Sai Krishna Patro Chinnari
Srikakulam
Summary
Experienced in tax advisory, MIS reporting, statutory and tax audits, and MCA compliance. Completed CFA program, strengthening financial analytical skills. Proficient in derivatives for risk management and return enhancement, with solid knowledge of alternative investments and hedge funds. Committed to ethical standards set by ICAI and CFA while pursuing continuous professional development in technology and market dynamics.
Overview
9
9
years of professional experience
Work History
Associate
MGB Advisors private limited
Bengaluru
04.2024 - 09.2025
- Conducted pre-disbursement financial due diligence for funding proposals ranging from ₹60 Cr to ₹250 Cr, primarily for real estate developers and educational institutions.
- Performed post-disbursement fund monitoring to ensure adherence to investment mandates, including checks on fund routing, MSP and margin shortfalls.
- Assisted in internal audits of companies in the apparel industry, with focus on procurement processes and regulatory compliance.
- Supported monthly and annual compliance tasks under GST, Provident Fund (PF), and Professional Tax (Karnataka jurisdiction).
- Contributed to routine bookkeeping and monthly payroll processing
Audit Executive
Maheshwari & Associates
Bengaluru
12.2021 - 10.2022
- Conducted statutory audits for a diverse client base, ensuring compliance with Accounting Standards (AS) and Ind AS.
- Audited consolidated financial statements, verifying accuracy and regulatory adherence.
- Performed tax audits under the Income Tax Act, 1961 for companies, firms, and trusts.
- Provided tax advisory services to high-net-worth individuals (HNIs) for tax planning and liability optimization.
- Managed monthly and annual GST compliance for multiple entities across sectors.
- Prepared and analyzed MIS reports to assist client management in strategic decision-making.
- Ensured compliance with regulatory filings including DPT-3 and Foreign Liabilities and Assets (FLA) under the Companies Act, 2013.
Internship Trainer
Maheshwari & Associates
Bengaluru
02.2017 - 03.2020
- Assisted in statutory audits by performing vouching, ledger reconciliations, and documenting key audit observations.
- Prepared MIS reports for clients across various industries to support financial analysis and reporting.
- Supported statutory compliance processes under GST, Income Tax, FEMA, and RBI regulations.
- Conducted data analysis for financial reporting, audit support, and regulatory compliance.
Education
Pass 3 Levels of CFA -
Chartered Financial Analyst Institute
USA09-2023
Chartered Accountant (CA) -
Institute of Chartered Accountants of India
05-2023
CMA Finalist (ICWAI) -
Institute of Cost Accountants of India
India12-2016
Skills
- Financial due diligence
- Finance And Auditing
- Fund Management
- MIS Reporting
- Tax Advisory
- Regulatory adherence
- Tally ERP
- Excel
- Winman For Direct Tax
- OCTA Software For GST
- Zoho books
Languages Known
Telugu
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Odiya
Advanced (C1)
C1
kannada
Intermediate (B1)
B1
Accomplishments
- Secured All India Rank 34 in CMA Intermediate examination
Timeline
Associate
MGB Advisors private limited
04.2024 - 09.2025
Audit Executive
Maheshwari & Associates
12.2021 - 10.2022
Internship Trainer
Maheshwari & Associates
02.2017 - 03.2020
Pass 3 Levels of CFA -
Chartered Financial Analyst Institute
Chartered Accountant (CA) -
Institute of Chartered Accountants of India
CMA Finalist (ICWAI) -
Institute of Cost Accountants of India
Similar Profiles
Shoeb KhanShoeb Khan
Senior Manager - Human Resources at MGB Resources Private LimitedSenior Manager - Human Resources at MGB Resources Private Limited
Himani OzaHimani Oza
HR Associate at MGB AdvisorsHR Associate at MGB Advisors
Aditya GargAditya Garg
Accounts Executive at Right Advisors Private LimitedAccounts Executive at Right Advisors Private Limited
Indira P VIndira P V
Accountant - Incharge Managing Director at Mitraa- Super Market / Aditya GroceriesAccountant - Incharge Managing Director at Mitraa- Super Market / Aditya Groceries
SARAN KUMAR BYSANISARAN KUMAR BYSANI
Associate Developer at NetscribesAssociate Developer at Netscribes