Preeti Shree Sureshkumar

• Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
• Ensured the accuracy of revenue recognition practices, safeguarding the company''s financial position from potential misstatements.
• Reduced month-end closing time by implementing efficient reconciliation procedures for general ledger accounts.
• Collaborated with external auditors to facilitate timely completion of annual audits, resulting in clean audit opinions.
• Prepared comprehensive financial statements in accordance with GAAP, ensuring regulatory compliance and transparency.
• Maintained up-to-date knowledge of accounting standards and regulations, ensuring continuous compliance with industry best practices.
• Prepared working papers, reports and supporting documentation for audit findings.
• Used accounting software to issue tax returns and prepare consolidated reports.

Core Audit and Accounting:

• Financial Reporting: Reviewing the financial statements numbers and reporting, confirming the disclosure is in line with applicable guidance, and is accurate and complete.
• Risk Assessment: Authored detail-oriented risk assessment memos for various areas including complex or one-off instances like restructuring, fixed assets impairment and also leases, revenue models, rigorously validating company conclusions to ensure compliance with US GAAP, PCAOB standard. This includes research issues and being proactive to expand my technical knowledge, understanding business strategy, KPIs.
• Internal Controls Expertise: Demonstrated extensive experience in internal controlstesting (business processes), covering both design and implementation as well as operating effectiveness, with a strong proficiency in the COSO Framework and SOX Section 404.
• Complex Audits: Led comprehensive audits of intricate areas such as revenue recognition (high risk area) and stock compensation expenses, managing the entire process from planning to substantive testing, including controls evaluation, arriving at innovative testing solutions for new areas or changes in the company.
• Journal Entry Testing: Specialized in journal entry testing with a focus on detecting and preventing management override of controls.

Project Management & Team Building:

• Exhibited exceptional project management skills, ensuring optimal resource allocation and utilization to meet critical deadlines and maximize efficiency in a fast paced environment.
• Took the initiative as the primary executor for the engagements, establishing and maintaining effective communication with the Onshore Team and client about status of work in scope.
• Cultivated a collaborative team environment between India-based and US-based teams, ensuring seamless integration and communication across geographies.
• Mentored the junior team members by providing comprehensive training on soft kills, client specifics and various audit and assurance principles along with reviewing their work.
• Successfully adapted to virtual audits during COVID-19 and directly interacted with clients, coordinating walkthroughs of controls and fulfilling data requests.

Other achievements and responsibilities:

• Proactively been a CPA Spoc for 2 years.
• Recognized with seven awards during my tenure for adaptability, quality work, meeting deadlines, and also achieving the highest utilization across audit engagements.
• Actively participated in a pilot program for transforming the Audit Engagement process by transitioning to a cloud-based, in-house built global audit platform and audit tools.

• Reviewed general ledger transactions to identify errors or irregular entries.
• Assessed financial statements and records.
• Supported senior auditors in the preparation of detailed reports for management, outlining key findings and areas for improvement.
• Completed audits in accordance with regulations and procedures.
• Performed auditing work in accordance with rigorous auditing standards and principles.
• Supported the completion of high-quality audits with diligent documentation and attention to detail.
• Identified various risks and errors to propose corrective action to decision makers.
• Participated in workshops and educational opportunities to build skills set and add value to department.
• Performed Tie-out procedures to uphold accuracy and integrity in financial reporting.
• Prepared working papers, reports and supporting documentation for audit findings.