Ashna Patel

Finance Professional | Ex-EY | ACCA, CFA LIII passed | Leveraging Audit Expertise in Financial Reporting, Analysis & Investment Analysis

Dubai, United Arab Emirates

About

Finance professional with 8+ years of international experience in audit, financial reporting, and risk assessment across India and Kenya. In India, I managed audits for USA-based multinational clients, gaining exposure to complex global financial practices and regulatory environments. ACCA qualified and CFA Level III passed, with a strong foundation in financial analysis, budgeting & forecasting, and business performance review. Skilled at interpreting complex financial data to support planning, streamline reporting, and provide actionable insights to stakeholders. Hands-on experience with ERP and analytics tools including SAP, Oracle, Power BI, and Alteryx. Currently pivoting into Investment Analysis, Financial Analysis or Corporate Finance roles where I can apply my analytical mindset, audit discipline, and cross-functional exposure to drive better financial decisions.

Experience

  • Assistant Manager at EY
    Feb 2022 - Apr 2024 · 2 yrs 3 mos

    During my tenure at EY, I successfully led audit teams responsible for delivering comprehensive financial audits for USA-based multinational clients in accordance with US GAAP. My role extended beyond traditional audit functions, as I partnered closely with FP&A and other finance teams to translate complex financial data into clear, actionable insights that supported strategic decision-making. By integrating advanced analytics tools such as Power BI and Alteryx, I enhanced the efficiency of financial data analysis and reduced audit testing time, contributing to more timely and accurate reporting. I also played a pivotal role in reviewing budgets and forecasts, performing detailed risk assessments, and conducting scenario analyses to evaluate potential impacts on business performance. My commitment to excellence and collaboration earned me two Employee SPOT awards, recognizing my ability to consistently exceed performance expectations under tight deadlines, as well as the Exceptional Client Service award for outstanding team coordination and delivering superior client outcomes. These experiences have equipped me with a strong foundation in both audit rigor and financial analysis, positioning me well to contribute meaningfully to FP&A and financial reporting roles.

  • Shah Patel & Company (Nairobi, Kenya)
    • Senior Auditor
      Jul 2018 - Nov 2021 · 3 yrs 5 mos

      As an Audit Senior, I led end-to-end audit engagements for over 40 clients across diverse industries, ensuring full compliance with IFRS and IFRS for SMEs. My role was both technical and client-facing, involving the preparation and review of standalone and consolidated financial statements, accurate intercompany eliminations, and the resolution of complex accounting discrepancies. I produced detailed audit and financial reports that provided clients with insights into operational inefficiencies, control gaps, and budget variances — supporting more effective financial planning and performance tracking. Beyond audit, I supported clients with forecasting, working capital management, tax planning, and performance metrics, directly contributing to stronger financial decision-making. I also provided tax advisory services and managed compliance filings for income tax, VAT, WHT, and CGT, ensuring all submissions were timely and aligned with local regulations. In addition, I handled end-to-end accounting functions for select clients, including general ledger maintenance, reconciliations, and month-end closings, ensuring accurate, IFRS-compliant financial reporting

    • Audit Associate
      Aug 2015 - Jun 2018 · 2 yrs 11 mos