Accomplished leader with a proven track record at KPMG US, adept in strategic planning and cross-functional collaboration. Excels in driving organizational improvement and talent development with a keen ability to enhance productivity and profitability. Skilled in technical accounting, SEC reporting and project management, ensuring high-quality audits and establishing long-term client partnerships.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate Partner
KPMG Global Delivery Centre
03.2023 - 10.2024
Oversaw transformation initiative for KPMG US offshore strategy ensuring effective implementation and execution in India as the US Lead Rotational to KPMG Global Delivery Center.
Operations Leader for KPMG GDC Audit Capability Hub overseeing day-to-day operations, resource planning, budgeting delivery hours, providing guidance to teams and reporting to Audit Leadership.
Achieved a 375% growth in the Audit Capability hub in a period of 15 months from a 80 member team to a 380 member team supporting US engagement teams.
Led the redesign of key processes including budgeting, tracking of billable hours, resource identification, hiring, onboarding, training and performance management. This included creating flowcharts, process documentation and establishing relevant controls to meet System of Quality Control (SoQC) requirements.
Identified several key process and reporting for automation working with developers from creation of the Business Requirement Document to implementation
Led the development and presentation of various technical and audit trainings in areas like revenue recognition, impairment, investment accounting, GAAP insurance accounting (ASC 944) and Statutory Accounting Principles.
Established a new quality framework to boost audit quality and monitor audit quality for future expansions.
Analyzed current trends and future capabilities to identify new growth areas to expand offshore service offerings to improve engagement margins and profitability.
Collaborated with cross-functional teams to develop comprehensive offshoring strategies for large US engagements to enable significant cost savings and ensuring optimal results
Recruited, trained and mentored managers and senior managers to strengthen the offshore delivery team.
Managing Director
KPMG US
10.2022 - 03.2023
Served as SEC Reviewing Partner Delegate assisting SEC Reviewing Partner to perform reviews for a SEC registrant.
Rotation to KPMG Department of Professional Practice to assist engagement teams and clients on various complex audit and technical accounting matters on topics such as SEC reporting matters including IPO, Business Combinations, Impairments, Going Concern, Debt and Equity Financing, Special Purpose Acquisition Companies, Restatements, Material Weakness in Financial Reporting and Financial Statement presentation matters.
Supported PCAOB inspection of KPMG US offshore center in Bangalore India
Assisted with content development for various KPMG publications and guides including Statement of Cashflows, Derivatives and Hedging, Long Duration Insurance Contracts, NAIC Statutory Accounting Principles updates.
DPP Liaison with KPMG Global Audit Methodology Group for development of KPMG Clara library content and standardization efforts.
Senior Manager - Rotation to KPMG National Office
KPMG US
04.2020 - 09.2022
Served as SEC Reviewing Partner Delegate assisting SEC Reviewing Partner to perform reviews for a SEC registrant.
Rotation to KPMG Department of Professional Practice to assist engagement teams and clients on various complex audit and technical accounting matters on topics such as SEC reporting matters including IPO, Business Combinations, implementation of Long Duration Targeted Improvements for Insurance entities, Impairments, Going Concern, Debt and Equity Financing, Special Purpose Acquisition Companies, Restatements, Material Weakness in Financial Reporting and Financial Statement presentation matters.
Supported multiple large engagement teams going through PCAOB inspections as a PCAOB Liaison.
Assisted with content development for various KPMG publications and guides including Statement of Cashflows, Derivatives and Hedging, Long Duration Insurance Contracts, NAIC Statutory Accounting Principles updates.
Presented at several KPMG Webcast for accounting updates with over 5,000 attendees.
Attended Quarterly NAIC Update meetings and presented relevant updated to clients within the insurance industry..
DPP Liaison with KPMG Global Audit Methodology Group for development of KPMG Clara library content and standardization efforts.
Senior Manager
KPMG US
10.2016 - 03.2020
Served as lead Senior Manager for various public and private engagements with revenue between $100 million to $2 billion primarily in Insurance (Life, Health and Property and Casualty) and Industrial Manufacturing sectors.
Assisted clients through application of technical accounting on complex transaction and activities including mergers and acquisitions, impairment of long lived assets, equity method investments, adoption of new accounting standards (ASC 606 and 842), valuation of investments, valuation of insurance reserves, reinsurance accounting and remediation of a material weakness in internal control over financial reporting.
Assessed sufficiency of internal controls over financial reporting by identifying control gaps, deficiency in design and operation and remediation assessments.
Prepared communications to the audit committee and presented audit plan and results during audit committee meetings.
Served as the primary contact for C level executives and management establishing strong relationships, effective stakeholder management and providing exceptional client experience.
Reviewed SEC filings including 10K and 10Q reports as well as quarterly press releases and proxy documents.
Reviewed Statutory Financial Statements for Insurance Companies filed with State Insurance Departments.
Assisted client to through system implementation and integration of processes for ERP systems like SAP and insurance reserving systems like GGY Axis including ensuring appropriate controls were in place.
Supervised and reviewed of various KPMG and external specialist used during the audit including valuation and actuarial specialists.
Monitored engagement profitability metrics and budget including review of actuals to plan and take necessary corrective actions to ensure engagement profitability.
Manager
KPMG US
10.2014 - 09.2016
Served as Audit Manager for a large multi-national SEC filer in the insurance industry and several private entities across various industries such as financial services, not for profits and industrial manufacturing.
Assisted the client through system implementation and integration of processes and systems including ensuring that appropriate controls were in place in accordance with the standards.
Coordinated with internal audit on identification of relevant controls in key business processes including leverage and testing strategy to increase efficiency and reduce cost.
Managed multiple client relationships across various industries and successfully completing audits within established timeframes and deadlines.
Developed strong team culture focused on employee engagement, collaboration, and continuous learning opportunities.
Senior Associate
KPMG US
09.2012 - 09.2014
Served as the senior in-charge for a large multinational financial services company with over $1 billion in revenue and $27 billion in assets.
Responsible for supervision of associates and interns, including assignment and review of audit related tasks.
Specific area of focus included revenue, insurance reserves, investments accounting including mortgage loans, pensions, property plant and equipment, debt, and equity.
In charge of status meetings with the audit team and client personnel (Controller, VP Internal Audit, Director of Financial Reporting and Technical Accounting Manager); and coordination of audit requests and deliverables.
Responsible for detailed project management including the use of various project management tools to ensure appropriate progression of the project to meet deadlines.
Education
Bachelor Of Commerce - Accounting
Macquarie University
Sydney, Australia
Skills
Strategic Planning
Cross-Functional Collaboration
Operations Management
Organizational improvement
Leadership and talent development
SOX
Risk Assessment
Technical accounting
Certification
Certified Public Accountant (Texas)
Certified Public Accountant (New York)
Chartered Accountant (Australia)
Timeline
Associate Partner
KPMG Global Delivery Centre
03.2023 - 10.2024
Managing Director
KPMG US
10.2022 - 03.2023
Senior Manager - Rotation to KPMG National Office
KPMG US
04.2020 - 09.2022
Senior Manager
KPMG US
10.2016 - 03.2020
Manager
KPMG US
10.2014 - 09.2016
Senior Associate
KPMG US
09.2012 - 09.2014
Bachelor Of Commerce - Accounting
Macquarie University
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