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Senior Finance Manager with 9+ years in Financial Services and Wealth Management Audits
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Assessing your cultural and operational fit
Audit professional with over nine years of experience in the financial services industry, specializing in wealth and asset management audits. Proven expertise in audit planning and risk assessment, financial statement review and team leadership. Demonstrated ability to manage complex engagements, strengthen client relationships, drive process improvements, and deliver high-quality audit outcomes in accordance with professional standards and firm methodologies.
US Certified Public Accountant
US CPA
N/A – June 30, 2025
Silver Oak University
Masters of Commerce
N/A – June 30, 2025
Association of Chartered Certified Accountants
ACCA
N/A – June 30, 2020
Symbiosis College of Arts And Commerce
Bachelor of Commerce
N/A – June 30, 2016
Ernst & Young LLP
Audit Manager
January 1, 2023 – Present
San Francisco, California, United States
Ernst & Young GDS
Audit Assistant Manager
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Bengaluru, Karnataka, India
Ernst & Young GDS
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Ernst & Young GDS
Audit Associate
July 1, 2016 – October 1, 2019
Bengaluru, Karnataka, India
Cultural Fit Analysis
The candidate's long tenure at Ernst & Young (9+ years) indicates loyalty and adaptability within a large professional services firm. Their experience in diverse fund strategies and structures, coupled with training and mentoring junior staff, suggests a collaborative and supportive approach. The pursuit of advanced certifications (CPA, ACCA) aligns with a culture of continuous learning and professional excellence.
Soft Skills & Operational Fit
The candidate demonstrates strong leadership, client relationship management, and communication skills through their progression to Audit Manager and responsibilities in training and stakeholder interaction. Their experience in process improvement and budget management indicates a focus on operational efficiency. The continuous professional development (CPA, ACCA) suggests a proactive and growth-oriented mindset.