Piyush Goplani
Sydney,Australia
Summary
Experienced finance and accounting executive with a strong background as a Chartered Accountant and US CPA. Over 10 years of diverse experience in finance, particularly within private equity, credit and real estate funds. Proven track record of leading financial operations, implementing strategic initiatives, and ensuring compliance with regulatory standards. Adept at financial analysis, risk management, and driving organizational growth. A collaborative leader with excellent communication skills and a commitment to delivering high-quality results.
Overview
12
12
years of professional experience
Work History
Senior Manager / Associate Director
EY
07.2022 - Current
- Oversee the preparation of financial statements, including statutory reports, regulatory filings, and management reports, in accordance with corporations act, ASIC, Insurance, banking regulations and relevant accounting standards.
- Deep understanding and hands on experience of IFRS and USGAAP accounting standards including sarbanes-oxley.
- Identifying and mitigating financial risks, such as credit risk, market risk, and operational risk.
- Ensuring compliance with relevant laws, regulations, and accounting principles. This includes tax compliance and overseeing audits.
- Monitoring and controlling costs to ensure they are in line with budgeted amounts and organizational goals.
- Establishing strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Managing a large team of onshore and offshore team members.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
- Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
- Responsible for business development, representing the firm in various events held by CA Australia, Financial Services Council and ASIC.
- Key complex accounts reviewed: Valuation review of unlisted level 3 investments, Revenue recognition AASB 15, Intangible assets AASB 138, Performance fee calculation with high water marks and waterfalls, review of financial statement disclosures.
Audit Manager
EY
10.2019 - 09.2022
- Developed audit policies and procedures that improved internal controls and reduced the risk of financial misstatements
- Developed and implemented a risk-based audit approach that identified and addressed potential areas of financial and operational risk
- Provided training and guidance to new auditors to ensure adherence to audit standards and best practices
- Analyzed and reported on financial statements, identifying key trends and insights for senior management
- Prepared detailed audit reports that highlighted areas of improvement and provided recommendations for corrective action
- Leveraged data analytics to improve the effectiveness and efficiency of audit processes
- Developed and implemented a system of internal controls to ensure data accuracy and integrity
- Worked on various clients from different industries including insurance, banking, funds management and technology.
Assistant Manager
EY
11.2017 - 09.2019
- Managed a team of 4 accountants and successfully completed the annual audit
- Developed and implemented a comprehensive audit plan that reduced audit time by 20%
- Prepared audit reports that accurately summarized audit findings, resulting in improved communication with stakeholders
- Worked with various teams internal and external including internal auditors, tax specialists, valuation specialists and actuaries.
Audit Senior
EY Cayman Islands
01.2016 - 01.2017
- Perform financial statement audits for asset management clients, including investment funds, private equity firms, and hedge funds
- Lead and supervise audit engagements, ensuring compliance with auditing standards, regulatory requirements, and company policies
- Develop and execute risk-based audit plans, considering inherent risks associated with asset management activities such as valuation of investments, fair value accounting, and complex financial instruments
- Conduct substantive testing of financial data, including investment portfolios, pricing models, fee calculations, and performance reporting
- Evaluate internal controls and make recommendations for improvements to mitigate financial and operational risks
- Key clients: MAN Group, Dialectic Capital Management, Proterra Capital Partners, CIBC First Caribbean International Bank.
Audit Senior
EY - USA
01.2014 - 01.2016
- Conduct financial statement audits for healthcare and life sciences organizations, including hospitals, pharmaceutical companies, medical device manufacturers, and research institutions
- Coordinate with cross-functional teams, including legal, compliance, and healthcare professionals, to gather necessary information and ensure accurate representation of financial statements
- Key clients: Mount Sinai Hospital, New York Presbyterian Hospital, CVS Pharmacy, Palisades Medical Center.
Accountant
EY
01.2012 - 01.2014
- Assist audit seniors and managers in conducting financial statement audits for various clients across different industries
- Perform substantive testing of financial transactions, account balances, and internal controls to ensure compliance with auditing standards and regulatory requirements
- Collect and analyze financial data, including bank statements, invoices, and supporting documents, to verify accuracy and completeness
- Document audit procedures performed, findings, and conclusions in workpapers in a clear and organized manner
- Assist in the evaluation of internal controls, identifying control deficiencies and recommending improvements to mitigate risks.
Education
Chartered Accountant -
CA ANZ
01.2021
Certified Public Accountatn -
American Institute of CPA
01.2017
Skills
- Leadership
- Strategic Planning
- Project Management
- Financial Analysis
- Financial Reporting
- Auditing
- Managing professional relationships
- International Financial Reporting Standards
- US Generally Accepted Accounting Principles
- Internal Controls and Risk Management
Key Clients
- VanEck Investments Limited (ETFs)
- Alceon Real Estate
- Assembly Funds (Real estate/credit)
- MidKey Capital
- Equity Trustees
- Perpertual Trustees
- Marubeni (Financial Services - Japan)
- Etoro (Fintech)
Timeline
Senior Manager / Associate Director
EY
07.2022 - Current
Audit Manager
EY
10.2019 - 09.2022
Assistant Manager
EY
11.2017 - 09.2019
Audit Senior
EY Cayman Islands
01.2016 - 01.2017
Audit Senior
EY - USA
01.2014 - 01.2016
Accountant
EY
01.2012 - 01.2014
Chartered Accountant -
CA ANZ
Certified Public Accountatn -
American Institute of CPA
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