Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Other Details
Professional And Academic Qualifications
Personal Information
Languages
Disclaimer
Timeline
Generic

Jacob Joseph

Alappuzha

Summary

Aspiring finance analyst with three years of experience in accounting, taxation, auditing of various business concerns and statutory compliances of trusts, educational institutions. Have expertise in softwares like MS Office, Tally and Winman. Working towards the goal to achieve a responsible position in a reputed organisation to expand the knowledge and skill.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Accountant

Mudanthanjili Brothers Mannar
Alappuzha
01.2021 - Current
  • Analyzed financial data to identify discrepancies or trends.
  • Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
  • Calculated and prepared checks for utilities, taxes and other payments.
  • Reviewed invoices for accuracy and completeness prior to payment processing.
  • Performed general ledger reconciliations on a timely basis.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
  • Created journal entries accurately and timely for month end close processes.
  • Completed day-to-day duties accurately and efficiently.

Articled Assistant

L R Kamath & Co Chartered Accountants
Alappuzha
01.2017 - 03.2020
  • Headed the team for Internal audit of Government Companies
  • Audited the financial statements and the underlying books of account of various firms
  • GST Audit of various concerns
  • Dealt with preparation of various valuation certificates
  • Assisted in performing statutory audit of banks and Insurance Companies
  • Forecasted the profit and loss for various clients
  • Preparation of financial statements and compilation engagements
  • Handled income tax compliances of various high net worth individuals including computation of advance tax and filing of returns.

Education

Master of Arts - Finance

Indira Gandhi National Open University (IGNOU)
Kottayam
06-2020

Bachelor of Arts - Finance

S.B College, Changanacherry
Changanacherry
05-2016

High School Diploma -

St. Joseph’s HSS, Pulincunnu
Pulincunnoo, Alappuzha
05-2013

High School Diploma -

Fr. Thomas Porukara Junior College & Central Schoo
Champakkulam
05-2011

Skills

  • Adaptability
  • Team worker
  • Honest
  • Punctual
  • Interpersonal Skills and Problem Solving skills
  • Auditing
  • Statutory Reporting
  • Tax Return Filing
  • Tax Preparation
  • Bookkeeping
  • Financial Analysis
  • Financial Statements
  • ERP Accounting
  • Bookkeeping Knowledge
  • Accounting and Bookkeeping

Certification

  • Certificate of Completion for Information Technology Training from ICAI Alappuzha.
  • Certificate of Completion for Orientation Course Certification from ICAI Alappuzha.
  • Certification on Communicative Skills in Hindi Language and Human Resource Management offered by the Department of Hindi, SB College, Changanacherry

Accomplishments

  • Organized South-Indian level Inter College fest.
  • Participated in National Level Inter College fests.
  • Class Topper in Plus one and Plus two.

Other Details

M P Joseph, Ancy Joseph, CA Dinesh R Kamath, +91 9947152694, L R Kamath & Co Chartered Accountants, CA Jagadeesh Kamath, +91 8129755011, L R Kamath & Co Chartered Accountants

Professional And Academic Qualifications

  • M.Com, Indira Gandhi National Open University (IGNOU), 06/2020, 60
  • B.Com, S.B College, Changanacherry, 03/2016, 78
  • XII, St. Joseph's HSS, Pulincunnu, 03/2013, 92
  • X, Fr. Thomas Porukara Junior College & Central School, Champakulam, 03/2011, 7.4 CGPA

Personal Information

  • Date of Birth: 05/22/95
  • Gender: Male
  • Nationality: Indian

Languages

  • English (Minimum Professional Proficiency)
  • Hindi (Minimum Professional Proficiency)
  • Tamil
  • Malayalam (Native Proficiency)

Disclaimer

I hereby declare that above mentioned information is correct to the best of my knowledge and belief.

Timeline

Accountant

Mudanthanjili Brothers Mannar
01.2021 - Current

Articled Assistant

L R Kamath & Co Chartered Accountants
01.2017 - 03.2020

Master of Arts - Finance

Indira Gandhi National Open University (IGNOU)

Bachelor of Arts - Finance

S.B College, Changanacherry

High School Diploma -

St. Joseph’s HSS, Pulincunnu

High School Diploma -

Fr. Thomas Porukara Junior College & Central Schoo
Jacob Joseph