POORNIMA MAHADEVAN
1/3 Prebble Pl, Mission Bay, Auckland,Auckland
Summary
Sincere and hardworking finance professional with more than 11 years of auditing, financial reporting and operational experience in banking and financial services, consulting and manufacturing industries. Results-driven with specialized knowledge of internal controls compliance requirements, risk assessment and IFRS reporting. Commended for consistently meeting new challenges and finding solutions to satisfy client or corporate needs and successfully leading projects from inception to completion.
Overview
11
11
years of professional experience
Work History
Senior Financial Accountant
ASB Bank Limited
05.2023 - Current
- Group Financial Reporting:
- Responsible for delivery of high-quality financial reporting, which is complete, accurate and supported by insightful analysis, adapted to meet internal and external compliance requirements.
- Ensuring that control environment is accurate and complete, complaint with all external and internal rules, regulations, and policies.
- Evaluating, testing and communication of operating effectiveness, design effectiveness, annual model review and performance monitoring of risk areas and corresponding internal controls.
- Responsible for coordinating with external auditors for half-yearly financial statements.
- Preparation of year-end financial statement notes, performance analysis documents and monthly management information pack.
- Treasury and Financial Markets Accounting:
- Ensure correct attribution of the daily treasury P&L and supporting analysis (Wholesale funding cost, liquid asset return, forward accruals).
- Review and production of monthly, quarterly, half-yearly and annual group, statutory and regulatory disclosures that involve treasury and financial markets instruments.
AUDIT MANAGER
KPMG
08.2022 - 02.2023
- Responsible for: a) Planning audit strategy, risk assessment, audit direction, and supervision of audit teams b) Researching complex accounting and auditing issues, timely consultations, and resolution with clients c) Closing out engagements post partner reviews.
- Ensured timely and effective delivery of audit plans through understanding business operations, issues and strategic risks, determining assurance objectives and designing tailored audit solutions to the clients as required.
- Evaluated design and operating effectiveness of internal controls of clients and recommended corrective processes including evaluation of risk control matrices.
- Use of data analysis tools for key audit procedures, red flag monitoring and providing inputs to client management on risk profile, variance analysis and corrective measures.
- Involved in engagements for IFRS conversion for Indian companies which involves developing diagnostic reports of key IFRS adjustments, solution development and assistance in solution implementation for clients involved.
- Manager in lead for proposal presentation and onboarding of multiple manufacturing and retail client demonstrating negotiation and presentation skills.
Finance Manager
Sai Rehabilitation
01.2021 - 08.2022
- Established and implemented internal control framework for new finance and operations team of the organization by identification of risk areas using statistical analysis and predictive modelling, establishing controls to mitigate risk, timely monitoring of set controls and communication of observations with management.
- Reporting to Finance and Control Head in developing risk and assurance insights that help analyze and improve control environment, including implementation of new ERP system. This helped reduce significant man hours spent on inventory count and movement.
- Responsible for review and maintenance of complete and accurate books of accounts, closure of accounts for month end procedures and preparation of financial reports for external stakeholders.
- Prepared and presented monthly management review reports, review of results of operations and control efficiency reports for board using business intelligence and visualization tools.
- Responsible for preparation of project reports for raising investments and seed funds.
PRODUCT CONTROLLER- SENIOR ANALYST
Barclays Shared Services Private Limited
11.2019 - 01.2021
- Produce daily desk profit and loss account including commentaries and investigate Flash/Formal differences.
- Reviewed key controls including FOBOs, adjustment substantiation and new, amends & cancelled trades review and verification of Clean & Hypo P&L for back-testing.
- Migration and streamlining of foreign currency trading controls from Singapore and setting up India team- The role involved transfer of end-to-end processes, establishment of associated controls, execution of daily tasks and providing assurance inputs to management.
- Evaluation of monthly results and preparation of reports for identification of macro-economic factors and trader choices driving them as well as analysis of key performance indicators for top management review.
SENIOR CONSULTANT- AUDIT
Grant Thornton India LLP
04.2013 - 10.2019
- Executed statutory audits, internal control audits and risk assessment analysis for various entities in banking, financial services and information technology sectors.
- Integral part of Internal Financial Controls audit implementation team and performed control audits for banking sector clients that included first time documentation and audit of existing processes, areas of weakness, controls required, deficiencies identified and mitigation plan.
- Conducted audit including planning the audit steps, substantive procedures, evaluation of audit results and impact assessment as per accounting standards and regulatory requirement for review by managers and partners.
- Collected and examined data to detect deficient controls, fraud or non- compliance with laws, regulations, and management policies.
- Performed audit of companies listed in Securities and Exchange Board of India and executed quarterly limited reviews as per SEBI guidelines.
- Conducted trainings on Auditing Standards and firm methodology requirements.
Education
Power BI- Financial Reporting & Financial Analysis
Certification
2023
Chartered Accountant -
Institute of Chartered Accountants of India
2018
Bachelor of Commerce - Finance And Taxation
Bharata Mata College, M G University
2018
Certificate of Higher Education: Commerce -
Bhavans Vidya Mandir
2010
Skills
- Proficient with data analysis and visualization, power BI tools and multiple accounting software
- Financial reporting, IFRS, auditing standards and internal controls over financial reporting
- Leadership, team building and interpersonal skills
- Strong communication, presentation and negotiation skills
- Critical thinking, business acumen and financial management
Additional Information
- Academic Achievement Award- Won the best employee award as a part of All India Employee Recognition Programme by Grant Thornton India LLP.
- Elected as college union arts secretary for the year 2012-13.
- Won the best outgoing student award for the year 2012-13.
- National level athlete and state level record holder for 100 mts sprint for two consecutive years
Timeline
Senior Financial Accountant
ASB Bank Limited
05.2023 - Current
AUDIT MANAGER
KPMG
08.2022 - 02.2023
Finance Manager
Sai Rehabilitation
01.2021 - 08.2022
PRODUCT CONTROLLER- SENIOR ANALYST
Barclays Shared Services Private Limited
11.2019 - 01.2021
SENIOR CONSULTANT- AUDIT
Grant Thornton India LLP
04.2013 - 10.2019
Power BI- Financial Reporting & Financial Analysis
Certification
Chartered Accountant -
Institute of Chartered Accountants of India
Bachelor of Commerce - Finance And Taxation
Bharata Mata College, M G University
Certificate of Higher Education: Commerce -
Bhavans Vidya Mandir
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