Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

Sushmita Mehta

Bangalore

Summary

Rich experience in offshore auditing, skilled and meticulous with good attention to detail and ability to perform complex audit and accounting reviews. A visionary, acting ahead and prepared at all times to meet contingencies and challenges. Exceptional skill in people management, in mentoring and coaching professionals. A collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture.

Overview

16
16
years of professional experience

Work History

Associate Director

KPMG Global Delivery Center
08.2015 - 04.2023
  • As Business Unit Account Manager, building relationships with counterparts in US firm and putting efforts in increasing business for firm, managing quality related escalations and taking corrective actions
  • Leading Quality team pan firm, that is responsible for independent reviews, compliance with policies, improvement analysis and implement action items
  • Analyzing impacts of regulatory changes on operations and developed mitigation plans
  • Interacting with Business Heads and US Partner (Liaison), brainstorming on how to improve quality, focus areas and skill development of professional across the firm
  • Strategizing and providing key inputs related to quality and risk related matters of the firm
  • Enabling process improvements
  • Engaging in planning and execution of new services and procedures
  • As part of Innovation initiative at firm, engaging in activities that build the culture of innovation
  • As part of Asset Management Team, focusing on Hedge Fund/Private Equity/Venture Capital primarily - Reviewing work papers which record and summarize audit procedures and performed and ensure that working paper files have approved firm guidelines
  • Responsible for industry development, incremental business from small hedge fund industry in U.S. and technical knowledge improvement of professionals
  • Led committee for women at KGDC for Financial Year 2016, designated as Co-President for the committee. Gained exposure through liaising with Partners in U.S. who are part of the committee in U.S firm

Manager

PricewaterhouseCoopers Service Delivery Center (Kolkata) Private Limited, PricewaterhouseCoopers Pvt. Ltd
12.2008 - 08.2015
  • Worked as project lead in managing offshore resources involved in performing audit outsourcing job for Investment Management clients for PwC Canada that adopts Canadian GAAP to present its financials
  • Conducted audits of various large Investment Management clients established in Canada which follows Canadian GAAP as their accounting standard, governed by OSFI, review of work performed by team members and relationship management with clients
  • Allocation of work, coaching, coordination of work performed by team members and monitoring utilization of team members
  • As part of the Learning & Development team, engaged in monitoring training records and identifying training requirements for the Financial Services group
  • Conducted various presentations on client visits outlining various financial services provided by teams including mutual funds and hedge funds
  • Responsible for business development and was able to increase client base for Financial Services for PwC SDC

Financial Analyst

Ospak International Pvt. Ltd
09.2007 - 12.2008
  • Involved in preparing events report for listed pharmaceutical companies in US
  • Successfully carried out fundamental research on companies listed in NASDAQ and NYSE and prepared Events Report for pharmaceutical companies
  • Instrumental in studying as well as assessing the following: Primary data, macro and micro drivers, opportunities, stock market performance and effect on share price (Primary data by Ospak and Revere Research, study of SEC filings and secondary data from Internet.)
  • Studied Annual and Quarterly Accounting statements for NASDAQ/ NYSE listed companies with SEC filings.

Education

Accounting And Finance

US CPA (awaiting License)
12.2023

MS - Finance, Chartered Financial Analyst: Finance

ICFAI University

Bachelors of Commerce - Accountancy

Sivanath Sastri College

Skills

  • Excellent ability to manage multiple projects efficiently via thorough planning, prioritizing and controlling projects of all effort sizes, thereby reviewing and approving project deliverables
  • Directing and leading cross functional teams to successful implementation and deliveries of audit engagements thereby playing the role of crucial accountable team member
  • Efficient domain experience in client relationship management, handling offshore audit projects for asset management joiners as clients, training new as well as existing employees
  • Possess generous interpersonal, communication and client management skills
  • Substantial project management experience scaling from project initiation, planning, scoping, execution and control until delivery

Accomplishments

    Continuous high performer

    Third position award in the Grand Prix for driving quality and utilization during the busy phase in my team

    Felicitated with Excellence award in SDC for leading the team to achieve high quality of deliverables while improving the turnaround time to help meet timely audits

    Best Coach award in SDC for motivating and guiding team members

Affiliations

Membership in the Council of Chartered Financial Analysts (CCFA). Ref: CCFA/MN/C3762/2007.


Timeline

Associate Director

KPMG Global Delivery Center
08.2015 - 04.2023

Manager

PricewaterhouseCoopers Service Delivery Center (Kolkata) Private Limited, PricewaterhouseCoopers Pvt. Ltd
12.2008 - 08.2015

Financial Analyst

Ospak International Pvt. Ltd
09.2007 - 12.2008

Accounting And Finance

US CPA (awaiting License)

MS - Finance, Chartered Financial Analyst: Finance

ICFAI University

Bachelors of Commerce - Accountancy

Sivanath Sastri College

Similar Profiles

CREATE PROFILE
Sushmita Mehta