Lokesh Agarwal, Executive Director
Lokesh is an executive director and the head of audit for Citrin Cooperman India offices. Lokesh is an experienced professional with over 18 years in audit and assurance with a specialization in investment management, employee benefit plans, leading and setting up offshore practices, people management, and more.
Lokesh is an ACA and CPA, providing a wide variety of accounting, auditing, and consulting services to clients in many specialized industries. Lokesh specializes in audits, reviews, compilations, and consultation on general accounting, business strategy, operations, budgeting and forecasts, and internal controls. Lokesh is known as a subject matter resource for audits of investment management and employee benefit plans. Lokesh has extensive experience in automating certain audit areas in order to increase efficiency. Lokesh is also a certified coach and has facilitated many national and local office trainings in his meaningful career.
Prior to Citrin Cooperman, Lokesh worked at alliantgroup India Talent Private Limited as a senior director and Deloitte & Touche Assurance & Enterprise Risk Services India Private Limited as an audit senior manager.
Education
Master of Commerce, Annamalai University
Bachelor of Commerce, Calcutta University
Presentations
Lokesh has worked on many internal publications during his stint at Deloitte National Office at Stamford, Connecticut. He has also prepared many industry-specific training materials on technical accounting topics throughout his career.
Licenses
Licensed Chartered Accountant with ICAI
Certified Public Accountant in the State of Connecticut
Affiliations
Member, Institute of Chartered Accountants of India
Honors & Awards
Lokesh has received service excellence awards and leadership academy recognitions in his professional journey.
Work-Life Balance
Lokesh helps Akshaya Patra Foundation, which focuses on providing support to underprivileged children by providing them with access to a midday school meal program.
Lokesh likes to go on long drives, morning walks, and play cricket/snooker when not spending time with his family. Lokesh loves adventure sports and has dreamed of visiting more than 100 countries in his lifetime. He also acts as a coach for CPA aspirants and helps them prepare for exams.
Quality is the cornerstone of all the core values related to the profession. Modern tools and techniques are the weapons to enhance it, each time and every time.
Lokesh Agarwal, Executive Director