Bharat Patel Email & Phone Number | 9 years of experience in the fields of Audit, Investment portfolio, Risk Management, and Independence Compliance. Providing support to US Independence Group and US Audit Engagement teams on various Engagement, Personal and Firm related Independence matters. Check Compliance requirement for partner and all the US KPMG employee to make sure they Compliance to the firm Independence requirement. Engaging with US onshore teams through continuous communication and helping them in timely completion of daily task. Identify more areas of work on Independence and transitioning those to GDC. Actively get involved on business and Independence specific knowledge development initiatives at GDC Research and collate required organizational information from various external and internal tools to analyze the client structure, its affiliates, service line and people of the firms to be independent from the audit client with regards to different regulatory authority. Use tools and techniques to perform Independence related checks on mergers & acquisition of various audit and non-audit clients. Be a Performance Manager to guide and coach GDC professionals on career advancement and provide continuous feedback throughout the performance year on their development areas Was an integral part of FSMA task force which continuously serves in preparation of reports, training material preparations, Quality updates, Improvement ideas, Innovation etc. Responsibility in handling month end close activities: productivity analysis, de-growth analysis and hour’s analysis. As a part of pre-close activities, performing pre-checks on all month end activities and communicating those reports to relevant hierarchy to avoid any critical situations. Preparation and presentation of quality summary report of the entire Industry to director & other Stake holders. Facilitating Independence conceptual trainings and to ensuring that professionals are trained. Increasing efficiency by proper planning and allocation of work among all the team members. Mentoring to new hires and senior associates, clarifying their doubts at any point of time. Statutory filing for US listed Companies including validation of 10K/10Q financial statements. Execution and review of financial statements, i.e., balance sheet, income statement, statement of equity and statement of cash flow and other reports to keep track of financial statement. Completed quality risk management rotation and worked individually to perform second level reviews of the worked performed by the teams to ensure quality of the deliverables.

Bharat Patel

9 years of experience in the fields of Audit, Investment portfolio, Risk Management, and Independenc...
Bengaluru, Karnataka, India

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Bharat Patel’s Email bharat.patel@kpmg.com

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Bharat Patel’s Location Bengaluru, Karnataka, India

Bharat Patel’s Current Industry Kpmg Global Services

Bharat Patel’s Prior Industry Credit Pointe Service Ltd Pune

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Work Experience

Kpmg Global Services

Assistant Manager

2021-10-01 00:00:00 - Present

Credit Pointe Service Ltd Pune

Analyst Associate

2013-09-01 00:00:00 - 2014-07-01 00:00:00

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FAQ About Bharat Patel

Bharat Patel is located at
Bengaluru, Karnataka, India

Bharat Patel is a 9 years of experience in the fields of Audit, Investment portfolio, Risk Management, and Independence Compliance. Providing support to US Independence Group and US Audit Engagement teams on various Engagement, Personal and Firm related Independence matters. Check Compliance requirement for partner and all the US KPMG employee to make sure they Compliance to the firm Independence requirement. Engaging with US onshore teams through continuous communication and helping them in timely completion of daily task. Identify more areas of work on Independence and transitioning those to GDC. Actively get involved on business and Independence specific knowledge development initiatives at GDC Research and collate required organizational information from various external and internal tools to analyze the client structure, its affiliates, service line and people of the firms to be independent from the audit client with regards to different regulatory authority. Use tools and techniques to perform Independence related checks on mergers & acquisition of various audit and non-audit clients. Be a Performance Manager to guide and coach GDC professionals on career advancement and provide continuous feedback throughout the performance year on their development areas Was an integral part of FSMA task force which continuously serves in preparation of reports, training material preparations, Quality updates, Improvement ideas, Innovation etc. Responsibility in handling month end close activities: productivity analysis, de-growth analysis and hour’s analysis. As a part of pre-close activities, performing pre-checks on all month end activities and communicating those reports to relevant hierarchy to avoid any critical situations. Preparation and presentation of quality summary report of the entire Industry to director & other Stake holders. Facilitating Independence conceptual trainings and to ensuring that professionals are trained. Increasing efficiency by proper planning and allocation of work among all the team members. Mentoring to new hires and senior associates, clarifying their doubts at any point of time. Statutory filing for US listed Companies including validation of 10K/10Q financial statements. Execution and review of financial statements, i.e., balance sheet, income statement, statement of equity and statement of cash flow and other reports to keep track of financial statement. Completed quality risk management rotation and worked individually to perform second level reviews of the worked performed by the teams to ensure quality of the deliverables.