Balaji K

Balaji K

CA Finalist

SCROLL TO EXPLORE

About

Professional Summary

A detail-oriented and analytical CA Finalist with extensive articleship experience in statutory audit, business valuation, and statutory compliance for high-turnover PSUs and NBFCs. Proven ability to identify control weaknesses, ensure Ind AS compliance, and deliver actionable recommendations to senior management. Passionate about leveraging technology to drive efficiency, with demonstrated success in developing custom automation tools using Power Query, Power Automate, and Excel to streamline financial processes. Seeking a challenging role in a finance or consulting environment where I can apply my analytical and technical skills to solve complex business problems.

Articleship

Experience

R V K S & Associates
Audit Executive
Aug 2022 – Sep 2025

IND AS AUDIT & FINANCIAL CONTROLS (NBFC - PSU)

  • Spearheaded the first-time Ind AS statutory audit, independently developing comprehensive checklists and working papers from the ground up.
  • Identified and reported qualifications related to incorrect interest accrual methodologies as per Ind AS, ensuring accurate financial reporting.
  • Uncovered significant internal control deficiencies and recommended strengthened controls for GST compliance, interest accrual, CRAR ratio maintenance, and other RBI-mandated regulations.

INTERNAL CONTROL & PROCESS IMPROVEMENT (PSU)

  • Identified critical weaknesses in inventory management due to reliance on manual records during the audit of a state-wide public distribution entity.
  • Recommended the implementation of a robust IT system and modern control procedures to senior management (including IAS officers) to mitigate risk and enhance verification accuracy.

BUSINESS VALUATION & CORPORATE FINANCE

  • Conducted complex valuations for transactions including slump sales and goodwill impairment testing as per Ind AS.
  • Applied the Discounted Cash Flow (DCF) method, rigorously validating key management assumptions for projections and determining variables such as risk-free rate, beta, and market returns.

TAXATION & COMPLIANCE

  • Represented clients in hearings before Income Tax and GST authorities.
  • Identified and advised on tax planning opportunities, particularly concerning capital gains from slump sales for corporate clients and individuals.

Projects

Automation & Tech

ITR Filing Automation Tool

Developed an Excel tool using Power Query to automate Form 26AS text file conversion, streamlining data comparison for ITR filing.

Excel Power Query Macro ITR
Payroll Process Automation

Engineered a custom Excel tool to automate formatting and bulk upload of payroll data into Tally, eliminating manual entry.

Excel Tally Integration
Automated Regulatory Updates

Designed a Power Automate workflow to aggregate and deliver real-time regulatory updates (GST, Income Tax, MCA) to Microsoft Teams.

Power Automate API Integration
Sales Dashboard Development

Created a daily sales dashboard using Power BI to monitor and analyze region-wise sales performance for a publicly listed company.

Power BI Data Visualization

Skills

Stack

Data Analysis & Visualization
Ind AS (Accounting Standards)
Automation (Power Automate)
Accounting & ERP

Software Ecosystem

Adv. Excel
Power Query
Automation
Power BI
Tally
Zoho Books

Learn

Education

CA Final
ICAI
2025
First Attempt 1 Exemption Group I
B.COM (General)
Alagappa University
2022-2023
Percentage : 77%
CA Intermediate
ICAI
2022
First Attempt 6 Exemptions Group I (69%) Group II (55%)
CA Foundation
ICAI
2020
First Attempt Pass with Distinction (82%)

Achievements

Activities

  • Secured School First in SSLC (98%) and HSC (96%).
  • Served as School Pupil Leader.
  • Competed in Tennis at the District Level.
  • Attained Yellow Belt in Karate.