Jithin Jose
Victoria
Summary
Highly organized and detail-oriented Chartered Accountant (Institute of Chartered Accountants of India) working towards CPA Canada Membership, with hands-on experience in audit, accounting, financial management and financial reporting. Proven track record in providing accurate and timely financial information and having a keen eye for detail. Skilled in supporting month-end procedures, preparing working papers, and ensuring compliance with regulatory requirements. Adept at collaborating with managers and maintaining systematic records to streamline accounting operations.
Overview
9
9
years of professional experience
7
7
years of post-secondary education
1
1
Certification
Work History
Sustainability Assurance - Audit specialist
PricewaterhouseCoopers (PWC)
Bengaluru
10.2024 - 09.2025
- Supported clients in implementing the ESRS disclosures as part of CSRD readiness projects.
- Conducted ESRS Gap Analysis, thereby identifying deficiencies and proposing recommendations in the sustainability report.
- Supported Double Materiality Assessment covering environmental, social and governance topics.
- Performed assurance procedures over the sustainability data (climate, social, and governance metrics).
- Assisted clients in aligning disclosures with GRI, TCFD, SASB and EU Taxonomy in addition to ESRS.
- Tested design and operating effectiveness of controls related to ESG data collection and reporting.
- Prepared client deliverables including management reports, finding summaries, and recommendations.
Financial Statements-Assurance - Audit specialist
PricewaterhouseCoopers (PWC)
Bengaluru
05.2023 - 09.2024
- Performed financial statements audit for clients across Asset & wealth management, FMCG and insurance industries.
- Executed Audit procedures including planning, risk assessment, walkthroughs, test of controls, and substantive testing.
- Reviewed and tested internal controls over financial reporting (ICFR) to assess design and operating effectiveness.
- Carried out analytical procedures on revenue, expenses, cash, intangible assets, fixed assets, liabilities to identify unusual trends and risks.
- Assisted in group reporting including audit packs and consolidation procedures.
- Validated compliance with IFRS reporting frameworks.
- Collaborated with managers in audit planning, execution and final deliverables.
- Conducted audits on payroll reports for accuracy and integrity.
- Communicated audit findings and recommendations to client management.
- Mentored and guided junior team members in audit procedures and documentation.
Audit & Assurance Fixed Term Hire
Deloitte US-India (USI)
Bengaluru
01.2022 - 03.2022
- Performed statutory audits and reviews of financial statements in compliance with IFRS and local GAAP.
- Conducted substantive testing and control testing to assess the operating effectiveness of financial and operational controls.
- Executed risk assessment procedures including walkthroughs, controls identification, and design evaluation.
- Prepared audit documentation in line with the Deloitte's global audit methodology.
- Assisted clients with financial statement preparation, disclosure compliance, and resolving complex accounting matters.
- Coordinated with client management to address the audit findings, ensuring timely completion of deliverables.
Special Assistant (Accounting & Taxation)
Iyer Thomas & Sunney Chartered Accountants
Ernakulam
08.2021 - 12.2021
- Assisted in conducting Tax audits ensuring compliance with reporting requirements.
- Supported teams in statutory audits, including verification of financial statements, vouching, ledger scrutiny and preparation of working papers.
- Handled monthly/quarterly/annual returns, reconciliations, and responding to notices from tax authorities.
- Assisted in the preparation of financial statements and audit reports.
- Prepared and reviewed client documentation to ensure adherence to applicable tax laws and accounting standards.
- Liaised with clients to collect necessary data and resolve audit or compliance queries.
- Maintained accurate client records and updated databases as needed.
- Assisted with the preparation of reports and presentation materials for board meetings and other senior-level events.
Accounting and Tax Consultant
Freelance
Ernakulam
12.2019 - 06.2021
- Implementation of various accounting and bookkeeping software including Tally.ERP9, Zoho Books and Invacss software.
- Manage accounts receivable and payables, ensuring accuracy and timely settlements for various clients.
- Assist in preparing monthly financial statements and consolidated group reports for clients.
- Stock audit of various Pharmaceutical, FMCG and Telecommunication based clients.
- Preparation of feasibility study reports, valuations, Interim and Projected financial statements for bank credits, seed funding, investor pitch-in etc.
- Reconcilation of accounts, maintain schedules, complete month-end procedures, passing of accurate journal entries and maintaining updated working papers.
- Ensure compliance with regulatory updates affecting procedures and ledgers.
- Managed payroll for employees at different locations and implemented improvements to streamline payroll processes and enhance efficiency.
- Handled client representation before regulatory and appellate bodies, including preparation of case files, submission of supporting documents, and attending proceedings.
Chartered Accountant Articled Assistant
Vargis Jacob & Associates Chartered Accountants
Ernakulam
06.2017 - 08.2019
- Assisted in statutory audits and tax audits, including preparation of working papers, vouching and ledger scrutiny.
- Handled GST compliance (Returns, Audit and Annual compliance) and also on transition from VAT and Service Tax regime to GST regime.
- Supported in Bank Audits, Internal Audits, Cinema Audit, Stock Audit etc.
- Gained exposure to ROC filings and compliance under the Companies Act, 2013.
- Assisted in representing clients before the tax authorities and appellate tribunals by preparing submissions, attending hearings, and liaising with officials.
- Interacted with the clients to collect information, clarifying queries, and support compliance requirements.
- Maintain systematic filing of client's accounting and financial records. Ensure compliance with regulatory updates affecting procedures and ledgers.
- Prepared and analyzed financial statements ensuring compliance with regulatory standards.
- Developed tax strategies to optimize client savings and ensure timely filings.
- Implemented accounting software solutions to streamline reporting processes for clients.
- Analyzed financial data to identify potential areas of improvement.
Chartered Accountant Articled Assistant
Mohankumar & Co. Chartered accountants
Ernakulam
07.2016 - 05.2017
- Performed Bank Audits, Tax Audits & Statutory Audits of diverse pvt.ltd. companies, firms and individuals.
- Advised clients on tax planning strategies that minimize their tax liabilities while complying with applicable laws and regulations.
- Prepared monthly, quarterly, and annual financial statements for internal use and external auditing purposes.
- Performed VAT and service tax audits and return filings.
- Supported the team in Internal Audits, Insurance audit, Audit of co-operative society, audit of non-profit organisation including Association of persons (AOP).
- Assist with the client's management in consolidation of group reports.
- Developed and implemented financial management strategies to improve cash flow and reduce costs.
- Liaise with client management team to provide financial insights and support.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
Kerala, India 11.2022 - 09.2025
Bachelor in Commerce - Finance & Taxation
Mahatma Gandhi University
Kerala, India 04.2014 - 03.2018
Skills
- Financial analysis
- Tax Compliance
- Audit of Financial Statements & Reporting
- Regulatory knowledge
- Cross-department Collaboration
- Feasibility study
- Projections and valuations
- Sustainability reports
- Softwares - MS OFFICE, TallyERP 9, ZOHOBOOKS, QuickBooks, Invacss
Certification
- FOIPPA Foundations - Privacy and Access Fundamentals, mytrainingbc, 09/22/2025
- Climate essentials, PWC, 01/01/25
- GHG protocol, PWC, 11/01/24
- Assurance CSRD, PWC, 11/01/24
- Advanced Integrated Course on Information Technology and Soft Skills, Institute of Chartered Accountants of India, 01/01/19
- Information technology training course, Institute of Chartered Accountants of India, 01/01/16
Community Service
- Active Volunteer for helping out old age home inmates as part of a Missionary project organized by St. Pius X Church, Choondy, Ernakulam, Kerala during the month of June 2017
- Volunteer and food server at Flood Relief Camp organized by Ernakulam District Administration at St. Mary's Church, Chowara, Ernakulam, Kerala in the month of August 2018
Timeline
Sustainability Assurance - Audit specialist
PricewaterhouseCoopers (PWC)
10.2024 - 09.2025
Financial Statements-Assurance - Audit specialist
PricewaterhouseCoopers (PWC)
05.2023 - 09.2024
Chartered Accountant -
Institute of Chartered Accountants of India
11.2022 - 09.2025
Audit & Assurance Fixed Term Hire
Deloitte US-India (USI)
01.2022 - 03.2022
Special Assistant (Accounting & Taxation)
Iyer Thomas & Sunney Chartered Accountants
08.2021 - 12.2021
Accounting and Tax Consultant
Freelance
12.2019 - 06.2021
Chartered Accountant Articled Assistant
Vargis Jacob & Associates Chartered Accountants
06.2017 - 08.2019
Chartered Accountant Articled Assistant
Mohankumar & Co. Chartered accountants
07.2016 - 05.2017
Bachelor in Commerce - Finance & Taxation
Mahatma Gandhi University
04.2014 - 03.2018