Gaurav Swami

About Gaurav Swami

Chartered Accountant with a strong record of academic and professional excellence — cleared all CA Levels in first attempt with hands-on experience in financial reporting, controllership, and audit management, currently working at Willis Towers Watson (WTW) — a leading global advisory and broking firm.My work spans Ind AS / IFRS reporting, month-end close, GL reconciliation, and process automation, using tools like Oracle ERP, SUN, and Advanced Excel. I’ve contributed to enhancing accuracy, improving efficiency by 20%, and strengthening financial controls through smarter reporting structures.Prior to WTW, I completed my articleship at Lamba & Associates (AMRG & Associates Group), where I gained end-to-end exposure to statutory audit, tax compliance, GST, and financial analysis. This foundation built my understanding of how every number connects to strategy, governance, and performance.I’m passionate about driving financial clarity, accountability, and process excellence — the values that define strong finance leadership. I’m continuously learning, adapting, and building expertise across reporting, analytics, and governance to create long-term value in every role I take on.Let’s connect to exchange ideas on finance transformation, process excellence, and leadership in the world of business.#CA #Charatered Accountant #First attempt CA #taxation #GST #Accounting #Finance #FinancialReporting #IndAS #Controllership #CharteredAccountant #FinanceLeadershi

Experience

1. Advisor

   WTW

   Jan 2025 — Present · Gurugram, IN

   Manage end-to-end financial reporting and management accounting for a portfolio of captive insurance clients, ensuring compliance with Ind AS / IFRS.Owned the month-end closing process for captive entities, including rollforwards, bank reconciliations, accruals, prepayments, provisions, and fixed asset accounting, ensuring accurate and timely financial close in SUN and Oracle ERPs.Prepared and reviewed complete financial statements — Balance Sheet, Profit & Loss, and Notes to Accounts - along with workings for claims, premiums, and related provisions.Conducted comprehensive financial analysis covering budgeting, cash flow projections, revenue forecasting, and trend analysis, utilizing advanced Excel models and charts to drive management insights and performance tracking for captive insurance entities.Led the preparation and submission of QRTs (Quarterly Regulatory Templates) to regulators, ensuring 100% accuracy and on-time delivery.Created management and board presentations highlighting claims and premium trends, financial performance metrics, and variance analyses to to provide actionable insights for strategic and financial decision-making.Manage KYC processes for captive entities through Willis’s in-house KYC software, ensuring AML compliance and governance control.Responding to and following up the queries by the captive account holders.Skilled in ERP System, Advanced Excel, ensuring strong control over financial data integrity and compliance.

Education

• The Institute of Chartered Accountants of India

  Chartered Accountant

• Indira Gandhi National Open University (IGNOU)

  Master of Commerce, Accounting and Finance

• Indira Gandhi National Open University

  Bachelor of Commerce with Major in Accountancy and Finance BCOM(A&F)