Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jibin Joseph

Chartered Accountant
Kannur

Summary

Versatile, skilled and detail oriented Chartered Accountant & CFA aspirant, completed Articleship from ASA Associates LLP and Industrial Training from Deutsche India Pvt Ltd. Proven ability to accurately execute a variety of Assurance, Financial/Product Control functions. Known for displaying high ethical standards, integrity and confidentiality while always exceeding expectations independently or as part of a team.

Overview

5
5
years of professional experience
9
9
years of post-secondary education

Work History

Finance Manager

Global Science Festival Kerala 2024
01.2024 - 03.2024
  • Performed functions of Finance Manager which comprised of Strategic Financial planning, Resource Allocation, adherence to budgetary constraints, fostering positive relationship with stakeholders and overseeing accounting function of project.

CA Industrial Trainee (Business Finance)

Deutsche India Pvt. Ltd.
8 2021 - 8 2022
  • Conducted month-end balance sheet reconciliations, product accounting, and substantiation activities, ensuring compliance with regulatory requirements.
  • Generated monthly profit and loss reports for business units/trading centres, ensuring accuracy and timeliness.
  • Provided transparent documentation of control procedures for quality assurance and final validation, contributing to effective control performance.
  • Managed quarterly disclosures and ensured adherence to accounting standards, maintaining transparency and regulatory compliance.
  • Worked collaboratively in virtual global teams and matrix organizations, contributing to cohesive and efficient work environment.
  • Demonstrated strong stakeholder management skills, fostering effective communication and collaboration across teams.
  • Produced daily profit and loss statements for business units/trading centres, utilizing comprehensive understanding of financial products.
  • Obtained sign-off from Front-Office (Traders) on reported profit and loss statements, ensuring alignment and accountability.
  • Implemented and monitored controls to validate trading activities, ensuring compliance with internal policies and external regulations.

Article Assistant (Assurance)

ASA & Associates LLP
07.2019 - 07.2021
  • Managed statutory audits for diverse corporate clients, overseeing audit program development, risk assessment, compliance testing, and materiality assessment across industries like Manufacturing, Healthcare, Education, Retail Trading, etc.
  • Proficient in Drafting Comprehensive Statutory Audit Report (including latest amendments in CARO 2020 and Schedule III)
  • Led consolidation process of financial statements of AS compliant private limited companies
  • Planning and execution of tax audit engagements, ensuring compliance with income tax norms including filing form 3CA, 3CB, and 3CD.
  • Successfully prepared and filed income tax returns for diverse clients.
  • Handled numerous GST assignments, conducting audits for entities in diverse industries. Also, played key role in preparing GST reconciliation statements (Form GSTR-9/9C).
  • Conducted comprehensive internal audit for government company, evaluating financial controls, operational processes, and regulatory compliance.
  • Physical verification of fixed assets and inventory, classification and preparation of Fixed Asset Register

Education

CFA Level I -

CFA Institue
12.2019 - Current

CA - Final -

Institute of Chartered Accountants of India
New Delhi, Delhi
03.2020 - Current

Bachelor of Commerce: Accounting and Finance -

Indira Gandhi National Open University
New Delhi, Delhi
07.2018 - 2020.05

CA - IPCC -

Institute of Chartered Accountants of India
New Delhi, Delhi
02.2017 - 2018.05

CA - CPT -

Institute of Chartered Accountants of India
New Delhi, Delhi
06.2016 - 2016.05

Higher Secondary Education - undefined

St. Michael's AIHSS Kannur
Kannur, Kerala
06.2014 - 2016.05

Skills

  • Financial Reporting and analysis
  • Analytical and Critical Thinking
  • Flexibility to Adapt to Changes
  • Strong Attention to Detail
  • Collaboration Skills
  • Technical Proficiency and Sound Knowledge on Financial Products
  • Expertise in Compliance and Internal Controls
  • Expertise in Assurance and Taxation functions
  • Credit Analysis

Languages

English
Bilingual or Proficient (C2)
Malayalam
Bilingual or Proficient (C2)
Hindi
Upper intermediate (B2)

Timeline

Finance Manager

Global Science Festival Kerala 2024
01.2024 - 03.2024

CA - Final -

Institute of Chartered Accountants of India
03.2020 - Current

CFA Level I -

CFA Institue
12.2019 - Current

Article Assistant (Assurance)

ASA & Associates LLP
07.2019 - 07.2021

Bachelor of Commerce: Accounting and Finance -

Indira Gandhi National Open University
07.2018 - 2020.05

CA - IPCC -

Institute of Chartered Accountants of India
02.2017 - 2018.05

CA - CPT -

Institute of Chartered Accountants of India
06.2016 - 2016.05

Higher Secondary Education - undefined

St. Michael's AIHSS Kannur
06.2014 - 2016.05

CA Industrial Trainee (Business Finance)

Deutsche India Pvt. Ltd.
8 2021 - 8 2022
Jibin JosephChartered Accountant