---
title: "Shivam Agarwal - Assistant Manager in Ghaziabad | Tal"
description: "Meet Shivam Agarwal, Chartered Accountant| EY-GDS | Ex-Windy Street based in Ghaziabad."
image: "https://tal.club/meet/shivam-78/share-image"
---

# Shivam Agarwal on Tal

## Headline

Chartered Accountant\| EY\-GDS \| Ex\-Windy Street

## About

As an Assistant Manager at , I focus on statutory audits, leveraging my Chartered Accountant qualification and expertise in investment management, real estate, and employee benefit plans \(401\(k\)\)\. My work emphasizes compliance with GAAP, IFRS, AICPA, and ERISA standards, ensuring rigorous financial reporting and transparency\. Previously, I contributed to audit and consulting roles at Windy Street, where I conducted end\-to\-end audits, including valuation testing and SOC 1 report reviews, and supported risk\-based audit planning\. My academic foundation includes a Chartered Accountant qualification from The Institute of Chartered Accountants of India and a Bachelor of Commerce degree in Accounting and Finance from Indira Gandhi National Open University\.

## Location

Ghaziabad

## Work experience

Assistant Manager at EY, Dec 2025 \- Present · 7 mos, Noida, Uttar Pradesh, India

Consultant / Audit Senior at Windy Street, Nov 2023 \- Nov 2025 · 2 yrs 1 mo, Gurugram, Haryana, India, Audit Senior – Statutory Audit \| Investment Management \| Real Estate \| EBP \(401k\) I specialize in delivering high\-quality statutory audits for clients in Venture Capital as a Service \(VCaaS\), Investment Management, Real Estate Investment Trusts \(REITs\), and Employee Benefit Plans \(401\(k\)\)\. I’ve led end\-to\-end audits for holding companies of listed entities, feeder funds, and commercial enterprises—ensuring compliance with GAAP, IFRS, AICPA, and ERISA standards\. My audit work includes valuation testing across all three levels of the fair value hierarchy, SOC 1 report reviews, and risk\-based audit planning with a strong emphasis on documentation and transparency\. Key highlights: Managed audits of international investment structures with fund sizes exceeding $100M\. Executed 401\(k\) audits including contribution testing, plan asset reconciliation, and participant data reviews\. Led audits of commercial entities, including a holding company for a national restaurant chain with 100\+ outlets across the U\.S\. Conducted in\-depth reviews of SOC 1 Type II reports to assess TPA controls and mitigate risk\. Collaborated directly with U\.S\.\-based teams to streamline fieldwork, troubleshoot key issues, and drive audit efficiency\. Known for my strong technical knowledge, team leadership, and a commitment to delivering audits with quality and integrity\. I take pride in my ability to lead teams, delegate strategically, and maintain strong client communication throughout the audit lifecycle\.

Audit Assistant at Mayank Kumar And Company, Jan 2022 \- Sep 2023 · 1 yr 9 mos, Ghaziabad, Uttar Pradesh, India

Financial Planning and Analysis at CA Monk, Jun 2023 \- Jul 2023 · 2 mos, Remote

Article Trainee \(Auditing & Assurances\) at Yogesh Kansal & Company Chartered Accountants, Oct 2018 \- Oct 2021 · 3 yrs 1 mo, Ghaziabad, Uttar Pradesh, India

Article Trainee \(Data Analysis and Management\) at Yogesh Kansal & Company Chartered Accountants, Oct 2018 \- Oct 2021 · 3 yrs 1 mo, Ghaziabad, Uttar Pradesh, India

Article Trainee at Yogesh Kansal & Company Chartered Accountants, Oct 2018 \- Oct 2021 · 3 yrs 1 mo, Ghaziabad Uttarpradesh

## Education

Chartered Accountant, Auditing, The Institute of Chartered Accountants of India

Bachelor of Commerce \- BCom, Accounting and Finance, Indira Gandhi National Open University

[View the original profile](https://tal.club/meet/shivam-78)

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