Swati Agarwal
Wylie,Dallas TX
Summary
Certified Public Accountant (Awaiting License). Proficient in general and corporate accounting and an expert in tax preparation. To Work in a dynamic environment that provides me a wide spectrum of experience and exposure. To bring a dynamic and versatile portfolio of skills to the workplace and to serve the organization with a positive attitude and efficiency. Detailed Audit Manager skilled in financial assessments and risk management to prevent fraud. Experienced with developing internal controls and audit policies. Analytical Audit Manager leveraging exceptional risk management skills.
Accounting professional prepared to contribute expertise in financial data management and support to enhance team productivity. Known for reliability and adaptability in dynamic environments. Skilled in financial reporting, client account management, and collaborative team efforts.
Experienced with financial data management, client account support, and regulatory compliance. Utilizes accounting software to streamline processes and ensure accuracy. Track record of enhancing efficiency through strong analytical and organizational skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
AUDIT MANAGER
R.K JAIN & Associates Chartered Accountants
06.2012 - 06.2017
- Managed a team of auditors, ensuring accurate and timely completion of audit projects
- Maintained up-to-date knowledge on accounting standards and best practices to ensure high-quality audit results were delivered consistently
- Preparations & E-Filling of ROC Returns of companies, Submission of Various Forms of ROC
- Preparation & E- Filling of TDS Returns
- Conducting Internal, Statutory Audits & Tax Audits of Companies & Firms of different segments
- Handling Scrutinization & Finalization of Companies Accounts
ARTICLE SHIP EXPERIENCE
M/s R. K JAIN & Associates Chartered Accountants
10.2007 - 03.2011
- Compliance with requirement of schedule VI of the Companies Act, 1956
- Compliance with Accounting Standards
- Drafting Audit Reports as per the new reporting requirements of Companies Audit Report Order, 2003 (CARO)
- Review of Corporate Governance Report and other Secretarial records
- E-TDS Return, Service Tax computation, return filing
- Preparation of Income Tax computation of Individual, Firms and Companies
- Preparation of Audit Plan and ensure completion of the same with in the time
- Analysis of Revenue Booking System
- Analysis of Debtors and Creditors-Ageing, Recovery Period, Balance Confirmation Procedures and legal cases
- Analysis of Stock and Stores – Identification procedures for Slow Moving, Non-Moving and Obsolete items, analysis of Purchase Procedure
- Preparation and review of various reconciliation statement e.g
- BRS, Stock
- Compliance of statutory dues in a timely manner & other incidentals records
Education
Certified Public Accountants (Awaiting License) -
American Institute of Certified Public Accountants
10.2024
CA Final- Group 1 Cleared -
The Institute of Chartered Accountants of India
05.2012
Bachelor of Commerce -
Agra University
07.2010
GED -
Holy Public School
07.2007
High School Diploma -
St. Francis Convent School
07.2005
Skills
- Financial statement review
- Audit Documentation
- Client Relationship Management
- Risk Assessment
- Accounting processes
- Tax law
- Communication skills
- Customer service skills
- Financial Reporting
- GAAP
- Auditing
- Assurance
- Taxation
- Financial Analysis
- Forecasting
- Regulatory Compliance
- Data Analysis
- Budgeting
- Team Leadership
- Mentorship
- Strategic Decision Making
- Attention to Detail
- Problem solving
- Ethical Integrity
- Professionalism
- Time Management
- Corporate Finance
- Investment Analysis
- Audit management
Accomplishments
- Recognized as 'District Topper' & received a 'MERIT LIST HOLDER' Award in Senior Secondary School for excellence performance throughout the year.
- Received Best 'TEAM AWARD' in DEBATE Competition in Business Studies, Economics and Accounts in Senior Secondary school.
- Successfully managed a portfolio of high-profile clients, ensuring 100% compliance with regulatory standards.
- Completed CPA certification while balancing home, family with a kid, volunteer work.
- Identified cost-saving opportunities that led to a 15% reduction in expenses.
Certification
Certified Public Accountant (Awaiting License), American Institute of Certified Public Accountants, 2024
General Management and Communications Skills from (ICAI) 2017
Disclaimer
I hereby declare that the abovementioned information is true to the best of my knowledge.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
AUDIT MANAGER
R.K JAIN & Associates Chartered Accountants
06.2012 - 06.2017
ARTICLE SHIP EXPERIENCE
M/s R. K JAIN & Associates Chartered Accountants
10.2007 - 03.2011
Certified Public Accountants (Awaiting License) -
American Institute of Certified Public Accountants
CA Final- Group 1 Cleared -
The Institute of Chartered Accountants of India
Bachelor of Commerce -
Agra University
GED -
Holy Public School
High School Diploma -
St. Francis Convent School
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