Shruti Nair, CFA

Experience

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  Varma & Varma, Chartered Accountants

  May 2013 - Aug 2016

  Audit Senior

  • Led teams and managed audits end to end from planning audit schedules to delivery of audit reports.• Trained extensively in preparation of financial statements for clients based on IFRS and Country GAAP, handling statutory audit, tax audit, transfer pricing certifications, internal audits and other certifications as required under various statutes viz. RBI Guidelines etc.• Focused specifically in audits, limited reviews and certifications of both public (including listed) and private limited enterprises encompassing a spectrum of industries viz. manufacturing (zinc and zinc alloys, compounds for tyres), hospitality, financial services, health care, investment companies and trading (consumer products, retail).• Handled audit of procurement of finished goods & raw materials in a electrical appliances’ manufacturer. Show less

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  The World Bank

  Nov 2016 - Jan 2019

  Senior Financial Assistant

  • Handled major Trust Fund programs, end to end, across LATAM, EMEA, APAC in themes like disaster risk management, carbon finance, universal health coverage, public finance management reform throughout the Trust Fund Life Cycle with respect to receipts, disbursements, closures, and refunds to donors •Recognized with World Bank Spot Award 2018 for achieving 0% error rate for the European Commission 2018 audit mission by coordinating the mission of providing accurate and complete audit supports Show less

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  Fidelity Investments

  Feb 2019 - Jan 2023

  • Responsible for preparation of yearly budgets, multi-year plan and quarterly forecasts based on negotiations with US Partners and India business leaders, as the Finance Analyst for the Analytics BU with internal revenues of $24 Million and headcount of 400.• Supported financial planning and management of the Analytics BU’s operational planning, supporting costing efforts, headcount ramp and projections planning, ensuring full year end closure of accounts including accruals posting and strategic planning for the future.• Collaborated with IT dept for creation and maintenance of Tableau dashboard on Travel KPIs for multiplegeographies giving insights on overspent budget, instances of non-adherence to policies, potential risks etc.• Established the rewarding methodology for the India Organisation after consultation with CXOs enabling each employee the same right to be rewarded, arrived at $0.2M rewards policy for the India firm, set the budget, tested controls in faulty app & completed forensic audit on the faulty vendor Show less

  • Lead

    Dec 2020 - Jan 2023

  • Senior Specialist

    Feb 2019 - Dec 2020
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  The Global Fund

  Nov 2023 - now

  Associate Specialist, Finance and Operations

  As Finance Partner for OIG department with $16 Million, I am responsible for managing the OIG annual budget development process and quarterly forecasting process in collaboration with various stakeholders, the monthly engagement cost analysis, monthly accruals and the invoice and payment management process• I am also responsible for contributing to Annual Report and Operational Progress Reports for Board and Audit & Finance Committee meetings on Budget and Expense for the corresponding period• Responsible for monitoring the progress of monthly financial results vs planned targets and explaining financial performance for the OIG leadership• I am also responsible for conducting Internal Quality Assurance (IQA) reviews of all audit divisions / functions as well as assess the effectiveness of key internal processes and infrastructureKey Achievements:•Automated manual excel based engagement cost analysis cutting down the time taken to prepare it • Completed Readiness assessment of Global Internal Audit Standards for the OIG department to identify areas of improvement Show less