Summary
Work History
Education
Skills
Accomplishments
Personal Information
Timeline
Generic
Shagun Goyal

Shagun Goyal

Chartered Accountant, CFA Level-I (USA)

Summary

Highly skilled and detail-oriented Audit Manager with over 10 years of experience leading comprehensive audit processes. Expertise in financial reporting, risk assessment, compliance, and internal control evaluation. Proven ability to develop and implement audit plans, conduct thorough investigations, and present findings to senior management and stakeholders. Strong leadership, strategic planning, and organizational skills honed throughout a successful career. Diligent trainer and mentor with exceptional management capabilities and a results-driven approach.

Work History

Manager

BDO
2 2024 - Current
  • Lead and executed end-to-end Statutory Audit of various International and Indian portfolio clients such as Genpact Group Entities (UK, Thailand & Egypt) Comviva Technologies (17 countries across globe), Smart Cube (UK), Agilent Technologies (Thailand), Mastech Digital (India), Studio Graphene (India), Health-plan Services Insurance Agency – Wipro Group (USA), Wipro Wear 4C (UK)
  • Worked in International and Indian environment both on and communicated with people across globe on daily basis
  • Managing Partners expectations in-routine regarding achieving High Margins/Recovery Rate over client and having operating effectiveness by closing assignments in timebound and pro-active manner
  • Managed team around 30-35 professionals for End-to-End Vertical of BDO Noida Office achieved maintaining zero percent attrition rate during my leadership and got multiple times appreciation from partner for this
  • Prepared various group client proposals with BDO senior partner for client-pitching
  • Conducted audit in view of IFRS, Ind-AS and US-GAAP, wherever required
  • Compared efficiency of procedures for audit performed across different clients and suggested ideas for improvement, Performed multi-tasking, and provided training on the job on various Soft skills, FSA, Hub-Spoc Model
  • Assisted with managing client engagement staffing, billings/collections, and ensured client profitability targets are met.

Senior

Ernst & Young
09.2024 - 12.2024
  • Analyzing financial statements and performance of Statutory Audit through Data Analytics using EY Helix
  • Review of Primary Substantive Procedures, Test of Controls, Test of Details and Validation of financial statements
  • Working on major portfolios and delivered best quality work mainly for France, London and Luxembourg clients
  • Solely Responsible for end to end Audit for “Procure to Pay” process for large engagements such as Cortx Holdings Limited, Boxclever UK Limited and Eaton Corporation PLC
  • Mutual funds, NAV calculations, Ratio Analysis
  • Core Banking Software - Finacle and Flexcube.

Executive

Raj K Aggarwal & Associates
07.2024 - 08.2024
  • Finalization of books and preparation of financial statements as per Schedule III of Companies Act, 2013
  • Examination of financial statements, compliances with CARO, 2016 during providing audit and assurance services
  • Analytical review based on ratio and trends analysis.

Executive and Intern

CJS Nanda & Associates
12.2024 - 07.2024
  • Handling TDS filing and preparation of computation of income
  • Assessment of projects for feasibility and P&L impact and Handling Financial Planning & Analysis
  • Assessment of Banks' Capabilities to administer loans, lending strategies used and potential risks in arrangement
  • Calculation of Drawing Power, Scrutiny of Various Items of Financial Statements and Identification of Non-Performing Assets, Detecting Revenue Leakages, Checking of Pre-sanction & Post-Sanction compliances.

Education

CA Final -

ICAI

CFA Level 1 - undefined

CFA Institute

B. Com (Hons.) - undefined

SOL, DU

Skills

    MS Office suite - Excel, Word, PowerPoint etc

    EY working software - EY Helix and EY Canvas

    Data Analytics

    Global Audit Methodology

    Tally ERP Solution & Web-e-Tax Software

    Comfortable with Numerical Data

  • Team Leadership
  • Performance Management

Accomplishments

  • 82 % marks in Strategic Financial Management in CA Final.
  • 80 % marks in Advanced Accounting in CA IPCC.
  • Speaker for seminars & training programs conducted in the firm.

Personal Information

  • Date of Birth: 03/06/94
  • Marital Status: Single

Timeline

Executive and Intern

CJS Nanda & Associates
12.2024 - 07.2024

Senior

Ernst & Young
09.2024 - 12.2024

Executive

Raj K Aggarwal & Associates
07.2024 - 08.2024

Manager

BDO
2 2024 - Current

CA Final -

ICAI

CFA Level 1 - undefined

CFA Institute

B. Com (Hons.) - undefined

SOL, DU
Shagun GoyalChartered Accountant, CFA Level-I (USA)