CA Kartik Agarwal

Experience

• 

  M/s E.A.Patil & Associates

  Aug 2011 - Aug 2014

  Audit Executive

  Job Description:- Handling finalization of Standalone and Consolidation of Financial Statements.- Presentation of the Company’s Financials as per Revised Schedule VI- Conducting Tax Audit, VAT Audit, Limited Review and Transfer pricing report of the Companies.

• 

  Axis Bank

  Nov 2014 - Nov 2015

  Deputy Manager

  Internal audit of Trade Finance Department and BranchesAreas of Work:• Ensuring commencement and completion of audit assignment as per audit plan within time frame and ensuring adherence to laid down audit standards.• Preparing and submission of audit reports within stipulated time frame.• Effective leveraging of offsite reports (with special focus on investigation, data mining & analysis) thereby increasing the quality/effectiveness of audit report.• Identifying process and design gaps in internal audits. Providing quality suggestions/recommendations to bridge the gaps, strengthen the controls and improving the audit processes.• Ensuring closure of Forex audits carried out at selective B- Cat retail branches PAN India. Show less

• 

  IDFC FIRST Bank

  Nov 2015 - Sept 2017

  Senior Manager

  Large Corporate Credit AuditArea of Work:- Conducting process walk-through and finalisation of Audit scope.- Conducting Audit in as per Risk Based Audit Plan.- Co-ordinating with auditee for closure of Audit Reports.- Co-ordinating with various concurrent Auditors.- Preparation of Audit policies, Audit manual and Checklist based on Risk and controls.- Preparation of presentstion for ACB.

• 

  Kartik Agarwal And Associates LLP

  Sept 2017 - now

  Senior Partner

  We aim to provide businesses and accounting firms with assistance in a way that not only helps to save costs but also your time. We can manage these aspects of your business: - Comprehensive Bookkeeping Services, including setting up and maintaining (Quickbooks, Xero, MYOB, Sage, Zoho, etc). This includes streamlining the existing chart of accounts.- Conversion from QBO online to Xero and vice-versa. - Comprehensive Payroll Management- Bulk Reconciliation of accounts and bringing them up to date.- Handling and Tracking Inventory, Cash Flow Projections, and Management.- Accounts Payable and Receivables Management.- Preparing Financial Statements and Management reports (including tracking KPIs and trend analysis) for efficient business analysis.- Create your books from bank and credit card statements or pick up unfinished or fragmented books to update and upgrade.- Getting books ready for any audit or scrutiny- Preparing Projections and Budgets.- Financial Modelling in Excel (Lookup, Pivots, Graphs, Index, Macros, etc) (Use of Multiple models and interlinking them well) Show less