Vaibhav Pathak

About Vaibhav Pathak

Detail-driven and analytically sharp CA Final candidate with 4+ years of hands-on experience across business consulting, statutory audit, direct & indirect taxation, financial reporting, and US bookkeeping.Uniquely positioned at the intersection of corporate finance and professional services — having worked with global teams at Barclays and managed diverse client portfolios at GSRA & Associates.Barclays Global Services · Controls Reporting & Data Management (CRDM)Supported UK stakeholder reporting within the CRDM team, ensuring precision and compliance across control risk data submissions.Generated actionable insights through structured trend analysis, enabling evidence-based decision-making for senior management and cross-functional stakeholders.Contributed to quality assurance through systematic testing and defect tracking.GSRA & AssociatesManaged statutory audit engagements across banking, logistics, manufacturing, and IT sectors — covering audit planning, fieldwork execution, and reporting.Prepared financial statements under Indian GAAP and applicable regulatory frameworks.Led direct and indirect tax compliance for 100+ clients, ensuring adherence to GST, income tax filings, and regulatory reporting timelines.Assisted an IBBI-Registered Valuer in share valuation engagements — supporting FMV computation under Rule 11UA, valuation report preparation per IVS and SEBI (ICDR) Regulations, and compliance documentation for preferential allotments, ESOPs, and slump sales.Retained post-articleship as a paid assistant, expanding expertise across audit, taxation, and client advisory.Joined GSRA\'s US Division to manage bookkeeping for American clients on QuickBooks — building proficiency in US GAAP, chart of accounts structuring, and cross-border reconciliations.FreelanceDelivered stock audit and inventory verification engagements for multiple clients independently during peak audit seasons.Provided tax consultancy to bank staff and corporate stakeholders on behalf of an insurance company — advising on tax planning, deduction maximisation, and regulatory adherence, enabling compliance-grade financial decisions across a diverse client base.Consistently demonstrated a proactive mindset, attention to detail, and a commitment to continuous learning — backed by certifications in Financial Modeling, Corporate Finance, and Capital Markets.Seeking to leverage audit and finance expertise to contribute meaningfully to dynamic organisations in financial services or consulting, while growing as a well-rounded finance professional.

Experience

1. Paid Assistant

   GSRA & Associates

   Jun 2024 — Present

   Expanding expertise across audit, taxation, and business consultingOutsourcing division - Gaining QuickBooks Expertise (US bookkeeping for American clients)

Education

• University of Allahabad

  Bachelor Of Commerce, Bachelor Of commerce

  2016 — 2019

• The Institute of Chartered Accountants of India

  CA Finalist