Current
Associate - US Tax
SKRK & Associates
07.2021 - 03.2024
Industrial Trainee - Asset Wealth Management
JPMorgan Chase & Co.
07.2018 - 07.2019
Articled Assistant
J.C Bhalla & Co.
07.2016 - 06.2018
ICAI
CFA Institute (US)
B.Com (Hons) - Finance And Accounting
Delhi University
High School (CBSE) -
Army Public School, Devlali
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