Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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SAGAR PANDYA

SAGAR PANDYA

Chartered Accountant
Bengaluru

Summary

A qualified Chartered Accountant with 6 years of diverse experience across controllership , audit and financial management, currently part of the Global Business Services division at Caterpillar. Demonstrated expertise in financial reporting under IFRS, USGAAP and Ind AS managing statutory audits, and strengthening internal controls. Known for delivering data-driven financial insights, enabling strategic decision-making and operational efficiency. Strong command over budgeting, forecasting, and variance analysis, with a keen understanding of business finance and cross-functional collaboration. Well-positioned to contribute to dynamic finance functions requiring analytical rigor, governance, and strategic foresight.

Overview

5
5
years of professional experience
2
2
Languages

Work History

Senior Accountant

Caterpillar
07.2023 - Current
  • Prepared financial statements in accordance with IFRS, USGAAP and Indian GAAP, ensuring accuracy, compliance, and timely reporting across multiple entities.
  • Led month-end and quarter-end closing activities, including journal entries, accruals, reconciliations, and variance analysis to ensure completeness and integrity of financial data.
  • Collaborated with external auditors to facilitate smooth audit execution, proactively resolving audit queries and strengthening internal control frameworks.
  • Supported the development of board presentations and management reports, delivering actionable insights on financial performance, forecasts, and strategic initiatives.
  • Ensured compliance with statutory and regulatory requirements, including direct and indirect tax laws, financial regulations, and corporate governance standards.
  • Coordinated with cross-functional teams to gather, reconcile, and validate financial data for accurate reporting and timely audit closure.
  • Managed corporate restructuring assignments, including mergers, de-mergers, and entity rationalization, ensuring financial and legal alignment.
  • Assisted in the preparation and filing of GST, TDS, Income Tax, and Transfer Pricing documentation, maintaining compliance and minimizing tax risks.
  • Prepared segment-wise financial reporting and analysis to support business unit performance reviews and strategic decision-making.
  • Contributed to budgeting and forecasting and conducted financial analysis to identify cost optimization opportunities, improve operational efficiency, and support investment decisions.
  • Participated in internal control evaluations and process improvements to enhance financial governance and mitigate risk.
  • Supervised and mentored a team of 3–5 finance professionals, driving performance, accountability, and continuous development.

Assistant Manager (Audit & Assurance)

KPMG (BSR & Co. LLP)
05.2021 - 07.2023
  • Led statutory audits for public and private companies governed under Ind AS (converged IFRS), ensuring compliance with financial reporting standards and regulatory requirements.
  • Reviewed and validated key financial areas including revenue recognition, market incentives, inventory valuation, lease accounting, procurement, payroll, borrowings, fixed assets (PPE), and working capital components.
  • Assessed financial statement disclosures for completeness and alignment with statutory and regulatory frameworks.
  • Executed Internal Control over Financial Reporting (ICFR) and SOX control testing, identifying control gaps and recommending process improvements to enhance operational efficiency and compliance.
  • Collaborated with clients and senior stakeholders to resolve complex accounting and reporting issues, ensuring accurate financial outcomes and audit readiness.
  • Prepared key deliverables including audit findings reports, letters of representation, and final audit documentation for presentation to senior management and audit committees.
  • Conducted performance analysis of key financial metrics (e.g., revenue, margins, profitability) to support reporting to engagement leaders and inform strategic decision-making.
  • Supervised and coordinated audit teams of 7–12 professionals, providing technical guidance and ensuring adherence to quality standards and timelines.
  • Gained exposure to financial operations and reporting structures of large-scale organizations across automotive, healthcare, and service sectors. Major clients included Tata Motors Limited, Roche Products (India) Private Limited, and ICRA Analytics Limited.

Assistant Manager (Audit & Assurance)

Pathak H.D & Associates LLP (Chaturvedi & Shah)
03.2020 - 05.2021
  • Worked with high-profile clients in Telecom, IT, and Service sectors, including Reliance Jio Infocomm Limited, Jio Digital Fibre Private Limited, and Jio Platforms Limited.
  • Managed statutory and tax audits for both public and private limited companies, ensuring compliance with regulatory standards and timely resolution of audit observations.
  • Filed income tax returns and assisted in assessment and reassessment proceedings under the Income Tax Act, 1961.

Education

Chartered Accountant - CA

ICAI
01-2019

B. Com -

Mumbai University
01-2015

Skills

  • Financial Reporting (IFRS, Ind AS, USGAAP)

  • Controllership & Month-End Closing

  • Budgeting, Forecasting & Variance Analysis (FP&A)

  • Management Reporting & MIS

  • Audit & Assurance (Statutory, Tax, Risk Reviews)

  • Power BI (Dashboards & Analytics) & Advanced Excel and Power point

  • SAP ERP (FI/CO)

Accomplishments

  • Automated parts of the audit and reporting process, improving efficiency and reducing manual effort at Caterpillar .
  • Recognized by way of "Rising Star" award at KPMG- Mumbai and "Best performer" award at Pathak H.D & Associates LLP-Mumbai

Timeline

Senior Accountant

Caterpillar
07.2023 - Current

Assistant Manager (Audit & Assurance)

KPMG (BSR & Co. LLP)
05.2021 - 07.2023

Assistant Manager (Audit & Assurance)

Pathak H.D & Associates LLP (Chaturvedi & Shah)
03.2020 - 05.2021

Chartered Accountant - CA

ICAI

B. Com -

Mumbai University

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SAGAR PANDYAChartered Accountant