Raunak Agarwal

Author | Fund Accountant

Role
Senior Associate Fund Services at RSM US LLP
Location
Kolkata, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Raunak Agarwal

Raunak Agarwal has been working in the fund services industry for over 5 years now with…

Experience

  1. Senior Associate Fund Services

    RSM US LLP

    Jan 2024 — Present · Gurugram, IN

    Key Responsibilities –a. Working in end-to-end Fund Accounting process of Private Equity Funds.b. Preparation of quarterly NAV packages which includes all quarterly activity of the funds like Investment activity,Capital activity, Bank Statement reconciliation, TB, P&L allocation and Financial Statements.c. Working on end-to-end process of Investment and Investor related cash activity like Capital Call and Distribution.d. Preparation of Management Fees schedules on quarterly basis.e. Preparation of Regulatory Forms like Form PF, Form ADV, CIMA FilingSpecial Projects, Award, and Responsibility –a. Created a waterfall model for a major client which the client termed as the “Best Model that he had ever seen”.b. Reconciled Life-to-date books of a major fund by identifying discrepancies with US GAAP, and making necessary adjustments.c. Assisted in successful implementation of Regulatory service offering by the firm (Form PF, Form ADV, CIMA Filing).d. Awarded for the effective use of copilot for automation in client deliverables saving 100+ yearly hours for the firm

Education

  • St. Xavier's College (Autonomous), Kolkata

    Bachelor of Commerce (B.Com.)

    2013 — 2016

  • Xavier Business School

    Master of Business Administration - MBA

    2020 — 2022

  • Birla High School, Kolkata

    Accounting and Business/Management

    2001 — 2013

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Raunak Agarwal — Senior Associate Fund Services at RSM US LLP in Kolkata, IN | Unifers