Namrata Agarwal

About Namrata Agarwal

Professional SummaryChartered Accountant with broad-based experience in Assurance, Internal Audit, Taxation, and Regulatory Compliance. Skilled in handling audit engagements for global clients, internal control evaluations, financial reporting, and statutory compliance. Adept at working across sectors like Wealth & Asset Management (AIF), hospitality, education, pharma, and retail. Known for strong analytical acumen, ethical work style, and collaborative client communication. Audit & Assurance (US-based, Wealth & Asset Management – AIF Sector)• Conducted end-to-end audits for Alternative Investment Funds (AIFs)• Performed NAV calculations, capital workpaper preparation, and investment testing• Executed FS tie-outs, SAD analysis, and material account testing (BS/PL)• Performed journal entry testing, custody reconciliations, and cost roll forward procedures• Participated in EDAP meetings, documented SCOTs and WCGWs, and ensured audit quality• Acted as single point of contact with onshore clients, earning appreciation for responsiveness Internal Audit (Hospitality, Education, Retail & Pharma)• Conducted internal audits across multi-location educational & hospitality institutions• Identified revenue leakages, misappropriations, and inventory irregularities• Verified fixed assets and inventories on-site in Kolkata, Hyderabad, and Pune• Reviewed lease contracts, assessed NPV, and supported lease vs. buy decisions• Conducted staff headcount & productivity analysis for cost control and efficiency Taxation, Compliance & Regulatory Filings• Filed 100+ Income Tax Returns and prepared 50+ Tax Audit Reports (Forms 3CA, 3CB, 10B)• Carried out GST audits, filed monthly/annual returns (GSTR-1, 3B, 9, 9C), and managed GST notices• Prepared and filed TDS/TCS returns, handled direct tax assessments• Drafted CMA data for project financing and supported bank loan documentation• Managed MCA filings (ADT-1, AOC-4, MGT-7/7A), incorporations, and director appointments Technical Proficiencies• Genius Software – ITR, TDS, and Tax Audit Filing• Tally | MS Excel | Microsoft Office• GST Portal | Income Tax Portal | MCA Portal Soft Skills• Analytical Thinking & Problem Solving• Effective Communication & Documentation• Teamwork, Leadership & Ownership• Time Management & Multi-tasking• Ethical & Client-Focused Approach Open to OpportunitiesLooking to contribute to dynamic roles in Audit, Taxation, Financial Reporting, and Compliance where I can apply my skills and continue growing professionally.

Experience

1. Assistant Manager

   EY

   Oct 2025 — Present · Kolkata, IN

Education

• Shri Shikshayatan College

  BCom Honors, Accounting and Finance

  2016 — 2019

• Institute of Chartered Accountants of India

  Chartered Accountant, Accounting and Finance , Audit & Taxation

  2017 — 2025

• D.A.V. Model School, Durgapur

  XII, Business/Commerce, General

  2016