Summary
Overview
Work History
Education
Skills
Timeline
Generic
Swati A G A R W A L

Swati A G A R W A L

Noida

Summary

Chartered Accountant with strong expertise in investment accounting, internal audits, and financial reporting. Demonstrated success in leading teams and ensuring compliance with GAAP and IFRS standards, including IFRS 7, IFRS 9, and IFRS 13. Skilled in managing bonds, equities, derivatives, and other financial instruments while optimizing financial processes. Committed to delivering high-quality solutions that drive business growth and enhance operational efficiency.

Overview

15
15
years of professional experience

Work History

Team Leader - Investment Accounting

Genpact
Noida
01.2019 - Current
  • Led team in reconciling and reporting financial instruments under US GAAP and statutory frameworks.
  • Oversaw hedging, accruals, amortization, and tax calculations for precise financial reporting.
  • Managed financial data submissions across formats, ensuring integration between FAH and SAP RIC.
  • Achieved zero-error reconciliation through diligent oversight and process optimization.
  • Prepared SII and SST reconciliations to maintain compliance with financial and tax regulations.
  • Conducted forecasting and variance analysis of P&L numbers to ensure accuracy.
  • Developed dashboards and trend analyses for timely monthly and quarterly submissions.
  • Monitored segmental movements to prevent inter-segment investments of collected funds.

Internal Auditor

Genpact
Gurgaon
01.2014 - 12.2018
  • Audited financial controls for SOX compliance, journal entries, and bank reconciliations.
  • Conducted quality assessments, ensuring a 0% error rate.
  • Strengthened internal control processes.
  • Assisted senior auditors in enhancing operational efficiency.
  • Contributed to improved financial reporting and compliance across multiple functions.

Internship

P. Tandon & Company
01.2011 - 12.2014
  • Assisted in audits, financial record-keeping, tax filing.
  • Preparing financial documents for diverse clients.
  • Conducted statutory concurrent tax and trust audits, ensuring compliance accuracy.

Education

Chartered Accountant (CA) - Final Examination

ICAI
05.2014

Master of Commerce (M.Com.) -

Rohilkhand University
Bareilly
01.2014

General Management & Communication Skills Training -

ICAI

Skills

  • Investment Accounting & Reporting
  • Financial Reconciliation & Reporting
  • Audit & Internal Controls
  • Leadership & Team Management
  • Technical Skills
  • Master in Quick Solutions & Fast Working
  • Efficient Task Management

Timeline

Team Leader - Investment Accounting

Genpact
01.2019 - Current

Internal Auditor

Genpact
01.2014 - 12.2018

Internship

P. Tandon & Company
01.2011 - 12.2014

Chartered Accountant (CA) - Final Examination

ICAI

Master of Commerce (M.Com.) -

Rohilkhand University

General Management & Communication Skills Training -

ICAI
Swati A G A R W A L