Summary
Overview
Work History
Education
Skills
Timeline
Generic
Arpita Upadhyay

Arpita Upadhyay

Zurich

Summary

Dedicated finance professional with a proven track record in accounting and financial management. With a strong foundation built on the basis of diverse roles at renowned firms, Will bring expertise in technical accounting, financial reporting, and advisory services

Overview

7
7
years of professional experience

Work History

Assistant

KPMG AG
01.2022 - Current
  • Created an ESG (Environmental, Social, and Governance) presentation deck introducing the concept and highlighting its financial implications.
  • Authored technical accounting memos for audit clients, addressing carve outs and auditing the applicability of complex accounting standards. Developed financial flowcharts to enhance understanding of business processes.
  • Loaned to the "Financial Controlling Department" of a prominent financial institution for a cumulative period of approximately 2.5 years.
  • Innovated and refined transfer pricing methodologies for clients, contributing to improved financial structures.
  • Applied managerial accounting techniques, utilizing trend analysis to assess costs related to contractual agreements. Provided decision-making support by presenting cost estimates from diverse stakeholders and outlining contract frameworks.
  • Orchestrated collaboration across international teams to gather pertinent data for informed decision-making.
  • Contributed to the merger and acquisition process of a leading Swiss financial institution

Senior Consultant

Ernst & Young
01.2019 - 05.2021
  • Successfully seconded to EY's Business Consulting team in New York to provide valuable support.
  • Led and managed significant projects targeting crucial financial reporting challenges, including Conducted impact assessments for GAAP/IFRS differences, analyzed potential high-level accounting implications. Have developed client-specific accounting policies compliant with IFRS and US GAAP, transformed shell data into comprehensive notes to accounts and have crafted comprehensive accounting memorandums covering a range of complex technical topics. Addressed ASC and IFRS standards related to Revenue Recognition, Leases, Financial Instruments, and Business Consolidation. Developed Standard Operating Procedures (SOPs) to enhance finance control processes.
  • Expertly executed SPPI (Solely Payments of Principal and Interest) testing, Loan File Report (LFR) testing, and credit testing for banks.
  • Prepared meticulously detailed US SEC-compliant annual reports and financial statements in accordance with FRS 102.
  • Provided pivotal support for SEC-mandated regulatory filings, including N-PORT PART-F, Wrappers of N-CSRs, Form PF, etc.
  • Demonstrated expertise in standards such as IFRS 3, 9, 10, 15, 16, 17, as well as ASC 606, 842, 820, 825, and 810.
  • Garnered diverse work experience across industries spanning manufacturing, services, telecommunications, Banking & Finance and software sectors

Associate Consultant

KPMG
06.2017 - 10.2018
  • Conducted thorough GAAP/IFRS impact assessments, ensuring compliance with accounting standards.
  • Crafted comprehensive accounting memorandums covering a range of intricate technical subjects.
  • Conducted in-depth research in targeted technical accounting domains, benchmarking the company's disclosures against industry peers

Chartered Accountant

Free Lancer
05.2016 - 05.2017

Education

Master in Accounting & Finance - Accounting And Finance

Institute of Chartered Accountant of India
India
05.2016

Skills

    Ethical Judgment, Financial Analysis, Budgeting & Forecasting, Strategic Planning, Team Leadership, Process Improvement & Project Management, MS Office (Excel, PowerPoint, word) SAP (ERP), Intelligize, Tally

Timeline

Assistant

KPMG AG
01.2022 - Current

Senior Consultant

Ernst & Young
01.2019 - 05.2021

Associate Consultant

KPMG
06.2017 - 10.2018

Chartered Accountant

Free Lancer
05.2016 - 05.2017

Master in Accounting & Finance - Accounting And Finance

Institute of Chartered Accountant of India
Arpita Upadhyay