Summary
Overview
Work History
Education
Skills
Languages Known
Accomplishments
Timeline
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Sai Krishna Patro Chinnari

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
USA
09-2023

Chartered Accountant (CA) -

Institute of Chartered Accountants of India
05-2023

CMA Finalist (ICWAI) -

Institute of Cost Accountants of India
India
12-2016

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

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Sai Krishna Patro Chinnari