Pankaj Borana

Accounting and audit professional with 4+ years of combined experience in academia and public accounting (2021–Present), including 2+ years in public accounting with NPO and Employee Benefit Plan (EBP) audits. Skilled in managing multiple client engagements end-to-end, from planning through fraud inquiry and completion, with strong client relationship and communication skills. ACCA part-qualified (7/13 papers), with a solid IFRS foundation and eagerness to build Canadian Auditing Standards (CAS, ASPE, ASNPO, PSAS) expertise.

Experienced in training and mentoring junior staff and students.

Audit Analyst at Wipfli LLP (2024-07 – Present)

• Independently managed 9+ client engagements end-to-end, taking full ownership of engagements from India
• Set up and led first-year audits for NPO and Employee Benefit Plan (EBP) clients, applying financial reporting and compliance standards
• Prepared audit deliverables including balance sheet, profit & loss statement, cash flow statement, and functional expense allocation
• Drafted management representation letters (MRL), required communications letters (RCL), and internal control letters as part of audit completion
• Verified existence of internal controls by obtaining and evaluating supporting evidence
• Performed substantive analytical procedures and financial statement analysis using CaseWare, OnPoint, and Asset Keeper
• Lead engagement planning meetings with the audit team, performing risk assessment and determining materiality to align audit scope and strategy
• Conducted independent fraud inquiries with clients as part of audit procedures
• Managed client relationships across multiple regions, proactively communicating via calls and email to resolve engagement bottlenecks
• Consistently delivered high-quality results while leading engagements under tight deadlines
• Identified process inefficiencies and implemented improvements to engagement workflows
• Prepared correspondence, technical reports, and presentations summarizing engagement findings for internal stakeholders
• Trained and mentored junior staff on audit procedures and standards
• Leveraged academic experience to support campus recruitment and talent pipeline efforts, alongside Women's Cell and CSR activities

Assistant Professor at Surana College, Autonomous (2021-01 – 2024-12)

• Designed and delivered training on IFRS, GST, corporate accounting, and advanced corporate accounting to 500+ students
• Mentored students on technical accounting concepts, contributing to improved pass rates and academic outcomes
• Facilitated workshops, guest lectures, and technical sessions on financial reporting standards
• Assisted in institutional audit and compliance reporting processes

ACCA – Association of Chartered Certified Accountants (2023-01)

M.Com – Surana College, Bangalore University (2018-01 – 2020-12)

B.Com – Surana College, Bangalore University (2015-01 – 2018-12)