Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Arjun Shivatej Joshi

Mangalore

Summary

Dynamic Associate Audit Manager at P M Ananda & Co, skilled in financial reporting and regulatory compliance. Proven track record in executing statutory audits and tax planning, enhancing decision-making processes. Adept at team collaboration and effective communication, ensuring accuracy in financial statements, and adherence to accounting standards.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Associate Audit Manager

P M Ananda & Co, Chartered Accountants
Bangalore
12.2024 - Current
  • Executed Statutory Audits, ensuring compliance with Companies Act and relevant standards.
  • Finalized Statutory and Concurrent Audit Reports for Cooperative Bank, verifying financial data and regulatory adherence.
  • Conducted Internal Audits of financial operations for Bio-Chemical company, covering revenue and expenses.
  • Reviewed legal compliance and financial accuracy to aid management decision-making processes.
  • Managed ROC Filings, including annual returns and name removals, adhering to Companies Act and LLP Act.
  • Prepared and submitted Income Tax Returns for individuals, both salaried and self-employed.
  • Assisted in Tax Planning and Preparation, including advance tax calculations and Tax Audit support.
  • Verified Investment Proofs for salaried clients in accordance with TDS compliance requirements.

Audit Staff

CA K Chandrakanth Shenoy
Mangalore
01.2022 - 01.2023
  • Collaborated with Senior Audit Staff to ensure accurate bank stock valuation and reporting in compliance with regulations.
  • Led audits for Cooperative Societies under the Cooperative Societies Act in Karnataka, ensuring financial statement accuracy and regulatory compliance.
  • Oversaw member transactions and reserves to maintain accurate financial records during audits.

Articled Assistant

M Jagannath Kamath & Co, Chartered Accountants
Mangalore
10.2018 - 10.2021
  • Participated in Annual Statutory Audit team for banks, ensuring compliance with regulations and accounting standards.
  • Conducted over 25 Tax Audits across sectors, ensuring adherence to Income Tax Laws and identifying optimization strategies.
  • Filed more than 150 Business Tax Returns (ITR 3) and individual returns (ITR 1, ITR 2, ITR 4), guiding clients through complex obligations.
  • Managed multiple Trust Audits, ensuring compliance with Income Tax regulations and delivering accurate financial reporting.
  • Contributed to Internal Audit of high-net-worth firm, evaluating financial controls and identifying potential risks.
  • Completed GST assignments (GST 9 and GST 9C), overseeing end-to-end filings and reconciliations for compliance.
  • Prepared Books of Accounts and Financial Statements according to Accounting Standards.

Education

Chartered Accountancy -

The Institute of Chartered Accountants of India
New Delhi
05.2025

Bachelor of Commerce -

Besant College (Mangalore University)
Mangalore
01.2018

Class XII -

Canara PU College
Mangalore
03.2015

Class X -

Canara High School (Main)
Mangalore
03.2013

Skills

  • Financial reporting and analysis
  • Financial statement review
  • Tax laws and preparation
  • Regulatory compliance
  • Indian accounting standards (IND AS)
  • Internal and statutory audit
  • Effective communication
  • Team collaboration

Certification

  • Dec 2021 | AICITSS- Management & Communication Skills | The Institute of Chartered Accountants of India, New Delhi
  • Nov 2021 | AICITSS- Advanced Information Technology | The Institute of Chartered Accountants of India, New Delhi
  • Feb 2017 | Information Technology Training | The Institute of Chartered Accountants of India, New Delhi
  • Dec 2016 | Orientation Course | The Institute of Chartered Accountants of India, New Delhi

Languages

English
First Language
Hindi
Upper Intermediate (B2)
B2
Kannada
Proficient (C2)
C2
Konkani (Mother Tongue)
Proficient (C2)
C2

Timeline

Associate Audit Manager

P M Ananda & Co, Chartered Accountants
12.2024 - Current

Audit Staff

CA K Chandrakanth Shenoy
01.2022 - 01.2023

Articled Assistant

M Jagannath Kamath & Co, Chartered Accountants
10.2018 - 10.2021

Chartered Accountancy -

The Institute of Chartered Accountants of India

Bachelor of Commerce -

Besant College (Mangalore University)

Class XII -

Canara PU College

Class X -

Canara High School (Main)
Arjun Shivatej Joshi