Sougata Banerjee

Managing Director @ CBIZ and Shareholder @ CBIZ CPAs P.C.

Role
Managing Director at CBIZ
Location
Costa Mesa, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Sougata Banerjee

A highly experienced SEC professional within the attest practice of CBIZ with prior experience at Marcum and PwC US, UK & India- Certified Public Accountant - CA- Chartered Accountant - IndiaPossesses a broad range of well developed and diverse technical and leadership skills including- Forming strong relationships at the highest levels in large multinational companies- Cross border and multi-disciplinary engagement management- Leading large and diverse teams with proven track record in people development- Extensive experience in leading all aspects of delivery of audit and audit related services to large and complex multi-national SEC registrant companies, foreign filers and UK and Indian listed companies- Experienced in the IPO process for small-mid size biotech and life sciences companies- Experienced in both public & private offerings as well as M&A transactions- In depth knowledge of US GAAP and IFRS across multiple industries- Advising and reporting on 404 compliance for large accelerated filers- Recognized expert in the accounting for commodity derivative transactions - Lead advisor experience on large Enterprise Resource Planning (ERP) system implementation - Development and delivery of numerous tailored financial reporting and controls training solutions to middle and senior management across a range of clients and territories- Active participation in local sector strategy development and implementation

Experience

  1. Managing Director

    CBIZ

    Nov 2024 — Present · Costa Mesa, CA, US

Education

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

    Higher Secondary

  • AICPA

    CPA, Accounting

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

    Bachelor of Commerce (Honours), Accountancy, Economics, Business

  • Julien Day School - India

    Secondary Education

  • The Institute of Chartered Accountants of India

    Chartered Accountancy, Acccounting, Business Management, Economics, Taxation & Corporate Law

Skills

  • Commodity Markets
  • Auditing
  • Us Gaap
  • Valuation
  • Cpa
  • U.s. Generally Accepted Accounting Principles (Gaap)
  • U.s. Sec Filings
  • Financial Analysis
  • Financial Statements
  • Internal Controls
  • Risk Management
  • Accounting
  • Assurance
  • Ifrs
  • Gaap
  • Financial Modeling
  • Financial Accounting
  • Mergers & Acquisitions
  • Consolidation
  • Leases
  • Sec Filings
  • Sarbanes-Oxley Act
  • Financial Reporting

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