Jyotsna Agarwal

Experienced audit and transaction advisory professional driving process efficiency and delivering strategic insights for large-scale financial services clients. Contributed to audit engagements for PE clients with assets under management (AUM) of over £990B, identifying opportunities to improve financial reporting accuracy and assisting in strategic decision-making -Handled multiple concurrent projects, conducting comprehensive asset valuations and capital allocation analyses for the world’s largest alternative asset firm. Provided critical insights on asset performance and investment viability, ensuring compliance with financial standards -Developed automated tool for year-end work paper preparation in collaboration with senior management and IT team, leading to a 20% process enhancement in annual financial audits and risk mitigation for clients -Collaborated with US Onshore & Offshore Teams comprising 30+ members at cross-geographic locations for timely external audits focusing on deal activities & fund performance -Provided internal training to 4 junior staff accountants & 2 interns, ensuring efficient performance in statutory and compliance audits -Evaluated, documented & assessed substantive procedures of 10+ funds comprising different complex structures such as Master/Feeder Funds, Hedge Fund and Fund of Funds, providing actionable recommendations to clients

-Supported the audit and financial review of large private equity clients, analyzing different fund structures and portfolio companies’ financial health. -Conducted detailed financial statement analysis, identifying key trends that impacted business performance and investment decisions. -Collaborated with cross-functional teams to assess risk and compliance factors in PE-backed portfolio companies, providing strategic insights to support client decision-making. -Enhanced client comprehension by 30% investigating material variances utilizing advanced data analysis and visualization tools- Tableau, Excel and Power BI -Handled stringent deadlines while exceeding departmental objectives during annual audit focusing on private equity and other alternative investments for Deloitte’s largest client -Spot Award among a team of 20 + members and High Flyer Achiever for outstanding performance during busy season showcasing dedication, resilience, and commitment to excellence

Financial Management, Corporate Finance, Strategy Analysis, Financial Markets & Instruments, Practice of Fintech

Integrated Curriculum (CFA Institute & CPA US) Relevant Coursework- International Financial Management, Financial Analysis and Reporting, Portfolio Management, Derivative and Alternative Investments, Equity Investments, Fixed Income Investments