Lokesh Agarwal

About Lokesh Agarwal

A CA and a CPA (Licensed with State of Connecticut) with 21+ years of experience in external audits. Specialized in audits of investment management companies (IM), employee benefit plans (EBP) and have a meaningful experience in technical accounting & disclosures consultations. Currently contributing in building Citrin Cooperman India LLP (an extension of Citrin Cooperman) and also acting as an Audit Practice Leader (\"APL\") for offices in India.Specialties: Experienced in setting up US India offices and successfully integrating US CPA firms with India as an extension of US teams. Auditing of Mutual Funds, Private Equity, Hedge Funds, Fund of Funds, Investments Trusts, Venture Capital and Employee Benefit Plans. Meaningful experience of US GAAP and 15+ years of experience in team/people management.

Experience

1. Executive Director as Audit Practice Leader for Us India Offices

   Citrin Cooperman India LLP

   Feb 2024 — Present · Hyderabad, IN

Education

• Annamalai University

  Master’s Degree, Accounting and Finance

  2015 — 2016

• The Institute of Chartered Accountants of India

  FCA, Accounting and Finance

  2001 — 2005

• University of Calcutta

  Bachelor's degree in Commerce, Business/Commerce

  2000 — 2003

Skills

• Financial Reporting
• Assurance
• Financial Audits
• Internal Controls
• Us Gaap
• U.s. Generally Accepted Accounting Principles (Gaap)
• Big 4
• Accounting
• Auditing of Investment Management Companies
• External Audit
• Auditing of Employee Benefit Plans
• Gaap
• Ifrs
• Internal Audit
• Auditing
• Financial Analysis
• Financial Accounting