Sagar Suresh - ACCA

Commercial Associate

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Nassau, New Providence, The Bahamas

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Timeline
About me
Audit Manager- KPMG Bahamas| CFA Level 1 passed| Ex - PwC| ACCA Affiliate| B.Sc(Hns) in Applied Accounting at Oxford BrookesUniversity
Education
- CFA Level 1
  -
  Investment and Portfolio Management
- Happy Home School
  -
  SSC
- Bahria College Karsaz
  2013 - 2015
  HSSC Pre-Engineering
- Oxford Brookes University
  2017 - 2020
  Bachelor of Science (Honours) in Applied Accounting Accounting and Finance. Upper Second Class Honours
- ACCA
  2016 - 2019
  ACCA Auditing, Finance and Accounting
- Karachi University
  2016 - 2019
  Bachelor of Commerce - BCom
- ACCA
  2015 - 2016
  Foundation In Accountancy Financial and Management Accounting and Business
Experience
- Siemens
  Mar 2019 - Jun 2019
  Commercial Associate
  - Booked sales order & revenue in SAP (includes goodsreceived note, service entry sheet, delivery note, commercialinvoice & sales tax invoice)- Prepared monthly & yearly profit forecast and analyzed anynegative variance- Correspondence with local/foreign customers and suppliers
- PwC
  Jul 2019 - Jan 2022
  So far i have been involved in the audit of financial services clients. Mainly, my audit portfolio includes client dealing in commercial banks, investment banks and mutual funds. Other than that I have also been involved in the audit of non financial services clients too. Some major areas I have worked on includes:- Investments- Credit review of financing portfolio (Loans & advances)- Other assets and liabilities - Implementation of IAS 40 - Investment property - Deposits- Sales and Cost of sales- Inventory - Interest income and expense- Cash and Bank- Payroll and other operating expenses Show less
  - Audit Senior
    Jul 2021 - Jan 2022
  - Audit Associate
    Jul 2019 - Jun 2021
- KPMG Bahamas
  Feb 2022 - now
  - Audit Manager
    Oct 2023 - now
  - Audit Senior Supervisor
    Feb 2022 - Oct 2023
Licenses & Certifications
- Certificate of Appreciation
  KnS School of Business Studies
- 2nd position in Innovations Camp
  JA Pakistan (INJAZ)
- 3rd position in Entrepreneurial Master Class
  JA Pakistan (INJAZ)
- Certificate of Achievement
  ACCA
- Chartered Financial Analyst (CFA) Level 1 - cleared
  CFA Institute
  May 2021
Honors & Awards
- Awarded to Sagar Suresh - ACCA
  Winner at Reboot the Earth’ WIE IEEE December 1, 2013 Presented an idea to prevent use of polythene bags, as they harm the environment, by focusing on recycling of waste such as newspaper.