Priya Agarwal
Summary
Experienced finance professional with 5 years of finance and auditing expertise. Motivated and driven to contribute to team and organizational success through hard work, attention to detail, and organizational skills. Proven ability to multitask effectively with a superior work ethic. Excel in teamwork, problem-solving, and organizational skills. Reliable and dedicated asset who willingly takes on any task. Resourceful and committed to continuous growth, eager to explore diverse roles in finance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Summer Intern (GF& BM)
J.P. Morgan Poland Services
06.2024 - 08.2024
- Significantly streamlined and reduced the EPICs in JIRA as a part of the Product Owner team by conducting an in-depth analysis of the existing EPICs, identifying redundancies and inefficiencies and implementing optimized solutions to improve overall process effectiveness
- Proficiently designed and implemented new Process flow for the EPIC assignments and implementing authorizations
- Successfully automated a usual business task using Excel skills, streamlining workflows and saving valuable time for Product Owners
- Gained valuable insights into the usual business tasks processes of another team within another department by actively participating in Knowledge transfer sessions
- Obtained the Alteryx micro credential badge as well as from O'reilly basic learning demonstrating the urge to learn and develop new skills in data analytics and visualization tools
Senior Audit Executive
Rohit Poddar & Associates
07.2021 - 04.2023
- Proficiently managed the preparation of income computations for diverse assesses and adeptly filed income tax returns in accordance with the evolving tax regulations
- Successfully executed internal audits, demonstrating a keen understanding of client processes and aligned audit methodologies with contemporary market trends to enhance operational efficiency
- Assumed responsibility for comprehensive financial management, including bookkeeping, account reconciliation, and meticulous document maintenance
- Successfully finalized books, generating audit reports and financial statements in compliance with the latest reporting standards
- Navigated the complexities of Goods and Service Tax (GST) by conducting thorough audits and preparing GST returns for diverse clients
- Conducted weekly inventory audits for clients, employing modern techniques to optimize inventory levels and enhance overall supply chain efficiency
- Also, to strengthen the Internal Control and minimize the risk of fraud
- Ensured adherence to laws and regulations by performing rigorous corporate compliance activities
- Managed payment cycles within the treasury department, aligning payment computations with service agreements
- Played a pivotal role in addressing a detected case of fraud within the company
- Proactively contributed to the implementation of robust measures to enhance internal controls, employing the latest methodologies to prevent future incidents
- Conducted a thorough investigation, quantifying the amount misappropriated and implementing safeguards against similar occurrences
- Conducted audits in strict adherence to the auditing standards prescribed by the Auditing Standards Board for various entities, staying current with the latest industry practices to ensure audit effectiveness
Articleship Trainee
Bidasaria & Associates
09.2016 - 09.2019
- Expertly navigated the dynamic landscape of income tax regulations, ensuring precise income computations for diverse assesses and staying current with the latest developments in tax filing requirements
- Executed cutting-edge statutory audit procedures, specializing in the meticulous vouching of income and expense items
- Applied industry-leading practices to enhance compliance and accuracy
- Conducted forward-thinking statutory and concurrent audits for banks, integrating advanced methodologies for cash verifications and leveraging innovative approaches in report preparation
- Championed the preparation of audit reports and tax audit reports, aligning with the latest regulatory requirements and emerging reporting standards
- Embraced technological advancements for efficiency and precision
- Led comprehensive financial management initiatives, incorporating the latest advancements in bookkeeping and account maintenance
- Finalized books with a forward-looking approach to meet evolving audit and reporting standards
- Applied an adaptable approach to statutory audits across diverse industries, including the pharmaceutical sector and Non-Banking Financial Companies (NBFCs), reflecting a nuanced understanding of current market dynamics
- Provided instrumental support in stock audits for Railway warehouses, implementing advanced auditing techniques to ensure accuracy and compliance with the latest industry standards
- Conducted insightful quarterly reviews for a listed company, leveraging data analytics and market trends analysis to provide valuable insights into financial performance and regulatory compliance
- Took a proactive role in the preparation and filing of Registrar of Companies (ROC) forms, staying ahead of the curve with evolving Ministry of Corporate Affairs (MCA) requirements and compliance trends
Education
Master's - finance and accounting
Kozminski University
Warsaw, Poland09-2025
Chartered Accountant -
Institute of Chartered Accountant of India (ICAI)
India11-2018
Bachelor's - finance and accounting
Shri Shikshayatan College
Kolkata, India07.2017
Skills
- Leadership Skills & Teamwork
- Flexibility and Adaptability
- Analytical Thinking Skills
- Multitasking Skills
- Interpersonal Communication Skills
- Time Management Skills
- Financial Analysis & Reporting
- Motivation and Passion
- Collaborative Approach
- Proactive Mindset & Adaptability
- Microsoft Office
- Advanced Excel
- Attention to detail
- Taxation
- IFRS
- Tally ERP
- Oracle ERP
- SQL Basics
- Alteryx Basics
- Quick Learner
- Problem-Solving
- Attention to Detail
Languages
Hindi
Native language
English
Proficient
C2
Hindi
Proficient
C2
Certification
- [Alteryx Foundational Micro-Credential][Alteryx] [2024 August]
- [Alteryx For Beginners][O'Reilly] [2024 August]
- [IELTS][British Council] [2023 June]
- [Integrated Professional] [Institute of Chartered Accountants of India] [2019 February]
- IT & Soft skills [Institute of Chartered Accountants of India] [2018 December]
- [Certified Tax Professional] [ICA Edu Skills] [2016 January]
Hobbies
- Travel and Cultural Exploration
- Strategic Problem Solving Games
- Data Analytics & Visualization
- Micro-Learning through Digital Media
Timeline
Summer Intern (GF& BM)
J.P. Morgan Poland Services
06.2024 - 08.2024
Senior Audit Executive
Rohit Poddar & Associates
07.2021 - 04.2023
Articleship Trainee
Bidasaria & Associates
09.2016 - 09.2019
Master's - finance and accounting
Kozminski University
Chartered Accountant -
Institute of Chartered Accountant of India (ICAI)
Bachelor's - finance and accounting
Shri Shikshayatan College
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