Experienced CA with expertise in finance, auditing, and taxation
1. CA Atul P Agarwal
Mobile No.: +91 7383147672 E-mail address: atul.agarwal24@hotmail.com
EDUCATIONAL QUALIFICATIONS
Chartered
Accountancy
The Institute of Chartered Accountants of India
CA Final November 2013 ALL INDIA RANK 27 [1st in Ahmedabad]
CFA Program CFA (US) Level 1 June 2015 Candidate
B.Com.
(Specialization in
Accountancy)
H.L. Institute of Commerce (Ahmedabad University) [2009-12]
CGPA: 3.074/4.33 (71%)
Grade: B+
SSC & HSC
Delhi Public School, Bopal, Ahmedabad
Secured 90.40% in HSC CBSE Board, 2009
Secured 89% in SSC CBSE Board, 2007
WORK EXPERIENCE RELIANCE INDUSTRIES LIMITED May’14 to Present
A.
Shared Services, RIL and Business Operations Centre, Reliance Jio Infocomm Ltd.
May’15 to Present
Preparation of Annual Operating Plan for the overall Shared Service function for the Financial Year
2015-16, SSO Scorecard for the Financial Year 2014-15, and monthly and quarterly review of SSO
activities, indicating the KPIs and the level of efficiencies of different SSO sub-divisions.
Preparation of Operating Model for BOC, Reliance Jio Infocomm Ltd and deciding the key activities
to be performed by BOC in the Employee Device Distribution phase, pre-launch phase and post
launch phase.
Review of Internal Audit Reports of Shared Service Divisions and follow up with the respective sub-
divisions for compliance.
B. Management Trainee May’14 to April’15
SSO Treasury
Accounts
Verification of Computation of Capital Gain on Sale of various Investments based on FIFO
Method, application of Indexation Benefits, Bonus Stripping and Dividend Stripping provisions
as per the Income Tax Law.
Prepared a summary report on numerous case laws relating to Taxability of Interest on Securities
on Accrual vs Receipt basis.
Preparation of Investment Schedule as per Revised Schedule VI to the Companies Act 1956 at the
end of every month, and Register of Inter Corporate Loans and Advances pursuant to Section 186 of
the Companies Act 2013.
Process Improvement and automation of the manual processes, and follow up with the Business
Transformation Team for calculation of Weighted Average Interest Costs on borrowings on every
month end, Current/Non-Current Borrowings, Maturity Profile in SAP BI Portal.
Silvassa Polyester
Manufacturing
Division
Review of process of Recycling of Paper Tubes, the number of times the different types of tubes
could be recycled as against the cost of the respective type of tubes, as well as the process of Free
Issue of Materials to Contractors, the systemic controls maintained for FIM from issue of materials
to adjustment of cost of materials while processing payment to contractors.
Preparation of Expenses Budget for the year 2015-16.
Review of Internal Audit Reports of key functions and follow up with the respective functions for
compliance.
Refinery &
Marketing
Business Division
Preparation of a report on a few Hedging Options available to deal with volatility in Crude prices.
Preparation of Report on the Reasons for Fall in Crude Prices, and the dependence of Crude Prices
on US Dollars, or vice versa.
Preparation of Operating Model for the R&M Business Division, showing the organization structure
and indicating the key performance indicators of each function head.
B. DGSM & Co, Chartered Accountants, Ahmedabad (Articleship) Feb’11-March’14
Internal Audits Godfrey Phillips India Limited, Ahmedabad Sales Branch
Statutory Audits
Kiran Motors Limited, Ahmedabad
Gujarat Co-operative Milk Marketing Federation Limited, Anand (AMUL)
Physical Research Laboratory, Ahmedabad
Bank Audits
Concurrent and Internal Audits
- Allahabad Bank, S P Nagar Road Branch, Ahmedabad
- Bank of India, MCB, Ahmedabad
2. - The Ahmedabad District Co-operative Bank Limited
- The Gujarat State Co-operative Bank Limited
Migration Audit of The Ahmedabad District Co-operative Bank Limited
Unit Inspections & Stock Audits for ICICI Bank Limited
POSITIONS OF RESPONSIBILTY & EXTRA-CURICULAR ACTIVITIES
Achievements
Received Certificates for being the top contributor for the month of July 2014 and November 2014 by
posting blogs and participating in discussions on the Finance, Compliance and Accounting portal of
Reliance Industries.
Undertook various seminars at office on various academic (mostly banking and taxation) and non-
academic topics, addressing audiences of 50 colleagues and acquaintances.
Have been a member of Event Management Committee, Cultural Festival of H.L. Institute of
Commerce, and at the Polyester Technical Convergence Meet in Silvassa Manufacturing Division of
Reliance Industries Limited
Played Football as a Right Winger for the Club ‘Sharpshooters’, participated in College Tournaments
(2009-12) and Intra City Tournaments (2010).
Have been a Group Leader during the Articleship, managing the work and addressing the grievances of 25
Article Assistants under my supervision
Received Scholar’s Trophy for outstanding academic performances in the 10th, 11th and 12th grades.
Attended various sessions on Direct Taxes conducted by the Study Circle of Reliance Industries.
Participated in Drama & Theatre Events at School Annual Functions and College Cultural Festivals.
Participated in various social events of organizations, namely ‘Help Age India’ & ‘Cancer Aid Society’,
and have been a regular blood donor at Prathma Blood Donation Camp.
COMPUTER PROFICIENCY
Working
Knowledge
SAP, Tally
Open Office Writer, Spread Sheet
MS Power Point, Excel (Advanced)
Exposure during
Audits
TCS Bancs (Allahabad Bank & The Ahmedabad District Co-operative Bank Limited)
Finacle (Bank of India)
I-CBS (The Gujarat State Co-operative Bank Limited)
LINGUISTIC PROFICIENCY
Read, Write &
Speak
English, Hindi & Gujarati
PERSONAL DETAILS
Date of Birth September 24, 1991
Father Mr. Pawan Kumar Agarwal (Dealer of Automobile Parts)
Mother Mrs. Anita Agarwal (Home Maker)
Hobbies &
Interests
Playing and Watching Football, Playing Table Tennis
Writing Blogs – Short Stories, Philosophy, Life Experiences, and Book Reviews etc.
(Blog Address: atulpagarwa24.blogspot.com)
Reading Books, Magazines, Articles, Blogs etc.
Current Address D-19, 2:1, Ashirwaad CHS Ltd, Plot 8, Sector 29, Vashi, Navi Mumbai – 400709
References
Mr. KVVS Murthy Sr. Vice President and Head, FC&A (M) 9967215384
Academy, RIL
CA Sanjay D Shah Senior Partner (DGSM & Co.) (M) 9879203450
CA Jignesh P Parikh Partner (Patel & Jesalpura,
Chartered Accountants) (M) 9426501505
Ms. Forum J Shah Senior Manager (Financial Analyst)
Allahabad Bank S P Nagar Branch (M) 9825225856