Sherry Gupta
Toronto,Ontario
Summary
An experienced Indian Chartered Accountant (CA) and aspiring CPA. I am a sincere and dedicated professional offering experience in Big4 Audit and Assurance Industry. I am having more than 2 years of experience in Statutory Audits of Private Equity Clients, Asset Servicing Clients and some of the Mutual Funds with Deloitte USI in India and more than 1 year experience in Statutory Audits of Insurance clients with KPMG Canada.
Overview
9
9
years of professional experience
Work History
Senior Accountant
KPMG LLP Canada
10.2023 - Current
- Working in the Statutory Audit of two of the top 10 Insurance companies in Canada with KPMG.
- Involved in the audit of a new client by taking up the significant risk areas walkthrough, preparing report on associated risks and Audit approaches for all the FS captions and analyzing the method, assumptions and data involved in Estimates used by client.
- Acting as an Incharge for a Facility Association engagement.
- Handling the entire team by allocating work to the staff team members, tracking their progress and resolving their queries, keeping the partners and Senior managers updated with the progress.
- Discussing any audit findings or discrepancies with client.
- Making the work ready of review by Partners and Senior managers.
- Executing more judgemental involved tasks such as Trial balance reconciliations, Premiums and claims reconciliations, Materiality and scoping etcetera.
Staff Accountant
KPMG LLP Canada
11.2022 - 09.2023
- Working in Statutory Audit of two of the top 10 Insurance Companies in Canada with KPMG.
- Executing various tasks such as performing sampling and substantive testing of Premiums, Claims, Cash, Investments, Insurance expenses etcetera.
- Taking up walkthrough with clients to obtain understanding of their business processes and flow of transactions.
- With the applicability of IFRS 17 on Insurance clients, working on performing Opening Balance sheet audit as on 1st January 2022 and Comparatives 2022 audit such as Portfolio aggregation testing.
Audit Senior
Deloitte and Touche LLP ( US Offices in India)
06.2022 - 10.2022
- Involved in direct discussions with Engagement Partner on ideas to enhance Audit Quality and Milestone achievement
- Handling the entire engagement, lead the Audit team and Reviewing the tasks executed by the staff, ensuring smooth communication and effective utilization of resources on the engagements
- Completed audit papers by thoroughly documenting audit tests and findings.
- Prepared working papers, reports and supporting documentation for audit findings.
- Some of the clients managed: Maven and Foresight Group (LPs and VCTs).
Audit Senior Assistant
Deloitte and Touche LLP ( US Offices in India)
06.2020 - 05.2022
- Working in the United Kingdom (UK) sector of Deloitte USI in External Audit of Private Equity Funds and Investment Management clients
- Performing Preliminary Analytical Review (PAR) of company's Balance Sheet and Income Statement
- And determining Materiality, Performance Materiality and Clearly Trivial Threshold limits for Audit Scoping
- Preparation of Trial Balances for the purpose of Audit
- Performing various Testing's such as Opening Balance Testing, Foreign Exchange Testing, Distributions/Capital Testing, Dividend Testing, Cash Testing, Debtors and Creditors Testing, Journal Entry Testing etcetera
- Major Clients handled- Intermediate Capital Group Plc (ICG Group), IQ-EQ Jersey and Guernsey Ltd, Ocorian and Estera Group, Zedra PCC, SGAM Private Value Partners Ltd, Tesco Personal Finance plc etcetra.
Tax and Audit Assistant
Anand & Anand Chartered Accountants
02.2015 - 03.2020
- Internal Audit, Tax Audit, Bank Audit, TDS filings, GST and ROC compliances.
Education
Bachelor of Commerce (Hons in Finance and Accounting) -
Guru Nanak Dev University
Chartered Accountant -
Institute of Chartered Accountants of India
09.2019
Skills
- MS Office (Excel,Word and Power Point)
- IFRS
- Hardworking
- Teamwork
- Multitasking
- Staff Oversight
- Audit Support
Websites
Accomplishments
- Exceptional Client Service Awards- Awarded with 2 Exceptional Quality Performance awards (spot, applause awards) by the leadership team at Deloitte
- Exemptions in CA IPCC- Cost Accounting
Languages
English
Hindi
Hobbies and Interests
- Dancing and Singing
- Travelling
Timeline
Senior Accountant
KPMG LLP Canada
10.2023 - Current
Staff Accountant
KPMG LLP Canada
11.2022 - 09.2023
Audit Senior
Deloitte and Touche LLP ( US Offices in India)
06.2022 - 10.2022
Audit Senior Assistant
Deloitte and Touche LLP ( US Offices in India)
06.2020 - 05.2022
Tax and Audit Assistant
Anand & Anand Chartered Accountants
02.2015 - 03.2020
Bachelor of Commerce (Hons in Finance and Accounting) -
Guru Nanak Dev University
Chartered Accountant -
Institute of Chartered Accountants of India
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