Vinod Kumar M R
Bengaluru
Summary
Professional audit specialist with strong background in financial analysis, risk assessment, and compliance. Proven track record in leading audit teams, ensuring accuracy, and delivering actionable insights. Valued for adaptability, dependability, and clear communication. Skilled in data analysis, internal controls, and fostering collaborative environments to achieve goals.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Audit Senior
Wipfli India LLP
04.2022 - Current
- I have conducted the end to end audits of hedge funds and commodity pool funds, assessing portfolio valuations, performance fee calculations, and regulatory compliance with SEC standards.
- Evaluated the design and operating effectiveness of internal controls and risk management practices for hedge and commodity pool funds, ensuring adherence to industry guidelines and enhancing financial reporting accuracy.
- Prepared comprehensive financial statements for funds in accordance with US GAAP, including detailed footnote disclosures that highlighted significant accounting policies and material events.
- Led the lease team in successful implementation of ASC 842 and GASB 87 standards, summarized lease documents by extracting key terms and conditions, and generated detailed reports using software's Lease accelerator and EZLease which helped the teams to successfully present lease related disclosure in Financial Statements.
- Developed strong relationships with US Engagements, addressing concerns promptly and providing timely updates on progress throughout the engagement process.
- Managed multiple engagements simultaneously, prioritizing tasks effectively to meet client deadlines consistently.
- Assisted in the preparation of audit reports, presenting findings clearly and concisely to US Engagement team for review.
Audit Associate 2
KPMG
10.2018 - 01.2022
- I have worked as an Audit Associate in KPMG - GDC and I used to specifically work for Investment Management Industry wherein I was exposed to the different audit procedures and test works that were tailored and performed as per the need and requirement of various clients in Hedge Fund, Mutual Fund, Private Equity and Fund of Fund industries.
- Involved in Financial reporting process including quarterly and annual financial statements in accordance with SEC regulations and US GAAP.
- Involved in financial audits to ensure the financial statements were fairly presented.
- I have been involved in performance and review of procedures such as Equity Capital Allocation Test work, Broker Cash & Holdings Report Reconciliation, Capital Activity Schedules, Cost Roll forward, Purchase and Sales Test work, Realized and Unrealized Gain/ Loss Test work, Financial Highlights, Trail Balance Mapping etc..
- Quality lead and also the backup team leader, which involves handling a team, mentoring the new hires, handling the audit of 30 major clients and handling year end planning discussion with my US counterparts.
- Ensure quality delivery as per the Engagement team requirements and develop strong working relationships with the Engagements team and Coordinating with the team to provide quality deliverables within the turnaround time provided by the on-shore Engagement team.
- Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives.
- Gained comprehensive understanding of client’s operations processing and business objectives and utilized the knowledge on Engagements.
- Providing clarifications, train, and mentor junior associates on timely basis on industry specific Audit and Accounting knowledge and client specific matters on Audit work papers.
- Providing list of errors for invalid data and taking initiative action in rectifying the errors found in the client data.
- Maintain the confidentiality of client and firm information.
Education
MBA - Finance
RNS Institute of Technology
Bengaluru, India 01.2016 - 01.2018
BBM - Finance
SBRR Mahajana First Grade College
Mysore, India 01.2012 - 01.2015
Skills
Financial statement audit
Internal controls evaluation
GAAP
Risk assessment
Investment auditing
Microsoft office
Investment management
Analytical skills
Disclaimer
I hereby declare that the above furnished information’s are true to the best of my knowledge.
Awards
- Undergone outbound training at PEGASUS on Management and Team building activities.
- Organizing committee Senior Co-Ordinator for the event 'Best Manager' in the National Level Fest 'Gestione'.
- Co-ordinated in Student Development Program (SDP).
- Received Best Outgoing Student award in MBA under 'Successful Transformation' Category.
- Participated in CSR activities sponsored by the Firm.
- Received multiple Spot award in the firm.
- Received KUDOS from Leadership team for quarter 4 in 2019 as a fresher.
Accomplishments
Organizing committee Senior Co-Ordinator for the event “Best Manager” in the National Level Fest “Gestione”.
Received Best Outgoing Student award in MBA under “Successful Transformation” Category.
Received multiple Spot award in KPMG GDC.
Received KUDOS from Leadership team for quarter 4 in 2019 as a fresher in KPMG GDC.
Received the 2 client excellence awards in recognition for demonstrating a commitment to client satisfaction in KPMG GDC.
Earned a Audit Superstar Award in recognition of exceeding audit performance targets delivering high quality of work in Wipfli India LLP.
Timeline
Audit Senior
Wipfli India LLP
04.2022 - Current
Audit Associate 2
KPMG
10.2018 - 01.2022
MBA - Finance
RNS Institute of Technology
01.2016 - 01.2018
BBM - Finance
SBRR Mahajana First Grade College
01.2012 - 01.2015
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