Shubham Agrawal
Deoria
Summary
Chartered Accountant with four years of professional experience, including three and a half years at a Big Four firm, and six months in the banking sector. Demonstrated expertise in statutory audits for clients across manufacturing and service industries, with a deep understanding of financial statements, internal controls, and industry-specific business models. Strong analytical and stakeholder management skills developed through direct collaboration with CXO-level executives. Now seeking to transition into a Financial Planning & Analysis or Investment Management role, leveraging a foundation in financial reporting, a keen interest in valuation and forecasting, and a working knowledge of the banking domain.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Associate
PwC
Gurgaon
11.2024 - 04.2025
- Conducted statutory audits for US manufacturing clients, ensuring regulatory compliance.
- Analyzed P&L trends and flagged anomalies to enhance client financial oversight.
- Executed ratio analysis and monthly closing checks to assess operational risks.
- Collaborated with CXOs and finance teams to improve understanding of revenue models and budgeting practices.
Senior Executive
Ernst & Young
Mumbai
01.2024 - 10.2024
- Executed statutory audits for Power and Ports Industries, ensuring regulatory compliance.
- Conducted risk-based audits to assess internal controls, legal compliance, and financial accuracy.
- Reviewed client data for accuracy and completeness according to Generally Accepted Accounting Principles.
- Developed policies and procedures to enhance internal control frameworks.
- Performed variance analysis to identify discrepancies and recommend corrective actions.
Assistant Manager
Deloitte Haskins & Sells LLP
Mumbai
01.2022 - 12.2023
- Conducted statutory audits for entities including Schreiber Dynamix Dairies and Celio Future Fashion.
- Analyzed business processes to determine nature, timing, and extent of audit procedures.
- Performed walkthroughs and control testing for comprehensive understanding of business processes.
- Prepared essential reports such as Audit report, CARO report, and IFCoFR report.
- Executed ageing analysis of receivables and payables for financial accuracy.
- Scrutinized operating expenses in Profit & Loss account for compliance.
- Assisted with preparation of audit working papers by gathering supporting documentation.
Credit Manager
ICICI Bank
Dehradun
05.2021 - 12.2021
- Reviewed and analyzed financial statements of potential borrowers to determine credit worthiness.
- Assessed loan requests for accuracy, completeness and conformance with established lending guidelines.
- Performed due diligence on new applicants by verifying income, assets and liabilities through public records.
- Conducted detailed analysis of customers' liquidity, capital structure, borrowing capacity and debt serviceability.
- Evaluated the performance of existing customers by analyzing their past repayment behavior as well as current account status.
Paid Intern
Dilip Khetan & Company
Gorakhpur
06.2018 - 03.2021
- Assisted in the preparation of monthly financial statements and reports.
- Maintained the general ledger system to ensure accurate recording of all transactions.
- Reconciled bank accounts on monthly basis.
Articleship Trainee
Dilip Khetan & Company
Gorakhpur
04.2015 - 05.2018
- Assisted in the preparation of income tax returns for individuals and businesses.
- Conducted bank audit of branches of nationalized, co-operative and RRBs involving work related to NPAs, LFAR Report, TDS compliance, term loan & cash credit accounts as per rules and regulations framed by RBI, NABARD & Banking regulation act
- Provided guidance to clients on tax planning strategies and business decisions.
Education
Chartered Accountant - Accounts & Finance
ICAI, Delhi Chapter
11.2020
LLB - Law
Deen Dayal Upadhyaya College, Gorakhpur University
Gorakhpur06.2020
B.Com - Accounts & Commerce
Deen Dayal Upadhyaya College, Gorakhpur University
Gorakhpur06.2016
Skills
- Financial Management
- Customer Relations
- Team Motivation
- Task Delegation
Certification
- DISA (ICAI) – Pursuing: Completed training; examination pending
- Enhancing understanding of Information Systems Audit, IT Risk Management, and Regulatory Compliance
Extracurricular Activities
Reading annual reports and doing & managing investments as a retail individual investor through analysis of financials.
Timeline
Senior Associate
PwC
11.2024 - 04.2025
Senior Executive
Ernst & Young
01.2024 - 10.2024
Assistant Manager
Deloitte Haskins & Sells LLP
01.2022 - 12.2023
Credit Manager
ICICI Bank
05.2021 - 12.2021
Paid Intern
Dilip Khetan & Company
06.2018 - 03.2021
Articleship Trainee
Dilip Khetan & Company
04.2015 - 05.2018
Chartered Accountant - Accounts & Finance
ICAI, Delhi Chapter
LLB - Law
Deen Dayal Upadhyaya College, Gorakhpur University
B.Com - Accounts & Commerce
Deen Dayal Upadhyaya College, Gorakhpur University
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