Shalini Jalan
New York
Summary
Results-driven Audit Professional with over 6 years in public accounting, specializing in alternative investment funds and financial services. Chartered Accountant ( international equivalent to CPA) with a proven record of leading audit teams and improving client service. Skilled in automating audit processes to increase efficiency and reduce turnaround time.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assurance experienced senior
BDO USA, P.C.
New York
10.2024 - Current
- Lead audit engagements for alternative investment funds, private equity, and asset management clients with total assets ranging from $1-3 billion portfolio.
- Proficient in handling complex Level 3 investment valuations methodology held by PE/VC funds with in-depth knowledge of different Valuation approaches including Litigation financing and real estate.
- Independently led and supervised a team of 6-8 subordinates across borders in all stages of audit engagement and reporting directly to Principal/Partner.
- Strengthened client relationships by proactively addressing needs and concerns, contributing to higher client satisfaction and retention.
- Streamlined audit procedures through automation, achieving a 10% reduction in turnaround time compared to budget.
- Experience in working on Cayman Islands engagements adhering to IFRS guidelines.
- Prepared and conducted audits for 401(K) and pension plans under ERISA Section 103(a)(3)(C).
Assistant Manager
BDO RISE Private Limited
Bangalore
05.2022 - 09.2024
- Supervised and mentored teams of associates and senior associates, enhancing skill development and driving high performance.
- Facilitated communication between US-based clients and onshore teams, resolving issues and ensuring timely completion of audits.
- Monitored substantive area testing for FSA allocations, investment valuations, management fees, contributions/distributions, and financial statement disclosures.
Audit Senior
Deloitte AERS India Private Limited
11.2019 - 11.2021
- Conducted thorough external audits for financial services, enhancing compliance with US GAAP in investment management.
- Executed valuation audits of private investments, ensuring accurate assessments of Level III assets.
- Performed public investment audits, evaluating Level I and II valuations alongside client pricing strategies.
- Engaged in auditing fund of funds, focusing on investment analysis and comprehensive capital allocation.
- Supervised teams, ensuring high-quality deliverables while providing essential training for skill development.
- Ensured timely audit completion by maintaining consistent communication with US clients, facilitating smooth project execution.
- Utilized Deloitte tools to drive audit efficiencies and coordinated macro development with internal analytics teams.
Fixed Term Hire Audit Assistant
Deloitte AERS India Private Limited
01.2019 - 03.2019
Audit Assistant
Gujrani & Co.
12.2017 - 02.2018
- Conducted statutory audits, mentored junior staff, maintained compliance with audit and tax regulations for diverse clients.
CA Article Trainee
Gujrani & Co.
10.2014 - 10.2017
- Completed three years of professional training under ICAI member, gaining comprehensive knowledge in accounting and finance practices.
Education
Chartered accountancy- International equivalent to CPA -
The Institute of Chartered Accountants of India
India05-2024
Bachelor of commerce (Honors) -
Calcutta University
India05-2015
Skills
- Audit & Assurance (Alternative Investments, Asset Management, Financial Services, Employee Benefits plans 401(K))
- Financial statement analysis
- Risk Assessment
- Regulatory Compliance
- Investment valuation
- Relationship Management & Client Services
- Team leadership
Awards Recognition
- BDO RISE Private Limited, Recognized at BDO RISE with performance rating of '1-Fantastic' for exceptional work and multiple awards (Thrive@work, Highflyer, 'Rise-ing STAR') for outstanding client service.
- Deloitte AERS India Private Limited, In the top 5% among employees based on performance feedback received (performance scatterplot). Awarded multiple Spot Awards and Applause awards for outstanding client service.
Certification
- Member, Institute of Chartered Accountants of India (ICAI)- International equivalent to CPA
Timeline
Assurance experienced senior
BDO USA, P.C.
10.2024 - Current
Assistant Manager
BDO RISE Private Limited
05.2022 - 09.2024
Audit Senior
Deloitte AERS India Private Limited
11.2019 - 11.2021
Fixed Term Hire Audit Assistant
Deloitte AERS India Private Limited
01.2019 - 03.2019
Audit Assistant
Gujrani & Co.
12.2017 - 02.2018
CA Article Trainee
Gujrani & Co.
10.2014 - 10.2017
Chartered accountancy- International equivalent to CPA -
The Institute of Chartered Accountants of India
Bachelor of commerce (Honors) -
Calcutta University