Sai Siddartha Punepalle
Madison
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Audit Staff Accountant
Wegner CPAs
Madison
01.2025 - Current
- Led audit and review engagements for non-public commercial entities, ensuring compliance with applicable accounting standards
- Implemented accounting standards per the latest ASU's for clients, including CECL, leases, and supplier finance programs
- Used Thomson Reuters' "Engagement Manager" aka "Guided Assurance" to establish comprehensive audit programs, CCH ENGAGEMENT for engagement binders, LEASE CRUNCH to maintain Leases, CCH FIXED ASSETS to maintain Fixed Assets, and SURALINK as a file sharing platform with the client.
- Performed substantive and analytical procedures across all engagement sections
- Prepared financial statements in accordance with GAAP.
- Specialize in Employee Benefit Plan (EBP) audits, including 401(k) and 403(b) plans, ensuring compliance with IRS, DOL, and ERISA requirements.
- Performed testing of participant data, eligibility, contributions, distributions, and loans per plan provisions.
- Conducted plan-level reconciliations of investments, contributions, and forfeitures to verify accuracy of plan financial statements.
- Reviewed annual compliance tests (ADP/ACP, top-heavy, coverage) performed by recordkeepers and confirmed corrective actions.
- Collaborated with Form 5500 preparers, payroll providers and reviewed draft filings for accuracy and completeness.
- Reviewed SOC 1 reports and evaluated complementary user entity controls for service providers.
Audit Staff Accountant
HBE LLP
Lincoln
06.2024 - 12.2024
- Conducted audits for diverse non-profit organizations.
- Used KNOWLEDGE COACH software to develop and execute audit programs, CCH ENGAGEMENT for engagement binders, NET LEASE to maintain Leases, ASSET KEEPER to maintain Fixed Assets, and SURALINK as a file sharing platform with the client.
- Prepared engagement letters, management letters, and governance letters and performed audit procedures across multiple financial statement areas including Cash and Cash equivalents, PP&E, Investments, Prepaid expenses, Intangibles and Other assets, Accrued expenses, Payables & Expenses, and long-term debt including financial statements preparation for not-for-profit entities.
Article Trainee
CA Akhilesh & Co.
10.2021 - 04.2023
- Prepared Projected Financial Statements for existing and new businesses
- Performed financial health reviews of public sector banks
- Assisted clients in compliance with Central Goods and Services Tax (CGST) Act
- Performed Statutory Audits under Companies Act
- Led and coordinated multi-location Inventory Counts, demonstrating strong resource management capabilities
- Filed Income Tax returns for Individuals, Partnership firms, LLPs, and Companies
Education
Master of Science - Accounting
Drexel University
Philadelphia, PA 09.2023 - 06/2024
Post Graduate Certificate - International Accounting & Analytics
Indian Institute of Management
Indore 05.2023 - 08/2023
Bachelor of Commerce - Accounting
Sri Venkateswara University
India 07.2018 - 05/2022
Skills
- Financial reporting
- GAAP compliance
- Accounting software
- Month-end closing
- Monthly account / bank reconciliation
- Accounts receivable management
- Income statements
- Payroll processing
- Fixed assets review
- Accounts payable / invoice coding
- Microsoft Excel proficiency
- Journal entry preparation
- Financial statement development
- Year-end closing
- Internal / external audits
- Auditing
Certification
Passed 2/4 parts of the CPA exam
Timeline
Audit Staff Accountant
Wegner CPAs
01.2025 - Current
Audit Staff Accountant
HBE LLP
06.2024 - 12.2024
Master of Science - Accounting
Drexel University
09.2023 - 06/2024
Post Graduate Certificate - International Accounting & Analytics
Indian Institute of Management
05.2023 - 08/2023
Article Trainee
CA Akhilesh & Co.
10.2021 - 04.2023
Bachelor of Commerce - Accounting
Sri Venkateswara University
07.2018 - 05/2022